Q: Is the Fund Overview a More Detailed Version of the Deck, and Does it Replace the PPM?

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Community Member

May 03, 2023

Q: 1) Do I understand correctly that the Overview of the fund completely duplicates the Deck with the difference that the Overview has more text description and explanations? Should the deck structure be completely duplicated in Overview? 2) What is the purpose of Overview? Does it replace PPM?

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1 answer

Mike Suprovici

Accepted Answer

May 03, 2023

1. it should be similar, but there are other sections that are important as well that are not in your deck, such as the fund rules section 2. it gives a quick snapshot of the fund, similar to an executive summary. it does not replace the PPM

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Q: Is the Fund Overview a More Detailed Version of the Deck, and Does it Replace the PPM?

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