Disclosures
Describe the sponsor and team
Use factual biographies and explain the roles in this offering.
Product documentation · Version 2.0 · Updated October 1, 2026
Separate the entities and people
Identify the issuer, sponsor, manager, operator, adviser, and any other material parties. State who makes investment, financing, operating, and distribution decisions. Use verified legal names and contact details.
Write factual biographies
Describe relevant experience and responsibilities without copying the sample’s track record. Explain any limits to experience and how outside providers are used. Avoid unsupported rankings, credentials, or claims about institutional quality.
Review compensation and relationships
Connect the team description with the fee, conflicts, governance, and related-party sections. Give counsel the organizational chart and agreements that define each party’s authority.
Was this article helpful?