Glossary entry (derived from question below)
English term or phrase:
Funds mapping procedure
French translation:
Procédure d\'établissement de la cartographie des activités des fonds
Added to glossary by
Marie-Yvonne Dulac
Oct 7, 2016 05:33
7 yrs ago
3 viewers *
English term
Funds mapping procedure
English to French
Bus/Financial
Investment / Securities
Bonjour,
Je traduis le site d'une grande banque mondiale qui présente tous ses différents services financiers.
Voici quelques phrases contenant "Map/Mapping" :
The Global Fund Map (GFM) completion is required until the authorities reporting provisions contained in the FBL are effective.
As a pre requisite to this Funds mapping Procedure each SG Business Unit shall have adopted specific policies and procedures governing its fund activities and such activities are conducted in compliance with the (i) Business Unit policies and procedures governing the Fund Activities.
Units’ Covered Fund and Excluded Fund activities (referred to as the “Global Funds Mapping”) is being performed, with the following goals
Global fund maps ‘GFM’ provisions are mandatory;
GFM contributions must be delivered to the relevant BL Coordinator no later than December 1st
BL Coordinators must review each GFM contribution and merge and reconcile their respective versions.
Je traduis le site d'une grande banque mondiale qui présente tous ses différents services financiers.
Voici quelques phrases contenant "Map/Mapping" :
The Global Fund Map (GFM) completion is required until the authorities reporting provisions contained in the FBL are effective.
As a pre requisite to this Funds mapping Procedure each SG Business Unit shall have adopted specific policies and procedures governing its fund activities and such activities are conducted in compliance with the (i) Business Unit policies and procedures governing the Fund Activities.
Units’ Covered Fund and Excluded Fund activities (referred to as the “Global Funds Mapping”) is being performed, with the following goals
Global fund maps ‘GFM’ provisions are mandatory;
GFM contributions must be delivered to the relevant BL Coordinator no later than December 1st
BL Coordinators must review each GFM contribution and merge and reconcile their respective versions.
Proposed translations
(French)
3 +1 | Procédure de recensement des fonds | Robin Dufaye |
References
définition en anglais | Didier Fourcot |
Proposed translations
+1
4 mins
Selected
Procédure de recensement des fonds
Il ne s'agit que d'une guggestion.
Je pense que « recensement » convient mieux que « mappage » ou « cartographie »
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Note added at 4 mins (2016-10-07 05:37:58 GMT)
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suggestion*
Je pense que « recensement » convient mieux que « mappage » ou « cartographie »
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Note added at 4 mins (2016-10-07 05:37:58 GMT)
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suggestion*
2 KudoZ points awarded for this answer.
Comment: "Merci!"
Reference comments
7 hrs
Reference:
définition en anglais
C'est une procédure de recherche d'équivalences pour transférer des actifs d'un fonds clôturé ou abandonné vers un nouveau, je dirais correspondance mais je n'ai pas de référence financières françaises:
http://www.upstate.edu/hr/document/rf_tiaacref_faq.pdf
What do the terms “map” and “mapping” mean?
The terms “map” and “mapping” refer to a financial
industry standard method of transferring assets from
one investment provider or investment option to
another in a retirement plan conversion. This process
begins by analyzing the investment funds from
which assets are being transferred and determining
the investment categories for these funds by using
information from an independent party such as
Morningstar, Inc. The next step is finding a fund on
the new menu that is in the same or similar category
as the closing fund on the previous menu. The assets
are then transferred, or “mapped,” from the closing
fund to the similar fund on the new menu.
http://www.upstate.edu/hr/document/rf_tiaacref_faq.pdf
What do the terms “map” and “mapping” mean?
The terms “map” and “mapping” refer to a financial
industry standard method of transferring assets from
one investment provider or investment option to
another in a retirement plan conversion. This process
begins by analyzing the investment funds from
which assets are being transferred and determining
the investment categories for these funds by using
information from an independent party such as
Morningstar, Inc. The next step is finding a fund on
the new menu that is in the same or similar category
as the closing fund on the previous menu. The assets
are then transferred, or “mapped,” from the closing
fund to the similar fund on the new menu.
Note from asker:
Le terme à rechercher devrait donc être, si j'ai bien compris, un synonyme de "transférer", c'est un bon point de départ. Merci. |
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