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Investment, redemption, and transfer transactions have historically only been completed through fax, but as of May 1, 2010 investors have the option of submitting investment instructions by email direct to the program custodian/record keeper. To enable email transactions for your organization please complete and submit the Email Investment Instruction Authorization Form to One.
If your organization chooses to utilize fax
communications to provide investment instructions to the custodian/record
keeper, note that completed forms must be faxed directory
to CIBC Mellon at
(416) 643-5455.
All forms must be signed by a signing officer as indicated on the Certificate of Treasurer Form.
The program Agency Agreement, as well as all schedules (currently
A-E), has been restated in 2010 to reflect the change of the
program from “One – The Public Sector Group of Funds” to “The
One Investment Program”.
Existing program investors can download the revised schedules
A-E below:
The Certificate of Treasurer Form is used to update or change the authorized signing officers for an investor organization. If changes occur related to the signing officers a new Certificate of Treasurer form should be completed so that One has current investor information. Two original copies of the completed form must be sent to One when any updates are completed.
Download
the Certificate of Treasurer Form
This form can be used by existing One Program investors to recognize new/additional accounts, changes to existing investor accounts, or changes in investor banking information. Note that only one bank account can be associated with a single One Investment Program account.
Download
the Investor Account Information Sheet.
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