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Document Mentions (5 shared documents)
2 mentions1 same-page
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ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
Sponsored
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
2 mentions1 same-page
Page ?Same page
ty Brokerage Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the iCapital compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
security then declines or, if it has contracted to sell the security to another party, the Fund could be liable for any losses incurred. Small or Medium-Sized Companies Investing in the securities of small or medium-sized companies can involve greater risk and the possibility of greater portfolio price volatility than is t
Sponsored
Mutual Connections (66)
Entities connected to both Fidelity and Medium-Sized Companies Investing
Credit Suisse
ORGANIZATION108 w/ Fidelity·5 w/ Medium-Sized
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ Medium-Sized
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ Medium-Sized
the Securities and Exchange Commission
ORGANIZATION15 w/ Fidelity·5 w/ Medium-Sized
Virginia Giuffre
PERSON10 w/ Fidelity·5 w/ Medium-Sized
North America
LOCATION9 w/ Fidelity·5 w/ Medium-Sized
New York
LOCATION9 w/ Fidelity·5 w/ Medium-Sized
BlackRock
ORGANIZATION7 w/ Fidelity·5 w/ Medium-Sized
the Investment Committee
ORGANIZATION7 w/ Fidelity·5 w/ Medium-Sized
Invesco
ORGANIZATION6 w/ Fidelity·5 w/ Medium-Sized
Emerging Markets
ORGANIZATION5 w/ Fidelity·5 w/ Medium-Sized
Stanton
PERSON5 w/ Fidelity·5 w/ Medium-Sized
Michael Shannon
PERSON5 w/ Fidelity·5 w/ Medium-Sized
Trinity College
ORGANIZATION5 w/ Fidelity·5 w/ Medium-Sized
Reliance
ORGANIZATION5 w/ Fidelity·5 w/ Medium-Sized
the University of Virginia
ORGANIZATION5 w/ Fidelity·5 w/ Medium-Sized
UBS Financial Services Inc
ORGANIZATION5 w/ Fidelity·5 w/ Medium-Sized
EA
Eileen Alexanderson
PERSON5 w/ Fidelity·5 w/ Medium-Sized
Hollywood Blvd
LOCATION5 w/ Fidelity·5 w/ Medium-Sized
Eaton Partners
ORGANIZATION5 w/ Fidelity·5 w/ Medium-Sized