Type Alias: PersonalProfileForm

PersonalProfileForm: { activities: ("ACTIVITY_COMMERCE_SELLING" | "ACTIVITY_COMMERCE_BUYING" | "ACTIVITY_INVESTING_CRYPTO" | "ACTIVITY_OTHER")[]; activityOther: string; annualIncome: "ANNUAL_INCOME_UNDER_10K" | "ANNUAL_INCOME_10K_TO_50K" | "ANNUAL_INCOME_50K_TO_150K" | "ANNUAL_INCOME_150K_TO_300K" | "ANNUAL_INCOME_OVER_300K"; fundOrigin: "FUND_ORIGIN_SALARY" | "FUND_ORIGIN_DIVIDENDS" | "FUND_ORIGIN_INHERITANCE" | "FUND_ORIGIN_SAVINGS" | "FUND_ORIGIN_INVESTMENT" | "FUND_ORIGIN_GIFT" | "FUND_ORIGIN_MINING" | "FUND_ORIGIN_REAL_ESTATE" | "FUND_ORIGIN_LOAN"; fundOwner: boolean; monthlyTransactionCount: "TRANSACTION_COUNT_LESS_THAN_5" | "TRANSACTION_COUNT_5_TO_50" | "TRANSACTION_COUNT_50_TO_100" | "TRANSACTION_COUNT_100_TO_200" | "TRANSACTION_COUNT_OVER_200"; monthlyTurnover: "TURNOVER_UNDER_10K" | "TURNOVER_10K_TO_50K" | "TURNOVER_50K_TO_150K" | "TURNOVER_150K_TO_500K" | "TURNOVER_OVER_500K"; occupation: "OCCUPATION_STUDENT" | "OCCUPATION_EMPLOYED" | "OCCUPATION_SELF_EMPLOYED" | "OCCUPATION_UNEMPLOYED" | "OCCUPATION_RETIRED"; profession: "PROF_ACCOUNTANCY" | "PROF_ADMINISTRATIVE" | "PROF_AGRICULTURE" | "PROF_ARTS_MEDIA" | "PROF_BROKER_DEALER" | "PROF_CATERING_HOSPITALITY" | "PROF_CHARITY" | "PROF_CONSTRUCTION_REAL_ESTATE" | "PROF_DEALER_HIGH_VALUE_GOODS" | "PROF_DEALER_PRECIOUS_METALS" | "PROF_EDUCATION" | "PROF_EMERGENCY_SERVICES" | "PROF_EXTRACTIVE_INDUSTRY" | "PROF_FIN_SERVICES_BANKING" | "PROF_FIN_SERVICES_INSURANCE" | "PROF_FIN_SERVICES_OTHER" | "PROF_FIN_SERVICES_PRIVATE_BANKING" | "PROF_GAMBLING" | "PROF_GOVERNMENT" | "PROF_HEALTHCARE_MEDICAL" | "PROF_INFORMATION_TECHNOLOGY" | "PROF_LEGAL" | "PROF_MANUFACTURING" | "PROF_MARKETING" | "PROF_MILITARY_DEFENCE" | "PROF_MONEY_SERVICE_BUSINESS" | "PROF_PENSIONER" | "PROF_PUBLIC_PROCUREMENT" | "PROF_RETAIL_SALES"; publicFunction: boolean; taxId: string; usCitizen: boolean; usTaxPerson: boolean; }

Type declaration

Name	Type	Description
activities	("ACTIVITY_COMMERCE_SELLING" | "ACTIVITY_COMMERCE_BUYING" | "ACTIVITY_INVESTING_CRYPTO" | "ACTIVITY_OTHER")[]	List of codes representing the individual's financial activities.
activityOther?	string	A description of the other activity if the code ACTIVITY_OTHER is chosen.
annualIncome	"ANNUAL_INCOME_UNDER_10K" | "ANNUAL_INCOME_10K_TO_50K" | "ANNUAL_INCOME_50K_TO_150K" | "ANNUAL_INCOME_150K_TO_300K" | "ANNUAL_INCOME_OVER_300K"	The code representing the individual's annual income range.
fundOrigin	"FUND_ORIGIN_SALARY" | "FUND_ORIGIN_DIVIDENDS" | "FUND_ORIGIN_INHERITANCE" | "FUND_ORIGIN_SAVINGS" | "FUND_ORIGIN_INVESTMENT" | "FUND_ORIGIN_GIFT" | "FUND_ORIGIN_MINING" | "FUND_ORIGIN_REAL_ESTATE" | "FUND_ORIGIN_LOAN"	The origin of the fund code representing the source of the individual's funds.
fundOwner	boolean	Indicates whether the individual is the owner of the funds.
monthlyTransactionCount	"TRANSACTION_COUNT_LESS_THAN_5" | "TRANSACTION_COUNT_5_TO_50" | "TRANSACTION_COUNT_50_TO_100" | "TRANSACTION_COUNT_100_TO_200" | "TRANSACTION_COUNT_OVER_200"	The code representing the number of transactions the individual makes each month.
monthlyTurnover	"TURNOVER_UNDER_10K" | "TURNOVER_10K_TO_50K" | "TURNOVER_50K_TO_150K" | "TURNOVER_150K_TO_500K" | "TURNOVER_OVER_500K"	The code representing the individual's monthly turnover range.
occupation	"OCCUPATION_STUDENT" | "OCCUPATION_EMPLOYED" | "OCCUPATION_SELF_EMPLOYED" | "OCCUPATION_UNEMPLOYED" | "OCCUPATION_RETIRED"	The occupation code representing the individual's current employment status.
profession	"PROF_ACCOUNTANCY" | "PROF_ADMINISTRATIVE" | "PROF_AGRICULTURE" | "PROF_ARTS_MEDIA" | "PROF_BROKER_DEALER" | "PROF_CATERING_HOSPITALITY" | "PROF_CHARITY" | "PROF_CONSTRUCTION_REAL_ESTATE" | "PROF_DEALER_HIGH_VALUE_GOODS" | "PROF_DEALER_PRECIOUS_METALS" | "PROF_EDUCATION" | "PROF_EMERGENCY_SERVICES" | "PROF_EXTRACTIVE_INDUSTRY" | "PROF_FIN_SERVICES_BANKING" | "PROF_FIN_SERVICES_INSURANCE" | "PROF_FIN_SERVICES_OTHER" | "PROF_FIN_SERVICES_PRIVATE_BANKING" | "PROF_GAMBLING" | "PROF_GOVERNMENT" | "PROF_HEALTHCARE_MEDICAL" | "PROF_INFORMATION_TECHNOLOGY" | "PROF_LEGAL" | "PROF_MANUFACTURING" | "PROF_MARKETING" | "PROF_MILITARY_DEFENCE" | "PROF_MONEY_SERVICE_BUSINESS" | "PROF_PENSIONER" | "PROF_PUBLIC_PROCUREMENT" | "PROF_RETAIL_SALES"	The profession code representing the individual's professional field.
publicFunction	boolean	Indicates whether the individual holds a politically exposed person (PEP) status.
taxId	string	Tax Identification Number (TIN) assigned by the individual's tax authority. Format varies by country (e.g. SSN in the US, NI number in the UK).
usCitizen	boolean	Indicates whether the individual is a United States citizen.
usTaxPerson	boolean	Indicates whether the individual is subject to US tax obligations (e.g. holds a US tax identification number or is a US resident for tax purposes).