This document outlines the conditions and representations required for an Investor Fiduciary to make a proposed purchase of an Interest under ERISA and the Code. It specifies the fiduciary's independence, authority, and compliance with diversification and prohibited transaction rules.
doj/DataSet10/EFTA01391829.pdf
{"document_type":"legal","document_subtype":"investment agreement","key_organizations":["Ironsides Asset Management","iCapital"],"reference_numbers":["DB-SDNY-0096893","SDNY_GM_00243077","EFTA01391829"]}