Headers

• X-PLANNR-ACCOUNT-UUID string

Query parameters

• filter[uuid] string

  Filter by a comma separated list of UUIDs.

• filter[name] string

  Name to filter by

• filter[valid_for_advisers] boolean

  Only include charge split schemas which are valid for advisers

• filter[valid_for_clients] boolean

  Only include charge split schemas which are valid for clients

• filter[valid_for_introducers] boolean

  Only include charge split schemas which are valid for introducers

• sort string

  Field to sort by. Valid fields are [created_at, updated_at, name]. Negative sign to denote DESC. Defaults to 'name'.

• per_page integer

  Number of results to return with pagination (Default 15. Max 500).

Responses

• 200 application/json
  Hide response attribute Show response attribute object

  • data array[object]
    Hide data attributes Show data attributes object

    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      Introducer split name

    • min_percentage integer

      Minimum percentage of overall charge introducer can be entitled to

    • max_percentage integer

      Maximum percentage of overall charge introducer can be entitled to

    • default_percentage integer

      Default percentage of overall charge introducer can be entitled to. Must be between minimum and maximum

    • percentage_paid_by_firm integer

      Percentage of the introducer's cut of the expected amount to be paid by the firm

    • percentage_paid_by_adviser integer

      Percentage of the introducer's cut of the expected amount to be paid by the selling adviser

    • can_change_transfer_fci boolean

      Whether the value for FCI contributions can be changed. Will only apply to advisers

    • default_transfer_fci boolean

      Default value to whether the introducer will be recognised for FCI contributions. Will only apply to advisers

    • can_change_initial boolean

      Whether the value for initial charges can be changed

    • default_initial boolean

      Default value to whether this charge split schema will be applied to initial charges

    • can_change_ongoing boolean

      Whether the value for ongoing charges can be changed

    • default_ongoing boolean

      Default value to whether this charge split schema will be applied to ongoing charges

    • valid_for_advisers boolean

      Whether this charge split schema can be applied for adviser accounts

    • valid_for_clients boolean

      Whether this charge split schema can be applied for client accounts

    • valid_for_introducers boolean

      Whether this charge split schema can be applied for introducer accounts

    • visible_to_advisers boolean

      Whether this charge split schema is visible to advisers to use