Name | Description | Type | Additional information |
---|---|---|---|
BrandID |
Brand ID of new person |
integer |
Required |
Username |
Username for new person. Required for persons that are to access via TPP websites |
string |
None. |
Salutation |
Salutation of new person. Unless agreed with TPP, this field is required for both client and adviser persons |
Salutation |
None. |
Firstname |
First name of new person |
string |
Required |
Middlename |
Middle name of new person |
string |
None. |
Lastname |
Last name of new person |
string |
Required |
DOB |
Date of Birth. Unless agreed with TPP, this field is required for both client and adviser persons |
string |
None. |
Email address. Unless agreed with TPP, this field is required for both client and adviser persons |
string |
None. |
|
Phonemobile |
Mobile phone number. Unless agreed with TPP, one of Phonemobile, Phonehome or Phonework is required for both client and adviser persons |
string |
None. |
Phonehome |
Home phone number. Unless agreed with TPP, one of Phonemobile, Phonehome or Phonework is required for both client and adviser persons |
string |
None. |
Phonework |
Work phone number. Unless agreed with TPP, one of Phonemobile, Phonehome or Phonework is required for both client and adviser persons |
string |
None. |
Fax |
Fax number. |
string |
None. |
ContactPreference |
Person's contact preference. Unless agreed with TPP, this field is required for both client and adviser persons |
enContactPreference |
None. |
TFN |
Tax file number |
string |
String length: inclusive between 0 and 24 |
TFNExemptionType |
Tax file number exemption reason if no tax file number |
enTaxExemptionCode |
None. |
PhonePassword |
Password used to identify person over the phone. Unless agreed with TPP, this field is required for client persons but is not required for adviser persons |
string |
None. |
ResidentialAddress |
Home address |
Address |
None. |
PostalAddress |
Postal address |
Address |
None. |
IdentificationType |
Identification type for person. Unless agreed with TPP, this field is required for both client and adviser persons |
enIdentificationType |
None. |
Identification |
Identification value. Unless agreed with TPP, this field is required for both client and adviser persons |
string |
None. |
IdentificationStateOfIssue |
Issue state. Mandatory where IdentificationType is DriverLicense and "DL card number required" setting is active on the person brand. |
enIdentificationStateOfIssue |
None. |
IdentificationCardNo |
Card number. Mandatory where IdentificationType is DriverLicense and "DL card number required" setting is active on the person brand and state of issue matches against the states selected in the platform setting. |
string |
None. |
Employer |
Employer name |
string |
None. |
Occupation |
Occupation of person |
string |
None. |
Externalreference |
Reference used to identify the person in an external system. |
string |
None. |
FATCACRS |
Details of foreign tax residences for accounts of individual and joint persons |
Collection of FATCACountryDetail |
None. |