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Article 64Instructor of an Individual-type Pension Plan Investment

第六十四条(個人型年金運用指図者)

A person who loses the status as a participant of an individual-type pension plan due to coming to fall under any of the items of Article 62, paragraph (4) (excluding items (i) and (iii)) (limited to a person who has assets managed per individual under the individual-type pension plan) is to be an instructor of an individual-type pension plan investment.

第六十二条第四項各号(第一号及び第三号を除く。)のいずれかに該当するに至ったことにより個人型年金加入者の資格を喪失した者(個人型年金に個人別管理資産がある者に限る。)は、個人型年金運用指図者とする。

In addition to the case under the provisions of the preceding paragraph, a person who was a participant of a corporate-type pension plan (limited to a person who has assets managed per individual in the corporate-type pension plan or the individual-type pension plan) or a participant of an individual-type pension plan (limited to a person who has assets managed per individual under the individual-type pension plan) may become an instructor of an individual-type pension plan investment by making a request to the Association.

前項の規定によるほか、企業型年金加入者であった者(企業型年金又は個人型年金に個人別管理資産がある者に限る。)又は個人型年金加入者(個人型年金に個人別管理資産がある者に限る。)は、連合会に申し出て、個人型年金運用指図者となることができる。

The person prescribed in paragraph (1) acquires the status as an instructor of an individual-type pension plan investment on the day of losing the status as a participant of an individual-type pension plan, and the person who makes the request referred to in the preceding paragraph acquires the status as an instructor of an individual-type pension plan investment on the day on which the person makes the request.

個人型年金運用指図者は、第一項に規定する者については個人型年金加入者の資格を喪失した日に、前項の申出をした者についてはその申出をした日に、それぞれ個人型年金運用指図者の資格を取得する。

An instructor of an individual-type pension plan investment loses the status as an instructor of an individual-type pension plan investment on the day following the day on which the person comes to fall under any of the following items (if the person comes to fall under item (iii), on the day of falling under that item):

個人型年金運用指図者は、次の各号のいずれかに該当するに至った日の翌日(第三号に該当するに至ったときは、当該至った日)に、個人型年金運用指図者の資格を喪失する。

when the person dies;

死亡したとき。

when the person no longer has assets managed per individual under the individual-type pension plan; or

個人型年金に個人別管理資産がなくなったとき。

個人型年金加入者となったとき。

The provisions of Article 62, paragraph (5) apply mutatis mutandis to the status as an instructor of an individual-type pension plan investment, and the provisions of the preceding Article apply mutatis mutandis to the case of calculating the period of an instructor of an individual-type pension plan investment.

第六十二条第五項の規定は個人型年金運用指図者の資格について、前条の規定は個人型年金運用指図者期間を計算する場合について準用する。

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