http://fundontology.com/fr/rule/Rules_Investment_Adviser_Act.ttl#Exempted_Ex_USC_s80b_3_b_4_C_Trust
Class fr-rule-iaa:Exempted_Ex_USC_s80b_3_b_4_C_Trust

owl:Class

This assumes that the load into FIBO assters the fund to be a Trust. As a simplification, we don't examine trustees, administrators setlers or beneficiaries.

Exempted ex. USC § 80b–3 (b) (4) (C) - Trust

fr-rule-iaa:ExemptingCondition

jc-core:considered_by value fr-rule-iaa:FR_Exempted_USC_s80b_3_b_4_C_Trust

fr-fin-ref:InvestmentAdviser and (fibo-fnd-rel-rel:manages some http://www.omg.org/spec/EDMC-FIBO/BE/Trusts/Trusts/Trust) and (fibo-fnd-rel-rel:manages only http://www.omg.org/spec/EDMC-FIBO/BE/Trusts/Trusts/Trust)

An defined class for FIBO Functional Business Entities that are exempted from Securities & Exchange Commission registration under U.S. Code § 80b–3 (b) (4) : “any investment adviser that is a charitable organization, as defined in section 3(c)(10)(D) of the Investment Company Act...". (C) a trust or other donative instrument described in section 3(c)(10)(B) of the Investment Company Act of 1940 [15 U.S.C. 80a–3 (c)(10)(B)], or the trustees, administrators, settlors (or potential settlors), or beneficiaries of any such trust or other instrument; The equivalent class simply consits of all FIBO Investment Advisers that manage only trusts. Inferred members are considered by the exclusion rule, which applies the exclusion status.