access to portfolio reporting systems and client account information. Describe your firm’s approach to securing email and web communications. How does your firm defend against ? How does your firm secure mobile devices such as phones, tablets, and laptops? Have you had your security assessed by a third party? If so, when was this last completed and by which provider? Has your firm ever had a data security breach? If so, please describe the incident as well as the corrective actions. Please provide three references, including contact phone number and email address. Please include, at least, one current and one former client in your references. Please provide us with the following material: A copy of your most recent ADV, if applicable. A copy of the PPM, LP Agreement, and Subscription Agreement. A copy, via email, of your most recent presentation on the product. Chief Compliance Officer Signature
access to portfolio reporting systems and client account information. Describe your firm’s approach to securing email and web communications. How does your firm defend against ? How does your firm secure mobile devices such as phones, tablets, and laptops? Have you had your security assessed by a third party? If so, when was this last completed and by which provider? Has your firm ever had a data security breach? If so, please describe the incident as well as the corrective actions. Please provide three references, including contact phone number and email address. Please include, at least, one current and one former client in your references. Please provide us with the following material: A copy of your most recent ADV, if applicable. A copy of the PPM, LP Agreement, and Subscription Agreement. A copy, via email, of your most recent presentation on the product. Chief Compliance Officer Signature
3._RFP_Questionnaire_Open-End_Infrastructure.docx