http://fundontology.com/fr/form/IAPDSECCompilationReport.ttl#Item5GType
Class iapd-sec-cr:Item5GType
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Item5GType
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The answers are object properties to the anwerYNType class. Fundontology transforms this into object properties to classification codes that apply. (see FR_IA_Firm.ttl)
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rdfs:label
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Item5GType
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rdfs:subClassOf
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skos:definition
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Firm's response to Part1A Item 5G - advisory services
(1) Financial planning services
(2) Portfolio management for individuals and/or small businesses
(3) Portfolio management for investment companies (as well as “business development companies”
that have made an election pursuant to section 54 of the Investment Company Act of 1940)
(4) Portfolio management for pooled investment vehicles (other than investment companies) (5) Portfolio management for businesses (other than small businesses) or institutional clients
(other than registered investment companies and other pooled investment vehicles) (6) Pension consulting services
(7) Selection of other advisers (including private fund managers)
(8) Publication of periodicals or newsletters
(9) Security ratings or pricing services
(10) Market timing services
(11) Educational seminars/workshops (12) Other (specify):
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