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TITLE |
DESCRIPTION |
Vendors ** |
Standards for Investment Pilot Program Applications Involving Short Sales of U.S. Treasury Securities - MS Word or PDF |
Outlines the standards that credit unions should address in applications for engaging in short sales of U.S. Treasury securities. These standards are flexible and may be negotiated. |
N/A |
Standards
for Participating Credit Unions and Third-Party
Derivative Pilot Program Applicants - MS Word |
Outlines
the standards that credit unions and third-party
providers should address in applications for
investment pilot programs involving the purchase
of derivatives. These standards are flexible
and may be negotiated. |
1. Western Corporate FCU
2. ALM First Financial Advisors, Inc.
3. Southwest Corporate Investment Services |
Standards
for Third-Party Investment Fund Pilot Program
Applicants Involving Loans- MS Word or PDF |
Outlines
the standards that credit unions and third-party
providers should address in applications
for investment company pilot programs involving
loans and loan participations. These standards are
flexible and may be negotiated. |
CUNA Mutual Group |
Standards for Third Party Investment Fund Pilot Program Applicants Involving Investments- MS-Word |
Outlines the standards that credit unions and third-party providers should address in applications for investment company pilot programs involving investments that are impermissible by regulation. These standards are flexible and may be negotiated. |
Bear Stearns Co. Inc. |
