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Forms Fax/Email Transaction Forms Investment, redemption, and transfer transactions have historically only been completed through fax, but as of Spring 2011 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. Any instruction must come from the email address of a valid signing authority as noted in the email instruction form. If your organization chooses to utilize fax communications to provide investment instructions to the custodian/record keeper, note that completed forms must be faxed to CIBC Mellon at (416) 643-5455. All forms must be signed by a signing officer as indicated on the Certificate of Treasurer Form. Certificate of Treasurer 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 Investor Account Information SheetThis 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. Agency Agreement 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: |
