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Policy Review

What is a policy review?

A policy review will assess asset liability management, liquidity, and investment policies. Emphasis in the review will be ensuring policies address NCUA Letter 12-CU-05 addressing Interest Rate Risk Policy and Program Requirements.

Why is a policy review important?

Ensuring a credit union’s policies address requirements by NCUA will always be mandatory. A policy the helps guide a credit union toward best practice while establishing a clear directive in risk management is a must. In an interest rate risk sensitive industry, a policy review will be imperative to be compliant with NCUA regulations and follow sound practice.

Who does a policy review help?

A policy review will help a credit union by including suggested areas of improvement or change to comply with both the letter and spirit of “best practice” regarding IRR management.

Why QuantyPhi?

As a CUSO of Corporate Central Credit Union, QuantyPhi knows credit unions. Our mission is to help make your credit union wildly successful, while being compliant with NCUA.

QuantyPhi
6262 South Lowell Place, Muskego, WI 53150
Phone: (414) 433-0176 | Fax: (414) 427-3700
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