This document outlines the responsibilities and qualifications of an Investor Fiduciary in relation to the purchase of an Interest under ERISA and the Code. It specifies the fiduciary's independence, authority, and compliance with diversification and prohibited transaction rules.
documents/vol00010-efta01355510-pdf.pdf
{"key_people":["Greg Martin"],"document_type":"legal","document_subtype":"fiduciary agreement","key_organizations":["iCapital"],"reference_numbers":["DB-SDNY-0040705","SDNY_GM_00186889","EFTA01355510"]}