This document outlines the conditions under which a transfer of assets in the Southern Financial LIS Fund can occur. It specifies that such transfers must not result in the assets being considered 'plan assets' under ERISA or section 4975 of the Code. It also details the conditions under which a transferee can be admitted as a substitute partner in the fund, requiring the manager's consent. The document includes specific regulatory references and conditions related to securities exchanges and market trading.
documents/EFTA01452129.pdf
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