Fund Data Converter
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OFST740020 – Is Periodic Confirmation of ERISA Certification Required
Are investors required to provide periodic confirmation of their ERISA Certifications Status?ERISA is the Employee Retirement Income Security Act from the U.S. Department of Labor. More information on ERISA can be found at https://www.dol.gov/general/topic/retirement/erisa
| Property | Value |
|---|---|
| OF-ID | OFST740020 |
| Name | Is Periodic Confirmation of ERISA Certification Required |
| Area | Static data |
| Level | Share Class |
| Format | yes / no |
| Tags | Full, US |
| 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_OFST740020 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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