This document is a questionnaire for investors regarding their investment in a partnership, specifically focusing on whether the investment involves assets from retirement or employee benefit plans subject to Section 4975 of the Internal Revenue Code or ERISA. It also inquires about other regulatory considerations that might affect the partnership.
documents/vol00010-efta01355081-pdf.pdf
{"document_type":"financial","document_subtype":"investment questionnaire","key_organizations":["Pacific Life Insurance Co"],"reference_numbers":["DB-SDNY-0039858","SDNY_GM_00186042","EFTA01355081"]}