Types

ComplianceTemplate

A platform-supplied compliance flow template (ComplianceTemplateResource list shape).

keyrequired
string
The catalogue key used to preview/instantiate the template.
regionrequired
string
Regulatory region.One of: US, UK, EU, GLOBAL, ADVISER, KYC
titlerequired
string
descriptionrequired
string
regulatory_basisrequired
string
page_countrequired
integer
field_countrequired
integer
classificationsrequired
object[]
The investor classifications the template grants.

Used by (1)