FOR TRUSTS. Provide a complete copy of the instruments or agreements creating the trust, as amended to date.
FOR TRUSTS. A copy of the trust agreement.
FOR TRUSTS. (i) identification, as described above, for individuals or companies (as the case may be) in respect of the trustees;
(ii) identification, as described above for individuals, of beneficiaries, any person on whose instructions or in accordance with those wishes the trustee/nominee is prepared or accustomed to act and the settlor of the trust; and
(iii) evidence of the nature of the duties or capacity of the trustee.
FOR TRUSTS. Initial a. The undersigned financial institution certifies that it is (i) a bank, savings and loan association, or other regulated financial institution; (ii) acting in its fiduciary capacity as trustee; and (iii) subscribing for the purchase of the Note on behalf of the subscribing trust. and/or
Initial b. The undersigned certifies that the subscribing trust has total assets in excess of $5,000,000, and that the person making the investment decision on behalf of the trust has such knowledge and experience in financial and business matters that he is capable of evaluating the merits and risks of an investment in the Note. and/or Initial c. The undersigned certifies that it is a revocable trust that may be amended or revoked at any time by the grantors thereof, and all of the grantors are accredited investors under either 1(a) above, 1(b) above (i.e., $1,000,000 net worth), or l(c) or l(d) above (i.e., $200,000 individual or $300,000 joint income). Please list below the names of all grantors. ____________________ ________ ( ) ( ) ____________________ ________ ( ) ( ) ____________________ ________ ( ) ( ) ____________________ ________ ( ) ( ) ____________________ ________ ( ) ( ) ____________________ ________ ( ) ( )
FOR TRUSTS. Initial ______
f. The undersigned financial institution certifies that it is (i) a bank, savings and loan association, or other regulated financial institution; (ii) acting in its fiduciary capacity as trustee; and (iii) subscribing for the purchase of the Notes on behalf o the subscribing trust. or Initial _______
g. The undersigned certifies that the subscribing trust has total assets in excess of $5,000,000, and that the person making the investment decision on behalf of the trust has such knowledge and experience in financial and business matters that he is capable of evaluating the merits and risks of an investment in the Interests. or Initial ________
h. The undersigned certifies that it is a revocable trust that may be amended or revoked at any time by the grantors thereof, and all of the grantors are accredited investors under either 1(a) above (i.e., $1,000,000 net worth) or 1(b) or 1(c) above (i.e., $200,000 individual or $300,000 joint income.) Please list below the names of all grantors.
FOR TRUSTS. Either (A) provide a copy of the trust agreement or (B) complete and execute Exhibit B (Trustee certification of investment powers) to the Investor Questionnaire.
FOR TRUSTS. The undersigned has total assets in excess of $5,000,000, its purchase is directed by a person who has such knowledge and experience in financial and business matters that he or she is capable of evaluating the merits and risks of an investment in the Partnership. _____ The undersigned is a revocable trust which may be amended or revoked at any time by the grantors thereof and all of the grantors are accredited investors and qualified eligible persons.
FOR TRUSTS. If you check “Yes” to (a) or (b) above, please contact GS for more information. If you are providing an Appendix A and/or an Appendix B, you agree to promptly notify the Fund if there is any change with respect to any of the information, representations or warranties contained therein.
FOR TRUSTS. Trustee’s(s’) Certificate from the aforesaid Trustee(s) that certifies that the Documents must be executed by the President or Vice President and the Treasurer or Assistant Treasurer of Corporation. Alternatively, corporate resolutions which authorize the signatories on the documents must be obtained and recorded, together with a Clerk's Certificate of incumbency. Certificate of Legal Existence from the Secretary of State evidencing the legal existence of Corporation. If the proposed conveyance is all or substantially all of the assets of Corporation within the Commonwealth of Massachusetts, a corporate excise tax waiver pursuant to M.G.L. Ch. 62C, § 52 must be obtained and recorded. If Corporation owns other assets in Massachusetts at the time of the conveyance, the following paragraph should be included in the deed in lieu of obtaining a corporate excise tax waiver: If the proposed conveyance is a conveyance of all of the assets of the corporation, shareholders' resolutions authorizing the conveyance must be obtained. Evidence of compliance with M.G.L. Chapter 180, § 8A regarding approval of proposed sale by stockholders and approval by the Massachusetts Attorney General.
FOR TRUSTS. [ ] it is a trust, and the trustee of the trust is a "bank" (as defined in Section 3(a)(2) of the Securities Act) or a "savings and loan association or other institution" (as defined in Section 3(a)(5)(A) of the Securities Act); [ ] it is a trust, with total assets in excess of $5,000,000 not formed for the specific purpose of acquiring Units, with purchases directed by a sophisticated person as described in Rule 506(b)(2)(ii) of Regulation D of the Securities Act; or [ ] it is a revocable trust, which may be amended or revoked at any time by the grantors thereof and all of the grantors are accredited investors.
