SWIFT ISO 20022 - Message description - Account Holding Information Request (sese.019.001)

Scope

The AccountHoldingInformationRequest message is sent by an instructing party, for example, a (new) plan manager (transferee), to the executing party, for example, a (old) plan manager (transferor), on behalf of the initiating party, for example, an investor (client), to request information about financial instruments held on behalf of the client.

Usage

The AccountHoldingInformationRequest message is used to request information about assets held on behalf of the client for which it intends to instruct a portfolio transfer at a later time.

AcctHldgInfReq