Special instructions for a new limited partner to qualify as a 'qualified institutional buyer' under Rule 144A of the Securities Act. The document outlines the requirements for a dealer to be considered a qualified purchaser, including owning and investing at least $25 million in securities of non-affiliated issuers. It also specifies conditions under which certain plans or trust funds may not qualify based on who makes investment decisions.
documents/EFTA01386242.pdf
{}