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Re: [lmi] Special "split funds" supplemental report


From: Greg Chicares
Subject: Re: [lmi] Special "split funds" supplemental report
Date: Wed, 23 Jan 2019 17:31:02 +0000
User-agent: Mozilla/5.0 (X11; Linux x86_64; rv:60.0) Gecko/20100101 Thunderbird/60.0

On 2019-01-23 00:10, Greg Chicares wrote:
> On 2019-01-22 23:40, Vadim Zeitlin wrote:
[...]
>> the question is: should this extra set of pages inserted only in the FINRA
>> illustrations or all of them?
> 
> I'll double check tomorrow, and let you know if the answer changes, but
> AFAIK this is a requirement imposed by FINRA and would apply only to
> the "finra" ledger type in lmi. Of our other types:

I can now confirm that answer. Thus, this extra report is to be
incorporated into illustrations (subject to "The Circumstance")
only when this string matches "finra":

>     {"illustration_reg" \
>     ,"finra" \
>     ,"obsolete ledger type 2--do not use" \
>     ,"group_private_placement" \
>     ,"obsolete ledger type 4--do not use" \
>     ,"obsolete ledger type 5--do not use" \
>     ,"individual_private_placement" \
>     ,"obsolete ledger type 7--do not use" \
>     };

and never in any of the other seven cases.



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