|FL PALM Portfolio||FL PALM Term Portfolio|
|Investment Period||One Day Minimum, Full Liquidity|
60 day minimum
|Standard & Poor's Rating/Fitch/Kroll||*AAAm||**AAAf/AAAkf|
|Transactions||By Phone, Fax, or Online||By Phone|
|Same Day Wire Transfer Deadline||2:00 p.m. Eastern Time||Through FL PALM Portfolio|
|Next Day ACH Transfer Deadline||4:00 p.m. Eastern Time||Through FL PALM Portfolio|
|Daily FL PALM Term Investment Deadline||N/A||12:00 noon Eastern Time|
|Minimum Initial Investment||$10,000||$1,000,000|
|Additional Deposits||No Minimum Amount,|
No Mimimum Amount,
Unlimited ACH Redemptions,
Unlimited Wire Transfers
|Number of Accounts||Unlimited||Unlimited|
|Interest Earning||Variable Rate,|
|Fixed Rate of Interest,|
Paid at Redemption
|Statements and Confirmation||Available online through EON system||Available online through EON system|
*Standard & Poor’s fund ratings are based on analysis of credit quality, market price exposure, and management. According to Standard & Poor’s rating criteria, the AAAm rating signifies excellent safety of invested principal and a superior capacity to maintain a $1.00 per share net asset value. However, it should be understood that the rating is not a "market" rating nor a recommendation to buy, hold or sell the securities. For a full description on rating methodology, visit Standard & Poor's website (http://www.standardandpoors.com/ratings/funds-main/en/us).
**Effective March 2017, FL PALM (which includes all new Term Series created after FEITF Term Series Jun 18) has received a AAAf from Fitch Ratings ("Fitch") and a AAAkf rating from Kroll Bond Rating Agency ("Kroll"). The ratings reflect Fitch's and Kroll's review of the Term program's investment and credit guidelines, the portfolio's credit quality and diversification, as well as the capabilities of PFM Asset Management LLC as investment adviser. The Fitch AAAf rating indicates the highest underlying credit quality (or lowest vulnerability to default). The Kroll AAAkf rating is based on the credit quality of the underlying instruments that comprise the portfolio and is influenced by the results of a qualitative assessment of the investment adviser. However, it should be understood that these ratings are not "market" ratings nor a recommendation to buy, hold or sell the securities. For a full description on rating methodology visit www.fitchratings.com and www.krollbondratings.com/ratings/methodologies/rating-scales.
Important announcement from your program’s investment advisor.
PFM announces agreement to sell PFM Asset Management LLC to U.S. Bancorp Asset Management. Click here for more information.
*** FL PALM has changed its custodian & depository bank to U.S. Bank, N.A. effective March 26, 2021. Please log into your account for new wiring instructions or call the Client Services Group at 877-495-8246 for assistance***
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Account Access and Sign In Button – Domain Name Change
We are transitioning the Account Access (EON) page and this website’s Sign In button domain name from am-auth.pfm.com to am-auth.pfmam.com effective October 23, 2021.
Should you encounter any issues accessing this new site, please inform your IT professionals to allow access to the new domain name *.pfmam.com to ensure that you can continue to visit Account Access (EON) and Sign In to password-protected areas of this website.
If you have any questions, please reach out to our FL PALM team at ClientServices@fl-palm.com or call 877.495.8246.