Epstein File EFTA01389442: Endowment, University Endowment and Solicitation (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01389442: Endowment, University Endowment and Solicitation (DS10)

Financial RecordDate unavailableEFTA013894421 keyword hits

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This document appears to be a financial solicitation agreement related to an Access Fund investment strategy. The document describes how investors referred by a Solicitation Agent will not incur additional management fees. It outlines a financial arrangement that provides incentives for the Solicitation Agent and its representatives to refer clients to an Access Fund.

👤 Named in This Document

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🔑 Evidence Keywords

solicitation university endowment endowment arrangement

📋 Key Excerpts8

PersonKeyword

Excerpt 1

Investors in an Access Fund that are referred by the Solicitation Agent will not pay increased management fees or other similar compensation to the Solicitation

Excerpt 2

of the Solicitation Agent's involvement.

Excerpt 3

financial incentive to the Solicitation Agent, its equity owners and investment representatives to refer clients to an Access Fund.