Rollover Agreement - FOLIO Ontology

Identification

IRI:

https://folio.openlegalstandard.org/R7UlsbfVKjhOfux7PAQJCos

Label Rollover Agreement

Preferred Label N/A

Identifier N/A

Alternative Labels

None

Definition

A Rollover Agreement refers to an arrangement where an investor transfers the proceeds from a mature security into a new issue of the same or a similar security. It can also pertain to the transfer of assets from one retirement plan to another without incurring tax penalties.

Class Relationships

Sub Class Of

• Tax Agreements

Is Defined By

N/A

Class Hierarchy Visualization

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Additional Information

Metadata

Comment

None

Description

None

Notes

• None

Editorial Information

History Note

None

Editorial Note

None

Deprecated

No

Source and Origin

No source or origin information available