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ProsperityPlusGermanyInvestmentStrategyInput

Input to provide a collection of attributes that define how the money is to be invested for the current policy.

input ProsperityPlusGermanyInvestmentStrategyInput {
  fundSelection: [FundSelectionInput!]!
  goals: InvestmentGoalsInput!
  rebalancingType: RebalancingType
  riskLevel: RiskLevel!
  sustainabilityDetails: ProsperityPlusGermanySustainabilityDetailsInput!
}

Fields​

ProsperityPlusGermanyInvestmentStrategyInput.fundSelection ● [FundSelectionInput!]! non-null input​

The funds that the customer/broker selected to invest in. If sustainabilityDetails.productConfiguration is set, funds selection must be in accordance to the customer's sustainabilityDetails.productConfiguration. e.g. If percentageis 50 andaimsisECOLOGICAL, the investmentStrategy.fundSelectionshould contain at least 50% funds that have a low carbon footprint. Funds selection should also be in accordance toriskLevel: If riskLevelis set toMEDIUM`, fund selection shouldn't contain high risk funds. The sum of all the fund percentages must amount to 100 and there can be no more than 10 funds. Please talk to our support team if you need more information on the correct fund selection.

This API validates the sum of all percentages (100), uniqueness of fund ids, and the total number of funds (max 10). It does not validate sustainability and risk related rules, these are validated by the insurance company and might prevent the policy from being issued.

ProsperityPlusGermanyInvestmentStrategyInput.goals ● InvestmentGoalsInput! non-null input​

The reasons why the customer is making this investment choice.

ProsperityPlusGermanyInvestmentStrategyInput.rebalancingType ● RebalancingType enum​

The customer's preferred way of re-balancing the investment. The default value is NORMAL, i.e. the insurance company re-balances the portfolio once a year.

ProsperityPlusGermanyInvestmentStrategyInput.riskLevel ● RiskLevel! non-null enum​

Maximum risk level the customer is willing to take with their investment. In case you are using our broker license and the selected value is LOW, a ConsultationTopic RISK_LEVEL is attached to the offer on creation which needs to be resolved before the customer can submit the offer.

ProsperityPlusGermanyInvestmentStrategyInput.sustainabilityDetails ● ProsperityPlusGermanySustainabilityDetailsInput! non-null input​

Information about the customer's knowledge of sustainable investing and the choices they have made.

Member Of​

ProsperityPlusGermanyProductConfigurationInput input