Send Investor Net Worth

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Introduction

This resource records the investor's net worth and classification information (retail, qualified or professional).

Fund class (fund_class) — step skipped

Fund classes do not send net worth. It is calculated automatically from the CVM public data when the analysis is sent for validation, and the submit does not require the net_worth block for this sub-type. Skip this step.

Input / Output

As input, send the net worth values and the investor's self-declared category.

As output, the analysis data object is returned, with the registration blocks already saved.

Available on

Profile	Host
Distributor	distributor-api

Base URL for each host: Environments (Hosts).

Request

ENDPOINT

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

METHOD

PUT

STATUS

202

Example

Request Body

{
    "investor_category": "retail",
    "total_net_worth": 250000,
    "total_financial_applications": 80000,
    "monthly_income": 15000,
    "other_incomes": 0,
    "real_estate": 150000,
    "movable_assets": 20000,
    "resource_origin": "Renda do trabalho"
}

Body params

Field	Type	Description	Required
total_net_worth	number	Total net worth (>= 0)	Yes
total_financial_applications	number	Total in financial applications (>= 0)	Yes
monthly_income	number	Monthly income or revenue (>= 0)	Yes
other_incomes	number	Other monthly incomes (>= 0)	Yes
real_estate	number	Real estate assets (>= 0)	Yes
movable_assets	number	Movable assets (>= 0)	Yes
investor_category	string	Investor Category enumerator	Yes
resource_origin	string	Origin of the funds (up to 255 characters)	No

Investor Category

Enumerator	Description
retail	Retail
qualified	Qualified
professional	Professional

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	IVR000091	other_incomes greater than zero without resource_origin
400	IVR000270	Non-resident investor with investor_category other than professional
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.