Open an Account

To invest in FL PALM, please complete the following steps:

Note: Prospective Participants must provide a completed Signatory Public Agency Addendum before an initial investment in the Trust. Prospective Investors must provide a completed New Investor Application and copy of the Public Agency's Investment Policy.

Read the FL PALM Information Statement.
Contact a Fund Representative at 1-877-495-8246 with any questions.

Complete and send the following forms to FL PALM Client Services (available on the Forms and Documents section of this site):

Account Application
New Participant/Investor Application (if this is your entity's first FL PALM account)
Contact Record Form
IRS W-9 Form
Wire/ACH Setup Instructions

Completed forms can be submitted to FL PALM Client Services by Fax: (800) 252-9551

Or by mail:

FL PALM Client Services
P.O. Box 11813
Harrisburg, PA 17108

IMPORTANT MESSAGE: Columbus Day/Indigenous Peoples Day holiday

IMPORTANT MESSAGE: Due to the Columbus Day/Indigenous Peoples Day holiday, the Fund will be closed on Monday, October 14, 2024.

Updated Information Statement Available

An updated Information Statement, dated October 1, 2024, is now available for review. Please click here to access the document. If you have any questions, please email CSGEast@pfmam.com.

Alert: Technical Issue

Due to a technical issue, the publication of monthly statements for fixed income separately managed accounts will be delayed. We are working to resolve this issue as soon as possible.

We apologize for any inconvenience. Should you have questions or require assistance, please contact your Relationship Manager or the Client Services Group.

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Florida Public Assets for Liquidity Management (the “Fund” or “FL PALM”) investment objectives, risks, charges and expenses before investing. This and other information about the Fund is available in the Fund's Information Statement, which should be read carefully before investing. Copies of the Fund's Information Statement may be obtained by calling 1-877-495-8246 or are available on the Fund's website at www.fl-palm.com. While the FL PALM Portfolio seeks to maintain a stable net asset value of $1.00 per share and the FL PALM Term portfolio seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Fund. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Fund are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Fund. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.