http://fundontology.com/fr/rule/Rules_Investment_Adviser_Act.ttl#Exempted_Ex_USC_s80b_3_b_1_Private_Fund_same_state
Class 'fr-rule-iaa:Exempted ex. USC § 80b–3 (b) (1) - Private Fund same state'


rdf:type
owl:Class
rdfs:comment
A simplification that assumes the source system provides the legal assessment. The equivalent class definition can be expanded to actually compare the FIBO Primary Address of the adviser and all its clients.
rdfs:label
Exempted ex. USC § 80b–3 (b) (1) - Private Fund same state
rdfs:subClassOf
fr-rule-iaa:Legal Status Expression: Defined as Service
owl:equivalentClass
lkif-jc-core:considered_by value fr-rule-iaa:Financial Rule Exempted U.S. Code § 80b–3 (b) (1) Private Fund same state
fr-fin-ref:Private Fund Adviser
and (fibo-fnd-rel-rel:isClassifiedBy value fr-fin-ref:IAA Same state client)
skos:definition
An defined class for FIBO Functional Business Entities that are exempted from Securities & Exchange Commission registration under U.S. Code § 80b–3 (b) (1) : “any investment adviser, other than an investment adviser who acts as an investment adviser to any private fund, all of whose clients are residents of the State...". The equivalent class simply consits of all FRO Private Fund Advisers that have the same state classifier. Inferred members are considered by the exemption rule, which applies the exemption status.

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