Epstein Index›Documents›EFTA01389107
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01389107: Document from Set 10 (DS10)

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A document containing contractual or regulatory language defining the term 'Qualified Independent Representative' in the context of ERISA Special Entities and Swap Agents. The excerpt outlines fiduciary duties, disclosure requirements, and obligations to act in the best interests of a Client, but provides no names, dates, or specific transaction details.

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Excerpt 1
"Qualified Independent Representative" means: (i) in the case of a **Client** that is an ERISA Special Entity, a Swap Agent that is a fiduciary as defined
Excerpt 2
not subject to a statutory disqualification pursuant to Sections 8a(2) or 8a(3) of the CEA; (C) has undertaken a duty to act in the best interests of **Client**
Excerpt 3
; (D) makes appropriate and timely disclosures to **Client**; (E) evaluates, consistent with any guidelines provided by **Client**, fair pricing and the appropriateness

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