Foreign Joint Cash application example.
{
"name": "Ayrton Senna da Silva",
"email": "ayrton@senna.com",
"applicantIpAddress": "127.0.0.1",
"repCode": "6YA",
"options": false,
"applicationType": {
"type": "joint_cash_common",
"newAccountForeignForm": {
"customerType": "JOINT",
"tradeAuthorization": {
"isTradeAuthorization": "NO"
},
"accountType": "CASH",
"suitabilityProfile": {
"timeHorizon": "LONGEST",
"liquidityNeeds": "SOMEWHAT_IMPORTANT"
},
"serviceProfile": {
"sweepInstructions": "SWEEP",
"dividendReinvestment": "DO_NOT_REINVEST",
"issuerDirectCommunication": "ACCEPT"
},
"investmentProfile": {
"totalNetWorthUSD": {
"min": 200001,
"max": 500000
},
"liquidNetWorthUSD": {
"min": 200001,
"max": 500000
},
"annualIncomeUSD": {
"min": 300001,
"max": 500000
},
"investmentObjective": "CAPITAL_PRESERVATION",
"investmentExperience": "EXTENSIVE",
"riskTolerance": "LOW",
"federalTaxBracketPercent": 5.5
},
"applicants": [
{
"identity": {
"name": {
"givenName": "Ayrton",
"familyName": "Senna da Silva"
},
"dateOfBirth": "1960-03-21",
"citizenshipCountry": "BRA",
"birthCountry": "BRA"
},
"w_8ben": {
"foreignTaxIdentificationNumber": "07371412309",
"treatyCountry": "BRA"
},
"contact": {
"homeAddress": {
"streetAddress": [
"85 Rua Dr Fernandes Coelho"
],
"country": "BRA",
"city": "Sao Paulo",
"postalCode": "05423040"
},
"phoneNumbers": [
{
"phoneNumber": "+551129743000",
"phoneNumberType": "WORK"
}
],
"emailAddresses": [
"ayrton@senna.com"
],
"mailingAddress": {
"streetAddress": [
"85 Rua Dr Fernandes Coelho"
],
"country": "BRA",
"city": "Sao Paulo",
"postalCode": "2820542304077"
}
},
"disclosures": {
"isPoliticallyExposed": "NO",
"isControlPerson": "NO",
"isAffiliatedExchangeOrFINRA": "NO"
},
"numDependents": 2,
"employment": {
"employer": "FIA",
"positionEmployed": "F1 Racing Driver",
"employmentStatus": "EMPLOYED",
"businessAddress": {
"streetAddress": [
"373 Van Ness Ave"
],
"country": "USA",
"city": "Torrance",
"state": "CA",
"postalCode": "90501"
}
},
"maritalStatus": "MARRIED"
},
{
"identity": {
"name": {
"givenName": "Alain",
"familyName": "Prost"
},
"dateOfBirth": "1955-02-24",
"citizenshipCountry": "FRA",
"birthCountry": "FRA"
},
"w_8ben": {
"foreignTaxIdentificationNumber": "999111",
"treatyCountry": "FRA"
},
"contact": {
"homeAddress": {
"streetAddress": [
"46 Rue de Rivoli"
],
"country": "FRA",
"city": "Paris",
"postalCode": "75004"
},
"phoneNumbers": [
{
"phoneNumber": "980-222-3670",
"phoneNumberType": "WORK"
}
],
"emailAddresses": [
"alain@prost.com"
],
"mailingAddress": {
"streetAddress": [
"46 Rue de Rivoli"
],
"country": "FRA",
"city": "Paris",
"postalCode": "75004"
}
},
"disclosures": {
"isPoliticallyExposed": "NO",
"isControlPerson": "NO",
"isAffiliatedExchangeOrFINRA": "NO"
},
"numDependents": 2,
"employment": {
"employer": "FIA",
"positionEmployed": "F1 Racing Driver",
"employmentStatus": "EMPLOYED",
"businessAddress": {
"streetAddress": [
"373 Van Ness Ave"
],
"country": "USA",
"city": "Torrance",
"state": "CA",
"postalCode": "90501"
}
},
"maritalStatus": "MARRIED"
}
]
},
"jointTenantsInCommonForm": {
"participants": [
{
"estatePercent": 50,
"name": "Participant 1"
},
{
"estatePercent": 50,
"name": "Participant 2"
}
]
}
}
}