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OFEF050200 – EFT Retail Investor Type and Execution With Suitability Test
Number of transactions reported as identified in conflict with Retail Investor Type, using MiFID services Advice or Portfolio Management. 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: 05020_Retail_Investor_Type_&_Execution_With_Suitability_Test. This is a Conditional EFT field.//
| Property | Value |
|---|---|
| OF-ID | OFEF050200 |
| Name | EFT Retail Investor Type and Execution With Suitability Test |
| Area | European Feedback Template (EFT) |
| Level | Others |
| Format | Integer |
| Tags | EFT |
| Introduced in | openfunds 1.27 |
| FinDatEx EFT field | 05020_Retail_Investor_Type_ |
Values
1, 2, 3, … n
FundsXML 4 mapping
FundsXML EFT block:
RegulatoryReportings/…/EFT/DeviationReportManufacturerTargetMarketPerspective/Sales_OTM_NTM/RetailInvestorTypeAndExecutionWithSuitabilityTest
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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