AccountHolderDetails

Who is this required for?

Fully Disclosed Client (Individual, Retirement)
Advisor Client (Individual, Retirement)
Non-Disclosed- NonQI Client (Individual)
Non-Disclosed- QI Client with Trading (Individual)
Non-Disclosed- QI Client with No Trading (Individual)

Attributes

XSD

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<xsd:element name="AccountHolderDetails" type="AssociatedIndividual" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:sequence>
 <xsd:attribute name="external_id" type="String" use="Required" />
 <xsd:attribute name="same_mail_address" type="Boolean" use="Required" />
 <xsd:attribute name="is_translated" type="Boolean" use="Only Required IF input_language="Zh-Hans" and has_translation ="true" minOccurs="0" maxOccurs="1" />
</xsd:sequence>

Parameters

Name	Type	Description
external_id	String; max 64 characters	Identifier for the account. This will be specified by the counterparty.
same_mail_address	true false	Indicate if the mailing address is different from the residential address.
is_translated	true false	Indicates if the information is the translated version. It is used only when providing information in a different language and English. Default values is "false".

Name

Type

Description

external_id

String; max 64 characters

Identifier for the account. This will be specified by the counterparty.

same_mail_address

true

false

Indicate if the mailing address is different from the residential address.

is_translated

true

false

Indicates if the information is the translated version. It is used only when providing information in a different language and English. Default values is "false".

Sample

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Translation is not included:

<AccountHolderDetails external_id="PaulinaTester" same_mail_address="true">

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Translation is included:

<AccountHolderDetails external_id="PaulinaTester" same_mail_address="true" is_translated="true" >

Elements