Ownership

  • Provide ownership information.

  • Fully Disclosed Client (Joint, Retirement, Org, Trust)

  • Advisor Client (Joint, Retirement, Org, Trust)

  • Non-Disclosed- NonQI Client (Joint, Org, Trust)

  • Non-Disclosed- QI Client with Trading (Joint, Org, Trust)

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

  • Joint: FirstHolderDetails, SecondHolderDetails

  • Retirement: PrimaryBeneficiary

  • Org: AssociatedIndividual

  • Trust: Individual

XSD

Copy 
<xsd:element name="Ownership" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:attribute name="percentage" type="Non Negative Integer" use="Required" minOccurs="1" maxOccurs="1" />

Parameters

Name

Type

Description

percentage

Non Negative Integer Value

Ownership percentage
Copy 
<Ownership percentage="100" />