HOUSE_OVERSIGHT_024093.jpg
2.49 MB
Extraction Summary
0
People
4
Organizations
1
Locations
0
Events
1
Relationships
3
Quotes
Document Information
Type:
Legal/financial document (likely a private placement memorandum or offering circular)
File Size:
2.49 MB
Summary
This document appears to be page 82 of a confidential offering memorandum (PPM) for an investment fund. It contains standard legal disclaimers regarding U.S. tax consequences and the necessity for investors to consult their own tax advisors. The page also introduces 'Certain ERISA Considerations,' outlining the regulatory environment (Department of Labor) and fiduciary duties for employee benefit plans considering investment in the Fund. The document bears a 'HOUSE_OVERSIGHT' Bates stamp and a specific control number (257), indicating it was part of a Congressional investigation.
Organizations (4)
| Name | Type | Context |
|---|---|---|
| The Fund |
The entity in which investors are acquiring a Limited Partner Interest.
|
|
| IRS |
Internal Revenue Service; mentioned regarding tax rulings.
|
|
| United States Department of Labor |
Referred to as 'DOL'; issues regulations under ERISA.
|
|
| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_024093'.
|
Locations (1)
| Location | Context |
|---|---|
|
Jurisdiction for tax and labor laws mentioned (U.S. federal income tax, U.S. Department of Labor).
|
Relationships (1)
Text discusses 'acquiring, holding and disposing of an Limited Partner Interest' in the Fund.
Key Quotes (3)
"No rulings have been or will be requested from the IRS."Source
HOUSE_OVERSIGHT_024093.jpg
Quote #1
"Each prospective investor in the Fund is solely responsible for all tax consequences to that person or entity of an investment in the Fund."Source
HOUSE_OVERSIGHT_024093.jpg
Quote #2
"ERISA governs the investment of assets of ERISA Plans that may be investors, directly or indirectly, in the Fund."Source
HOUSE_OVERSIGHT_024093.jpg
Quote #3
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