http://fundontology.com/fr/rule/Rules_Investment_Adviser_Act.ttl#Excluded_Ex_USC_s80b_2_a_11_E_Government_Securities_only
Class fr-rule-iaa:Excluded_Ex_USC_s80b_2_a_11_E_Government_Securities_only


rdf:type
owl:Class
rdfs:comment
In the Fund Regulation prototype has a sample data record for an adviser, who only offers government bond advice. A more complex definition would examine the portfolio holdings of managed funds.
rdfs:label
Excluded ex. USC 80b2 (a) (11) (E) - Government Securities only
rdfs:subClassOf
fr-rule-iaa:ExcludingCondition
owl:equivalentClass
jc-core:considered_by value fr-rule-iaa:FR_Excluded_USC_s80b_2_a_11_E_Government_Securities_only
fr-fin-ref:InvestmentAdviser
and (fibo-fnd-rel-rel:provides some (fr-fin-ref:InvestmentAdvice
and (fibo-fnd-rel-rel:isClassifiedBy value fro-fin-ref:ServiceType_Government_Bond_Advice)))
skos:definition
An equivalent class for FIBO Functional Business Entities that meet the exclusion under U.S. Code 80b2 (11) (E) Government Securities. any person whose advice, analyses or reports relate to no securities other than securities which are direct obligations of or obligations guaranteed as to principal or interest by the United States, or securities issued or guaranteed by corporations in which the United States ". The equivalent class is simply a classification of the service provided. Inferred members are considered by the exclusion rule, which applies the exclusion status.

2016 Jayzed Data Models Inc. generated with TopBraid Composer back to Fund Ontology or documentation index