Epstein File EFTA01391491: Memorandum (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01391491: Memorandum (DS10)

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This document is a private placement memorandum related to partnership investment governance and fiduciary obligations under ERISA and the Internal Revenue Code. It references the Partnership's governing documents and investment management agreements, establishing the framework for investor and fiduciary relationships. The memorandum outlines conditions under which parties may act in fiduciary capacities unless otherwise agreed in writing.

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memorandum

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in any fiduciary capacity for purposes of ERISA, as defined below, or the Code, as defined below, unless otherwise agreed to in writing, and (c) the **Memorandum**

Excerpt 2

Investor and the Investor Fiduciary have studied the Partnership's governing documents, the Partnership's investment management agreement, if any, the **Memorandum**