How to Join FL SAFE:

Before initiating your enrollment, please review our Information Statement to understand the commitments and regulations associated with FL SAFE. Additionally, for detailed information on investment options available to local government units, including participation in any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act of 1969 (as provided in s. 163.01), please refer to Section 218.415 of the Florida Statutes.

Enrollment Methods:

Enrollment in FL SAFE is accessible through one of the following methods, depending on your entity’s governance structure:

Instrument of Adoption:

If your entity’s investment policy grants you the authority to manage financial engagements directly, please execute the Instrument of Adoption. This document affirms your agreement with the FL SAFE Interlocal Agreement and grants authorization for your participation in FL SAFE. Include a copy of the entity’s investment policy.

Approval of a Resolution:

For entities that require board approval for financial engagements, a formal resolution must be passed. Please refer to our Model Resolution, which can be used as a template for obtaining authorization.

Account Forms:

To obtain forms, please contact Chandler Asset Management, Inc.’s client service team toll free at 855-202-9650 or FMAS at 407-496-1597. They will arrange to send you a secure link where you can access final onboarding forms and upload your documentation.