Tag | Field Name | Data Type | Description | Used in |
---|---|---|---|---|
495 | TaxAdvantageType AbbrName: TaxAdvantageTyp |
int | For CIV - a code identifying the type of tax exempt account in which purchased shares/units are to be held. 30 – 998 are reserved for future use by recognized taxation authorities 999=Other values above 1000 are available for use by private agreement among counterparties Valid Values: 0 - None/Not Applicable (default) 1 - Maxi ISA (UK) 2 - TESSA (UK) 3 - Mini Cash ISA (UK) 4 - Mini Stocks And Shares ISA (UK) 5 - Mini Insurance ISA (UK) 6 - Current Year Payment (US) 7 - Prior Year Payment (US) 8 - Asset Transfer (US) 9 - Employee - prior year (US) 10 - Employee - current year (US) 11 - Employer - prior year (US) 12 - Employer - current year (US) 13 - Non-fund prototype IRA (US) 14 - Non-fund qualified plan (US) 15 - Defined contribution plan (US) 16 - Individual Retirement Account (US) 17 - Individual Retirement Account - Rollover (US) 18 - KEOGH (US) 19 - Profit Sharing Plan (US) 20 - 401(k) (US) 21 - Self-directed IRA (US) 22 - 403(b) (US) 23 - 457 (US) 24 - Roth IRA (Fund Prototype) (US) 25 - Roth IRA (Non-prototype) (US) 26 - Roth Conversion IRA (Fund Prototype) (US) 27 - Roth Conversion IRA (Non-prototype) (US) 28 - Education IRA (Fund Prototype) (US) 29 - Education IRA (Non-prototype) (US) 999 - Other Values "1000" and above are reserved for bilaterally agreed upon user defined enumerations. |
RegistrationInstructions |