The document outlines the terms of a Partnership Agreement involving an Investor, the General Partner, and iCapital Securities, LLC. It specifies the compliance of the agreement with governing laws, the decision-making power of the General Partner, the non-reliance on investment advice from iCapital, and the responsibilities of the Investor Fiduciary. The document emphasizes the independent judgment required by the Investor and the Investor Fiduciary in making investment decisions, understanding the risks and conflicts of interest, and evaluating investment risks independently.
doj/DataSet10/EFTA01389886.pdf
{"key_people":["General Partner","Investor Fiduciary"],"document_type":"financial","document_subtype":"Partnership Agreement","key_organizations":["iCapital Securities, LLC","EverWatch Financial"],"reference_numbers":["DB-SDNY-0094252","SDNY_GM_00240436","EFTA01389886"]}