Trustees

• Fully Disclosed Client (Trust)

• Advisor Client ( Trust)

• Non-Disclosed- NonQI Client (Trust)

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

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

• Trust: Trust

XSD

<xsd:complexType name="Trustees" use="Required for Trusts" minOccurs="0" maxOccurs="1" />
<xsd:element name="Individual" use="Required for Trusts" minOccurs="0" maxOccurs="6" />
 <xsd:attribute name="external_id" type="String" use="Required" />
<xsd:sequence>

Parameters

Sample

Copy

<Individual external_id="testerorgAP123">

• Name

• DOB

• Residence

• Phone

• Email

• Identification

• TaxResidencies

• EmploymentType

• EmploymentDetails

• Title

• Ownership

Sample

Copy

<Trustees>
 <Individual external_id="TESTERTRUST14443TASP1">
   <DOB>1985-03-09</DOB>
   <Email email="dam@ibkr.com"/>
   <Identification IssuingCountry="AUS" />
   <Name first="Test" last="Tester"/>
   <Title code="Trustee" />
   <Phones/>
   <Residence city="Tester" country="AUS" postal_code="53072" state="AU-SA" street_1="1 Tester Street"/>
   <EmploymentType>EMPLOYED</EmploymentType>
    <EmploymentDetails>
    <employer>Interactive Brokers</employer>
    <occupation>Financial Managers</occupation>
    <employer_business>Investment Advisory</employer_business>
    <employer_address city="Greenwich" country="AUS" postal_code="29223" state="AU-SA" street_1="2 Pickwick Plaza"/>
  </EmploymentDetails>
 </Individual>
</Trustees>