http://fadyart.com/iso20022#RequestForPEPOrISAOrPortfolioInformationV01
Class iso20022:RequestForPEPOrISAOrPortfolioInformationV01

dc:rights
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Intellectual Property Rights:
The ISO 20022 Message Definitions described in this class and subclasses were contributed by SWIFT. The ISO 20022 IPR policy
is available at www.ISO20022.org > Intellectual Property Rights Policy.
Copyright:
Copyright © S.W.I.F.T. SCRL ("SWIFT"), avenue Adèle 1, B-1310 La Hulpe, Belgium, or its licensors, 2008. All rights
reserved. SWIFTStandards are licensed subject to the terms and conditions of the SWIFTStandards IPR Policy - End-
User License Agreement, available at www.ISO20022.org > Intellectual Property Rights Policy > SWIFT.
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Scope
An instructing party, eg, a (new) plan manager sends the RequestForPEPorISAOrPortfolioInformation message to the executing party, eg, a (old) plan manager, on behalf of the initiating party, eg, an investor (client), to request information about financial instruments held on behalf of the client.
Usage
The RequestForPEPOrISAOrPortfolioInformation message is used to request information about one or more PEP or ISA or portfolio products held in a client's account for which it intends to instruct a transfer at a later time.
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Request For PEP Or ISA Or Portfolio Information v01
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