AdvancedInvestor

/FundsXML4/RegulatoryReportings/DirectReporting/EMT_V3/FinancialInstrument/TargetMarket/KnowledgeAndExperience/AdvancedInvestor

Diagram

AdvancedInvestor

Documentation

EN

02030: Investors having one, or more, of the following characteristics:
• good knowledge of relevant financial products and transactions
• financial industry experience or accompanied by professional investment advice or included in a discretionary portfolio service

DE

02030: Anleger mit einer oder mehreren der folgenden Eigenschaften:
• gute Kenntnisse über relevante Finanzprodukte und -transaktionen
• Erfahrung in der Finanzbranche oder begleitet von professioneller Anlageberatung oder in einem diskretionären Portfoliomanagement

FR

02030: Investisseurs ayant une ou plusieurs des caractéristiques suivantes:
• bonne connaissance des produits et transactions financiers pertinents
• expérience dans le secteur financier ou accompagné de conseils d'investissement professionnels ou inclus dans un service de gestion discrétionnaire de portefeuille

NL

02030: Beleggers met een of meer van de volgende kenmerken:
• goede kennis van relevante financiële producten en transacties
• ervaring in de financiële sector of vergezeld van professioneel beleggingsadvies of opgenomen in een discretionair vermogensbeheer

ES

02030: Inversores con una o más de las siguientes características:
• buen conocimiento de productos y transacciones financieras relevantes
• experiencia en el sector financiero o acompañado de asesoramiento de inversión profesional o incluido en un servicio de gestión discrecional de carteras

IT

02030: Investitori con una o più delle seguenti caratteristiche:
• buona conoscenza dei prodotti e delle transazioni finanziarie rilevanti
• esperienza nel settore finanziario o accompagnato da consulenza professionale sugli investimenti o incluso in un servizio di gestione discrezionale del portafoglio

CS

02030: Investors having one, or more, of the following characteristics:
• good knowledge of relevant financial products and transactions
• financial industry experience or accompanied by professional investment advice or included in a discretionary portfolio service

HU

02030: Investors having one, or more, of the kovetkezo characteristics:
• good knowledge of relevant penzugyi products and transactions
• penzugyi industry experience or accompanied by szakmai Befektetesi tanacsadas or included in a discretionary portfolio service

Properties

Type
EMTYesNoNeutralType
Cardinality
1
Namespace
xs = "http://www.w3.org/2001/XMLSchema"
vc = "http://www.w3.org/2007/XMLSchema-versioning"
xml = "http://www.w3.org/XML/1998/namespace"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#"
Level
7
Sample Data
N
Restrictions
Base: xs:string
MinLength: 1
MaxLength: 7
Enumeration:
  • Y
  • N
  • Neutral

Element Definition

<xs:element xmlns:altova="http://www.altova.com/xml-schema-extensions"
            xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
            xmlns:vc="http://www.w3.org/2007/XMLSchema-versioning"
            xmlns:xs="http://www.w3.org/2001/XMLSchema"
            name="AdvancedInvestor"
            type="EMTYesNoNeutralType">
   <xs:annotation>
      <xs:documentation xml:lang="en">02030: Investors having one, or more, of the following characteristics:
• good knowledge of relevant financial products and transactions
• financial industry experience or accompanied by professional investment advice or included in a discretionary portfolio service</xs:documentation>
      <xs:documentation xml:lang="de">02030: Anleger mit einer oder mehreren der folgenden Eigenschaften:
• gute Kenntnisse über relevante Finanzprodukte und -transaktionen
• Erfahrung in der Finanzbranche oder begleitet von professioneller Anlageberatung oder in einem diskretionären Portfoliomanagement</xs:documentation>
      <xs:documentation xml:lang="fr">02030: Investisseurs ayant une ou plusieurs des caractéristiques suivantes:
• bonne connaissance des produits et transactions financiers pertinents
• expérience dans le secteur financier ou accompagné de conseils d'investissement professionnels ou inclus dans un service de gestion discrétionnaire de portefeuille</xs:documentation>
      <xs:documentation xml:lang="nl">02030: Beleggers met een of meer van de volgende kenmerken:
• goede kennis van relevante financiële producten en transacties
• ervaring in de financiële sector of vergezeld van professioneel beleggingsadvies of opgenomen in een discretionair vermogensbeheer</xs:documentation>
      <xs:documentation xml:lang="es">02030: Inversores con una o más de las siguientes características:
• buen conocimiento de productos y transacciones financieras relevantes
• experiencia en el sector financiero o acompañado de asesoramiento de inversión profesional o incluido en un servicio de gestión discrecional de carteras</xs:documentation>
      <xs:documentation xml:lang="it">02030: Investitori con una o più delle seguenti caratteristiche:
• buona conoscenza dei prodotti e delle transazioni finanziarie rilevanti
• esperienza nel settore finanziario o accompagnato da consulenza professionale sugli investimenti o incluso in un servizio di gestione discrezionale del portafoglio</xs:documentation>
      <xs:documentation xml:lang="cs">02030: Investors having one, or more, of the following characteristics:
• good knowledge of relevant financial products and transactions
• financial industry experience or accompanied by professional investment advice or included in a discretionary portfolio service</xs:documentation>
      <xs:documentation xml:lang="hu">02030: Investors having one, or more, of the kovetkezo characteristics:
• good knowledge of relevant penzugyi products and transactions
• penzugyi industry experience or accompanied by szakmai Befektetesi tanacsadas or included in a discretionary portfolio service</xs:documentation>
   </xs:annotation>
</xs:element>

Referenced Type Definition (EMTYesNoNeutralType)

<xs:simpleType xmlns:altova="http://www.altova.com/xml-schema-extensions"
               xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
               xmlns:vc="http://www.w3.org/2007/XMLSchema-versioning"
               xmlns:xs="http://www.w3.org/2001/XMLSchema"
               name="EMTYesNoNeutralType">
   <xs:annotation>
      <xs:documentation xml:lang="en">EMT response type with values Y (Yes), N (No) or Neutral for target market assessment</xs:documentation>
      <xs:documentation xml:lang="de">EMT-Antworttyp mit Werten Y (Ja), N (Nein) oder Neutral für Target Market-Bewertung</xs:documentation>
      <xs:documentation xml:lang="fr">Type de réponse EMT avec valeurs Y (Oui), N (Non) ou Neutral pour évaluation target market</xs:documentation>
      <xs:documentation xml:lang="nl">EMT antwoordtype met waarden Y (Ja), N (Nee) of Neutral voor target market beoordeling</xs:documentation>
      <xs:documentation xml:lang="es">Tipo de respuesta EMT con valores Y (Sí), N (No) o Neutral para evaluación del mercado objetivo</xs:documentation>
      <xs:documentation xml:lang="it">Tipo di risposta EMT con valori Y (Sì), N (No) o Neutrale per la valutazione del mercato di riferimento</xs:documentation>
      <xs:documentation xml:lang="cs">EMT response type with values Y (Yes), N (No) or Neutral for target market assessment</xs:documentation>
      <xs:documentation xml:lang="hu">EMT response tipus with values Y (Igen), N (Nem) or Neutral for celpiac assessment</xs:documentation>
   </xs:annotation>
   <xs:restriction base="xs:string">
      <xs:minLength value="1"/>
      <xs:maxLength value="7"/>
      <xs:enumeration value="Y"/>
      <xs:enumeration value="N"/>
      <xs:enumeration value="Neutral"/>
   </xs:restriction>
</xs:simpleType>