Qualified Professional Asset Manager: Difference between revisions

Latest revision as of 13:30, 14 August 2024

The Jolly Contrarian’s Glossary
The snippy guide to financial services lingo.™

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ERISA chat. The criteria for qualifying as a QPAM are defined by the Employee Retirement Income Security Act (ERISA). Regulated institutions such as banks and insurance companies may qualify as a QPAMs. If you are one, you may be asked to make Representations about your ongoing status as such in an ISDA Master Agreement, even though you are not a party to it.

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-{{g}}[[ERISA]] chat. The criteria for qualifying as a [[QPAM]] are defined by the [[Employee Retirement Income Security Act]] ({{tag|ERISA}}). Regulated institutions such as banks and insurance companies may qualify as a [[QPAM]]s. If you are one, you may be asked to make {{isdaprov|Representations}} about your ongoing status as such in an {{isdama}}, even though you are not a party to it.
+{{g}}[[ERISA]] chat. The criteria for qualifying as a [[QPAM]] are defined by the [[Employee Retirement Income Security Act]] ([[ERISA]]). Regulated institutions such as banks and insurance companies may qualify as a [[QPAM]]s. If you are one, you may be asked to make {{isdaprov|Representations}} about your ongoing status as such in an {{isdama}}, even though you are not a party to it.
 {{sa}}
 *[[ERISA]]
 *{{isdaprov|Representations}}