Message SettlementInstructions Scenario base

SYNOPSIS: The Settlement Instructions message provides either the broker’s or the institution’s instructions for trade settlement.

ID MsgType Abbr Flow
28T

Pedigree

Added EP Updated EP Deprecated EP
FIX.4.1

Responses

None

Members

SettlementInstructions base members
ID Name Abbr Presence Description
1001StandardHeaderrequiredSYNOPSIS: The standard FIX message header
ELABORATION:
162SettlInstID required SYNOPSIS: Unique identifier for Settlement Instructions message.
163SettlInstTransType required SYNOPSIS: Settlement Instructions message transaction type
214SettlInstRefID required SYNOPSIS: Reference identifier for the SettlInstID with Cancel and Replace SettlInstTransType transaction types.
160SettlInstMode required SYNOPSIS: Indicates mode used for Settlement Instructions
165SettlInstSource required SYNOPSIS: Indicates source of Settlement Instructions
79AllocAccount required SYNOPSIS: Sub-account mnemonic
166SettlLocation optional SYNOPSIS: Identifies Settlement Depository or Country Code (ISITC spec)
75TradeDate optional SYNOPSIS: Indicates date of trade referenced in this message in YYYYMMDD format. Absence of this field indicates current day (expressed in local time at place of trade).
70AllocID optional SYNOPSIS: Unique identifier for allocation message. (Prior to FIX 4.1 this field was of type int)
30LastMkt optional SYNOPSIS: Market of execution for last fill
336TradingSessionID optional SYNOPSIS: Identifier for Trading Session Can be used to represent a specific market trading session (e.g. "PRE-OPEN", "CROSS_2", "AFTER-HOURS", "TOSTNET1", "TOSTNET2", etc). Values should be bi-laterally agreed to between counterparties.
54Side optional SYNOPSIS: Side of order
167SecurityType optional SYNOPSIS: Indicates type of security (ISITC spec)
168EffectiveTime optional SYNOPSIS: Time the details within the message should take effect (always expressed in UTC (Universal Time Coordinated, also known as "GMT")
60TransactTime required SYNOPSIS: Time of execution/order creation (expressed in UTC (Universal Time Coordinated, also known as "GMT")
109ClientID optional SYNOPSIS: Firm identifier used in third party-transactions (should not be a substitute for OnBehalfOfCompID/DeliverToCompID).
76ExecBroker optional SYNOPSIS: Identifies executing / give-up broker. Standard NASD market-maker mnemonic is preferred.
169StandInstDbType optional SYNOPSIS: Identifies the Standing Instruction database used
170StandInstDbName optional SYNOPSIS: Name of the Standing Instruction database represented with StandInstDbType (i.e. the Global Custodian’s name).
171StandInstDbID optional SYNOPSIS: Unique identifier used on the Standing Instructions database for the Standing Instructions to be referenced.
172SettlDeliveryType optional SYNOPSIS: Identifies type of settlement
173SettlDepositoryCode optional SYNOPSIS: Broker’s account code at the depository (i.e. CEDEL ID for CEDEL, FINS for DTC, or Euroclear ID for Euroclear) if SettlLocation is a depository
174SettlBrkrCode optional SYNOPSIS: BIC (Bank Identification Code—Swift managed) code of the broker involved (i.e. for multi-company brokerage firms)
175SettlInstCode optional SYNOPSIS: BIC (Bank Identification Code—Swift managed) code of the institution involved (i.e. for multi-company institution firms)
176SecuritySettlAgentName optional SYNOPSIS: Name of SettlInstSource's local agent bank if SettlLocation is not a depository
177SecuritySettlAgentCode optional SYNOPSIS: BIC (Bank Identification Code--Swift managed) code of the SettlInstSource's local agent bank if SettlLocation is not a depository
178SecuritySettlAgentAcctNum optional SYNOPSIS: SettlInstSource's account number at local agent bank if SettlLocation is not a depository
179SecuritySettlAgentAcctName optional SYNOPSIS: Name of SettlInstSource's account at local agent bank if SettlLocation is not a depository
180SecuritySettlAgentContactName optional SYNOPSIS: Name of contact at local agent bank for SettlInstSource's account if SettlLocation is not a depository
181SecuritySettlAgentContactPhone optional SYNOPSIS: Phone number for contact at local agent bank if SettlLocation is not a depository
182CashSettlAgentName optional SYNOPSIS: Name of SettlInstSource's local agent bank if SettlDeliveryType=Free
183CashSettlAgentCode optional SYNOPSIS: BIC (Bank Identification Code--Swift managed) code of the SettlInstSource's local agent bank if SettlDeliveryType=Free
184CashSettlAgentAcctNum optional SYNOPSIS: SettlInstSource's account number at local agent bank if SettlDeliveryType=Free
185CashSettlAgentAcctName optional SYNOPSIS: Name of SettlInstSource's account at local agent bank if SettlDeliveryType=Free
186CashSettlAgentContactName optional SYNOPSIS: Name of contact at local agent bank for SettlInstSource's account if SettlDeliveryType=Free
187CashSettlAgentContactPhone optional SYNOPSIS: Phone number for contact at local agent bank for SettlInstSource's account if SettlDeliveryType=Free
1002StandardTrailerrequiredSYNOPSIS: The standard FIX message trailer
ELABORATION: