ClientObjectives
/FundsXML4/RegulatoryReportings/DirectReporting/EMT/FinancialInstrument/ClientObjectives
Diagram
Documentation
Target markets - Client Objectives and Needs
Properties
- Type
- (anonymous)
- 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
- 5
- Sample Data
Child Elements & Attributes
| Name (XPath) | Type | Documentation | Sample Data |
|---|---|---|---|
| /RegulatoryReportings/.../ReturnProfile | (anonymous) | ||
| /RegulatoryReportings/.../TimeHorizon | (anonymous) | 05080: Minimum recommended holding period |
|
| /RegulatoryReportings/.../MaturityDate | xs:date | 05090: Date of Maturity |
2023-05-15 |
| /RegulatoryReportings/.../MayBeTerminatedEarly | EMTYesNoNeutralType | 05100: Yes or No or Neutral (only for structured products) |
N |
| /RegulatoryReportings/.../SpecificInvestmentNeed | (anonymous) | 05110: Yes or No or (Green investment, Ethical investment, Islamic banking, ESG, Other) |
I |
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="ClientObjectives">
<xs:annotation>
<xs:documentation>Target markets - Client Objectives and Needs</xs:documentation>
</xs:annotation>
<xs:complexType>
<xs:sequence>
<xs:element name="ReturnProfile">
<xs:complexType>
<xs:sequence>
<xs:element name="Preservation" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05010: Yes or No or Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Growth" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05020: Yes or No or Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Income" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05030: Yes or No or Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Hedging" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05040: Yes or No or Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="OptionOrLeveraged" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05050: Yes or No or Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Other">
<xs:annotation>
<xs:documentation>05060: Yes or Neutral</xs:documentation>
</xs:annotation>
<xs:simpleType>
<xs:restriction base="xs:string">
<xs:minLength value="1"/>
<xs:maxLength value="7"/>
<xs:enumeration value="Y"/>
<xs:enumeration value="Neutral"/>
</xs:restriction>
</xs:simpleType>
</xs:element>
<xs:element minOccurs="0"
name="PensionSchemeGermany"
type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05070: Yes or No or Neutral</xs:documentation>
</xs:annotation>
</xs:element>
</xs:sequence>
</xs:complexType>
</xs:element>
<xs:element name="TimeHorizon">
<xs:annotation>
<xs:documentation>05080: Minimum recommended holding period</xs:documentation>
</xs:annotation>
<xs:complexType>
<xs:choice>
<xs:element name="Years" type="xs:decimal">
<xs:annotation>
<xs:documentation>Minimum recommended holding period in years</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Category">
<xs:annotation>
<xs:documentation>V ... Very short term (max 1Y)
S ... Short term (max 3Y)
M ... Medium term (max 5Y)
L ... Long term (min 5Y)
Neutral ... Neutral</xs:documentation>
</xs:annotation>
<xs:simpleType>
<xs:restriction base="xs:string">
<xs:enumeration value="V"/>
<xs:enumeration value="S"/>
<xs:enumeration value="M"/>
<xs:enumeration value="L"/>
<xs:enumeration value="Neutral"/>
</xs:restriction>
</xs:simpleType>
</xs:element>
</xs:choice>
</xs:complexType>
</xs:element>
<xs:element minOccurs="0" name="MaturityDate" type="xs:date">
<xs:annotation>
<xs:documentation>05090: Date of Maturity</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element minOccurs="0"
name="MayBeTerminatedEarly"
type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation>05100: Yes or No or Neutral (only for structured products)</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="SpecificInvestmentNeed">
<xs:annotation>
<xs:documentation>05110: Yes or No or (Green investment, Ethical investment, Islamic banking, ESG, Other)</xs:documentation>
</xs:annotation>
<xs:simpleType>
<xs:restriction base="xs:string">
<xs:length value="1"/>
<xs:enumeration value="Y"/>
<xs:enumeration value="N"/>
<xs:enumeration value="G"/>
<xs:enumeration value="E"/>
<xs:enumeration value="I"/>
<xs:enumeration value="S"/>
<xs:enumeration value="O"/>
</xs:restriction>
</xs:simpleType>
</xs:element>
</xs:sequence>
</xs:complexType>
</xs:element>