The purpose of the following procedure is to establish a limited amount of qualified broker-dealers to assist the Ada County Treasurer with investment activities. This list of qualified brokers will be reviewed annually. There are a number of spots available for broker-dealers.
Follow these steps to be considered as a Broker-Dealer for Ada County:
- Read the Ada County Investment Policy
- Complete the IP Checklist and RFI
- Send the signed forms to email@example.com
Questions regarding this qualification form should be directed to Ben Chilanga at firstname.lastname@example.org