ClientObjectives
/FundsXML4/RegulatoryReportings/DirectReporting/EMT/FinancialInstrument/ClientObjectives
Diagram
Documentation
Target markets - Client Objectives and Needs
Target markets - Client Objectives und Needs
Target markets - Client Objectives et Needs
Target markets - Client Objectives en Needs
Properties
- Type
- (anonymous)
- Cardinality
- 1
- Namespace
- xs = "http://www.w3.org/2001/XMLSchema"
vc = "http://www.w3.org/2007/XMLSchema-versioning"
altova = "http://www.altova.com/xml-schema-extensions"
ds = "http://www.w3.org/2000/09/xmldsig#" - Level
- 5
Child Elements & Attributes
| Name (XPath) | Type | Documentation | Sample Data |
|---|---|---|---|
| (anonymous) | |||
| (anonymous) |
05080: Minimum recommended holding period 05080: Minimum recommended Bestand period 05080: Minimum recommended détention period 05080: Minimum recommended bezit period |
||
| xs:date |
05090: Date of Maturity 05090: Datum von Maturity 05090: Date de Maturity 05090: Datum van Maturity |
2024-06-07 | |
| EMTYesNoNeutralType |
05100: Yes or No or Neutral (only for structured products) 05100: Yes oder No oder Neutral (only für structured products) 05100: Yes ou No ou Neutral (only pour structured products) 05100: Yes van No van Neutral (only voor structured products) |
N | |
| xs:string |
05110: Yes or No or (Green investment, Ethical investment, Islamic banking, ESG, Other) 05110: Yes oder No oder (Green Anlage, Ethical Anlage, Islamic banking, ESG, Sonstig) 05110: Yes ou No ou (Green investissement, Ethical investissement, Islamic banking, ESG, Autre) 05110: Yes van No van (Green belegging, Ethical belegging, Islamic banking, ESG, Overig) |
O |
Element Definition
Element Definition
<xs:element xmlns:vc="http://www.w3.org/2007/XMLSchema-versioning"
xmlns:xs="http://www.w3.org/2001/XMLSchema"
name="ClientObjectives">
<xs:annotation>
<xs:documentation xml:lang="en">Target markets - Client Objectives and Needs</xs:documentation>
<xs:documentation xml:lang="de">Target markets - Client Objectives und Needs</xs:documentation>
<xs:documentation xml:lang="fr">Target markets - Client Objectives et Needs</xs:documentation>
<xs:documentation xml:lang="nl">Target markets - Client Objectives en 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 xml:lang="en">05010: Yes or No or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05010: Yes oder No oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05010: Yes ou No ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05010: Yes van No van Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Growth" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation xml:lang="en">05020: Yes or No or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05020: Yes oder No oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05020: Yes ou No ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05020: Yes van No van Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Income" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation xml:lang="en">05030: Yes or No or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05030: Yes oder No oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05030: Yes ou No ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05030: Yes van No van Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Hedging" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation xml:lang="en">05040: Yes or No or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05040: Yes oder No oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05040: Yes ou No ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05040: Yes van No van Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="OptionOrLeveraged" type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation xml:lang="en">05050: Yes or No or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05050: Yes oder No oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05050: Yes ou No ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05050: Yes van No van Neutral</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Other">
<xs:annotation>
<xs:documentation xml:lang="en">05060: Yes or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05060: Yes oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05060: Yes ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05060: Yes van 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 xml:lang="en">05070: Yes or No or Neutral</xs:documentation>
<xs:documentation xml:lang="de">05070: Yes oder No oder Neutral</xs:documentation>
<xs:documentation xml:lang="fr">05070: Yes ou No ou Neutral</xs:documentation>
<xs:documentation xml:lang="nl">05070: Yes van No van Neutral</xs:documentation>
</xs:annotation>
</xs:element>
</xs:sequence>
</xs:complexType>
</xs:element>
<xs:element name="TimeHorizon">
<xs:annotation>
<xs:documentation xml:lang="en">05080: Minimum recommended holding period</xs:documentation>
<xs:documentation xml:lang="de">05080: Minimum recommended Bestand period</xs:documentation>
<xs:documentation xml:lang="fr">05080: Minimum recommended détention period</xs:documentation>
<xs:documentation xml:lang="nl">05080: Minimum recommended bezit period</xs:documentation>
</xs:annotation>
<xs:complexType>
<xs:choice>
<xs:element name="Years" type="xs:decimal">
<xs:annotation>
<xs:documentation xml:lang="en">Minimum recommended holding period in years</xs:documentation>
<xs:documentation xml:lang="de">Minimum recommended Bestand period in years</xs:documentation>
<xs:documentation xml:lang="fr">Minimum recommended détention period dans years</xs:documentation>
<xs:documentation xml:lang="nl">Minimum recommended bezit period in years</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="Category">
<xs:annotation>
<xs:documentation xml:lang="en">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:documentation xml:lang="de">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:documentation xml:lang="fr">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:documentation xml:lang="nl">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 xml:lang="en">05090: Date of Maturity</xs:documentation>
<xs:documentation xml:lang="de">05090: Datum von Maturity</xs:documentation>
<xs:documentation xml:lang="fr">05090: Date de Maturity</xs:documentation>
<xs:documentation xml:lang="nl">05090: Datum van Maturity</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element minOccurs="0"
name="MayBeTerminatedEarly"
type="EMTYesNoNeutralType">
<xs:annotation>
<xs:documentation xml:lang="en">05100: Yes or No or Neutral (only for structured products)</xs:documentation>
<xs:documentation xml:lang="de">05100: Yes oder No oder Neutral (only für structured products)</xs:documentation>
<xs:documentation xml:lang="fr">05100: Yes ou No ou Neutral (only pour structured products)</xs:documentation>
<xs:documentation xml:lang="nl">05100: Yes van No van Neutral (only voor structured products)</xs:documentation>
</xs:annotation>
</xs:element>
<xs:element name="SpecificInvestmentNeed">
<xs:annotation>
<xs:documentation xml:lang="en">05110: Yes or No or (Green investment, Ethical investment, Islamic banking, ESG, Other)</xs:documentation>
<xs:documentation xml:lang="de">05110: Yes oder No oder (Green Anlage, Ethical Anlage, Islamic banking, ESG, Sonstig)</xs:documentation>
<xs:documentation xml:lang="fr">05110: Yes ou No ou (Green investissement, Ethical investissement, Islamic banking, ESG, Autre)</xs:documentation>
<xs:documentation xml:lang="nl">05110: Yes van No van (Green belegging, Ethical belegging, Islamic banking, ESG, Overig)</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>