Send Suitability Response

---

Introduction

This resource is used to send the answers provided to the suitability form answered by the investor.

Input / Output:

The registration data changes according to the data provided in the Create investor step. Below are examples of which data must be sent for each variation.

As output, the analysis data object is returned, with the registration blocks already saved. The investor and analysis keys are not in the response: use the ones you already have. The investor_key is used to identify the investor to whom the registration analysis belongs.

Attention

Sending the suitability is optional for Legal Entity investors classified as qualified or professional.

Fund class (fund_class) — step skipped

Fund classes do not answer suitability. The block is not required at submit for this sub-type. Skip this step.

Available on

Profile	Host	Required permission
Manager	manager-api	Write
Consultant	consultant-api	Granted by the integration team

Base URL for each host: Environments (Hosts).

Request

ENDPOINT

/investor_registry/investor/{investor_key}/investor_analysis/{investor_analysis_key}/suitability

METHOD

PUT

STATUS

202

Example - Legal Entity

Request Body

{
    "01": "A",
    "02": "A",
    "03": "A",
    "04": "A",
    "05": "A",
    "06": "A",
    "07": "A",
    "08": "A",
    "09": "A"
}

Body params

Field	Type	Description	Characters	Required
01..NN	string	Answer to each question of the form. The value is the letter of the chosen option (A–D)	1	Yes*

* The numeric keys (01, 02, ...) represent the question number; the value must be a single uppercase letter corresponding to the chosen option.

Response

The body carries the analysis data object with the blocks already saved. For the status and other fields, see Query Information of an Investor Registration Analysis.

Errors

Status	Code	When it happens
400	IVR000018	The analysis is no longer in pending_registry_data (it has already been sent or closed)
400	IVR000271	Non-resident investor without profile: not_applicable
400	QIT000011	Through the manager (manager-api): the investor is not a fund class linked to it

Authentication, permission and host errors: see API Errors.