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In your discussions with clients regarding these offerings, you assume responsibility for understanding and documenting the suitability of any offering for the client and for making all appropriate disclosures to the client, including risk, liquidity, uncertainty of return, and the possibility of loss of invested capital. It must be disclosed to the client that any representations and projections are made by the investment sponsor and not by you or EverSource.
In determining which clients to introduce to a private markets investment opportunity, you may not favor any client(s) or treat similarly-situated clients unfairly.
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Please exercise caution and responsibility when using and sharing the content available on this site. If you have any questions regarding the use or distribution of materials, please contact the Investment Team or Compliance.
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