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OFEF050400 – EFT Knowledge and Experience and With Suitability Test
Number of transactions reported as identified in conflict with Knowledge & Experience, 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: 05040_Knowledge_and_Experience_&_With_Suitability_Test. This is a Conditional EFT field.//
| Property | Value |
|---|---|
| OF-ID | OFEF050400 |
| Name | EFT Knowledge and Experience and With Suitability Test |
| Area | European Feedback Template (EFT) |
| Level | Others |
| Format | Integer |
| Tags | EFT |
| Introduced in | openfunds 1.27 |
| FinDatEx EFT field | 05040_Knowledge_and_Experience_ |
Values
1, 2, 3, … n
FundsXML 4 mapping
FundsXML EFT block:
RegulatoryReportings/…/EFT/DeviationReportManufacturerTargetMarketPerspective/Sales_OTM_NTM/KnowledgeAndExperienceAndWithSuitabilityTest
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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