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OFEM020100 – EMT Investor With Basic Knowledge
From a manufacturer's view: is this share class suitable to be marketed to an end investor, who has only basic knowledge about financial product, but access to imperative legal documentation and basic information provided by the point of sale?
An investor with basic knowledge is defined as an investor, who has – no financial industry experience or – is investing for the first time in this kind of financial product.
// The correspondent MiFID II field introduced by the European Working Group with their MiFID Data Dictionary Template (EMT) is: EMT: 02010_Basic_Investor. This is a Mandatory EMT field.//
| Property | Value |
|---|---|
| OF-ID | OFEM020100 |
| Name | EMT Investor With Basic Knowledge |
| Area | European MiFID Template (EMT) |
| Level | Share Class |
| Format | Text |
| Tags | EMT |
| Introduced in | openfunds 1.26 |
| FinDatEx EMT field | 02010_Basic_Investor |
Allowed values
yes, no, neutral
FundsXML 4 mapping
FundsXML EMT block:
RegulatoryReportings/…/FinancialInstrument/TargetMarket/KnowledgeAndExperience/BasicInvestor
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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