This document outlines the fiduciary responsibilities and conditions for an Investor Fiduciary in relation to the purchase of an Interest under ERISA and the Code. It specifies the independence, authority, and compliance requirements for the Investor Fiduciary, as well as conditions under which the purchase is permissible and not a prohibited transaction.
doj/DataSet10/EFTA01392159.pdf
{"key_people":["Glenn Warren"],"document_type":"legal","document_subtype":"fiduciary agreement","key_organizations":["iCapital"]}