POST api/ManagedFunds/Application

Managed Fund Application Creation

Request Information

URI Parameters

None.

Body Parameters

ManagedFundApplicationCreation
NameDescriptionTypeAdditional information
ApplyingASXCode

ASX Code for the mFund application

string

Required
TradeValue

Trade value of the mFund application

decimal number

Required
DRPEnabled

Enable Dividend Reinvestment Plan (DRP) for mFund application

boolean

None.
FATCAApplicable

Foreign Account Tax Compliance Act for mFund application

boolean

None.
InvestorEmailAddress

Investor Email Address for mFund application.Only applicable if the Enable MFund Dealer Adviser Details setting is active.

string

String length: inclusive between 0 and 255
AdvisorMobile

Advisor Mobile for mFund application.Only applicable if the Enable MFund Dealer Adviser Details setting is active.

string

String length: inclusive between 0 and 25
AdvisorEmail

Advisor Email for mFund application.Only applicable if the Enable MFund Dealer Adviser Details setting is active.

string

String length: inclusive between 0 and 255
InvestorEmailPurpose

Investor Email Purpose for mFund application.Only applicable if the Enable MFund Dealer Adviser Details setting is active.

enInvestorEmailPurpose

None.
DealerGroupName

Dealer Group Name for mFund application.Only applicable if the Enable MFund Dealer Adviser Details setting is active.

string

String length: inclusive between 0 and 100
DealerGroupAFSL

Dealer Group AFSL for mFund application.Only applicable if the Enable MFund Dealer Adviser Details setting is active.

string

String length: inclusive between 0 and 50
ClientID

Unique client identifier

integer

Required
CreatorID

The person ID whom this order is for. Required if you are submitting this instruction on behalf of a person

integer

None.
DocumentAcceptance

Only applicable for mFund orders. Client has read and understood the fact sheet, PDS and fund profile

boolean

Required
BrokerageOverride

The default client brokerage is able to be overridden with a specified $ amount, % or alternative schedule

BrokerageOverride

None.

Request Formats

application/json, text/json

Sample: 
{
  "ApplyingASXCode": "ABCD",
  "TradeValue": 10000.0,
  "DRPEnabled": false,
  "FATCAApplicable": false,
  "InvestorEmailAddress": "Investormail@mail.com",
  "AdvisorMobile": "",
  "AdvisorEmail": "Advisormail@mail.com",
  "InvestorEmailPurpose": 1,
  "DealerGroupName": "Garvan Financial Planning",
  "DealerGroupAFSL": "253104",
  "ClientID": 12345,
  "CreatorID": 12345,
  "DocumentAcceptance": true,
  "BrokerageOverride": null
}

application/xml, text/xml

Sample: 
<ManagedFundApplicationCreation xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/TPP.B2B.Webservices2.Contract.ManagedFunds">
  <BrokerageOverride i:nil="true" />
  <ClientID>12345</ClientID>
  <CreatorID>12345</CreatorID>
  <DocumentAcceptance>true</DocumentAcceptance>
  <AdvisorEmail>Advisormail@mail.com</AdvisorEmail>
  <AdvisorMobile></AdvisorMobile>
  <ApplyingASXCode>ABCD</ApplyingASXCode>
  <DRPEnabled>false</DRPEnabled>
  <DealerGroupAFSL>253104</DealerGroupAFSL>
  <DealerGroupName>Garvan Financial Planning</DealerGroupName>
  <FATCAApplicable>false</FATCAApplicable>
  <InvestorEmailAddress>Investormail@mail.com</InvestorEmailAddress>
  <InvestorEmailPurpose>A</InvestorEmailPurpose>
  <TradeValue>10000</TradeValue>
</ManagedFundApplicationCreation>

Response Information

Resource Description

None.

Response Formats

Error Response Information

Resource Description

string

Error Response Formats

application/json, text/json

Sample: 
"sample string 1"

application/xml, text/xml

Sample: 
<string xmlns="http://schemas.microsoft.com/2003/10/Serialization/">sample string 1</string>