Epstein File EFTA01354797: Memorandum (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01354797: Memorandum (DS10)

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This document is a memorandum addressing ERISA and tax code compliance for investment partnerships. It references the Partnership's governing documents, investment management agreement, and memorandum as materials that investors and investor fiduciaries must review. No specific individuals, dates, or financial amounts are identified in the provided excerpt.

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memorandum

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Excerpt 1

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**