CreateOrUpdateFirmProfile

structs::commands::CreateOrUpdateFirmProfile

This command allows for management of firm profile data. All fields are optional to facilitate partial updates to the firm profile. Firm profiles are profiles detailing investment style and qualifications for CCMX institutional accounts. They are only attached to firm accounts.

Fields

Account: Id<Account>source

optionalInvestorType: InvestorTypesource

optionalInvestmentStages: Set<InvestmentStage>source

optionalAverageCheckSize: AverageCheckSizesource

optionalAssetsUnderManagement: AssetsUnderManagementsource

optionalIsRegisteredInvestmentAdviser: boolsource

Result

Success

If successful, an OK outcome will be produced.

In addition, one of the following models may be produced:

• FirmProfile

Error

If unsuccessful, one of the following error types will be produced:

• AccountDoesNotExist
• GenericError
• NotFirmAccount
• Unauthorised

Producers

Produced by the following services:

• RestGateway

Consumers

Consumed by the following services:

• Acct