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OFEF050100 – EFT Retail Investor Type and Self Service
Number of transactions reported as identified in conflict with Retail Investor Type, using MiFID services Execution Only or Self Service with Appropriateness Test. Only required if OFEF000500 is set to "M" or "B".
//The correspondent field introduced by the European Working Group with their European Feedback Template (EFT) is: EFT: 05010_Retail_Investor_Type_&_Self_Service. This is a Conditional EFT field.//
| Property | Value |
|---|---|
| OF-ID | OFEF050100 |
| Name | EFT Retail Investor Type and Self Service |
| Area | European Feedback Template (EFT) |
| Level | Others |
| Format | Integer |
| Tags | EFT |
| Introduced in | openfunds 1.27 |
| FinDatEx EFT field | 05010_Retail_Investor_Type_ |
Values
1, 2, 3, … n
FundsXML 4 mapping
FundsXML EFT block:
RegulatoryReportings/…/EFT/DeviationReportManufacturerTargetMarketPerspective/Sales_OTM_NTM/RetailInvestorTypeAndSelfService
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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