PortfolioTransferInstructionV11sese.012.001.11

PortfolioTransferInstructionV11
PrtflTrfInstr
Mandatory
Message Reference
MsgRef
Mandatory
Pool Reference
PoolRef
Optional
Previous Reference
PrvsRef
Optional
Related Reference
RltdRef
Optional
Primary Individual Investor
PmryIndvInvstr
Optional
Name
Nm
Mandatory
Given Name
GvnNm
Mandatory
Name Prefix
NmPrfx
Optional

Name Suffix

NmSfx
Optional

Definition: Additional information about a person that follows a person's name, for example, qualification such as Doctor of Philosophy (PhD).

Type: Max35Text (String)

Restrictions:

  • MinLength: 1
  • MaxLength: 35

Gender
Gndr
Optional
Birth Date
BirthDt
Optional
Social Security Number
SclSctyNb
Optional
Individual Investor Address
IndvInvstrAdr
Mandatory
Secondary Individual Investor
ScndryIndvInvstr
Optional
Other Individual Investor
OthrIndvInvstr
Repetition (0..n)
Primary Corporate Investor
PmryCorpInvstr
Optional
Secondary Corporate Investor
ScndryCorpInvstr
Optional
Other Corporate Investor
OthrCorpInvstr
Repetition (0..n)
Transferor Account
TrfrAcct
Mandatory
Nominee Account
NmneeAcct
Optional
Transferee
Trfee
Mandatory
Product Transfer
PdctTrf
Repetition (1..n)
Market Practice Version
MktPrctcVrsn
Optional
Extension
Xtnsn
Repetition (0..n)
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