OF-ID OFEM010100
Field Name EMT Client Type Retail
Field Tags EMT
Field Level Share Class Link Reference
Data Type string Introduced with version 1.2602
Description Might this share class from a producer's perspective being marketed to a retail investor no matter, if the investor has only basic knowledge ("OFEM020100 EMT Investor With Basic Knowledge" = yes) or if he is an informed investor ("OFEM020200 EMT Informed Investor" = yes) or is an advanced investor ("OFEM020300 EMT Advanced Investor" = yes)? Under MiFID regulation, all clients that are not regarded as 'professional investors' are 'retail clients'. For the MiFID definition of a professional investor please refer to "OFEM010200 EMT Professional Investor Type". // The correspondent MiFID II field introduced by the European Working Group with their MiFID Data Dictionary Template (EMT) is: EMT: 01010_Investor_Type_Retail. This is a Mandatory EMT field.//
Values "yes" / "no" / "neutral"
Example