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OFEM020300 – EMT Advanced Investor
From a manufacturer's view: is this share class suitable to be marketed to an end investor, who can be classified as an 'experienced investor'?
An experienced investor typically has at least one of the following characteristics: – good knowledge of relevant financial products and transactions – financial industry experience or is accompanied by professional investment advice
Therefore, an informed investor can make an informed investment decision based only on the regulated and authorised offering documentation, together with knowledge and understanding of the specific factors/risks highlighted within them.
// The correspondent MiFID II field introduced by the European Working Group with their MiFID Data Dictionary Template (EMT) is: EMT: 02030_Advanced_Investor. This is a Mandatory EMT field.//
| Property | Value |
|---|---|
| OF-ID | OFEM020300 |
| Name | EMT Advanced Investor |
| Area | European MiFID Template (EMT) |
| Level | Share Class |
| Format | Text |
| Tags | EMT |
| Introduced in | openfunds 1.26 |
| FinDatEx EMT field | 02030_Advanced_Investor |
Allowed values
yes, no, neutral
FundsXML 4 mapping
FundsXML EMT block:
RegulatoryReportings/…/FinancialInstrument/TargetMarket/KnowledgeAndExperience/AdvancedInvestor
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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