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OFEM060300 – EMT Eligible For Advised Retail Distribution
From a manufacturer' view: Can this fund be sold to clients by a distributor who advices the end investor? - As this is also dependent from investors ability to bear losses and time horizon, this field can only give an indication to the distributer about how the manufacturer sees it.
// The correspondent MiFID II field introduced by the European Working Group with their MiFID Data Dictionary Template (EMT) is: EMT: 06030_Investment_Advice. This is an Indicative EMT field.//
| Property | Value |
|---|---|
| OF-ID | OFEM060300 |
| Name | EMT Eligible For Advised Retail Distribution |
| Area | European MiFID Template (EMT) |
| Level | Share Class |
| Format | Text |
| Tags | EMT |
| Introduced in | openfunds 1.26 |
| FinDatEx EMT field | 06030_Investment_Advice |
Allowed values
retail, professional, both, neither
Example
professional
FundsXML 4 mapping
FundsXML EMT block:
RegulatoryReportings/…/FinancialInstrument/TargetMarket/DistributionStrategy/InvestmentAdvice
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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