OFST410750 – Has Pre-approval for Subscription or Transfer

Indicates whether a prior pre-approval from the fund provider is required before an investor can submit a subscription or transfer request. This field is primarily used in platform-based private market distribution, where the fund provider applies an additional approval step before accepting an initial subscription or transfer.

If set to "yes", the notice period required to request such pre-approval must be provided in OFST410755 "Pre-approval Notice Period for Subscription or Transfer". If no pre-approval or advance notice is required, this field must be set to "no", and OFST410755 must be left empty.

Property Value
OF-ID OFST410750
Name Has Pre-approval for Subscription or Transfer
Area Static data
Level Share Class
Format yes / no
Tags Full
Introduced in openfunds 2.1

Allowed values

yes, no

Example

yes

FundsXML 4 mapping

FundsXML 4.2.11 has no element for this field. The converter keeps the value as CustomAttributes/Attribute named OF_OFST410750 on the share class (or position), so FundsXML → openfunds restores it unchanged.

The field mapping table lists every field; openfunds to FundsXML explains the rules behind it.

← OFST410705 · All openfunds fields · OFST410755 →

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