Name
-
Provide legal name of the applicant.
Who is this required for?
-
Fully Disclosed Client (Individual, Joint, Retirement, Org, Trust)
-
Advisor Client (Individual, Joint, Retirement, Org, Trust)
-
Non-Disclosed- NonQI Client (Individual, Joint, Org, Trust)
-
Non-Disclosed- QI Client with Trading (Individual, Joint, Org, Trust)
-
Non-Disclosed- QI Client with No Trading (Individual, Joint, Org, Trust)
Requirements based on Account Type
-
Individual: AccountHolder
-
Retirement: AccountHolderDetails, PrimaryBeneficiary
-
Joint: FirstHolderDetails, SecondHolderDetails
-
Org: AssociatedIndividual
-
Trust: Individual
Attributes
XSD
<xsd:element name="Name" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:sequence>
<xsd:attribute name="first" type="String" use="Required" />
<xsd:attribute name="last" type="String" use="Required" />
<xsd:attribute name="middle" type="String" use="Optional" />
<xsd:attribute name="salutation" type="salutation" use="Optional" />
</xsd:sequence>Parameters
|
Name |
Type |
Description |
|---|---|---|
|
first |
String; max characters 50 |
Legal first name of the applicant.
|
|
middle |
String; max characters 50 |
Middle name of the applicant. |
|
last |
String; max characters 50 |
Legal last name of the applicant. |
|
salutation |
Mr. Mrs. Ms. Dr. Mx. Ind. |
Salutation of the applicant. |
