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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

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