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Enrolment All Ontario Municipalities are eligible for enrolment in One Investment Program. If you are interested in Enroling in The One Program and want more information about our product and services, please contact Tom Bradbury or Jason Hagan. If you have decided that you wish to participate in the One Investment Program, an enrolment package can be ordered by contacting Jason Hagan There are three easy steps to enroll in The One Investment Program: 1. HAVE COUNCIL PASS AN AUTHORIZATION BY-LAW Arrange for Council to consider and pass One’s model By-law (or similar) which has been prepared with the advice of the Program’s lawyers. The Agency Agreement for The One Investment Program referred to in the model By-law should also be made available to Council for their review at the meeting dealing with the By-law. To assist you in obtaining Council approval, One has a sample Report to Council that is available on the One Program website – address below. Staff can also provide actual reports from other municipalities related to their enrollment. 2. EXECUTE ALL REQUIRED DOCUMENTS Agency Agreement between the Municipality and CHUMS and LAS
Treasurer’s Certificate This Certificate identifies the individuals
authorized to act on behalf of the Investor and confirms
the By-law passage and completion of all required documents. Keep
1 copy for your records and return 2 copies to One. Download
the Form. Investor Account Information Sheet This document provides all account details necessary for the setup of your One Investment Program account(s). Note: you may consider having more than one account in each Portfolio so that your accounting for each investment can be easily matched. This is allowable in the One Program and does not result in any additional cost for the investor. All One portfolios operate through the automated transfer of monies to and from the investor’s bank account at its financial institution(s). For example, if you are using only one bank account for all One investments then only one sheet would be completed. The sheet would include the financial institution and account information, as well as the names of the investment accounts you wish to operate from this account. Attach one copy of this document (for each account) to the PAD Authorization referred to in 2(d) below. Keep 1 copy of the completed Information Sheet for your records and return 2 copies to One. Municipality’s Authorization for Pre-Authorized Debits (“PAD Authorization”) This Authorization directs your financial institution to accept deposits and withdrawals facilitated by One’s Payment Servicer in order to carry out your investment directions. Attach to the PAD Authorization 1 copy of each Investor Account Information Sheet – as noted in 2(c) above. Forward 1 completed copy of the PAD Authorization to your financial institution, keep 1 copy for your records and return 2 copies to One. 3. RETURN THE REQUIRED DOCUMENTS TO THE One INVESTMENT PROGRAM A completed package consists of:
Please mail all documents to:
Should you have any questions about the Enrolment Process or about any of the Forms, please contact Jason Hagan or any other member of the One Investment Program Team.
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