Fund Data Converter
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OFST701047 – Is UK OFR Registered
Indicates whether the fund is recognized under the Financial Conduct Authority’s (FCA) Overseas Funds Regime (OFR) based on equivalence, enabling retail promotion and ISA/CTF eligibility. It tracks the transition from the Temporary Marketing Permissions Regime (TMPR) to OFR, requiring application within a designated landing slot to maintain market access beyond 31 December 2026. For more details, visit the Investment Association at https://www.theia.org/uk-frameworks-overseas-funds.
Note that the OFR equivalence recognition of EEA UCITS currently explicitly excludes UCITS that are Money Market Funds (MMFs) (OFST351300 "Money Market Type Of Fund") according to the article 3 of the regulation (EU) 2017/ 1131.
| Property | Value |
|---|---|
| OF-ID | OFST701047 |
| Name | Is UK OFR Registered |
| Area | Static data |
| Level | Fund |
| Format | yes / no |
| Tags | Full, GB |
| Introduced in | openfunds 2.12 |
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_OFST701047 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.
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