This document is an investment questionnaire from Southern Financial LLC, asking investors about their involvement with retirement plans or employee benefit plans subject to Section 4975 of the U.S. Internal Revenue Code. It inquires about the percentage of assets invested in the partnership that are from such plans and whether the investor is subject to other laws that could affect the partnership's asset treatment.
documents/vol00010-efta01364900-pdf.pdf
{"document_type":"financial","document_subtype":"investment questionnaire","key_organizations":["Southern Financial LLC"],"reference_numbers":["DB-SDNY-0055449","SDNY_GM_00201633","EFTA01364900"]}