The document discusses various financial arrangements and potential conflicts of interest involving the Investment Manager, Fidelity, and iCapital Funds. It highlights compensation agreements, educational programs for financial advisers, and ERISA considerations related to the Access Fund.
documents/vol00010-efta01354192-pdf.pdf
{"key_people":["Henry Nicholas"],"document_type":"financial","key_organizations":["Fidelity Brokerage Services LLC","National Financial Services LLC","iCapital Funds","Institutional Capital Network, Inc."],"reference_numbers":["GLDUS143"]}