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anager's affiliate, Institutional Capital Network, Inc., has committed to an annual marketing spend with Fidelity through which it will promote the iCapital network to Fidelity's platform of registered investment advisers and brokers. The existence of such compensation arrangements could create a potenti
GLDUS131 Bright Group Fidelity Relationship The Investment Manager has entered into collaboration and services agreements with Fidelity Brokerage Services LLC and Nation
vestor Fiduciary have studied the Partnership's governing documents, the Partnership's investment management agreement, if any, the Memorandum, and iCapital's Form ADV, understand the Partnership's investment objectives, policies and strategies and the risks, conflicts of interests (including, without l
GLDUS131 Bright Group (1) the terms of the Partnership Agreement, including all exhibits and attachments thereto, comply with the Investor's governing instruments and a
he meaning of ERISA and/or the Code with respect to the Investor's proposed purchase of an Interest; (16) the Investor Fiduciary is independent of iCapital and its Affiliates, in that it has no relationship to, or interest in, any of the foregoing persons that might affect the exercise of its best judg
GLDUS131 Bright Group of 1934; and/or (e) an independent fiduciary that holds, or has under management or control, total assets of at least $50 million (provided that th
Entities connected to both iCapital and Bright Group

Michael Shannon
PERSON
Credit Suisse
ORGANIZATIONInstitutional Capital Network, Inc.
ORGANIZATIONAccess Fund
ORGANIZATIONGlendower Capital
ORGANIZATIONiCapital Advisors
ORGANIZATIONIan Slome
PERSONGlendower
LOCATIONthe Access Funds
ORGANIZATION
Cayman Islands
LOCATION
United States
LOCATION
United Kingdom
LOCATIONThe Placement Fee
ORGANIZATION
Marla Maples
PERSON
Bulgaria
LOCATION
Puerto Rico
LOCATION
Czech Republic
LOCATION
Malta
LOCATION
Luxembourg
LOCATION
Ireland
LOCATION