http://fundontology.com/fr/ref/Fund_Financial_Reference.ttl#IAA_miscellaneous
Class 'fr-fin-ref:IAA miscellaneous classifier'


rdf:type
owl:Class
rdfs:comment
These are classifiers for investment advisers, services and clients. This is effectively a shortcut to assess regulatory criteria. For example, the IAA classifier "less than 15 clients" is asserted for an Investment Adviser. However in a production environment, this information could be inferred by actually counting the clients.
rdfs:label
IAA miscellaneous classifier
rdfs:subClassOf
owl:Thing
http://www.omg.org/spec/EDMC-FIBO/FND/Arrangements/ClassificationSchemes/Classifier
skos:definition
Miscellaneous classifers used for Invesment Adviser Act rules.
Instances
fr-fin-ref:IAA Adviser soon eligible for registration, fr-fin-ref:IAA Adviser with less than 15 clients, fr-fin-ref:IAA charity, fr-fin-ref:IAA charity fund, fr-fin-ref:IAA church fund, fr-fin-ref:IAA Church Plan, fr-fin-ref:IAA Family Office, fr-fin-ref:IAA Foreign based adviser, fr-fin-ref:IAA Internet Adviser, fr-fin-ref:IAA Multi-State Adviser, fr-fin-ref:IAA Pension Plan, fr-fin-ref:IAA Private Fund Adviser, fr-fin-ref:IAA Qualified Adviser, fr-fin-ref:IAA Same state client, fr-fin-ref:IAA Small Business, fr-fin-ref:IAA Small Business affiliate, fr-fin-ref:IAA Small Business license, fr-fin-ref:Pension Consultant

References

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