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Document Mentions (5 shared documents)
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age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
es for three years and may carry forward such losses for five years; non-corporate taxpayers may carry forward unused capital losses indefinitely. Tax Treatment of Investments. In general and except as discussed below, the Access Fund expects that its gains will be treated as capital gain for U.S. federal income tax purpo
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
es for three years and may carry forward such losses for five years; non-corporate taxpayers may carry forward unused capital losses indefinitely. Tax Treatment of Investments. In general and except as discussed below, the Access Fund expects that its gains will be treated as capital gain for U.S. federal income tax purpo
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
es for three years and may carry forward such losses for five years; non-corporate taxpayers may carry forward unused capital losses indefinitely. Tax Treatment of Investments. In general and except as discussed below, the Access Fund expects that its gains will be treated as capital gain for U.S. federal income tax purpo
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2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
es for three years and may carry forward such losses for five years; non-corporate taxpayers may carry forward unused capital losses indefinitely. Tax Treatment of Investments. In general and except as discussed below, the Access Fund expects that its gains will be treated as capital gain for U.S. federal income tax purpo
2 mentions1 same-page
Page ?Same page
age Services LLC and National Financial Services LLC (collectively, referred to as "Fidelity") pursuant to which the Investment Manager compensates Fidelity for providing certain administrative services in respect of investors who custody their investment in one or more iCapital Funds with Fidelity. T
es for three years and may carry forward such losses for five years; non-corporate taxpayers may carry forward unused capital losses indefinitely. Tax Treatment of Investments. In general and except as discussed below, the Access Fund expects that its gains will be treated as capital gain for U.S. federal income tax purpo
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Mutual Connections (77)
Entities connected to both Fidelity and Tax Treatment of Investments
Liechtenstein
LOCATION106 w/ Fidelity·5 w/ Tax
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ Tax
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ Tax
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·5 w/ Tax
Fidelity Brokerage Services
ORGANIZATION23 w/ Fidelity·5 w/ Tax
United Kingdom
LOCATION10 w/ Fidelity·5 w/ Tax
United States
LOCATION10 w/ Fidelity·5 w/ Tax
Puerto Rico
LOCATION10 w/ Fidelity·5 w/ Tax
United States District Court
ORGANIZATION9 w/ Fidelity·5 w/ Tax
Eric Holder
PERSON8 w/ Fidelity·5 w/ Tax
Denmark
LOCATION8 w/ Fidelity·5 w/ Tax
U.S. Virgin Islands
LOCATION8 w/ Fidelity·5 w/ Tax
Finland
LOCATION7 w/ Fidelity·5 w/ Tax
iCapital Advisors
ORGANIZATION6 w/ Fidelity·5 w/ Tax
Estonia
LOCATION6 w/ Fidelity·5 w/ Tax
Cleary Gottlieb
ORGANIZATION6 w/ Fidelity·5 w/ Tax
European Union
ORGANIZATION6 w/ Fidelity·5 w/ Tax
Marla Maples
PERSON6 w/ Fidelity·5 w/ Tax
Slovakia
LOCATION6 w/ Fidelity·5 w/ Tax
Keogh
ORGANIZATION5 w/ Fidelity·5 w/ Tax