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Investment Pilot Programs
**The exact standards may vary slightly from those posted. Check with the individual
vendor for the standards that apply to their particular program.
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TITLE
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DESCRIPTION
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Vendors**
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Standards for Investment Pilot Program Applications Involving Short Sales of U.S.
Treasury Securities - MS Word or
PDF
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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.
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N/A
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Standards for Participating Credit Unions
and Third-Party Derivative Pilot Program Applicants - MS Word
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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.
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1. Western Corporate FCU
2. ALM First Financial Advisors, Inc.
3. Southwest Corporate Investment Services
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Standards for Third-Party Investment Fund Pilot Program Applicants Involving Loans- MS Word or
PDF
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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.
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CUNA Mutual Group
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Standards for Third Party Investment Fund Pilot
Program Applicants Involving Investments- MS-Word
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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.
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Bear Stearns Co. Inc.
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