The state treasurer may, with the approval of the advisory committee, adopt rules, pursuant to RSA 541-A, relative to:
I. Formulation of a disclosure policy and materials to be included in a prospectus and in periodic reports to participants, including:
- (a) A written statement of policy and pool objectives;
- (b) Investment objectives designed to meet the pool objectives;
- (c) A description of eligible investment instruments;
- (d) The credit standard of investment;
- (e) Allowable maturity range of investments;
- (f) The limits of portfolio concentration permitted for each type of security;
- (g) Safekeeping practices and disclosure of percentage of funds that are collateralized;
- (h) Definition of pool participant eligibility;
- (i) Disclosure of size of accounts, size of transactions and administrative costs;
- (j) Disclosure of the amount of funds invested or deposited within the state of New Hampshire; and
- (k) Instructions for establishing and utilizing accounts.
- II. Investment and administrative policies, practices, and restrictions, including the frequency and method used for calculating valuation, yields, and earnings.
- III. Requests for proposals from investment managers and criteria for reviewing such proposals.
Source. 2023, 36:1, eff. July 16, 2023. 2024, 368:8, eff. Aug. 23, 2024.