This document is an investment agreement related to a Plan Investor's involvement with a partnership. It includes representations and warranties that the investor must agree to if they answered 'Yes' to certain questions about being an 'employee benefit plan' organized outside the U.S. The document outlines the independence of fiduciaries making investment decisions and the non-involvement of the General Partner or Administrator in providing investment advice.
doj/DataSet10/EFTA01391511.pdf
{"document_type":"correspondence","document_subtype":"investment agreement","key_organizations":["BBR Partners","iCapital"],"reference_numbers":["DB-SDNY-0096452","SDNY_GM_00242636","EFTA01391511"]}