ShareholdersIdentificationDisclosureResponseV02seev.047.001.02

Mandatory
Pgntn
Optional
Mandatory
Mandatory
Mandatory
Mandatory
NoDsclsr
Choice
Choice (1..n)
Mandatory
AcctSvcr
Mandatory
Mandatory
Mandatory
Mandatory
AcctSubLvl
Optional
Optional
Optional
Dsclsr
Repetition (0..n)
Optional
AcctHldr
Mandatory
Repetition (1..n)
ShrhldgTp
Mandatory
Qty
Mandatory
InitlDtOfShrhldg
Optional
ThrdPty
Repetition (0..n)
Role
Mandatory

Code

Cd
Choice

Definition: Role expressed as a code.

Type: PartyRole2Code (String)

Allowed Values:

  • DIST (Distributor): Party that act as an wholesaler of funds.
  • LGRD (Legal Guardian): Party that has been appointed by a legal authority to act on behalf of a person judged to be incapacitated.
  • DECM (Decision Maker): Party that is authorised to take investment decisions on behalf of the shareholder.

Prtry
Choice
Mandatory
SplmtryData
Repetition (0..n)
SplmtryData
Repetition (0..n)
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DenyAllow