Joint- NonUS (FA)
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<Applications xmlns="http://www.interactivebrokers.com/schemas/IBCust_import">
<Application>
<Customer email="testers@gmail.com" external_id="JointTestAccount" md_status_nonpro="false" prefix="testsm" type="JOINT">
<JointHolders type="joint_tenants">
<FirstHolderDetails external_id="JointTestAccountAH" same_mail_address="true">
<Name first="John" last="Smith" salutation="Mr."/>
<DOB>1986-12-19</DOB>
<CountryOfBirth>SAU</CountryOfBirth>
<MaritalStatus>M</MaritalStatus>
<NumDependents>1</NumDependents>
<Residence city="Testing" country="SAU" postal_code="94402" state="SA-08" street_1="610 Testers Avenue"/>
<Phones>
<Phone number="6506555555" type="Mobile" country="SAU"/>
</Phones>
<Email email="testers@gmail.com"/>
<Identification NationalCard="493095798" citizenship="SAU"/>
<EmploymentType>EMPLOYED</EmploymentType>
<EmploymentDetails>
<employer>Test Corporation</employer>
<occupation>Engineering Manager</occupation>
<employer_business>Aerospace Engineering</employer_business>
<employer_address country="SAU" state="SA-08" city="Testing" postal_code="94402" street_1="1 tester street"/>
</EmploymentDetails>
<TaxResidencies>
<TaxResidency country="SAU" TIN="493095798" TINType="NonUS_NationalId"/>
</TaxResidencies>
<W8Ben name="John Smith" part_2_9a_country="N/A" cert="true" blank_form="true" proprietary_form_number="5001" tax_form_file="Form5001.pdf" foreign_tax_id="493095798"/>
<Ownership percentage="50"/>
<Title code="FIRST HOLDER"/>
</FirstHolderDetails>
<SecondHolderDetails external_id="JointTestAccountSH" same_mail_address="true">
<Name first="Jane" last="Smith" middle="" salutation="Mrs."/>
<DOB>1987-01-27</DOB>
<CountryOfBirth>SAU</CountryOfBirth>
<MaritalStatus>M</MaritalStatus>
<NumDependents>1</NumDependents>
<Residence city="Testing" country="SAU" postal_code="94402" state="SA-08" street_1="610 Testers Avenue"/>
<Phones>
<Phone number="6509123333" type="Mobile" country="SAU"/>
</Phones>
<Email email="Smith.Jane@gmail.com"/>
<Identification NationalCard="111223334" citizenship="SAU"/>
<EmploymentType>EMPLOYED</EmploymentType>
<EmploymentDetails>
<employer>Test Science</employer>
<occupation>Engineer</occupation>
<employer_business>Construction</employer_business>
<employer_address country="SAU" state="SA-08" city="Testing" postal_code="94402" street_1="1 tester street"/>
</EmploymentDetails>
<TaxResidencies>
<TaxResidency TIN="111223334" TINType="NonUS_NationalId" country="SAU"/>
</TaxResidencies>
<W8Ben name="Jane Smith" part_2_9a_country="N/A" cert="true" blank_form="true" proprietary_form_number="5001" tax_form_file="Form5001.pdf" foreign_tax_id="111223334"/>
<Ownership percentage="50"/>
<Title code="SECOND HOLDER"/>
</SecondHolderDetails>
<FinancialInformation annual_net_income="175000" liquid_net_worth="850000" net_worth="1500000">
<InvestmentExperience>
<AssetExperience asset_class="STK" knowledge_level="Extensive" trades_per_year="40" years_trading="10"/>
</InvestmentExperience>
<SourcesOfWealth>
<SourceOfWealth percentage="50" description="Allowance from Spouse" source_type="SOW-IND-Allowance" is_used_for_funds="true"/>
<SourceOfWealth percentage="50" source_type=" SOW-IND-Income" is_used_for_funds="true"/>
</SourcesOfWealth>
</FinancialInformation>
<RegulatoryInformation>
<RegulatoryDetail code="EmployeePubTrade" status="false"/>
<RegulatoryDetail code="ControlPubTraded" status="false"/>
<RegulatoryDetail code="AFFILIATION" status="false"/>
</RegulatoryInformation>
</JointHolders>
</Customer>
<Accounts>
<Account multicurrency="true" margin="Cash" external_id="JointTestAccount" base_currency="USD">
<InvestmentObjectives>
<objective>Growth</objective>
<objective>Income</objective>
</InvestmentObjectives>
<TradingPermissions>
<TradingPermission country="UNITED STATES" product="STOCKS"/>
</TradingPermissions>
<AdvisorWrapFees strategy="AUTOMATED">
<automated_fees_details type="PERCENTOFEQUITY_QUATERLY" max_fee="0.5" />
</AdvisorWrapFees>
</Account>
</Accounts>
<Users>
<User external_individual_id="JointTestAccountAH" external_user_id="JointTestAccountUSR" prefix="testsm">
</User>
</Users>
<Documents>
<Document exec_login_ts="20180731162000" exec_ts="20180731162000" form_no="5002">
<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
<AttachedFile file_length="77327" file_name="20170111_5002.pdf" sha1_checksum="06c49036c2eea742be9d3046f84a462d87f85b1c"/>
</Document>
<Document exec_login_ts="20180731162000" exec_ts="20180731162000" form_no="1005">
<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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</Document>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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</Document>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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</Document>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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</Document>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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<SignedBy>John Smith</SignedBy>
<SignedBy>Jane Smith</SignedBy>
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</Application>
</Applications>
