The Information Statement provides Participants with a summary of the major elements of CSAFE's funds. This document addresses legal structure, the investment advisor and administrator, the Board of Trustees, participant types, the primary types of funds that can be invested, transparency, oversight, legal counsel, the custodian, the auditor, credit rating, website and fee structure. This document is a summary only. The Indenture of Trust serves as the contract between the participants and the Trust Please see the website link, Join CSAFE for details on joining CSAFE.
Download Information Sheet