finance ready policy > cash and investments

This policy is designed to document your company’s principles and procedures for cash, marketable securities and investments. With detailed explanations of all financial instruments, this policy will help you understand the correct classifications for all your investments.

Simply edit the policy and customize the appropriate sections to prepare a Cash, Marketable Securities and Investments policy for your company!

Download this policy for only $14.99 CAD

Features include:

  • user-friendly, step-by-step instructions
  • policy overview with reference to accounting provisions for Canadian and US GAAP
  • detailed explanations of financial instruments, such as investments held for trading, held to maturity, loans and receivables, and available for sale.

Current version released September 29, 2008
Requires Adobe Reader. Designed for use with any word processor, including Microsoft Word, Google Docs and OpenOffice Writer

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