openapi: 3.0.1 info: title: Services.AutoTrading Account Values Client Renewals API description: 'The AutoTrading service group provides endpoints for interacting with Saxo Bank''s SaxoSelect offering.Through these interfaces a client application can get Saxo Select trade leaders, portfolios and investments. Portfolio investments can be created and modifed.
Note:
This service is subject to special licensing agreements and not generally available to all OpenAPI applications.
' version: 2.4.138+710c760591 x-framework-version: 38.0.2+439c5b0ec3 x-machine: SIMOAWEB11-DK2 servers: - url: https://gateway.saxobank.com/sim/openapi tags: - name: Client Renewals description: "The Client Renewals resource is only implemented in LIVE environment. Implementation in simulation system only returns sample data and response.\n \n Provides functionality to get and update client data information" paths: /cm/v1/clientrenewals/pending: get: tags: - Client Renewals summary: Gets renewal status for clients, under logged user or the passed owner description: Gets renewal status for clients, under logged user or the passed owner operationId: ClientRenewalGetRenewalStatuses parameters: - name: $skip in: query description: The number of entries to skip from the beginning of the collection style: form explode: false schema: minimum: 0 type: integer format: int32 example: 1 - name: $top in: query description: The number of entries to return from the beginning of the collection style: form explode: false schema: minimum: 0 type: integer format: int32 default: 1000 example: 1 - name: MustRenewBy in: query description: Optional, Date till which the pending renewals should be returned, default value is 30 days from today style: form explode: false schema: type: string format: date x-type-name: Date example: '2020-12-31' - name: OwnerKey in: query description: Optional, ClientKey of the owner, whose subclient's renewal status is needed style: form explode: false schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/RenewalStatusDataListResult' example: __count: 2 Data: - ClientId: '2147279170' ClientKey: 7m4I|vtYLUnEGg77o9uQhw== RenewalBy: '2022-11-18' RenewalStatus: Waiting - ClientId: '2147279171' ClientKey: 27KN2aJ-338aeKnLTNOyCw== RenewalBy: '2022-11-28' '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - ClientRenewalStatusNotFound type: string example: None x-enum-descriptions: ClientRenewalStatusNotFound: Renewal statuses not found. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '500': description: Internal Server Error '400': $ref: '#/components/responses/BadRequest' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Read /cm/v1/clientrenewals/{RenewalEntityId}: patch: tags: - Client Renewals summary: Update Renewal Data/Documents for the given renewal entity description: Update Renewal Data/Documents for the given renewal entity operationId: ClientRenewalUpdateClientRenewalData parameters: - name: RenewalEntityId in: path description: Renewal entity identifier required: true style: simple schema: type: string example: '7526324' requestBody: content: application/json: schema: $ref: '#/components/schemas/RenewalRequest' example: Documents: - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 MimeType: application/pdf Name: ProofOfIdentity.pdf Type: ProofOfIdentity - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 MimeType: application/msword Name: ProofOfResidency.doc Type: ProofOfResidency RenewalData: AustraliaData: AnnualIncome: '3' NetWorth: '5' FinlandData: EuroClearSectorCode: '144200' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK HongkongData: NetWorthInUsd: '2' TotalEstimatedAnnualIncomeInUsd: '4' JapanData: AnnualIncomeJpy: '3' NetWorthJpy: '5' TickerCodes: - '6234' - 0392 - '1025' PersonalInformation: AdditionalNationalities: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: Alice AliasLastName: Joe CityOfBirth: Test Birth City ContactInformation: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' CountryOfBirth: DK DateOfBirth: '1992-10-29' EmploymentInformation: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position FirstName: First9534299 LastName: Last9534299 MinorInformation: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian NationalityCode: DK OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 OtherAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 PersonalId: '4499647' PersonalIdExpirationDate: '2025-07-25' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PoliticallyExposedInformation: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' PoliticallyExposedPerson: true ResidentialAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxId: '5454898' TinMissingReason: '100000003' TinNotAvailable: true ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' InvestableAssets: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' TradingProfile: SoleBoOfAssets: false RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' NetWorthSgd: '5' SwitzerlandData: AnnualIncomeChf: '3' NetWorthChf: '5' UkData: EstimatedSavingAndInvestmentGbp: '14500' MonthlyIncomeAfterTaxGbp: '42000' responses: '204': description: Indicates that the request was performed correctly. '400': description: Bad Request content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - ClientRenewalInvalidDataFormat - ClientRenewalInvalidInstanceId - ClientRenewalInvalidRenewalEntityId - ClientRenewalInvalidUpdate - InvalidModelState type: string example: None x-enum-descriptions: ClientRenewalInvalidDataFormat: Invalid base64 data for document. ClientRenewalInvalidUpdate: Invalid renewal update request. ClientRenewalInvalidInstanceId: InstanceId is not a valid Guid. ClientRenewalInvalidRenewalEntityId: Renewal entity id must be a valid integer InvalidModelState: One or more properties of the request are invalid! Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '500': description: Internal Server Error '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Write /cm/v1/clientrenewals: get: tags: - Client Renewals summary: Get Renewal Data for the passed Client/User or logged in user. Priority is given to userKey over clientKey. description: Get Renewal Data for the passed Client/User or logged in user operationId: ClientRenewalGetClientRenewalData parameters: - name: ClientKey in: query description: ClientKey of the primary user for which renewal is requested style: form explode: false schema: minLength: 1 type: string x-type-name: ClientKey example: d2-PzdC5wIPy1284wD-rRA== - name: UserKey in: query description: UserKey of the user for which renewal is requested style: form explode: false schema: minLength: 1 type: string x-type-name: UserKey example: d2-PzdC5wIPy1284wD-rRA== responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/ClientRenewal' example: RenewalBy: '2022-11-18' RenewalData: AustraliaData: AnnualIncome: '3' NetWorth: '5' FinlandData: EuroClearSectorCode: '144200' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK HongkongData: NetWorthInUsd: '2' TotalEstimatedAnnualIncomeInUsd: '4' JapanData: AnnualIncomeJpy: '3' NetWorthJpy: '5' TickerCodes: - '6234' - 0392 - '1025' PersonalInformation: AdditionalNationalities: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: Alice AliasLastName: Joe CityOfBirth: Test Birth City ContactInformation: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' CountryOfBirth: DK DateOfBirth: '1992-10-29' EmploymentInformation: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position FirstName: First9534299 LastName: Last9534299 MinorInformation: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian NationalityCode: DK OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 OtherAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 PersonalId: '4499647' PersonalIdExpirationDate: '2025-07-25' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PoliticallyExposedInformation: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' PoliticallyExposedPerson: true ResidentialAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxId: '5454898' TinMissingReason: '100000003' TinNotAvailable: true ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' InvestableAssets: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' TradingProfile: SoleBoOfAssets: false RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' NetWorthSgd: '5' SwitzerlandData: AnnualIncomeChf: '3' NetWorthChf: '5' UkData: EstimatedSavingAndInvestmentGbp: '14500' MonthlyIncomeAfterTaxGbp: '42000' RenewalEntityId: '9534299' RenewalStatus: Waiting '404': description: Not Found content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - ClientRenewalDataNotFound type: string example: None x-enum-descriptions: ClientRenewalDataNotFound: PII data not found in CRM. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' '500': description: Internal Server Error '400': $ref: '#/components/responses/BadRequest' '401': $ref: '#/components/responses/Unauthorized' '503': $ref: '#/components/responses/ServiceUnavailable' '429': $ref: '#/components/responses/TooManyRequests' security: - OpenApiOAuthSecurityScheme: [] - OpenApiJWTSecurityScheme: [] x-required-permissions: confidential: Read components: schemas: RenewalStatus: title: Renewal status enum: - Approved - InProgress - New - NoActiveRenewal - Pending - Waiting type: string example: NoActiveRenewal x-enum-descriptions: NoActiveRenewal: No renewal entity exists. New: Renewal entity in process, awaiting customer input. Waiting: Renewal entity in process, submitted by customer. Approved: Renewal entity Approved. InProgress: Renewal entity is being processed. Pending: Renewal entity pending with customer, for corrections/missing data. AssetDetails: title: Asset Details class required: - CurrencyCode - Amount - AmountDescription type: object properties: Amount: title: Amount value type: integer format: int32 example: 99 AmountDescription: title: Amount Description allOf: - $ref: '#/components/schemas/AmountDescriptionType' CurrencyCode: title: Currency code (from Options) type: string example: stringValue additionalProperties: false example: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK TradingProfile: title: Client trading profile type: object properties: SoleBoOfAssets: title: Sole beneficial owner of the deposited assets type: boolean example: false additionalProperties: false example: SoleBoOfAssets: false OnboardingAddress: title: Onboarding Address type: object properties: BuildingName: title: Name of Building maxLength: 128 type: string example: stringValue BuildingNumber: title: Building Number maxLength: 128 type: string example: stringValue City: title: City maxLength: 128 type: string example: stringValue CoName: title: Care of Name maxLength: 100 type: string example: stringValue CountryOfResidenceCode: title: Country of residence ISO code (from Options) type: string example: stringValue Floor: title: Floor maxLength: 128 type: string example: stringValue LocalArea: title: Local area maxLength: 128 type: string example: stringValue PostBoxOffice: title: Post box office maxLength: 128 type: string example: stringValue PostalCode: title: PostalCode maxLength: 128 type: string example: stringValue SideDoor: title: Side door maxLength: 128 type: string example: stringValue State: title: State maxLength: 128 type: string example: stringValue StreetName: title: Name of Street maxLength: 128 type: string example: stringValue Unit: title: Unit maxLength: 128 type: string example: stringValue additionalProperties: false example: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxableCountry: title: Taxable country type: object properties: CountryCode: title: Country code (from Options) type: string example: stringValue TaxId: title: Tax Id, if TIN is available type: string example: stringValue TinMissingReason: title: Reason for not having TIN (from Options) type: string example: stringValue TinNotAvailable: title: Is TIN not available? type: boolean example: false TinOtherMissingReason: title: Any other reason for not having TIN maxLength: 100 type: string example: stringValue additionalProperties: false example: CountryCode: SG TaxId: '1231314' TinNotAvailable: false ClientRenewal: title: Client renewal data type: object properties: RenewalBy: title: Date when this renewal should be completed type: string format: date x-type-name: Date RenewalData: title: Existing renewal data allOf: - $ref: '#/components/schemas/RenewalData' RenewalEntityId: title: Identifier for the renewal type: string example: stringValue RenewalStatus: title: Current status of this renewal allOf: - $ref: '#/components/schemas/RenewalStatus' additionalProperties: false example: RenewalBy: '2022-11-18' RenewalData: AustraliaData: AnnualIncome: '3' NetWorth: '5' FinlandData: EuroClearSectorCode: '144200' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK HongkongData: NetWorthInUsd: '2' TotalEstimatedAnnualIncomeInUsd: '4' JapanData: AnnualIncomeJpy: '3' NetWorthJpy: '5' TickerCodes: - '6234' - 0392 - '1025' PersonalInformation: AdditionalNationalities: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: Alice AliasLastName: Joe CityOfBirth: Test Birth City ContactInformation: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' CountryOfBirth: DK DateOfBirth: '1992-10-29' EmploymentInformation: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position FirstName: First9534299 LastName: Last9534299 MinorInformation: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian NationalityCode: DK OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 OtherAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 PersonalId: '4499647' PersonalIdExpirationDate: '2025-07-25' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PoliticallyExposedInformation: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' PoliticallyExposedPerson: true ResidentialAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxId: '5454898' TinMissingReason: '100000003' TinNotAvailable: true ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' InvestableAssets: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' TradingProfile: SoleBoOfAssets: false RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' NetWorthSgd: '5' SwitzerlandData: AnnualIncomeChf: '3' NetWorthChf: '5' UkData: EstimatedSavingAndInvestmentGbp: '14500' MonthlyIncomeAfterTaxGbp: '42000' RenewalEntityId: '9534299' RenewalStatus: Waiting SingaporeData: title: Singapore data type: object properties: AnnualIncomeSgd: title: Annual Income in Sgd type: string example: stringValue NetWorthSgd: title: Net Worth in Sgd type: string example: stringValue additionalProperties: false example: AnnualIncomeSgd: '3' NetWorthSgd: '5' Italy.ProfileInformation: title: Profile information for Italy renewal type: object properties: AnnualIncomeInformation: title: Annual income information for Italy allOf: - $ref: '#/components/schemas/Italy.AnnualIncomeInformation' InvestableAssets: title: Investable assets for Italy allOf: - $ref: '#/components/schemas/Italy.InvestableAssets' additionalProperties: false example: AnnualIncomeInformation: AnnualIncomeSource: - stringValue TotalAnnualIncome: stringValue InvestableAssets: NatureAndPurposeOfTheRelationship: stringValue SourceOfWealth: - stringValue ValueOfTotalWealth: stringValue AnnualIncomeInformation: title: Annual income information type: object properties: AnnualSalaryAfterTax: title: Annual Salary After Tax (from Options) type: string example: stringValue SecondaryIncomeOther: title: Other source of secondary income maxLength: 50 type: string example: stringValue SecondarySourcesOfIncome: title: Secondary sources of income (from Options, can select multiple) type: array items: type: string example: stringValue example: - stringValue SecondarySourcesOfIncomeTotal: title: Total income from Secondary sources (from Options) type: string example: stringValue additionalProperties: false example: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' ItalyData: title: Italy related data type: object properties: EmploymentInformation: title: Employment information for Italy renewal allOf: - $ref: '#/components/schemas/Italy.EmploymentInformation' MailContactPreference: title: Do you want to be contacted through mail? type: boolean example: false ProfileInformation: title: Profile information for Italy renewal allOf: - $ref: '#/components/schemas/Italy.ProfileInformation' additionalProperties: false example: EmploymentInformation: CountryConcernedCode: stringValue DetailedBusinessActivity: stringValue OtherEmployment: stringValue ProvinceConcerned: stringValue StatusOfEmployment: stringValue MailContactPreference: true ProfileInformation: AnnualIncomeInformation: AnnualIncomeSource: - stringValue TotalAnnualIncome: stringValue InvestableAssets: NatureAndPurposeOfTheRelationship: stringValue SourceOfWealth: - stringValue ValueOfTotalWealth: stringValue RegulatoryInformation: title: Regulatory Information type: object properties: FatcaDeclaration: title: Fatca Declaration allOf: - $ref: '#/components/schemas/FatcaDeclaration' additionalProperties: false example: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true GlobalFinancialInformation: title: Global financial information type: object properties: AnnualIncomeAfterTax: title: Annual Income After Tax allOf: - $ref: '#/components/schemas/AssetDetails' IntendToInvest: title: Intend To Invest allOf: - $ref: '#/components/schemas/AssetDetails' InvestableAsset: title: Investable Asset allOf: - $ref: '#/components/schemas/AssetDetails' additionalProperties: false example: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK JapanData: title: Japan data type: object properties: AnnualIncomeJpy: title: Annual Income (in 10 000 JPY) type: string example: stringValue NetWorthJpy: title: Net Worth (in 10 000 JPY) type: string example: stringValue TickerCodes: title: Ticker codes type: array items: type: string example: stringValue example: - stringValue additionalProperties: false example: AnnualIncomeJpy: '3' NetWorthJpy: '5' TickerCodes: - '6234' - 0392 - '1025' RenewalData: title: Renewal Data type: object properties: AustraliaData: title: Australia related data allOf: - $ref: '#/components/schemas/AustraliaData' FinlandData: title: Finland related data allOf: - $ref: '#/components/schemas/FinlandData' GlobalFinancialInformation: title: Global finaincial information allOf: - $ref: '#/components/schemas/GlobalFinancialInformation' HongkongData: title: Hongkong related data allOf: - $ref: '#/components/schemas/HongkongData' ItalyData: title: Italy related data allOf: - $ref: '#/components/schemas/ItalyData' JapanData: title: Japan related data allOf: - $ref: '#/components/schemas/JapanData' PersonalInformation: title: Personal Data allOf: - $ref: '#/components/schemas/PersonalInformation' ProfileInformation: title: Profile Data allOf: - $ref: '#/components/schemas/ProfileInformation' RegulatoryInformation: title: Regulatory Data allOf: - $ref: '#/components/schemas/RegulatoryInformation' SingaporeData: title: Singapore related data allOf: - $ref: '#/components/schemas/SingaporeData' SwitzerlandData: title: Switzerland related data allOf: - $ref: '#/components/schemas/SwitzerlandData' UkData: title: UK related data allOf: - $ref: '#/components/schemas/UkData' additionalProperties: false example: AustraliaData: AnnualIncome: '3' NetWorth: '5' FinlandData: EuroClearSectorCode: '144200' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK HongkongData: NetWorthInUsd: '2' TotalEstimatedAnnualIncomeInUsd: '4' JapanData: AnnualIncomeJpy: '3' NetWorthJpy: '5' TickerCodes: - '6234' - 0392 - '1025' PersonalInformation: AdditionalNationalities: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: Alice AliasLastName: Joe CityOfBirth: Test Birth City ContactInformation: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' CountryOfBirth: DK DateOfBirth: '1992-10-29' EmploymentInformation: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position FirstName: First9534299 LastName: Last9534299 MinorInformation: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian NationalityCode: DK OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 OtherAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 PersonalId: '4499647' PersonalIdExpirationDate: '2025-07-25' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PoliticallyExposedInformation: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' PoliticallyExposedPerson: true ResidentialAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxId: '5454898' TinMissingReason: '100000003' TinNotAvailable: true ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' InvestableAssets: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' TradingProfile: SoleBoOfAssets: false RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' NetWorthSgd: '5' SwitzerlandData: AnnualIncomeChf: '3' NetWorthChf: '5' UkData: EstimatedSavingAndInvestmentGbp: '14500' MonthlyIncomeAfterTaxGbp: '42000' RenewalStatusDataListResult: type: object properties: Data: type: array items: $ref: '#/components/schemas/RenewalStatusData' description: The collection of entities for this feed. MaxRows: type: number description: The maximum number of rows that can be returned (if applicable). __count: type: number description: The total count of items in the feed. __next: type: string description: The link for the next page of items in the feed. additionalProperties: false example: __count: 2 Data: - ClientId: '2147279170' ClientKey: 7m4I|vtYLUnEGg77o9uQhw== RenewalBy: '2022-11-18' RenewalStatus: Waiting - ClientId: '2147279171' ClientKey: 27KN2aJ-338aeKnLTNOyCw== RenewalBy: '2022-11-28' Italy.EmploymentInformation: title: Employment information for Italy renewal type: object properties: CountryConcernedCode: title: Concerned country code type: string example: stringValue DetailedBusinessActivity: title: Business activityin detail type: string example: stringValue OtherEmployment: title: Name of the other employment type: string example: stringValue ProvinceConcerned: title: Concerned province type: string example: stringValue StatusOfEmployment: title: Status of employment type: string example: stringValue additionalProperties: false example: CountryConcernedCode: stringValue DetailedBusinessActivity: stringValue OtherEmployment: stringValue ProvinceConcerned: stringValue StatusOfEmployment: stringValue MinorLegalGuardianship: title: Minor legal guardianship type enum: - Other - Sharedwithanotherlegalguardian - Single type: string example: Single x-enum-descriptions: Single: Single guardian Sharedwithanotherlegalguardian: Shared with another legal guarduan Other: Other status FinlandData: title: Finland data type: object properties: EuroClearSectorCode: title: Sector code for Euroclear type: string example: stringValue additionalProperties: false example: EuroClearSectorCode: '144200' RenewalStatusData: title: Renewal status for a particular client type: object properties: ClientId: title: ClientId of this renewal type: string example: stringValue ClientKey: title: ClientKey of this renewal type: string example: stringValue RenewalBy: title: Date when this renewal should be completed type: string format: date x-type-name: Date RenewalStatus: title: Current status of this renewal allOf: - $ref: '#/components/schemas/RenewalStatus' additionalProperties: false example: ClientId: stringValue ClientKey: stringValue RenewalBy: '0001-01-01' RenewalStatus: New Italy.InvestableAssets: title: Investable assets for Italy type: object properties: NatureAndPurposeOfTheRelationship: title: Nature and purpose of relationship - (from options) type: string example: stringValue SourceOfWealth: title: Sources of wealth - (from options, can select multiple) type: array items: type: string example: stringValue example: - stringValue ValueOfTotalWealth: title: Value of total wealth - (from options) type: string example: stringValue additionalProperties: false example: NatureAndPurposeOfTheRelationship: stringValue SourceOfWealth: - stringValue ValueOfTotalWealth: stringValue FatcaDeclaration: title: Fatca declaration type: object properties: UnitedStatesCitizen: title: United States Citizen type: boolean example: false UnitedStatesTaxId: title: United States TaxId maxLength: 20 type: string example: stringValue UnitedStatesTaxLiable: title: United States Tax Liable type: boolean example: false additionalProperties: false example: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true AustraliaData: title: Australia Data type: object properties: AnnualIncome: title: Annual Income in AUD type: string example: stringValue NetWorth: title: Net Worth in AUD type: string example: stringValue additionalProperties: false example: AnnualIncome: '3' NetWorth: '5' UkData: title: UK data type: object properties: EstimatedSavingAndInvestmentGbp: title: Estimated saving and investment in GBP type: string example: stringValue MonthlyIncomeAfterTaxGbp: title: Monthly income after tax in GBP type: string example: stringValue additionalProperties: false example: EstimatedSavingAndInvestmentGbp: '14500' MonthlyIncomeAfterTaxGbp: '42000' HongkongData: title: Hongkong data type: object properties: NetWorthInUsd: title: Net worth in USD type: string example: stringValue TotalEstimatedAnnualIncomeInUsd: title: Estimated annual income in USD type: string example: stringValue additionalProperties: false example: NetWorthInUsd: '2' TotalEstimatedAnnualIncomeInUsd: '4' RenewalDocument: title: Renewal Document required: - Type - Data - Name - MimeType type: object properties: Data: title: Base64 encoded document data type: string example: stringValue MimeType: title: Mime type of the document type: string example: stringValue Name: title: Document name type: string example: stringValue Type: title: Renewal document type allOf: - $ref: '#/components/schemas/RenewalDocumentType' additionalProperties: false example: Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 MimeType: application/pdf Name: ProofOfIdentity.pdf Type: ProofOfIdentity SwitzerlandData: title: Switzerland data type: object properties: AnnualIncomeChf: title: Annual Income in Chf type: string example: stringValue NetWorthChf: title: Net Worth in Chf type: string example: stringValue additionalProperties: false example: AnnualIncomeChf: '3' NetWorthChf: '5' PoliticallyExposedInformation: title: Politically exposed person information type: object properties: PepPosition: title: PEP Position type: string example: stringValue PepRelatedPersonName: title: Name of PEP Related Person type: string example: stringValue PepRelatedPersonPosition: title: Position of PEP Related Person type: string example: stringValue PepType: title: Type of PEP (from Options) type: string example: stringValue RelationToPep: title: Relation to PEP (from Options) type: string example: stringValue additionalProperties: false example: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' InvestableAssets: title: Investable assets type: object properties: IntendToInvest: title: Intend To Invest (from Options) type: string example: stringValue PrimarySourcesOfWealth: title: Primary sources of wealth (from Options, can select multiple) type: array items: type: string example: stringValue example: - stringValue SourceOfWealthOther: title: Other source of wealth maxLength: 50 type: string example: stringValue ValueOfCashAndSecurities: title: Value Of Cash And Securities (from Options) type: string example: stringValue additionalProperties: false example: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' ContactInformation: title: Contact information type: object properties: EmailAddress: title: Email Address maxLength: 100 type: string example: stringValue MobileNumber: title: Mobile Number allOf: - $ref: '#/components/schemas/Models.PhoneNumber' PrimaryPhoneNumber: title: Primary PhoneNumber allOf: - $ref: '#/components/schemas/Models.PhoneNumber' SecondaryPhoneNumber: title: Secondary PhoneNumber allOf: - $ref: '#/components/schemas/Models.PhoneNumber' additionalProperties: false example: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' PersonalInformation: title: Personal Information type: object properties: AdditionalNationalities: title: Additional nationalities type: array items: $ref: '#/components/schemas/AdditionalNationality' example: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: title: Additional taxable countries type: array items: $ref: '#/components/schemas/TaxableCountry' example: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: title: Alias first name maxLength: 100 type: string example: stringValue AliasLastName: title: Alias last name maxLength: 100 type: string example: stringValue CityOfBirth: title: City Of Birth type: string example: stringValue ContactInformation: title: Contact Details allOf: - $ref: '#/components/schemas/ContactInformation' CountryOfBirth: title: Country Of Birth (from Options) type: string example: stringValue DateOfBirth: title: DateOfBirth type: string format: date x-type-name: Date EmploymentInformation: title: Employment Details allOf: - $ref: '#/components/schemas/EmploymentInformation' FirstName: title: First Name maxLength: 128 type: string example: stringValue LastName: title: Last Name maxLength: 128 type: string example: stringValue MinorInformation: title: Legal guardian of minor customer allOf: - $ref: '#/components/schemas/MinorInformation' NationalityCode: title: Nationality Code (from Options) type: string example: stringValue OriginalScriptFirstName: title: Original script first name maxLength: 500 type: string example: stringValue OriginalScriptLastName: title: Original script last name maxLength: 500 type: string example: stringValue OtherAddress: title: Other address allOf: - $ref: '#/components/schemas/OnboardingAddress' PersonalId: title: Personal Id maxLength: 128 type: string example: stringValue PersonalIdExpirationDate: title: Personal id expiration date (GET only) type: string format: date x-type-name: Date PersonalIdPlaceOfRelease: title: Place of release of personal ID type: string example: stringValue PersonalIdReleaseDate: title: Release date of personal ID type: string format: date x-type-name: Date PersonalIdReleasedBy: title: Personal ID released by type: string example: stringValue PersonalIdType: title: Personal ID Type (from Options) type: string example: stringValue PoliticallyExposedInformation: title: Politically exposed person information allOf: - $ref: '#/components/schemas/PoliticallyExposedInformation' PoliticallyExposedPerson: title: Politically Exposed Person type: boolean example: false ResidentialAddress: title: Residential Address allOf: - $ref: '#/components/schemas/OnboardingAddress' TaxId: title: Tax Id maxLength: 100 type: string example: stringValue TinMissingReason: title: Reason for not having TIN (from Options) type: string example: stringValue TinNotAvailable: title: Tin Not Available type: boolean example: false TinOtherMissingReason: title: Any other reason for not having TIN maxLength: 100 type: string example: stringValue additionalProperties: false example: AdditionalNationalities: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: Alice AliasLastName: Joe CityOfBirth: Test Birth City ContactInformation: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' CountryOfBirth: DK DateOfBirth: '1992-10-29' EmploymentInformation: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position FirstName: First9534299 LastName: Last9534299 MinorInformation: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian NationalityCode: DK OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 OtherAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 PersonalId: '4499647' PersonalIdExpirationDate: '2025-07-25' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PoliticallyExposedInformation: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' PoliticallyExposedPerson: true ResidentialAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxId: '5454898' TinMissingReason: '100000003' TinNotAvailable: true RenewalDocumentType: title: Renewal document type enum: - AccountViewToIb - AmlScreening - ArticlesMemorandum - AuthorizedDealers - AuthorizedPaymentSignatories - BackOfficeReporting - BeneficialOwnerInformation - CertificateOfGoodStanding - CertificateOfIncorporation - CertificateOfIncumbency - CertificateOfSignature - ClientApplicationForm - CorporateDisclosureForm - CorporateTranscript - DdNotesFromClient - DirectorSignatoryInformation - ElectonicIdVerification - EsaContract - EsmaDocumentation - FeePaymentAuthorization - FeePaymentSchedule - GeneralBusinessTerms - IbAddendumScml - InternalTranslationForm - ItalianAccountOpeningConfirmation - JointAccountForm - LanguageLegalLetter - LawyersLicense - MifidClassification - MultipleAccountForm - OtherDdDocs - PensionTransferRequest - PoaAuthTrade - PoaF07 - PoaFp2 - PoaI07 - PoaI08 - PoaIblp4 - PoaIbp5 - PoaIpb6 - PoaLp1 - PoaMa10 - PoaMa11 - PoaMm9 - PowerOfAttorney - PowerOfAttorneyToIb - PowerOfAttorneyToPerformanceIb - ProofOfIdentity - ProofOfResidency - Selfie - ShareCertification - SourceOfFundsDocument - TaxLiability - TaxReclaimRegistrationForms - TermsAndConditions - TermsAndConditionsAldersopsparingPrivate - TermsAndConditionsKapitalPensionPrivate - TermsAndConditionsRatePensionEmployer - TermsAndConditionsRatePensionPrivate - W8Ben type: string example: ProofOfIdentity x-enum-descriptions: ProofOfIdentity: Proof of identity. ProofOfResidency: Proof of residence. PowerOfAttorney: Power of attorney. TermsAndConditions: Terms and conditions. AmlScreening: Aml screening document ClientApplicationForm: Client application form document GeneralBusinessTerms: General business terms. SourceOfFundsDocument: Source of funds document. PowerOfAttorneyToIb: Power of Attorney to Ib PowerOfAttorneyToPerformanceIb: Power of attorney to performance Ib AccountViewToIb: Account view to IB. IbAddendumScml: Ib Addendum Scml TaxLiability: Tax Liability MultipleAccountForm: Multiple Account Form JointAccountForm: Joint Account Form FeePaymentAuthorization: Fee Payment Authorization CertificateOfSignature: Certificate Of Signature BeneficialOwnerInformation: Beneficial Owner Information CorporateDisclosureForm: Corporate Disclosure Form CorporateTranscript: Corporate Transcript DirectorSignatoryInformation: Director Signatory Information ArticlesMemorandum: Articles Memorandum CertificateOfGoodStanding: Certificate Of Good Standing CertificateOfIncumbency: Certificate Of Incumbency CertificateOfIncorporation: Certificate Of Incorporation ShareCertification: Share Certification AuthorizedDealers: Authorized Dealers AuthorizedPaymentSignatories: Authorized Payment Signatories LawyersLicense: Lawyers License LanguageLegalLetter: Language Legal Letter TaxReclaimRegistrationForms: Tax Reclaim Registration Forms BackOfficeReporting: Back Office Reporting MifidClassification: Mifid Classification InternalTranslationForm: Internal Translation Form ItalianAccountOpeningConfirmation: Italian Account Opening Confirmation ElectonicIdVerification: Electonic Id Verification EsmaDocumentation: Esma Documentation FeePaymentSchedule: Fee Payment Schedule W8Ben: W8Ben PoaLp1: PoaLp1 PoaFp2: PoaFp2 PoaIblp4: PoaIblp4 PoaF07: PoaF07 PoaMm9: PoaMm9 PoaMa10: PoaMa10 PoaMa11: PoaMa11 PoaIbp5: PoaIbp5 PoaI07: PoaI07 PoaI08: PoaI08 PoaIpb6: PoaIpb6 PoaAuthTrade: Poa Auth Trade EsaContract: Esa Contract Selfie: Selfie of the client DdNotesFromClient: Dd Notes From Client OtherDdDocs: Other Dd Docs TermsAndConditionsRatePensionPrivate: Terms And Conditions Rate Pension Private TermsAndConditionsAldersopsparingPrivate: Terms And Conditions Aldersopsparing Private TermsAndConditionsKapitalPensionPrivate: Terms And Conditions Kapital Pension Private PensionTransferRequest: Pension Transfer Request TermsAndConditionsRatePensionEmployer: Terms And Conditions Rate Pension Employer ModelStateDictionary: type: object additionalProperties: type: array items: type: string AmountDescriptionType: title: Enum for AmountDescriptionType enum: - AboveThisAmount - Exact - Rounded type: string example: Exact x-enum-descriptions: Exact: Exact value provided. Rounded: Nearby value provided. AboveThisAmount: Value is above this amount. Italy.AnnualIncomeInformation: title: Annual income information for Italy type: object properties: AnnualIncomeSource: title: Annual income source - (from options, can select multiple) type: array items: type: string example: stringValue example: - stringValue TotalAnnualIncome: title: Total annual income - (from options) type: string example: stringValue additionalProperties: false example: AnnualIncomeSource: - stringValue TotalAnnualIncome: stringValue RenewalRequest: title: Renewal Request type: object properties: Documents: title: Renewal documents to be uploaded type: array items: $ref: '#/components/schemas/RenewalDocument' example: - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 MimeType: application/pdf Name: ProofOfIdentity.pdf Type: ProofOfIdentity RenewalData: title: Renewal data to be updated allOf: - $ref: '#/components/schemas/RenewalData' additionalProperties: false example: Documents: - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 MimeType: application/pdf Name: ProofOfIdentity.pdf Type: ProofOfIdentity - Data: iVBORw0KGgoAAAANSUhEUgAAAAUAAAAFCAYAAACNbyblAAAAHElEQVQI12P4 MimeType: application/msword Name: ProofOfResidency.doc Type: ProofOfResidency RenewalData: AustraliaData: AnnualIncome: '3' NetWorth: '5' FinlandData: EuroClearSectorCode: '144200' GlobalFinancialInformation: AnnualIncomeAfterTax: Amount: 100020 AmountDescription: Exact CurrencyCode: DKK IntendToInvest: Amount: 1000000 AmountDescription: AboveThisAmount CurrencyCode: DKK InvestableAsset: Amount: 1000000 AmountDescription: Rounded CurrencyCode: DKK HongkongData: NetWorthInUsd: '2' TotalEstimatedAnnualIncomeInUsd: '4' JapanData: AnnualIncomeJpy: '3' NetWorthJpy: '5' TickerCodes: - '6234' - 0392 - '1025' PersonalInformation: AdditionalNationalities: - CountryCode: UK NationalId: '38992710' NationalIdType: 4 AdditionalTaxableCountries: - CountryCode: SG TaxId: '1231314' TinNotAvailable: false AliasFirstName: Alice AliasLastName: Joe CityOfBirth: Test Birth City ContactInformation: EmailAddress: email1_9534299@email.com MobileNumber: CountryCode: DK Number: '5236254126' PrimaryPhoneNumber: CountryCode: DK Number: '355354654' SecondaryPhoneNumber: CountryCode: DK Number: '989899797' CountryOfBirth: DK DateOfBirth: '1992-10-29' EmploymentInformation: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position FirstName: First9534299 LastName: Last9534299 MinorInformation: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian NationalityCode: DK OriginalScriptFirstName: 比 OriginalScriptLastName: 伊 OtherAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 PersonalId: '4499647' PersonalIdExpirationDate: '2025-07-25' PersonalIdPlaceOfRelease: Milan PersonalIdReleaseDate: '2016-12-08' PersonalIdReleasedBy: John doe PersonalIdType: '1' PoliticallyExposedInformation: PepRelatedPersonName: Fred XXX PepRelatedPersonPosition: Director PepType: '2' RelationToPep: '5' PoliticallyExposedPerson: true ResidentialAddress: BuildingName: Test Building BuildingNumber: '420' City: Test Address City CoName: CO Test CountryOfResidenceCode: IN Floor: '5' LocalArea: Local Test Area PostalCode: '123466' PostBoxOffice: '212313' SideDoor: Test SideDoor State: Test State StreetName: Test Street Unit: Unit 10 TaxId: '5454898' TinMissingReason: '100000003' TinNotAvailable: true ProfileInformation: AnnualIncomeInformation: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' InvestableAssets: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' TradingProfile: SoleBoOfAssets: false RegulatoryInformation: FatcaDeclaration: UnitedStatesCitizen: true UnitedStatesTaxId: '456123' UnitedStatesTaxLiable: true SingaporeData: AnnualIncomeSgd: '3' NetWorthSgd: '5' SwitzerlandData: AnnualIncomeChf: '3' NetWorthChf: '5' UkData: EstimatedSavingAndInvestmentGbp: '14500' MonthlyIncomeAfterTaxGbp: '42000' MinorInformation: title: Guardianship related minor information type: object properties: MinorLegalGuardianship: title: Minor legal guardianship type allOf: - $ref: '#/components/schemas/MinorLegalGuardianship' OtherReason: title: Reason for setting other legal guardianship type: string example: stringValue SharedResponsibilityWithLegalGuardian: title: Id of the shared legal guardian(ReadOnly) pattern: ^[0-9a-fA-F]{32}$|^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$ type: string example: 334a3b9c-12b7-40cc-bff5-ba5672139b41 SharedResponsibilityWithLegalGuardianLoginUserId: title: Login userId of shared legal guardian type: string example: stringValue SharedResponsibilityWithLegalGuardianName: title: Name of the shared legal guardian(ReadOnly) type: string example: stringValue additionalProperties: false example: MinorLegalGuardianship: Sharedwithanotherlegalguardian OtherReason: None SharedResponsibilityWithLegalGuardian: 2451ac4b-e2d3-47d9-9d88-db00a056d365 SharedResponsibilityWithLegalGuardianLoginUserId: '6372920' SharedResponsibilityWithLegalGuardianName: Guardian ProfileInformation: title: Profile information type: object properties: AnnualIncomeInformation: title: Annual Income Details allOf: - $ref: '#/components/schemas/AnnualIncomeInformation' InvestableAssets: title: Investable Assets Details allOf: - $ref: '#/components/schemas/InvestableAssets' TradingProfile: title: Clients Trading profile allOf: - $ref: '#/components/schemas/TradingProfile' additionalProperties: false example: AnnualIncomeInformation: AnnualSalaryAfterTax: '11' SecondaryIncomeOther: '1' SecondarySourcesOfIncome: - '3' SecondarySourcesOfIncomeTotal: '9' InvestableAssets: IntendToInvest: '13' PrimarySourcesOfWealth: - '2' - '3' SourceOfWealthOther: Other Wealth ValueOfCashAndSecurities: '11' TradingProfile: SoleBoOfAssets: false AdditionalNationality: title: Additional nationality type: object properties: CountryCode: title: Additional country (from Options) type: string example: stringValue NationalId: title: Additional national id type: string example: stringValue NationalIdType: title: Additional national id type type: integer format: int32 example: 99 additionalProperties: false example: CountryCode: UK NationalId: '38992710' NationalIdType: 4 EmploymentInformation: title: Employment information type: object properties: EmployerName: title: Employer Name maxLength: 250 type: string example: stringValue NatureOfBusiness: title: Nature Of Business type: string example: stringValue NatureOfBusinessOther: title: Nature of Business other type: string example: stringValue OccupationTypes: title: Occupation types (from Options, can select multiple) type: array items: type: string example: stringValue example: - stringValue Position: title: Position/Designation/Level maxLength: 250 type: string example: stringValue additionalProperties: false example: EmployerName: Test Employer NatureOfBusiness: '10' OccupationTypes: - '1' - '2' - '3' Position: Test Position Models.PhoneNumber: title: Phone Number type: object properties: CountryCode: title: Country Code (from Options) type: string example: stringValue Number: title: Number type: string example: stringValue additionalProperties: false example: CountryCode: DK Number: '355354654' responses: ServiceUnavailable: description: Service Unavailable. Unauthorized: description: Indicates that the request was rejected because the 'Authorization' header was missing in the request or contained an invalid security token. TooManyRequests: description: The request was rejected due to rate limit being exceeded. BadRequest: description: One or more of the provided parameters are invalid. content: application/json: schema: required: - ErrorCode - Message type: object properties: ErrorCode: enum: - InvalidRequest type: string example: None x-enum-descriptions: InvalidRequest: Default error code returned when it cannot be determined which part of the request is malformed. Message: type: string ModelState: $ref: '#/components/schemas/ModelStateDictionary' securitySchemes: OpenApiJWTSecurityScheme: type: http scheme: bearer bearerFormat: JWT OpenApiOAuthSecurityScheme: type: oauth2 flows: authorizationCode: authorizationUrl: https://sim.logonvalidation.net/authorize tokenUrl: https://sim.logonvalidation.net/token scopes: {}