How To Join
How to Join
Before initiating your enrollment, please review the Information Statement and Indenture of Trust to understand the commitments and regulations associated with FL SAFE. Please access these documents in the Document Center, Fund Documents section.
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 completed 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 approval of 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 approved by the governing board. Please refer to our Model Resolution, which can be used as a template for obtaining authorization.
Please see Enrollment Documents to access these documents.
Enrollment Documents
The FL SAFE fund documents provide key information on the governance and investment guidelines under which the portfolios are managed. FL SAFE investors should review these documents prior to investing in the FL SAFE portfolios.
Account Documents
Once documentation of enrollment has been received, FL SAFE investors must complete new account forms. If staff changes occur at your organization, please utilize the Authorized Personnel Form to make additions or deletions.
If you have questions, please contact the FL SAFE client services team at either 855.202.9650 or flsafe@chandlerasset.com.