Define: Administrative plan

• Administrative plan means a document established by a [organization] that outlines how a funded activity operates in compliance with all relevant state and federal requirements. Seen in 46 SEC filings
• Administrative plan means any investment plan which is created from time to time by a [organization], subject to necessary approvals, that provides investors with a focused investment strategy in any combination of open-end collective investment schemes which are managed by the said [organization] and share a common trustee. Seen in 8 SEC filings
• Administrative plan means investment or savings plans offered by an [organization] that allow the investor to follow a focused investment strategy in any combination of collective investment schemes managed by that [organization]. Seen in 7 SEC filings
• Administrative plan means any investment plans offered by an [organization], these plans allow unit holders to follow a focused investment strategy in any combination of collective investment schemes managed by the said [organization] for which CDC is appointed as the trustee. Seen in 3 SEC filings
• Administrative plan means an investment plan offered by [organization], subject to prior approvals, that allows investors a focused investment strategy in any one or a combination of schemes managed by that [organization] and having a common trustee. Seen in 2 SEC filings
• Administrative plan means the investment plans occasionally offered by a [organization] that permit unit holders to pursue a focused investment strategy in any combination of collective investment schemes managed by that [organization]. Seen in 1 SEC filing
• Administrative plan means investment plans provided by an [organization], approved by the Commission, which allow investors a specific investment strategy in any combination of schemes managed by the said [organization] in accordance with conditions specified by the SECP. Seen in 1 SEC filing

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of administrative plan' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

Administrative plan means a document established by [organization] outlining compliance with regulations and rules.

Relevant Contract Type

• Corporate Compliance Agreement
• Risk Management Policy
• Service Level Agreement

Relevant Circumstances

• When an organization establishes a procedural document to ensure compliance
• If an organization is outlining their required compliance with industry or governmental rules and regulations

Relevant Sectors

• Healthcare
• Information Technology
• Finance

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