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Reporting
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CG01 —
Describe the vehicle governance framework and the organisation of management and administration. For example, identify the AIFM, administrators, trustees, depositories, general partners, risk managers, investment advisors, portfolio managers, asset and property managers, valuers and other key functions as appropriate. Identify and discuss vehicle governance and oversight frameworks such as the use of independent directors and investor or other special committees, and how they operate. | Annual |
Interim Describe material changes |
Open end / Closed end / Separate Account / Joint Venture / Club Deal / Debt Funds
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CG02 —
Describe the structure and governance principles within the manager organisation (rather than vehicle) for instance on potential areas of conflict between alternative capital sources under management, conflicts management processes, Investment Committee composition and processes, alignment through promote distribution etc. | Annual |
Interim Describe material changes |
Open end / Closed end / Separate Account / Joint Venture / Club Deal / Debt Funds
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CG03 —
Describe the level of adoption of INREV corporate governance best practices. | Annual |
Interim Describe material changes |
Open end / Closed end / Separate Account / Joint Venture / Club Deal / Debt Funds
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CG04 —
Annual and interim reports should describe any material changes to the level of compliance with the corporate governance framework defined in the fund documentation. | Annual | Interim |
Open end / Closed end / Separate Account / Joint Venture / Club Deal / Debt Funds
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