API INTEGRATION GUIDE
Cross-border Website Offering
Learn how to create a fully compliant website offering taking for a global and digital user base with our rules for Brand Marketing API, Discretionary Asset Management API and Investment Funds API.
This guide shows you how to:
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Retrieve relevant cross-border rules used to promote your financial products, content (articles, surveys, insights), and services via your website
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Retrieve static values for investor types per country
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Create a query to display only financial products permitted in a specific client location and according to their investor type (investment funds, equities, bonds or structured products)
Flow of API calls
In this guide we describe how to retrieve rules from 3 different rulesets and in what sequence you will request the APIs.
Display only compliant website content (tagged for Brand Marketing and Discretionary Asset Management) and compliant investment products.
Retrieve respective cross-border services rules
Cross-border rules services reflect activities in financial services that either are allowed yes or not-allowed no under a certain context.
You need to check values yes or no for both activities Promote Brand (id: promoteOwnBrand) in Brand Marketing API and provideServiceAM (id: provideServiceAM) in Discretionary Asset Management API.