Investments
<b>BETA:</b> Update the details of an investor reference for the specified fund.
post/sites/{site-identifier}/funds/{fund-identifier}/investor-references/{investor-reference-identifier}
Request
- Base URL: https://api-dev.superconcepts.com.au/api/v1
- URL: https://api-dev.superconcepts.com.au/api/v1/sites/{site-identifier}/funds/{fund-identifier}/investor-references/{investor-reference-identifier}
- Auth: OAuth 2 (authorization code, authorization URL https://api.supermate.com.au/oauth/v1/authorize, token URL https://api.supermate.com.au/oauth/v1/token, scopes: actuarial_write, audit_read, audit_write, client_access_grant, contactevents_read, contactevents_write, default, documents_read, documents_write, fund:investments_read, fund:members_read, fund:members_write, fund:transactions_read, fund:transactions_write, fund_read, fund_write, security:domains_write, security:policies_write, security:users_invite, site:accounting-notes_write, site:asset-categories_write, site:auditor_write, site:branding_write, site:datafeed-config_write, site:identity_write, site:letters_write, site:policies_write, site:reporting_write, sites_read, superstream:config_write)
Path parameters
site-identifierstring required
The GUID that identifies a site
fund-identifierstring required
The GUID that identifies a fund
investor-reference-identifierstring required
The GUID that identifies a specific Investor Reference
Request body
Example request
{
"InvestorReference": "X1235412312",
"RegisteredName": "RegisteredName",
"RegisteredPostCode": "4444",
"Registry": "LINK",
"DividendNomination": "Cash (Cash/DRP/BSP)",
"Active": true,
"Broker": "COMMSEC",
"AccountNumber": "123456",
"Platform": {
"Code": "AMM"
},
"DataFeed": {
"Filters": {
"ExcludeSecurityCodeList": "SEC,SEC1:*"
}
}
}Response
Success
Changes
No recorded changes to this operation across all 1 revision of this API.