FIX 5.0 : TaxAdvantageType <495> field

Type: int

Used In

Description

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)

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)

2 = TESSA (UK)

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)

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)

999 = Other

Used In