For example: When the investments are subject to ERISA, Taft - Hartley Plans, held in a trust / endowment / foundation, when the investments are in an estate and the executor is making investment decisions, or when there is more than one investment manager acting
in a fiduciary capacity under the Uniform Prudent Investor Act.
whether the consumer credit transaction or other transaction is made
under the provisions of the National Housing Act, or where the creditor is exempt from licensing
under this chapter, (ii) where the credit transaction is not a consumer transaction, (iii) where the credit transaction is by a trust institution as defined
in Section 5 - 12A - 1 (1),
in its
capacity as a
fiduciary under any plan or agreement qualified
under 26 USC 401 (a) or defined by 5 USC 8437, 26 USC 403 (b), or 26 USC 457, or a trust exempt
under 26 USC 501, or (iv) to any municipal pension system created
under the laws of the State of Alabama.