This document outlines the conditions and representations required for an Investor Fiduciary to make a proposed purchase of an Interest under ERISA and the Code. It includes fiduciary independence, discretionary authority, plan asset identification, compliance with diversification requirements, and exemption from prohibited transaction rules.
documents/vol00010-efta01354799-pdf.pdf
{"document_type":"legal","document_subtype":"investment agreement","key_organizations":["iCapital","General Partner"],"reference_numbers":["DB-SDNY-0039397","SDNY_GM_00185581","EFTA01354799"]}