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OFEP040300 – EPT Target Market Retail Investor Type
The type of retail investor to whom the PRIIP is intended to be marketed. For compatibility with the EPT, this description should be no longer than 750 characters.
Please note, in case you would like to convert this field into EPT that the corresponding EPT field only allows up to 4000 characters. The openfunds standard does not define the length of a string value.
//This field was introduced by the European Working Group with their PRIIPS Data Dictionary Template (EPT). EPT: 04030_Intended_Target_Market_Retail_Investor_Portfolio More information can be found in the Regulatory Technical Standards (RTS), Art. 2.3 & 14b.//
| Property | Value |
|---|---|
| OF-ID | OFEP040300 |
| Name | EPT Target Market Retail Investor Type |
| Area | European PRIIPs Template (EPT) |
| Level | Share Class |
| Format | Text |
| Tags | EPT |
| Introduced in | openfunds 1.26 |
| FinDatEx EPT field | 04030_Intended_Target_Market_Retail_Investor_Portfolio |
Values
Short description of the retail investor type. Maximum 4000 characters for compatibility with the FinDatEx EPT.
FundsXML 4 mapping
FundsXML EPT block:
RegulatoryReportings/…/EPTV2/Narratives/IntendedTargetMarketRetailInvestor
The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.
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