Request Adhesion Term

Introduction

This resource is used to create a request for an investor's adhesion term to a fund's issuance series. From this request, the documents needed to formalize the adhesion are generated, according to the issuance series settings.

Input / Output:

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

As output, an investor_adhesion_key is delivered. The investor_adhesion_key is used to identify the investor adhesion.

Available on

Profile	Host	Required permission
Manager	manager-api	Write
Consultant	consultant-api	Create Adhesions

The issuance series must belong to a fund of the manager (or, for the consultant, to a fund in which it has this permission).

Base URL for each host: Environments (Hosts).

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",
  "signer_group_key": "UUID"
}

Investor Adhesion

Field	Type	Description	Characters	Required
issuance_serie_key	string	Key of the issuance series the investor is adhering to	36	Yes
signature_method	string	Enumerator of the signature method to be used in the documents. If omitted: qi_sign for a natural person and certifiqi for a legal entity	-	No
signer_group_key	string	Key of the investor's signer group. If omitted, the investor's default signer group is used	36	No

Signature Method

Enumerator	Description
certifiqi	Signature via CertifiQi (Digital Certificate)
qi_sign	Signature via QI Sign (Electronic Signature)

Response

Response Body

{
    "investor_adhesion_key": "UUID"
}

Adhesion flow

• If all documents required by the series already exist and are valid, the adhesion is created directly in the active status.
• Otherwise, the adhesion is created in the pending_documents status and remains so until the required documents are generated and signed.
• If the investor already has an active, pending_documents or pending_batch_close adhesion for the same issuance series, the request is rejected with IAD000014.

Errors

Status	Code	When it happens
400	IAD000027	The investor's classification (general, qualified, professional) does not allow adhering to the series
400	IAD000042	The investor's registration is pending update
400	IAD000045	The investor has no active suitability
400	IAD000051	The investor has no signer group (or the given signer_group_key does not exist)
400	IAD000054	The investor is non-operational
400	QIT000011	The issuance series does not belong to a fund of the manager
403	IAD000049	The consultant does not have the permission to create adhesions in the series' fund
404	IAD000012	Investor not found (on manager-api, the response currently comes as IAD000010)
404	IAD000018	Issuance series not found
404	IAD000040	signature_method not found
409	IAD000014	The investor already has an active adhesion or one waiting for signature for this issuance series
409	IAD000057	The investor already has a link with this issuance series

Authentication, permission and host errors: see API Errors.