Status and Details

Status and Details

This page contains information about the status, approval and implementation of this version of the document. It also contains information contact details for the subject matter expert.  To the right, a brief summary of the changes between this and the previous version is provided.

Investment Policy

Show Field Notes
Status Historic Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date 6th December 2022 This is the date on which this version of the document came into effect.
Review Date 23rd June 2023 The next review of this document is scheduled to commence on this date.
Approval Authority Finance Committee The noted authority approved this is version of the document.
Approval Date 11th November 2022 This is the date on which this version of the document was approved by the authorised authority.
Expiry Date 27th November 2023 This is the date on which this version expires. It may still apply, conditionally, after this date.
Responsible Executive Paul McCubbin
Chief Financial Officer
This is the senior officer with responsibility for the document.
Enquiries Contact Paul McCubbin
Chief Financial Officer

Financial Services
General enquiries should be directed to the officer/area listed.

Summary of Changes from Previous Version

The changes reflect the Council approved removal of the Short Term Pool investment and the change to the Internally Managed Fixed Interest investments.

Clauses Amended:Policy/Schedule: 5, 15 (removed), 16, 25, 26,S9.