PortfolioTransferConfirmationV11sese.013.001.11

PortfolioTransferConfirmationV11
PrtflTrfConf
Mandatory
Message Reference
MsgRef
Mandatory
Pool Reference
PoolRef
Optional
Previous Reference
PrvsRef
Optional
Related Reference
RltdRef
Optional
Primary Individual Investor
PmryIndvInvstr
Optional
Registered Holder
RegdHldr
Optional
Secondary Individual Investor
ScndryIndvInvstr
Optional
Name
Nm
Mandatory
Given Name
GvnNm
Mandatory
Name Prefix
NmPrfx
Optional
Name Suffix
NmSfx
Optional
Gender
Gndr
Optional

Birth Date

BirthDt
Optional

Definition: Date on which a person is born.

Type: ISODate

Restrictions:

    Social Security Number
    SclSctyNb
    Optional
    Individual Investor Address
    IndvInvstrAdr
    Mandatory
    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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