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SIE: Investment Companies & Packaged Products
SIE practice questionmediumHedge Funds — Lock-Up Periods

A hedge fund lock-up period refers to:

  1. AThe SEC-mandated holding period for hedge fund registration
  2. BThe time during which the fund manager is prohibited from trading
  3. CThe time between when an investor applies and when they are accepted into the fund
  4. DA period during which investors cannot withdraw their capital from the fund✓ Correct answer
Explanation

Why DA period during which investors cannot withdraw their capital from the fund

The lock-up period is a specified timeframe (often 1-3 years) during which hedge fund investors cannot redeem or withdraw their investment. This allows the manager to implement long-term strategies without worrying about short-term redemption pressure. Even after the lock-up expires, redemptions may be limited to certain windows (quarterly, annually) with advance notice requirements.

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