Glossary entry

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.)
Feb 24, 2016 18:26
8 yrs ago
1 viewer *
English term

Trustee Investment Plans

English to Portuguese Bus/Financial Finance (general) Pension funds
For Trustee Investment Plans, Group Money Purchase Pensions Property Linked products and Reinsurance Accepted, the non unit reserve is calculated by projecting forward the future income and expenses for twelve months from the valuation date plus the period of notice.
Change log

Feb 24, 2016 19:20: Hauke Christian changed "Level" from "Non-PRO" to "PRO"

Votes to reclassify question as PRO/non-PRO:

PRO (3): expressisverbis, Paulo Celestino Guimaraes, Hauke Christian

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Discussion

expressisverbis Feb 24, 2016:
Sofia, a pergunta, quanto a mim, é "Pro", pois não é facilmente encontrada num dicionário ou mesmo num glossário, pelo que "votei" "Pro".

Proposed translations

35 mins
Selected

planos/fundos de investimento geridos por entidade gestora

Pelo que vi, são planos de pensões geridos por um entidade gestora, a qual pode ser uma sociedade anónima ou uma empresa de seguros.

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...
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4 KudoZ points awarded for this answer. Comment: "Muito obrigada."
2 hrs

Reference comments

16 hrs
Reference:

What is a Trustee Investment Plan?

●It is an investment plan for trustees of a pension scheme, if permitted under their scheme rules.
●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...
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