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 includes clauses related to ERISA compliance, discretionary authority, and prohibited transaction exemptions.
doj/DataSet10/EFTA01383110.pdf
{"document_type":"financial","document_subtype":"investment agreement","key_organizations":["Southern Financial LLC","iCapital"],"reference_numbers":["DB-SDNY-0082737","SDNY_GM_00228921","EFTA01383110"]}