EFTA01355118.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This document describes the fee structure and potential conflicts of interest related to Deutsche Bank's role as a placement agent for the Access Funds. It outlines the financial arrangements between Deutsche Bank, the Access Funds, the Investment Manager, and the Glendower GP.
Metadata
Subject
Pacific Life Insurance Co
Sender
Recipients
Document ID
DB-SDNY-0039954, SDNY GM_00188138
Date
Relationships 3
Entity 1RelationshipEntity 2Description
Deutsche Bank Placement Agent Access Funds Deutsche Bank serves as a Placement Agent for the Access Funds.
Investment Manager Servicing Agreement Deutsche Bank The Investment Manager pays a Servicing Fee to Deutsche Bank for servicing functions related to DB Introduced Persons.
Glendower GP Placement Fee Deutsche Bank Glendower GP pays Deutsche Bank a placement fee.
Red Flags 1
  • Potential conflict of interest for Deutsche Bank in recommending investments in the Access Funds due to the fees received.
Financial Information
Amounts:$3 million$5 million0.65%0.45%0.05%0.4875%0.36%0.20%0.75%
Assets:
  • Subscriptions to the Access Fund
  • Invested Capital
  • Interests in the Access Fund
Transactions:
  • DB Placement Fee charged by Deutsche Bank
  • Servicing Fee paid by Investment Manager to Deutsche Bank
  • Placement fee paid by Glendower GP to Deutsche Bank
Legal Compliance
  • Potential conflict of interest for Deutsche Bank in recommending investments in the Access Funds due to the fees received.
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 5
Pacific Life Insurance CoDeutsche BankAccess FundsInvestment ManagerGlendower GP
Financial Entities 1
Deutsche Bank
Text Analysis
Tone
Informative
Purpose
To describe the fee structure and potential conflicts of interest related to Deutsche Bank's role as a placement agent for the Access Funds.
Significance
This document outlines the financial arrangements between Deutsche Bank, the Access Funds, the Investment Manager, and the Glendower GP, highlighting potential conflicts of interest.
File Info
File Name
EFTA01355118.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42:29.004809
DOJ Source
View on DOJ