ClientLookingForPreservation

/FundsXML4/RegulatoryReportings/DirectReporting/EMT_V4_2/FinancialInstrument/TargetMarket/ClientObjectives/ReturnProfile/ClientLookingForPreservation

Diagram

ClientLookingForPreservation 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.

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
Y
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: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>

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:xs="http://www.w3.org/2001/XMLSchema"
               name="EMTYesNoNeutralType">
   <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>