StockBrokers

IDNameAddressPhoneNumberEmailAddress
1ABC BrokerageNew York1234567890abc@example.com
2XYZ BrokerageLos Angeles2345678901xyz@example.com

MutualFunds

FundIDNameTypeOfFundAssetsUnderManagementDateEstablished
1Aggressive Growth FundEquity1000000.02000-01-01
2Conservative Income FundFixed Income500000.02005-01-01

Transactions

TransactionIDClientIdStockBrokerIDMutualFundIDAmountInvestedFeesPaid
(→ Clients.ClientID)(→ StockBrokers.ID)(→ MutualFunds.FundID)
111110000.0100
22125000.050
312215000.0150
422120000.0200
51111000.010

Clients

ClientIDFirstNameLastNameBirthDateEmailAddressPhoneNumber
1John DoeJane Doe1980-01-01john.doe@example.com1234567890
2Alice SmithBob Smith1990-01-01alice.smith@example.com2345678901

Accounts

AccountIDClientIDBalanceCreatedOn
(→ Clients.ClientID)
11100000.02022-01-01
2250000.02022-01-01
3120000.02022-01-01
4230000.02022-01-01
515000.02022-01-01