POST Sale/NewCustomer

Request Information

URI Parameters

None.

Body Parameters

NewCustomerRequest
NameDescriptionTypeAdditional information
ProspectCode

integer

Required

DateOfBirth

date

None.

State

string

None.

Occupation

string

None.

MotherMaidenName

string

None.

AccountName

string

None.

NameOfBank

string

None.

AccountNumber

string

None.

NextOfKin

string

None.

NokRelationship

string

None.

NokPhone

string

None.

PassportUpload

string

None.

SignatureUpload

string

None.

ThumbUpload

string

None.

IdentificationUpload

string

None.

UtilityUpload

string

None.

OtherProducts

string

None.

DivendedReinvestment

boolean

None.

SetupDirectDebit

boolean

None.

DocumentComplete

boolean

None.

ThirdPartyRedemptionIndemity

boolean

None.

Nationality

string

None.

Jurisdiction

string

None.

UsTaxNumber

string

None.

PepInfo

string

None.

OrderPayment

OrderPayment

None.

OrderItems

Collection of OrderItem

None.

Request Formats

application/json, text/json

Sample:
{
  "ThirdPartyRedemptionIndemity": true,
  "DocumentComplete": true,
  "SetupDirectDebit": true,
  "DivendedReinvestment": true,
  "ProspectCode": 1,
  "OrderPayment": {
    "Amount": 4,
    "PaymentDate": "2025-04-28T12:12:38.6394922Z",
    "ReceiptNo": "sample string 6",
    "PaymentChannel": "sample string 5",
    "PaymentLogId": "sample string 3",
    "PaymentReference": "sample string 2",
    "PaymentMethod": "sample string 1"
  },
  "OrderItems": [
    {
      "ItemAmount": 4,
      "PassportUploadMinor": "sample string 9",
      "ThumbUploadJoint": "sample string 8",
      "SignatureUploadJoint": "sample string 7",
      "JointOtherNames": "sample string 6",
      "JointSurname": "sample string 5",
      "ItemCode": "sample string 3",
      "ItemName": "sample string 2",
      "AccountType": "sample string 1"
    },
    {
      "ItemAmount": 4,
      "PassportUploadMinor": "sample string 9",
      "ThumbUploadJoint": "sample string 8",
      "SignatureUploadJoint": "sample string 7",
      "JointOtherNames": "sample string 6",
      "JointSurname": "sample string 5",
      "ItemCode": "sample string 3",
      "ItemName": "sample string 2",
      "AccountType": "sample string 1"
    }
  ],
  "DateOfBirth": "2025-04-28T12:12:38.6394922Z",
  "PepInfo": "sample string 24",
  "UsTaxNumber": "sample string 23",
  "Jurisdiction": "sample string 22",
  "Nationality": "sample string 21",
  "OtherProducts": "sample string 16",
  "UtilityUpload": "sample string 15",
  "IdentificationUpload": "sample string 14",
  "ThumbUpload": "sample string 13",
  "SignatureUpload": "sample string 12",
  "PassportUpload": "sample string 11",
  "NokPhone": "sample string 10",
  "NokRelationship": "sample string 9",
  "NextOfKin": "sample string 8",
  "AccountNumber": "sample string 7",
  "NameOfBank": "sample string 6",
  "AccountName": "sample string 5",
  "MotherMaidenName": "sample string 4",
  "Occupation": "sample string 3",
  "State": "sample string 2"
}

application/xml, text/xml

Sample:
<NewCustomerRequest xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <ProspectCode>1</ProspectCode>
  <DateOfBirth>2025-04-28T13:12:38.6394922+01:00</DateOfBirth>
  <State>sample string 2</State>
  <Occupation>sample string 3</Occupation>
  <MotherMaidenName>sample string 4</MotherMaidenName>
  <AccountName>sample string 5</AccountName>
  <NameOfBank>sample string 6</NameOfBank>
  <AccountNumber>sample string 7</AccountNumber>
  <NextOfKin>sample string 8</NextOfKin>
  <NokRelationship>sample string 9</NokRelationship>
  <NokPhone>sample string 10</NokPhone>
  <PassportUpload>sample string 11</PassportUpload>
  <SignatureUpload>sample string 12</SignatureUpload>
  <ThumbUpload>sample string 13</ThumbUpload>
  <IdentificationUpload>sample string 14</IdentificationUpload>
  <UtilityUpload>sample string 15</UtilityUpload>
  <OtherProducts>sample string 16</OtherProducts>
  <DivendedReinvestment>true</DivendedReinvestment>
  <SetupDirectDebit>true</SetupDirectDebit>
  <DocumentComplete>true</DocumentComplete>
  <ThirdPartyRedemptionIndemity>true</ThirdPartyRedemptionIndemity>
  <Nationality>sample string 21</Nationality>
  <Jurisdiction>sample string 22</Jurisdiction>
  <UsTaxNumber>sample string 23</UsTaxNumber>
  <PepInfo>sample string 24</PepInfo>
  <OrderPayment>
    <PaymentMethod>sample string 1</PaymentMethod>
    <PaymentReference>sample string 2</PaymentReference>
    <PaymentLogId>sample string 3</PaymentLogId>
    <Amount>4</Amount>
    <PaymentChannel>sample string 5</PaymentChannel>
    <PaymentDate>2025-04-28T13:12:38.6394922+01:00</PaymentDate>
    <ReceiptNo>sample string 6</ReceiptNo>
  </OrderPayment>
  <OrderItems>
    <OrderItem>
      <AccountType>sample string 1</AccountType>
      <ItemName>sample string 2</ItemName>
      <ItemCode>sample string 3</ItemCode>
      <ItemAmount>4</ItemAmount>
      <JointSurname>sample string 5</JointSurname>
      <JointOtherNames>sample string 6</JointOtherNames>
      <SignatureUploadJoint>sample string 7</SignatureUploadJoint>
      <ThumbUploadJoint>sample string 8</ThumbUploadJoint>
      <PassportUploadMinor>sample string 9</PassportUploadMinor>
    </OrderItem>
    <OrderItem>
      <AccountType>sample string 1</AccountType>
      <ItemName>sample string 2</ItemName>
      <ItemCode>sample string 3</ItemCode>
      <ItemAmount>4</ItemAmount>
      <JointSurname>sample string 5</JointSurname>
      <JointOtherNames>sample string 6</JointOtherNames>
      <SignatureUploadJoint>sample string 7</SignatureUploadJoint>
      <ThumbUploadJoint>sample string 8</ThumbUploadJoint>
      <PassportUploadMinor>sample string 9</PassportUploadMinor>
    </OrderItem>
  </OrderItems>
</NewCustomerRequest>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

NewCustomerResponse
NameDescriptionTypeAdditional information
PaymentLogId

string

None.

Status

integer

None.

StatusMessage

string

None.

MembershipNumber

integer

None.

Response Formats

application/json, text/json

Sample:
{
  "MembershipNumber": 4,
  "Status": 2,
  "StatusMessage": "sample string 3",
  "PaymentLogId": "sample string 1"
}

application/xml, text/xml

Sample:
<NewCustomerResponse xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PaymentLogId>sample string 1</PaymentLogId>
  <Status>2</Status>
  <StatusMessage>sample string 3</StatusMessage>
  <MembershipNumber>4</MembershipNumber>
</NewCustomerResponse>