Statements and Other Correspondence Sample Clauses

Statements and Other Correspondence. Statements and other correspondence should be sent to (give name, address, fax number and email address, if available): Primary Contact Secondary Contact Name Company (if applicable) Title (if applicable) Address Phone Fax E-mail Type of Correspondence Contacts should receive (please check all that apply):
Sample 1Sample 2Sample 3See All (5)
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Statements and Other Correspondence. Statements and other correspondence should be sent to (give name, address, fax number and email address, if available): Primary Contact Secondary Contact Name _____________________________ _____________________________ Company (if applicable) _____________________________ _____________________________ Title (if applicable) _____________________________ _____________________________ Address _____________________________ _____________________________ _____________________________ _____________________________ Phone _____________________________ _____________________________ Fax _____________________________ _____________________________ E-mail _____________________________ _____________________________
Sample 1Sample 2Sample 3See All (5)
Statements and Other Correspondence. Statements and other correspondence should be sent to (give name, address, fax number and email address, if available): Primary Contact Secondary Contact Name Company (if applicable) Title (if applicable) Address Phone Fax E-mail Type of Correspondence Contacts should receive (please check all that apply): Primary Contact Secondary Contact Funding Notices Annual Financial Statements Quarterly Reports 1099s and Tax Information Original Legal Documents Copy of Legal Documents Amendments or Other Documents to be Signed Other Investor Correspondence Distribution Notice SCHEDULE 1 - FOR ALL SUBSCRIBERS
Sample 1Sample 2Sample 3
Statements and Other Correspondence. Please complete the chart below with all contacts who should be granted access to documents via the investor portal. Please refer to the “Contact Entitlements” section below for the definitions of each role listed. Please select one role per contact. Contacts Roles First Name Last Name Email10 Account Level Account Level with Tax Fund Level Account & Fund Level Tax Only Super User ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 10 We note that assigning multiple users to a single password and/or email alias can make your information more vulnerable to unauthorized access, and Centerbridge therefore encourages you to assign each of your authorized representatives his or her own password and email address for notices from Centerbridge.
Sample 1
Statements and Other Correspondence. Please complete the chart below with all contacts who should be granted access to documents via the investor portal. Please refer to the “Contact Entitlements” section below for the definitions of each role listed. Please select one role per contact. Contacts Roles First Name Last Name Email10 Account Level Account Level with Tax Fund Level Account & Fund Level Tax Only Super User ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ 10 We note that assigning multiple users to a single password and/or email alias can make your information more vulnerable to unauthorized access, and Centerbridge therefore encourages you to assign each of your authorized representatives his or her own password and email address for notices from Centerbridge. FOR ALL SUBSCRIBERS Contact Entitlements by Role Account Level Account Level with Tax Company Level Account & Company Level Tax Only Super User Account Level Accounting Documents: Capital Account Statements X X X X Funding notices X X X X Distribution Notices X X X X Transaction Confirmations X X X X Fund Level Accounting Documents: Quarterly Reports X X X Financial Statements11 X X X Company or Fund Level Communication Documents: Legal Documents including Amendments X X X Account Level Legal Documents: Amendments or Other Documents to be signed X X X X Transaction Documents12 X X X X Fund Company Level Legal Documents: Announcements X X X Summaries of Legal and Regulatory Matters X X X Privacy Notice X X X X X X Account Level Tax Documents: 1099 and Other Tax Information X X X 11 Public Financial Statements are available on the SEC Website. 12 Includes subscription documents and account related transaction documentation. FOR ALL SUBSCRIBERS
Sample 1
Statements and Other Correspondence. Statements and other correspondence should be sent to (give name, address, fax number and email address, if available): Name Company (if applicable) Title (if applicable) Address Phone Fax E-mail
Sample 1

Related to Statements and Other Correspondence

  • Financial and Other Reports 6 (A) Owner/IRS Relationship. Owner is required to file all required Internal Revenue Service (IRS) 7 forms and meet all IRS requirements. Owner agrees to provide Broker with appropriate IRS forms (e.g., W-9) 8 before any funds are disbursed to Owner.

  • SEC and Other Reports promptly upon their becoming available, one copy of (i) each financial statement, report, notice or proxy statement sent by the Company or any Subsidiary to public securities holders generally, and (ii) each regular or periodic report, each registration statement (without exhibits except as expressly requested by such holder), and each prospectus and all amendments thereto filed by the Company or any Subsidiary with the Securities and Exchange Commission and of all press releases and other statements made available generally by the Company or any Subsidiary to the public concerning developments that are Material;

  • Financial Statements and Other Information The Borrower will furnish to the Administrative Agent and each Lender:

  • Financial Statements and Other Reports The Borrower will deliver to the Administrative Agent and, where applicable, to the Lenders:

  • Reports and Other Information (a) The Fund and the Investment Manager agree to furnish to each other, if applicable, current prospectuses, proxy statements, reports to shareholders, certified copies of their financial statements, and such other information with respect to their affairs as each may reasonably request. The Investment Manager further agrees to furnish to the Fund, if applicable, the same such documents and information pertaining to any sub-adviser as the Fund may reasonably request.

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