This document outlines the conditions and representations required for an Investor Fiduciary to make a proposed purchase of an Interest under ERISA and the Code. It specifies the fiduciary responsibilities, independence, authority, and compliance with diversification and prohibited transaction rules.
documents/vol00010-efta01355263-pdf.pdf
{"document_type":"legal","document_subtype":"investment agreement","key_organizations":["Annandale Capital","iCapital"],"reference_numbers":["DB-SDNY-0040273","SDNY_GM_00186457","EFTA01355263"]}