Article IQ-EQ

The Fund Manager’s Guide to Side Letters

In a white paper produced in partnership with IQ-EQ, Benjamin Briggs, Katie St. Peters and Sean Hill discuss key considerations around fund side letters. The paper aims to provide fund managers with guidance on:

  • Operational, compliance and regulatory considerations
  • Common side letter provisions
  • Best practices to help streamline onboarding and administration requirements 

Read the full paper