Sec. 5. “Associate”, when indicating a relationship between persons, means:

(1) any corporation or organization, other than the applicant or a majority-owned subsidiary of the applicant, of which the person:

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Terms Used In Indiana Code 28-6.2-1-5

  • Corporation: A legal entity owned by the holders of shares of stock that have been issued, and that can own, receive, and transfer property, and carry on business in its own name.
  • director: refers to the director of the department of financial institutions. See Indiana Code 28-6.2-1-9
  • Fiduciary: A trustee, executor, or administrator.
  • Trustee: A person or institution holding and administering property in trust.
(A) is an officer or a partner; or

(B) is directly or indirectly the beneficial owner of ten percent (10%) or more of any class of equity securities;

(2) any trust or other estate:

(A) in which the person has a substantial beneficial interest; or

(B) for which the person serves as trustee or in a similar fiduciary capacity;

however, the term does not apply to any employee stock benefit plan in which the person has a substantial beneficial interest or serves as a trustee or in a similar fiduciary capacity; and

(3) any relative or spouse of the natural person, or any relative of the spouse, who:

(A) has the same home as the person; or

(B) is a director or an officer of the applicant or of any of the applicant’s parent organizations or subsidiaries.

As added by P.L.122-1994, SEC.101.