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 LenaK1

link 25.01.2008 7:25 
Subject: Pension Advising and Pension Marketing)
Upon completion of the aforesaid sales,the prerequisite conditions for the Bank to receive a pension advising license will be fulfilled,
according to the directives of the Supervision of Financial Services (Engaging in Pension Advising and Pension Marketing) Law, 2005
(the "Pension Advising Law", which is part of the Bachar Reform); accordingly, the Bank intends to apply to the Commissioner of
the Capital Market, Insurance, and Savings at the Ministry of Finance (the "Commissioner") at that time to grant the Bank a pension
advisor's license.
However, under the provisions of the Pension Advising Law, the Commissioner must be persuaded that "granting the bank a pension
advisor's license shall not cause material damage to the development of competition and to the prevention of concentration in
Israel, in the area of pension advising, in the area of mediation between customers and institutional entities, and in the area of
banking". (Section 1 1 (A) (5) of the Pension Advising Law).

 Alexander Oshis moderator

link 25.01.2008 8:07 
Pension Advising это, НЯМС, консультации при выборе пенсионного плана.
Думаю, что по аналогии с "налоговое / кредитное консультирование", можно дать "пенсионное консультирование".

 

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