http://fundontology.com/fr/rule/Rules_Investment_Adviser_Act.ttl#Exempted_Ex_USC_s80b_3_b_5_Church_plan
Class fr-rule-iaa:Exempted_Ex_USC_s80b_3_b_5_Church_plan


rdf:type
owl:Class
rdfs:comment
This assumes that the managed company as tagged as a church plan in the FIBO load.
rdfs:label
Exempted ex. USC 80b3 (b) (5) - Church plan
rdfs:subClassOf
fr-rule-iaa:ExemptingCondition
owl:equivalentClass
jc-core:considered_by value fr-rule-iaa:FR_Exempted_USC_s80b_3_b_5_Church_plan
fr-fin-ref:InvestmentAdviser
and (fibo-fnd-rel-rel:manages some (fibo-fbc-fct-fse:ManagementCompany
and (fibo-fnd-rel-rel:isClassifiedBy value fr-fin-ref:IAA_misc_church_plan)))
skos:definition
An defined class for FIBO Functional Business Entities that are exempted from Securities & Exchange Commission registration under U.S. Code 80b3 (b) (5) : any plan described in section 414 (e) of title 26, ...". The equivalent class simply consits of all FIBO Investment Advisers that manage funds classified as Church Plans. Inferred members are considered by the exclusion rule, which applies the exclusion status.

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