Epstein File EFTA01394685: Solicitation (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01394685: Solicitation (DS10)

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This document describes an investment solicitation agreement involving a Solicitation Agent, Glendower Access Secondary Opportunities IV GP LLC, and iCapital Advisors, LLC. The agreement outlines terms for referring investors to an Access Fund, with provisions that investors referred by the Solicitation Agent will not pay increased management fees. The document emphasizes that the Solicitation Agent has a financial incentive to refer clients to the Access Fund.

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🔑 Evidence Keywords

solicitation

📋 Key Excerpts6

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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.