http://fundontology.com/fr/rule/Rules_Investment_Adviser_Act.ttl#Prohibition_Exempted_Ex_CFR_275_203_A_2_a_pension_consultant
Class fr-rule-iaa:Prohibition_Exempted_Ex_CFR_275_203_A_2_a_pension_consultant

owl:Class

For the Fund Regulation Prototype, we simply assume that the adviser is tagged as a pension consultant. This can be expanded to consider the aggregate value and type pf plans.

Prohibition Exempted ex. CFR 275.203A-2 (a) Pension consultants

fr-rule-iaa:ProhibitingCondition

jc-core:considered_by value fr-rule-iaa:FinRule_Prohibition_Exempted_CFR_275_203_A_2_a_pension_consultant

fr-fin-ref:InvestmentAdviser and (fibo-fnd-rel-rel:isClassifiedBy value fr-fin-ref:IAA_misc_Pension_Consultant)

An defined class for FIBO Functional Business Entities that are exempted the prohibition to register with the Securities & Exchange Commission registration under Code of Federal Regulations 275.203 A-2 (a) Pension Consultant. The equivalent class simply consits of all FIBO Investment Advisers that are principal to contracts with Foundations. Inferred members are considered by the exclusion rule, which applies the exclusion status.