ClientLookingForPreservation

/FundsXML4/RegulatoryReportings/DirectReporting/EMT_V3/FinancialInstrument/TargetMarket/ClientObjectives/ReturnProfile/ClientLookingForPreservation

Diagram

Documentation

05010: Indicates if the product is compatible with clients looking for preserving their capital.
Products stipulating a capital preservation objective should be YES. For other products, the answer should be NO or NEUTRAL based on a case-by-case analysis. In Germany fields 05010, 05020 and 05030 are merged and regarded "General Capital Formation". A YES in any of these fields will be regarded a YES in the German combined field.

Properties

Type: EMTYesNoNeutralType
Cardinality: 1
Namespace: xs = "http://www.w3.org/2001/XMLSchema"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#"
Level: 8
Sample Data: N
Restrictions: Base: xs:string
MinLength: 1
MaxLength: 7
Enumeration:
Y
N
Neutral

XML Snippet

<xs:element xmlns:altova="http://www.altova.com/xml-schema-extensions"
            xmlns:ds="http://www.w3.org/2000/09/xmldsig#"
            xmlns:xs="http://www.w3.org/2001/XMLSchema"
            name="ClientLookingForPreservation"
            type="EMTYesNoNeutralType">
   <xs:annotation>
      <xs:documentation>05010: Indicates if the product is compatible with clients looking for preserving their capital.
Products stipulating a capital preservation objective should be YES. For other products, the answer should be NO or NEUTRAL based on a case-by-case analysis. In Germany fields 05010, 05020 and 05030 are merged and regarded "General Capital Formation". A YES in any of these fields will be regarded a YES in the German combined field.</xs:documentation>
   </xs:annotation>
</xs:element>