Investment Committee Charter Form
Complete the Investment Committee Charter Form to establish the committee's structure, responsibilities, and operational guidelines.
Committee Name
*
Committee Purpose / Mission Statement
*
List of Committee Members (Full Names)
*
Chairperson Name
*
First Name
Last Name
Member Roles and Responsibilities
*
Meeting Frequency
*
Please Select
Monthly
Quarterly
Annually
As Needed
Other
Decision-Making Process
*
Scope of Authority
*
Reporting Requirements
*
Approval and Effective Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Charter
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