Description

Type: int

For CIV - a code identifying the type of tax exempt account in which purchased shares/units are to be held.

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
  • or any value conforming to the data type Reserved1000Plus
  • Values above 1000 are available for use by private agreement among counterparties

Used In