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Document Mentions (5 shared documents)
2 mentions1 same-page
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Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity 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 i
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity 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 i
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity 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 i
Sponsored
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity 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 i
2 mentions1 same-page
Page ?Same page
Private Access Fund. In addition, select financial services companies, including affiliates of Morgan Stanley Smith Barney ("Morgan Stanley") and UBS Financial Services ("UBS") have made equity investments in Institutional Capital Network, Inc. iCapital may offer Private Access Funds to clients of Morgan Stanley
plicable Fund's PPM for further details. iCapital has entered into collaboration and services agreements with Fidelity 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 i
Sponsored
Mutual Connections (75)
Entities connected to both UBS Financial Services Inc and National Financial Services
iCapital
ORGANIZATION19 w/ UBS·47 w/ National
Institutional Capital Network, Inc.
ORGANIZATION14 w/ UBS·42 w/ National
Fidelity
ORGANIZATION5 w/ UBS·50 w/ National
BlackRock
ORGANIZATION19 w/ UBS·5 w/ National
BNY Capital Corporation
ORGANIZATION19 w/ UBS·5 w/ National
BlackRock, Inc.
ORGANIZATION19 w/ UBS·5 w/ National
Group AG
ORGANIZATION19 w/ UBS·5 w/ National
Credit Suisse
ORGANIZATION19 w/ UBS·5 w/ National
United States
LOCATION17 w/ UBS·5 w/ National
Puerto Rico
LOCATION12 w/ UBS·5 w/ National
Cayman
LOCATION7 w/ UBS·5 w/ National
Eric Holder
PERSON5 w/ UBS·6 w/ National
the Securities and Exchange Commission
ORGANIZATION6 w/ UBS·5 w/ National
Hollywood Blvd
LOCATION5 w/ UBS·5 w/ National
Eaton Partners
ORGANIZATION5 w/ UBS·5 w/ National
the Investment Committee
ORGANIZATION5 w/ UBS·5 w/ National
Kidder, Peabody & Co.
ORGANIZATION5 w/ UBS·5 w/ National
The Boston Business Journal
ORGANIZATION5 w/ UBS·5 w/ National
Gen II
ORGANIZATION5 w/ UBS·5 w/ National
Dislocation Opportunities Access Fund
ORGANIZATION5 w/ UBS·5 w/ National