http://fundontology.com/fr/ref/Fund_Financial_Reference.ttl#IAA_miscellaneous
Class fr-fin-ref:IAA_miscellaneous


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_misc_charity, fr-fin-ref:IAA_misc_charity_fund, fr-fin-ref:IAA_misc_church_fund, fr-fin-ref:IAA_misc_church_plan, fr-fin-ref:IAA_misc_eligible_soon, fr-fin-ref:IAA_misc_Family_office, fr-fin-ref:IAA_misc_foreign_based, fr-fin-ref:IAA_misc_internet_adviser, fr-fin-ref:IAA_misc_less_than_15_clients, fr-fin-ref:IAA_misc_multi_state_adviser, fr-fin-ref:IAA_misc_Pension_Consultant, fr-fin-ref:IAA_misc_pension_plan, fr-fin-ref:IAA_misc_Qualified_Investor, fr-fin-ref:IAA_misc_same_state_client, fr-fin-ref:IAA_misc_SEC_Private_Fund_Adviser, fr-fin-ref:IAA_misc_Small_Business, fr-fin-ref:IAA_misc_Small_Business_affiliate, fr-fin-ref:IAA_misc_Small_Business_license

References

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