Getting Started:

• JPA Agreement (Joint Exercise of Powers Agreement)
The Authority by which CalTRUST was created and which governs the Trust. Prospective participants should carefully read this Agreement along with the Information Statement.

• Information Statement
This statement provides detailed information about the Trust and is informational only. Prospective participants should carefully read this Information Statement and the JPA Agreement.

• Investment Policy
This document provides the investment objectives, policies and restrictions for each of the three separately managed funds.

• Program Registration Form and Participation Agreement
Completing this form constitutes an agreement to participate in the CalTRUST Program and provides the required information for opening an account.

• Transaction Forms
Once an Account has been opened, Transaction documents are available for making contributions and withdrawals.



The information on this website is intended only for public agencies within the meaning of the Joint Exercise Of Powers Act and does not represent an offer to sell or a solicitation of an offer to buy shares of the Trust or any other security. Shares in the Trust are sold or bought only based on the information contained in the current Information Statement. The Information Statement contains important information and should be read carefully before investing.