FirstHolderDetails

  • Provide Information for the First Holder.

  • Fully Disclosed Client (Joint)

  • Advisor Client (Joint)

  • Non-Disclosed- NonQI Client (Joint)

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

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

XSD

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<xsd:element name="AccountHolderDetails" type="AssociatedIndividual" use="Required" minOccurs="1" maxOccurs="1" />
<xsd:sequence>
 <xsd:attribute name="external_id" type="String" use="Required" />
 <xsd:attribute name="same_mail_address" type="Boolean" use="Required" />
 <xsd:attribute name="is_translated" type="Boolean" use="Only Required IF input_language="Zh-Hans" and has_translation ="true" minOccurs="0" maxOccurs="1" />
</xsd:sequence>

Parameters

Name

Type

Description

external_id

String; max 64 characters

Identifier for the First Holder. This cannot be the same external ID that is used for the second holder. This will be specified by the counterparty.

 

same_mail_address

true

false

Indicate if the mailing address is different from the residential address.

is_translated

true

false

Indicates if the information is the translated version. It is used only when providing information in a different language and English. Default values is "false".
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Translation is not included: 
<FirstHolderDetails external_id="PaulinaTesterFH" same_mail_address="true">
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Translation is included: 
<FirstHolderDetails external_id="PaulinaTesterFH" same_mail_address="true" is_translated="true" >

IB-UK: