Individual investors in private funds often seek to retitle their interests to other vehicles (such as trusts) for estate planning or asset protection purposes. But simply updating a name on a register isn’t enough; it’s important to follow the proper steps when effecting such retitling.
Funds often impose strict transfer requirements investors must comply with to ensure an effective transfer. Similarly, there are regulatory, tax, legal, administrative, and estate planning considerations that require proper compliance with the requirements.
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