You chose Options 1B, 2C and 3A.
Based on these selections, a sub-adviser should complete the following modules:
- Either (i) Modules 1, 2 and 3 (i.e., the basic investment manager set up) or (ii) the short form manager module;
- Either the private credit responsible investment ("PCRI") module or the responsible investment ("RI") module (if the private markets strategy is not private credit related); and
- The private markets strategies ("PM") module.
For your convenience, these modules have been assembled together into a basic set up version and a short form version, each which is both presented below. Select the one that works best for your intended use.
The short form manager portion of this module represents a subset of the questions found in the Basic Investment Manager Set Up. The short form option is available to everyone, but is often preferred by emerging managers and managers who want a simplified form to use with investors in the initial stages of the operational due diligence process.
AIMA Branding with RI
ACC Branding with PCRI
