French Pension

French Pension. Example: PER

classificationstring

Classification of the pension.

Possible Enum values are PERIN, PEROB, PERECO, PERCO, PERP, PREFON, ARTICLE83 or GENERIC.

companystring

Company where the financial product has been collected from. Examples: fr-info-retraite

companyDisplayNamestring

Display name of the company for user-friendly presentation.

productNamestring

productNumberstring

holderFrench.Holder

insuranceFrench.Insurance

startDatestring

updateDatestring

Date when value was last updated (format YYYY-MM-DD)

payoutDetailsArray<French.PayoutDetail>

financialInformationFrench.ProductFinancialInformation

holdingsArray<French.FrenchHolding>

holdingCompanyFrenchHoldingCompany

managementModestring

Management mode of the pension.

Possible Enum values are HYBRIDE, LIBRE or PILOTE.

activeAdditionalContributionsboolean

transactionsArray<Transaction>

Transaction history for the last 12 months.

idstring

typestring

Type of the financial product.

Possible Enum values are PER.

Example

{
  "classification": "PEROB",
  "company": "fr-info-retraite",
  "id": "b4c1ec96-182b-4533-98e1-7060d9643928",
  "financialInformation": {
    "currentValue": {
      "amount": 150,
      "currency": "EUR"
    },
    "currentValueFormula": "2497 Point(s) d'une valeur unitaire de 1,9076 €",
    "changeValue": {
      "amount": 15,
      "currency": "EUR"
    }
  },
  "holder": {
    "name": "test",
    "organization": {
      "name": "GE VERNOVA INTERNATIONAL LLC"
    }
  },
  "holdingCompany": {
    "address": {
      "fullAddress": "CREDIT AGRICOLE ASSURANCES RETRAITE, TSA 76005, 26906 VALENCE CEDEX 9, FRANCE"
    },
    "name": "CREDIT AGRICOLE ASSURANCES RETRAITE",
    "phoneNumber": "0437470034"
  },
  "holdings": [
    {
      "isin": "FR0010315770",
      "name": "AMUNDI ETF CAC 40",
      "quantity": 54.076858,
      "type": "FUND",
      "value": {
        "amount": 22468.39,
        "currency": "EUR"
      },
      "changeValue": {
        "amount": 100.39,
        "currency": "EUR"
      },
      "acquisitionValue": {
        "amount": 18883.51,
        "currency": "EUR"
      },
      "srri": 4
    }
  ],
  "transactions": [
    {
      "amount": {
        "amount": 10.32,
        "currency": "EUR"
      },
      "description": "Versement",
      "settlementDate": "2024-01-01",
      "type": "DEPOSIT"
    }
  ],
  "insurance": {
    "insuredPersonName": "Juliette DUPONT GIRARD"
  },
  "payoutDetails": [
    {
      "description": "A compter de la date de départ à la retraite."
    }
  ],
  "productName": "Plan Epargne Retraite Obligatoire - loi Pacte",
  "productNumber": "PRM00321-1131",
  "startDate": "2021-06-15",
  "type": "PER",
  "updateDate": "2024-04-18",
  "managementMode": "HYBRIDE",
  "activeAdditionalContributions": false
}

{  "classification": "PEROB",  "company": "fr-info-retraite",  "id": "b4c1ec96-182b-4533-98e1-7060d9643928",  "financialInformation": {    "currentValue": {      "amount": 150,      "currency": "EUR"    },    "currentValueFormula": "2497 Point(s) d'une valeur unitaire de 1,9076 €",    "changeValue": {      "amount": 15,      "currency": "EUR"    }  },  "holder": {    "name": "test",    "organization": {      "name": "GE VERNOVA INTERNATIONAL LLC"    }  },  "holdingCompany": {    "address": {      "fullAddress": "CREDIT AGRICOLE ASSURANCES RETRAITE, TSA 76005, 26906 VALENCE CEDEX 9, FRANCE"    },    "name": "CREDIT AGRICOLE ASSURANCES RETRAITE",    "phoneNumber": "0437470034"  },  "holdings": [    {      "isin": "FR0010315770",      "name": "AMUNDI ETF CAC 40",      "quantity": 54.076858,      "type": "FUND",      "value": {        "amount": 22468.39,        "currency": "EUR"      },      "changeValue": {        "amount": 100.39,        "currency": "EUR"      },      "acquisitionValue": {        "amount": 18883.51,        "currency": "EUR"      },      "srri": 4    }  ],  "transactions": [    {      "amount": {        "amount": 10.32,        "currency": "EUR"      },      "description": "Versement",      "settlementDate": "2024-01-01",      "type": "DEPOSIT"    }  ],  "insurance": {    "insuredPersonName": "Juliette DUPONT GIRARD"  },  "payoutDetails": [    {      "description": "A compter de la date de départ à la retraite."    }  ],  "productName": "Plan Epargne Retraite Obligatoire - loi Pacte",  "productNumber": "PRM00321-1131",  "startDate": "2021-06-15",  "type": "PER",  "updateDate": "2024-04-18",  "managementMode": "HYBRIDE",  "activeAdditionalContributions": false}