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CU PolicyPro Content Updates!

The March 2026 includes updates to several policies, 3 new content additions, and the retirement of two policies. Key additions include new guidance for Supervisory Committee Governance and Customer/Member Due Diligence, along with a new overarching Physical Security Program policy. Several BSA/AML and OFAC updates were made to improve clarity and align with regulatory expectations, and multiple real estate lending policies were updated to comply with the CFPB’s PACE financing rule, effective March 1, 2026. Chapter 4000 (Security) was also reorganized to better distinguish between board level policies and supporting procedures, resulting in improved structure and the retirement of duplicative policies.

Click here to view March 2026 Content Updates!

Pro Tip! The Ongoing Policy Maintenance Training Video covers content updates and incorporating the changes into your custom content (start at 37:20). 


 


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