ClientSysKeyExpenseNeedKeyedValueModalExpenseOLifEExtension| Description |
| Client |
| Type : Complex Element |
| Definition |
| A client is someone who an agent is working with. This can be either a prospect or a client. |
| Parents |
| Party |
| Elements | |||
| AlternateLanguage | Alternate Language | ||
| AlternateLanguageProficiency | Alternate Language Proficiency | ||
| BrokerDealerInd | Broker Dealer Indicator | ||
| ClientKey | Client Key | ||
| ClientRegion | Client Region | ||
| ClientStatus | Client Status | ||
| ClientSubRegion | Client Sub Region | ||
| ClientSysKey | Client System Key | ||
| ClientTypeCode | Client Type Code | ||
| DirectorInd | Director Indicator | ||
| EstIncomeAmt | Estimated Income | ||
| EstTaxBracket | Estimated Tax Bracket | ||
| ExpenseNeed | Expense Need | ||
| GovtSocialInsEligibilityInd | Government Social Insurance Eligibility Indicator | ||
| InvestorRiskTypeCode | Investor Risk Type Code | ||
| InvestorType | Investor Risk Type | ||
| InvHorizonPeriod | Investment Time Horizon Frequency | ||
| InvHorizonRangeMax | Maximum Investment Time Horizon | ||
| InvHorizonRangeMin | Minimum Investment Time Horizon | ||
| KeyedValue | Keyed Value | ||
| LeadSource | Lead Source | ||
| LeadType | Lead Type | ||
| ModalExpense | Modal Expense | ||
| NumRelations | Number of Relations | ||
| OLifEExtension | OLifE Extension | ||
| PrefLanguage | Preferred Language | ||
| PrimaryInvObjective | Primary Investment Objective | ||
| PrivacyAffiliateCode | Privacy Affiliate Code | ||
| PrivacyThirdPartyCode | Privacy Third Party Code | ||
| ShareInfoWithTradePartnerInd | Share Information With Trading Partners Indicator | ||
| StatusChangeDate | Status Change Date | ||
| StatusDesc | Status Description | ||
| Attributes | |||
| DataRep | Data Representation | ||
| id | id | ||