Financial Professionals: Private Investment Issuer Representation Letter
Investment issuers (i.e., investment sponsor, general partner, managing member, officer, or trustee) - Use this Private Investment Issuer Representation Letter (PIIRL) to onboard a new private equity or debt investment.
Investors - Private assets require a pre-custody review that includes completion and signature of a PIIRL by the investment issuer of the named investment. STRATA will send the PIIRL to the investment issuer and confirm submission with you.
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If you’re age 73 or older, make sure to review your RMD and take action before the December 1st deadline.
