This document is an investment agreement for Southern Financial LLC, outlining conditions for Plan Investors, particularly those acting on behalf of employee benefit plans organized outside the United States. It includes representations and warranties required from the Investor if they answered 'Yes' to specific questions, ensuring independent fiduciary decision-making and compliance with governing laws.
doj/DataSet10/EFTA01386723.pdf
{"document_type":"financial","document_subtype":"investment agreement","key_organizations":["Southern Financial LLC","iCapital"],"reference_numbers":["DB-SDNY-0088546","SDNY_GM_00234730","EFTA01386723"]}