AccountSupport

  • Usage: For Org Accounts only.

  • Fully Disclosed Client (Org)

  • Advisor Client ( Org)

  • Non-Disclosed- NonQI Client (Org)

  • Non-Disclosed- QI Client with Trading (Org)

  • Non-Disclosed- QI Client with No Trading (Org)

XSD

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<xsd:element name="AccountSupport" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:sequence>
 <xsd:attribute name="type" type="type" use="Optional" />
</xsd:sequence>

Parameters

Name

Type

Description

type

OPERATINGBUSINESS

FAMILYINVVEHICLE

PROPRIETARYTRADING

FINANCIALINSTITUTION

OPERATINGBUSINESS: An operating business formed to offer goods or services to customers that was not formed for the purpose of trading or holding financial assets. Please select this option only for actual businesses, such as manufacturers, restaurants, oil companies, etc.

FAMILYINVVEHICLE: A personal or family investment vehicle beneficially owned by a single person or by a group of close family members who created the organization for the purpose of making financial investments for the owner and/or the owner’s close family. PROPRIETARYTRADING: Closely-held proprietary trading company (or corporation or similar vehicle) created for the purpose of trading the company’s proprietary capital. This includes any corporation or LLC where the members contribute their own capital to the LLC and the profits belong to the company.

FINANCIALINSTITUTION: A financial institution (bank, broker-dealer, etc.) that will be trading for its own account.

Sample

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 <AccountSupport type="FINANCIALINSTITUTION" />