Request Adhesion Term

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Introduction

This resource aims to create a request for an adhesion term of an investor to an issuance series of a fund. From this request, the documents needed to formalize the adhesion are generated according to the issuance series configuration.

Attention

This resource is only available for integrations that play the role of Manager of the fund.

Input / Output:

As input, the UUID of the issuance series to which the investor is adhering must be sent and, optionally, the signature method that will be used for the generated documents.

As output, an investor_adhesion_key will be delivered. The investor_adhesion_key is used to identify the investor's adhesion.

Request

ENDPOINT

/investor_adhesion/investor/INVESTOR_KEY/investor_adhesion

METHOD

POST

STATUS

201

Request body

Request Body

{
  "issuance_serie_key": "UUID",
  "signature_method": "qi_sign"
}

Investor Adhesion

Field	Type	Description	Length	Required
issuance_serie_key	string	Key of the issuance series to which the investor is adhering	36	Yes
signature_method	string	Enumerator of the signature method to be used on the generated documents	up to 255	No

Signature Method

Enumerator	Description
certifiqi	Signature via CertifiQi
qi_sign	Signature via QI Sign

Response

Response Body

{
    "investor_adhesion_key": "UUID"
}

Adhesion flow

After creation, the adhesion can follow two paths, depending on the issuance series configuration:

• With documents to generate: the adhesion is created in the pending_documents status and stays there until all required documents are generated and signed.
• Without documents to generate: the adhesion is created directly in the active status.

If an active or pending_documents adhesion already exists for the same investor and issuance series, the new request is rejected.