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New Accounts
Opening your account is simple and straightforward. Depending on your existing investment policy, participants may join FLSAFE by either of two methods (Option A or Option B). Please call FL SAFE at 855-202-9650 and we will assist you through this process.
We encourage you to carefully review the above referenced documents with your counsel.
After the documents are executed, please send to:
Jeff Larson
FMAS
FLSAFE Administrator
10151 University Blvd. #227
Orlando, FL 32817
Attn: FL SAFE
Email: jlarson@floridamanagementservices.com
Telephone: 407-496-1597
Option A
1. Review the Indenture of Trust;  FL SAFE Information Statement
The Indenture of Trust is a contract among the participants regarding the pooling of their assets for investment purposes. This document also describes the operational guidelines, permitted investments, limitations on liability, share information, issues related to the Trustees and Officers, net asset value determination and custodian duties.
FL SAFE Indenture of Trust           FL SAFE Information Statement
2. ADopt the instrument of adoption
Under Florida Statues, Section 218.415, Florida governments have the power to invest in any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act, as provided in Section 163.01 of the Florida Statutes. The Indenture of Trust is an interlocal agreement under Section 163.01. The Instrument of Adoption must be signed by the finance director, treasurer, chief financial officer or other local official who is properly authorized to invest public funds of your entity.
FL SAFE Instrument of Adoption
3. Fill out the FL SAFE account form
The account form identifies the authorized signers on the account, account number and bank information. This document is available to Participants only and is password protected. Please contact FL SAFE at 855-202-9650 to obtain access to this document.
FL SAFE Account Form
Option B
1. Review the Indenture of Trust
The Indenture of Trust is a contract among the participants regarding the pooling of their assets for investment purposes. This document also describes the operational guidelines, permitted investments, limitations on liability, share information, issues related to the Trustees and Officers, net asset value determination and custodian duties.
FL SAFE Indenture of Trust
2. Approve an Authorizing Resolution
Some participants may wish to become a party to the Indenture of Trust and investment in FL SAFE by formal action of their governing board or council. The attached model resolution effects a specific approval of the execution of the Indenture of Trust and investment in FL SAFE. This document must be signed by an individual of the board, commission or council of the governing body.
FL SAFE Model Resolution
3. ADopt the instrument of adoption
Under Florida Statues, Section 218.415, Florida governments have the power to invest in any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act, as provided in Section 163.01 of the Florida Statutes. The Indenture of Trust is an interlocal agreement under Section 163.01. The Instrument of Adoption must be signed by the finance director, treasurer, chief financial officer or other local official who is properly authorized to invest public funds of your entity.
FL SAFE Instrument of Adoption
4. Fill out the FL SAFE account form
The account form identifies the authorized signers on the account, account number and bank information. This document is available to Participants only and is password protected. Please contact FL SAFE at 855-202-9650 to obtain access to this document.t.
FL SAFE Account Form
Download more information about PMA Financial Network, Inc. here.
Other FL SAFE Service Programs
Cash Flow Management
Bond Proceeds Management
Financial Planning Program
Fixed Income Investment Program
Credit Risk Analysis
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10151 University Blvd., #227  |  Orlando, FL 32817

This information does not represent an offer to sell or a solicitation of an offer to buy or sell shares of the Fund or any other security. Shares in the Fund are sold or bought only based on the information contained in the current Fund Information Statement. The Information Statement contains important information and should be read carefully before investing. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Fund shares are marketed through PMA Securities, Inc., member FINRA. The yields presented on this website represent past performance and are not a guarantee of future results. The Fund may, from time to time, adjust certain management fees and expenses, which may affect the yield. Expenses are detailed in the Information Statement under "Fees and Expenses of the Fund"

The Stable NAV is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.

The daily yield refers to income generated over the previous one day period; the income is then annualized. The 7-day yield refers to income generated over the previous seven day period; the income is then annualized. The 7-day effective yield is calculated in the same manner but assumes reinvestment of income over the seven day period. Due to compounding, the 7-day effective yield will be slightly higher than the 7-day yield. The 30-Day Average Yield for the Variable NAV Series is the annualized average of the daily yields for the past 30 days. Fund performance changes over time and current performance may be lower or higher than what is stated. The yields represent past performance and should not be viewed as a guarantee of future results. The most recent yield information can be obtained by calling 1-855-202-9650. The pools are managed portfolios whose holdings are subject to change. For more complete information, please read the FL SAFE Information Statement before investing with the Fund, which is provided on the FL SAFE website or can be obtained by calling the number provided above. You should consider the Fund’s investment objectives, risks, charges and expenses before you invest. Information about these important subjects are detailed in the information statement, which you should read carefully before investing.

Information in the FL SAFE Research Center has been distributed for educational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.