This document outlines certain ERISA considerations for prospective investors in the Access Fund managed by Southern Financial LLC. It discusses the General Partner's efforts to ensure compliance with ERISA regulations, particularly regarding the ownership percentage of 'benefit plan investors.' It also covers the potential requirement for Limited Partners to return distributions to cover liabilities and the procedures for amending the Partnership Agreement.
doj/DataSet10/EFTA01386578.pdf
{"document_type":"financial","document_subtype":"investment document","key_organizations":["Southern Financial LLC","Access Fund"],"reference_numbers":["GLDUS238","DB-SDNY-0088336","SDNY_GM_00234520","EFTA01386578"]}