TO ESTABLISH MEMBERSHIP AND OPEN A MASTER FUND ACCOUNT:
- Your entity should review the Fund’s Information Statement found here and Intergovernmental Cooperation Agreement located here, and then pass the WISC Resolution found here to participate in the Fund.
- Then, your PMA Representative will work with you to complete the Master Account Application in its entirety and submit it to us along with the original signed Resolution. You may email this documentation to PMA Financial Network at: gps@pmanetwork.com in order to expedite the membership process. Please note that there is no requirement to mail us original documents. (To open multiple Fund accounts under the same entity name, see “Optional Services”.)
OPTIONAL SERVICES
- PMA GPS INTERNET SERVICE AUTHORIZATION: Complete this form for online access to your Fund account(s). Login information for each user will be sent to the user’s email address as indicated on the form, within two business days. Please keep in mind that for security purposes we are unable to establish a PMA GPS login until the signed Master Account Application is on file. (If you do not elect this option now, you may do so at any time in the future.)
- PMA FINANCIAL NETWORK, LLC & PMA SECURITIES, LLC BROKERAGE ACCOUNT: If your entity wishes to purchase Fixed Income Securities (Certificates of Deposits or other “Permitted” Fixed Income Investments), complete the PMA Financial Network, LLC and PMA Securities, LLC Account Application Forms and Agreements at the links below. Brokerage services utilize the same account number as your Fund account and are available through any and all sub-accounts you may open under your entity name:
- ADDITIONAL ACCOUNT AUTHORIZATION: Complete this form now or at any time after the establishment of your master account to open additional, separate account(s) under your entity name. Please complete one form for each additional account.
- UPDATE OF AUTHORIZED PERSONNEL: Complete this form at any time after the establishment of your master account to change the authorized personnel listed in the Master Account Application. (This change will apply to all current and future accounts under your entity name, unless otherwise indicated).
