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OFEF070200 – EFT Retail Investor Type and Advice vs Distributor TM Italy
Number of transactions reported as identified in conflict with Retail Investor Type, using MiFID service Advice. 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: 07020_Retail_Investor_Type_&_Advice_vs_DistributorTM_Italy. This is a Conditional EFT field.//
| Property | Value |
|---|---|
| OF-ID | OFEF070200 |
| Name | EFT Retail Investor Type and Advice vs Distributor TM Italy |
| Area | European Feedback Template (EFT) |
| Level | Others |
| Format | Integer |
| Tags | EFT |
| Introduced in | openfunds 1.27 |
| FinDatEx EFT field | 07020_Retail_Investor_Type_ |
Values
1, 2, 3, … n
FundsXML 4 mapping
FundsXML EFT block:
RegulatoryReportings/…/EFT/DeviationReportDistributorTargetMarketPerspective/Sales_OTM_NTM/RetailInvestorTypeAndAdviceVsDistributorTM_Italy
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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