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Model Financial Policy and Procedures Template

This policy aims to provide guidance on financial policy and procedures, bank accounts and signatories, annual budget and financial reporting, authorisation and payment, payroll and insurance.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

 

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