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Document Mentions (5 shared documents)
2 mentions1 same-page
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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
ome if they borrow funds, or (iii) generate some income, transaction fees, each of which may cause investors that are U.S. Tax amounts of UBTI. A U.S. TaxExempt Investor's allocable share of Access subject to federal income taxation and might U.S. Tax-Exempt Investors only invest in the Access amounts o
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
ome if they borrow funds, or (iii) generate some income, transaction fees, each of which may cause investors that are U.S. Tax amounts of UBTI. A U.S. TaxExempt Investor's allocable share of Access subject to federal income taxation and might U.S. Tax-Exempt Investors only invest in the Access amounts o
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
ome if they borrow funds, or (iii) generate some income, transaction fees, each of which may cause investors that are U.S. Tax amounts of UBTI. A U.S. TaxExempt Investor's allocable share of Access subject to federal income taxation and might U.S. Tax-Exempt Investors only invest in the Access amounts o
Sponsored
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
ome if they borrow funds, or (iii) generate some income, transaction fees, each of which may cause investors that are U.S. Tax amounts of UBTI. A U.S. TaxExempt Investor's allocable share of Access subject to federal income taxation and might U.S. Tax-Exempt Investors only invest in the Access amounts o
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
ome if they borrow funds, or (iii) generate some income, transaction fees, each of which may cause investors that are U.S. Tax amounts of UBTI. A U.S. TaxExempt Investor's allocable share of Access subject to federal income taxation and might U.S. Tax-Exempt Investors only invest in the Access amounts o
Sponsored
Mutual Connections (77)
Entities connected to both Fidelity and U.S. TaxExempt
Liechtenstein
LOCATION106 w/ Fidelity·5 w/ U.S.
National Financial Services
ORGANIZATION50 w/ Fidelity·5 w/ U.S.
iCapital
ORGANIZATION47 w/ Fidelity·5 w/ U.S.
Institutional Capital Network, Inc.
ORGANIZATION42 w/ Fidelity·5 w/ U.S.
Fidelity Brokerage Services
ORGANIZATION23 w/ Fidelity·5 w/ U.S.
United Kingdom
LOCATION10 w/ Fidelity·5 w/ U.S.
United States
LOCATION10 w/ Fidelity·5 w/ U.S.
Puerto Rico
LOCATION10 w/ Fidelity·5 w/ U.S.
United States District Court
ORGANIZATION9 w/ Fidelity·5 w/ U.S.
Eric Holder
PERSON8 w/ Fidelity·5 w/ U.S.
Denmark
LOCATION8 w/ Fidelity·5 w/ U.S.
U.S. Virgin Islands
LOCATION8 w/ Fidelity·5 w/ U.S.
Finland
LOCATION7 w/ Fidelity·5 w/ U.S.
iCapital Advisors
ORGANIZATION6 w/ Fidelity·5 w/ U.S.
Estonia
LOCATION6 w/ Fidelity·5 w/ U.S.
Cleary Gottlieb
ORGANIZATION6 w/ Fidelity·5 w/ U.S.
European Union
ORGANIZATION6 w/ Fidelity·5 w/ U.S.
Marla Maples
PERSON6 w/ Fidelity·5 w/ U.S.
Slovakia
LOCATION6 w/ Fidelity·5 w/ U.S.
Keogh
ORGANIZATION5 w/ Fidelity·5 w/ U.S.