This document outlines the fiduciary responsibilities and conditions under which an Investor Fiduciary can make a proposed purchase of an Interest in a partnership. It specifies the qualifications and independence of the Investor Fiduciary, the permissibility of the purchase under ERISA and the Code, and the conditions under which the transaction is not considered prohibited.
doj/DataSet10/EFTA01391493.pdf
{"document_type":"legal","document_subtype":"investment agreement","key_organizations":["BBR Partners","iCapital"],"reference_numbers":["DB-SDNY-0096429","SDNY_GM_00242613","EFTA01391493"]}