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Investment Process Contacts
Please list all individuals (not including the signatory) that should receive a copy of signature requests and other communications regarding the investment process. For example, if an attorney, back-office finance team, private wealth manager, or executive assistant is coordinating this investment on behalf of the investor, their information should be listed here.
Please list all individuals (not including the signatory) that should receive a copy of any formal notices given or made pursuant to the agreements being signed. This information will be added to the signature pages. Typically only larger investment funds will provide information here, listing an in-house or external finance or legal team.