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121 of 4356.3.REVISED BUDGET 20232024REPORT AUTHOR Tara Killeen, Chief Financial OfficerMANAGERRachel Trophy, Chief Executive OfficerDEPARTMENTFinance and Corporate ServicesRECOMMENDATION In accordance
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The 64 investment general policy is a set of guidelines and rules that govern investment decisions made by individuals or organizations.
Any individual or organization that invests in assets or securities is required to file a 64 investment general policy.
The 64 investment general policy can be filled out by providing information regarding the investment strategy, risk tolerance, and financial goals.
The purpose of 64 investment general policy is to outline the investment objectives and constraints of an individual or organization.
Information such as investment goals, risk tolerance, and asset allocation must be reported on the 64 investment general policy.
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