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 February 19, 2014

   Police Department Community Room

          14 Village Green, Pelham, NH

 

4:00 P.M. CALL TO ORDER

PLEDGE OF ALLEGIANCE

MINUTES REVIEW:   December 4, 2013

 APPOINTMENT:   Conference Call with Citizens Bank

      Quarterly/Semi-Annual Review of Investment Portfolio Update   

BUSINESS:

     v Final Review of MS-9 and MS-10 Period ending 12/31/2013 for Submittal to DRA

v Review and Approval of 2014 Investment Policy for Submittal to DRA

 

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