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Verified Accreditation Terms and Codes
Field Code and Associated Rules
Error Code
Parent-Level Accreditation Verification Code
| Name |
Code |
Description |
| NON_ACCREDITED |
N |
Not accredited. If parent-level accreditation verification is NON_ACCREDITED, only INCOME, NET_WORTH, and THIRD_PARTY_ATTESTATION can be used as a verification method. If parent-level accreditation verification is NON_ACCREDITED, sub-level verification must be null or NONE. |
| ACCREDITED |
A |
Accredited |
Sub-Level Accreditation Verification Code
| Name |
Code |
Description |
| NONE |
O |
None. Sub-level accreditation verification NONE, only INCOME, NET_WORTH, and THIRD_PARTY_ATTESTATION can be used as a verification method. |
| QUALIFIED_CLIENT |
C |
Qualified client. If sub-level accreditation verification is QUALIFIED_CLIENT, only NET_WORTH, THIRD_PARTY_ATTESTATION, and ASSETS_UNDER_MANAGEMENT can be used as a verification method. |
| QUALIFIED_PURCHASER |
P |
Qualified purchaser. If sub-level accreditation verification is QUALIFIED_PURCHASER, only NET_WORTH and THIRD_PARTY_ATTESTATION can be used as a verification method. |
| QUALIFIED_INSTITUTIONAL_BUYER |
I |
Qualified institutional buyer. If sub-level accreditation verification is QUALIFIED_INSTITUTIONAL_BUYER, only NET_WORTH and THIRD_PARTY_ATTESTATION can be used as a verification method. QUALIFIED_INSTITUTIONAL_BUYER is applicable only for QIB. |
Accreditation Verification Method Code
| Name |
Code |
Description |
| INCOME |
I |
Verification was conducted based on income. If parent-level accreditation verification is “A”.
|
| NET_WORTH |
N |
Verification was conducted based on net worth. |
| THIRD_PARTY_ATTESTATION |
T |
Verification was conducted based on third party attestation. |
| ASSETS_UNDER_MANAGEMENT |
A |
Verification was conducted based on assets under management. |
Verified Accreditation Error Code
| Code |
Description |
| invalid.accreditation.verification.sublevel |
|
| invalid.accreditation.verification.method |
|
| invalid.accreditation.verification.expiration.date |
|
| accreditation.verification.parent.level.invalid.choice |
|
| accreditation.verification.sub.level.invalid.choice |
|
