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Calm HSA Board of Directors Investment Policy Resolution No. 1106 WHEREAS, Calm HSA recognizes the need to clearly identify the objectives and guidelines for the investment and management of funds,

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01

Start by reading the resolution carefully to understand its purpose and requirements.

02

Gather all the necessary information and documents needed to complete the policydoc, such as financial statements, investment goals, and risk tolerance.

03

Begin by filling out the basic information section, including the name of the organization, date, and any other relevant details.

04

Identify the investment objectives and goals of the organization. This may include generating income, capital appreciation, or preserving capital.

05

Determine the organization's risk tolerance and investment guidelines. This can include specifying the acceptable level of risk, asset allocation strategies, and investment restrictions.

06

Consider any legal or regulatory requirements that need to be addressed in the policydoc.

07

Outline the process for reviewing and monitoring investments, including performance evaluation and reporting.

08

Specify the roles and responsibilities of individuals involved in implementing and managing the investment policy.

09

Review and revise the resolution 11-06 investment policydoc if necessary, ensuring it accurately reflects the organization's current goals and objectives.

10

Obtain any necessary approvals or signatures and distribute the policydoc to relevant stakeholders.

Who needs resolution 11-06 investment policydoc:

01

Organizations or institutions that engage in investment activities, such as corporations, non-profit organizations, or government entities, may need resolution 11-06 investment policydoc.

02

Individuals responsible for overseeing and managing investments within an organization, such as board members, investment committees, or finance departments, may also require resolution 11-06 investment policydoc.

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