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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.

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