The document outlines the conditions under which transfers of interests in ERISA Limited Securities and Global Securities can occur. It specifies restrictions on transfers to Benefit Plan Investors and Controlling Persons to prevent exceeding a 25% threshold of ownership by such entities. It also details the procedures for transferring beneficial interests between Global and Definitive Securities, subject to certain conditions and documentation.
documents/vol00010-efta01365414-pdf.pdf
{"document_type":"legal","document_subtype":"contract","key_organizations":["Trustee","Indenture Registrar","Applicable Issuer","Euroclear","Clearstream","Depository"],"reference_numbers":["Section 2.5","Section 406 of ERISA","Section 4975 of the Code"]}