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How do I subscribe to a fund through a custodial account?

Subscribing to one of our funds with a custodian is the standard process with a few extra steps:

1. Add the custodian’s information under the ‘Custodian (if Applicable)’ section of the questionnaire, including the custodian’s name and your custodian account number.
2. After your subscription has been completed and confirmed by Origin, you will need to submit the subscription documents and the capital call information from us to your custodian for their review and approval.  Your custodian may require additional forms, such as a Letter of Instruction or an Alternative Investment transactions request form, to complete the process.
3. The custodian must fund on your behalf, as that is how they register your investment is  custodied with them and reflect your investment on their platform.