Trustees of The Trust Funds
                   Pelham, NH 03076

Trustees Meet the 3rd Wednesday of Each Month

 

Town of Pelham

Trustee of Trust Funds

6 Village Green

Pelham, NH  03076

                                  Phone:  603-635-8233

                                    FAX:  603-635-8274

 

                                       

                                                      

                                       

              

AGENDA

Trustee of Trust Funds

                                                

Wednesday July 23, 2014

Police Department Community Room

14 Village Green, Pelham, NH

            

 

4:00 P.M. CALL TO ORDER

 

PLEDGE OF ALLEGIANCE

 

MINUTES REVIEW:   February 19, 2014

 

 

 

APPOINTMENT:   

 

Conference Call on Portfolio Performance with Citizen’s Bank – Kelley Walker

 

OTHER BUSINESS:

 

v       Discussion on SEC Municipal Advisor Rule

v       Execution of Citizens Trustee Signature Cards

v       Review of MS-9/10 Reports Period Ending 30 June 2014

 

 

The Town of Pelham makes every effort to accommodate those who have special requirements to access public meetings.  Please call 635-8233 with your request.

 

 

REFERENCE DOCUMENTS

 

Date Posted

Document
   
02-28-2012 2011 Perpetual Care Fund
02-28-2012 2011 - Revised Investment Policy Statement
02-28-2012 2011 - Revised Internal Control Policy
02-28-2012 2011 MS-9 & MS-10
09-26-2011 Trust/CRF Documents
12-02-2010 ADOPTED - INVESTMENT POLICY STATEMENT & GUIDELINES REV JULY 2010
11-29-2010 2010 Approved - INTERNAL CONTROL POLICY
07-14-2009 2009 Approved - INTERNAL CONTROL POLICY
09-25-2008   ADOPTED - INVESTMENT POLICY STATEMENT & GUIDELINES
09-25-2008   ADOPTED - INTERNAL CONTROL POLICY
08-28-2008   DRAFT - Internal Control Policy
08-28-2008   DRAFT - Investment Policy Statement & Guidelines
   
   Trustees of the Trust Funds
     Town of Pelham, NH
          6 Village Green
      Pelham, NH  03076
         (603) 635-8233