---
title: "FIX 5.0 SP2 EP292: StipulationType <233> field – FIX Dictionary – Onix Solutions"
description: " "
---
# StipulationType <233> field
## FIX 5.0 SP2 EP292
### Description
Type: [String](https://www.onixs.biz/fix-dictionary/5.0.sp2.ep292/index.html#String)
For Fixed Income. Type of Stipulation. Other types may be used by mutual agreement of the counterparties.
(Note tag # was reserved in FIX 4.1, added in FIX 4.3)
Valid values:
- AMT = Alternative Minimum Tax (Y/N)
- AUTOREINV = Auto Reinvestment at or better
- BANKQUAL = Bank qualified (Y/N)
- BGNCON = Bargain conditions (see [StipulationValue <234>](https://www.onixs.biz/fix-dictionary/5.0.sp2.ep292/tagNum_234.html) for values)
- COUPON = Coupon range
- CURRENCY = ISO Currency Code
- CUSTOMDATE = Custom start/end date
- GEOG = Geographics and % range (ex. 234=CA 0-80 [minimum of 80% California assets])
- HAIRCUT = Valuation Discount
- INSURED = Insured (Y/N)
- ISSUE = Year Or Year/Month of Issue (ex. 234=2002/09)
- ISSUER = Issuer's ticker
- ISSUESIZE = issue size range
- LOOKBACK = Lookback Days
- LOT = Explicit lot identifier
- LOTVAR = Lot Variance (value in percent maximum over- or under-allocation allowed)
- MAT = Maturity Year And Month
- MATURITY = Maturity range
- MAXSUBS = Maximum substitutions (Repo)
- MINDNOM = Minimum denomination
- MININCR = Minimum increment
- MINQTY = Minimum quantity
- PAYFREQ = Payment frequency, calendar
- PIECES = Number Of Pieces
- PMAX = Pools Maximum
- PPL = Pools per Lot
- PPM = Pools per Million
- PPT = Pools per Trade
- PRICE = Price Range
- PRICEFREQ = Pricing frequency
- PROD = Production Year
- PROTECT = Call protection
- PURPOSE = Purpose
- PXSOURCE = Benchmark price source
- RATING = Rating source and range
- REDEMPTION = Type Of Redemption - values are: NonCallable, Prefunded, EscrowedToMaturity, Putable, Convertible
- RESTRICTED = Restricted (Y/N)
- SECTOR = Market Sector
- SECTYPE = Security Type included or excluded
- STRUCT = Structure
- SUBSFREQ = Substitutions frequency (Repo)
- SUBSLEFT = Substitutions left (Repo)
- TEXT = Freeform Text
- TRDVAR = Trade Variance (value in percent maximum over- or under-allocation allowed)
- WAC = Weighted Average Coupon - value in percent (exact or range) plus "Gross" or "Net" of servicing spread (the default) (ex. 234=6.5-Net [minimum of 6.5% net of servicing fee])
- WAL = Weighted Average Life Coupon - value in percent (exact or range)
- WALA = Weighted Average Loan Age - value in months (exact or range)
- WAM = Weighted Average Maturity - value in months (exact or range)
- WHOLE = Whole Pool (Y/N)
- YIELD = Yield Range
- ORIGAMT = Original amount
The original issued amount of a mortgage backed security or other loan/asset backed security.
- POOLEFFDT = Pool effective date
- POOLINITFCTR = Pool initial factor
For morttgage backed securities, the part of the mortgage that is outstanding on trade inception, i.e. has not been repaid yet as principal. It is expressed as a multiplier factor to the mortgage: where 1 means that the whole mortgage amount is outstanding, 0.8 means that80% remains to be repaid and 20% has been repaid.
- TRANCHE = Tranche identifier
Identifies the tranche of a mortgage backed security, loan, collateralized mortgage obligation or similar securities that can be split into different risk or maturity (for example) classes.
- SUBSTITUTION = Substitution (Y/N)
Indicates whether substitution is applicable (Y) or (N).
- MULTEXCHFLLBCK = Multiple exchange fallback (Y/N)
For an index option transaction, indicates whether a relevant "Multiple Exchange Index Annex" is applicable (Y) to the transaction or not (N). This annex defines additional provisions which are applicable where an index is comprised of component securities that are traded on multiple exchanges.
- COMPSECFLLBCK = Component security fallback (Y/N)
For an index option transaction, indicates whether a relevant "Component Security Index Annex" is applicable (Y) to the transaction or not (N).
- LOCLJRSDCTN = Local jurisdiction (Y/N)
"Local Jurisdiction" is used in the AEJ Master Confirmation to determine applicability (Y), or not (N), of local taxes (including taxes, duties, and similar charges) imposed by the taxing authority of the local jurisdiction.
- RELVJRSDCTN = Relevant jurisdiction (Y/N)
"Relevant Jurisdiction" is used in the AEJ Master Confirmation to determine applicability (Y), or not (N), of local taxes (including taxes, duties and similar charges) that would be imposed by the taxing authority of the "country of underlier" on a "hypothetical broker dealer" assuming that the applicable hedge positions are held by its office in the Relevant Jurisdiction.
- CDS General Terms
- Other
- Prepayment Speeds
### Used In
- [](https://www.onixs.biz/fix-dictionary/5.0.sp2.ep292/compBlock_Stipulations.html)
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