Your compliance department may require copies of the prospectus, statement of additional information, management agreement between the Fund and the adviser, and/or a letter stating you will have no discretion over investments made within the Fund.
Different firms and companies will have different requirements, so you'll want to start by reaching out to your compliance department to confirm with them what they will need, but we are here to help.
Here are some of the most frequently required materials:
Non-discretion letter
Additionally, compliance departments sometimes require a letter affirming that you, as the investor, will not have discretion over the individual investments within the Fund. In this case, please email the Investor Relations team at cashmere@sweaterfunds.com, and we will prepare such a letter. Please include the email address associated with your account, your first and last name, and your firm's name.