Access Fund Management
Under Investment Solutions, we referenced the High Net Worth Investor’s ability to access AFM's Performex® Multi-Manager Combinations in a taxable manner (Access-Alpha SMA(s) & Performex®Multi-Manager Funds), on tax-deferred basis (Private Placement Variable Annuity – PPVA, and also in a superior tax-advantaged manner (Private Placement Variable Universal Life – PPVUL. The Investor Profile, as it regards net worth and/or invested capital and minimum investment requirements is as follows:

Access-Alpha Investment Strategies (Separately Managed Acct - SMA)
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 Qualified Client: Client Qualifications
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 Minimum Investment: $500,000

Non Insurance Dedicated Fund(s) - 3(c)7 Series & 3(c)1
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 Qualified Client: Client Qualifications
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 Minimum Investment: $500,000

Insurance Dedicated Fund(s) - 3(c)7 Series & 3(c)1
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 Qualified Purchaser: Client Qualifications
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 Minimum Investment:
PPVUL $ Survivorship PPVUL ($1MM single Prem. or $500K for 5 years)
PPVA ($500,000)

FOR USE ONLY BY BROKER DEALERS, INVESTMENT MANAGERS, AND ADVISORS WHICH ARE UNDER AGREEMENT WITH ACCESS FUND MANAGEMENT, LLC AND AN INSURANCE CARRIER OFFERING PRIVATE PLACEMENT INSURANCE PRODUCTS WITH AFM AS ONE OF THE UNDERLYING MONEY MANAGERS OR A PRE-QUALIFIED CLIENT OF THE SAME. NOT TO BE USED WITH THE GENERAL PUBLIC.