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Define: Special Instructions

The meaning of “Special Instructions” differs based on where it is used. We list many below, then combine them into one or more market-standard definitions.

How is Special Instructions defined in a legal contract?

  • Special Instructions means instructions that are countersigned or confirmed in writing by the Treasurer or any other designated person of a certain fund. The countersignature or confirmation can be included either on the same instrument containing the instructions or on a separate related instrument.
    Seen in 364 SEC filings.
  • Special Instructions means proper instructions which are countersigned or confirmed in writing by the Treasurer or any authorized person of a fund. The countersignature or confirmation can be either included on the same instrument containing the instructions or on a separate instrument clearly relating to them and should be delivered by hand, facsimile transmission, or other agreed upon method.
    Seen in 323 SEC filings.
  • Special Instructions means written instructions executed by an authorized officer of a fund.
    Seen in 12 SEC filings.
  • Special Instructions means written instructions executed by at least two officers of a fund holding the office of Vice President or higher.
    Seen in 10 SEC filings.

Note: pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

yourself to verify these results. We are always keen to point people to source documents.

Which definition should you use?

🤔 has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

Genie Definition 1

  • Special Instructions means written instructions, confirmed by an authorized officer or designated entity.

Relevant Contract Types

Relevant Circumstances

  • When changes are made to the terms of an existing contract
  • During the negotiation and drafting of a new contract
  • During contract renewal

Relevant Sectors

Genie Definition 2

  • Special Instructions means proper instructions countersigned and delivered by an agreed-upon method.

Relevant Contract Types

Relevant Circumstances

  • When specific procedures or processes need to be stipulated
  • When compliance with set standards is an issue
  • In instances where high-level authorization or approval is required

Relevant Sectors

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What is the most popular definition of 'Special Instructions'?

Special Instructions means written instructions, confirmed by an authorized officer or designated entity.