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.
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