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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.  

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

 


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 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 new 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 PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC. 

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