Glossary entry (derived from question below)
English term or phrase:
Trustee Investment Plans
Portuguese translation:
planos/fundos de investimento geridos por entidade gestora
- The asker opted for community grading. The question was closed on 2016-02-28 13:55:05 based on peer agreement (or, if there were too few peer comments, asker preference.)
English term
Trustee Investment Plans
4 | planos/fundos de investimento geridos por entidade gestora | expressisverbis |
3 | planos de investimento para agentes fiduciários | Mario Freitas |
Feb 24, 2016 19:20: Hauke Christian changed "Level" from "Non-PRO" to "PRO"
PRO (3): expressisverbis, Paulo Celestino Guimaraes, Hauke Christian
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Proposed translations
planos/fundos de investimento geridos por entidade gestora
What is a 'Trustee'
A trustee is a person or firm that holds or administers property or assets for the benefit of a third party.
A trustee may be appointed for a wide variety of purposes, such as in the case of bankruptcy, for a charity, a trust fund or for certain types of retirement plans or pensions.
Read more: Trustee Definition | Investopedia http://www.investopedia.com/terms/t/trustee.asp#ixzz4174GYbb...
Follow us: Investopedia on Facebook
http://www.asf.com.pt/NR/rdonlyres/DD68B381-2A53-4AFE-AD5B-8...
Fundos e seguros
Os PPR podem ter a forma de seguros ou de fundos de investimento, estando neste caso a cargo de sociedades gestoras de fundos de pensões ou fundos de investimento mobiliário.
Entidade Gestora – Como qualquer património autónomo os Fundos de Pensões carecem de ser geridos por uma entidade, a quem compete praticar todos os actos e operações necessários ou convenientes à boa administração e gestão do Fundo. Essa entidade pode ser uma sociedade anónima constituída exclusivamente para esse fim, vulgarmente designada por Sociedade Gestora de Fundos de Pensões, ou pode ser uma empresa de seguros que em Portugal se encontre autorizada a explorar legalmente o ramo “Vida”.
http://www.apfipp.pt/index2.aspx?MenuCode=FP
https://www.deco.proteste.pt/investe/planos-poupanca-reforma...
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Note added at 37 mins (2016-02-24 19:04:22 GMT)
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"The Trustee Investment Plan is a pension investment product..."
https://www.axawealth.co.uk/.../Retirement/Trustee-I...
planos de investimento para agentes fiduciários
https://www.fundambras.com.br/assets/pages/127/pi-2016-plano...
Reference comments
What is a Trustee Investment Plan?
●Only existing assets, that are already held under a pension scheme, can be paid in to this plan. This plan cannot accept money directly from employers or members of the pension scheme
http://www.aviva.co.uk/adviser/product-literature/files/sp/s...
Discussion