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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, LLC 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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7380 Sand Lake Road, Suite 650  |  Orlando, FL 32819

FL SAFE investment options include the FL SAFE Stable NAV Fund and FL SAFE Variable NAV Fund as separate managed investment portfolios whose holdings are subject to change, and Term Series portfolios (collectively “Funds”). Shares in FL SAFE Funds are offered and sold only based on the information contained in the current FL SAFE Information Statement which can be found here or can be obtained by calling 855.202.9650. These Funds are only offered and sold to units of local government under Florida statues as eligible participants in FL SAFE.

The Funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Stable NAV Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in this fund. The Variable NAV Fund seeks to provide current income while maintaining limited price volatility. The Variable NAV Fund has a floating net asset value, and the net asset value of a Participant’s investment could decline below the amount originally invested by the Participant. You should consider the applicable Fund's investment objectives, risks, charges and expenses detailed in the Information Statement before you invest.

Information in the Knowledge Center and elsewhere on this website is intended for institutional investors and has been published for informational and educational purposes only. The information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product, which may only be done after client suitability is reviewed and determined. This information does not represent an offer or solicitation to buy or sell shares of the FL SAFE Funds, or any other security. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not a guarantee of future results. The FL SAFE service providers may, from time to time, voluntarily waive certain fees and expenses, which may affect the yield. Expenses are detailed in the Information Statement under "Fees and Expenses of the Funds."

FL SAFE Fund shares are marketed through PMA Securities, LLC., a broker-dealer and municipal advisor registered with the SEC and MSRB, and member of FINRA and SIPC. FL SAFE Fixed Income Investment Program investments are offered and sold through PMA Securities, LLC. and its affiliate, PMA Financial Network, LLC., which serves as Operational Manager to FL SAFE. PMA Asset Management, LLC., an SEC registered investment adviser and PMA affiliate, serves as the investment advisor to FL SAFE and Florida Management Administrative Services, LLC (FMAS) serves as Administrator to FL SAFE.