Code Set TaxAdvantageTypeCodeSet Scenario base

SYNOPSIS: 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

ID Datatype
495int

Codes

ID Name Value Description Supported Added EP Updated EP Deprecated EP
495001None0SYNOPSIS: None/Not Applicable (default)
FIX.4.3
495002MaxiISA1SYNOPSIS: Maxi ISA (UK)
FIX.4.3
495003TESSA2SYNOPSIS: TESSA (UK)
FIX.4.3
495004MiniCashISA3SYNOPSIS: Mini Cash ISA (UK)
FIX.4.3
495005MiniStocksAndSharesISA4SYNOPSIS: Mini Stocks And Shares ISA (UK)
FIX.4.3
495006MiniInsuranceISA5SYNOPSIS: Mini Insurance ISA (UK)
FIX.4.3
495007CurrentYearPayment6SYNOPSIS: Current Year Payment (US)
FIX.4.3
495008PriorYearPayment7SYNOPSIS: Prior Year Payment (US)
FIX.4.3
495009AssetTransfer8SYNOPSIS: Asset Transfer (US)
FIX.4.3
495010EmployeePriorYear9SYNOPSIS: Employee - prior year (US)
FIX.4.3
495011EmployeeCurrentYear10SYNOPSIS: Employee - current year (US)
FIX.4.3
495012EmployerPriorYear11SYNOPSIS: Employer - prior year (US)
FIX.4.3
495013EmployerCurrentYear12SYNOPSIS: Employer - current year (US)
FIX.4.3
495014NonFundPrototypeIRA13SYNOPSIS: Non-fund prototype IRA (US)
FIX.4.3
495015NonFundQualifiedPlan14SYNOPSIS: Non-fund qualified plan (US)
FIX.4.3
495016DefinedContributionPlan15SYNOPSIS: Defined contribution plan (US)
FIX.4.3
495017IRA16SYNOPSIS: Individual Retirement Account (US)
FIX.4.3
495018IRARollover17SYNOPSIS: Individual Retirement Account - Rollover (US)
FIX.4.3
495019KEOGH18SYNOPSIS: KEOGH (US)
FIX.4.3
495020ProfitSharingPlan19SYNOPSIS: Profit Sharing Plan (US)
FIX.4.3
495021US401K20SYNOPSIS: 401(k) (US)
FIX.4.3
495022SelfDirectedIRA21SYNOPSIS: Self-directed IRA (US)
FIX.4.3
495023US403b22SYNOPSIS: 403(b) (US)
FIX.4.3
495024US45723SYNOPSIS: 457 (US)
FIX.4.3
495025RothIRAPrototype24SYNOPSIS: Roth IRA (Fund Prototype) (US)
FIX.4.3
495026RothIRANonPrototype25SYNOPSIS: Roth IRA (Non-prototype) (US)
FIX.4.3
495027RothConversionIRAPrototype26SYNOPSIS: Roth Conversion IRA (Fund Prototype) (US)
FIX.4.3
495028RothConversionIRANonPrototype27SYNOPSIS: Roth Conversion IRA (Non-prototype) (US)
FIX.4.3
495029EducationIRAPrototype28SYNOPSIS: Education IRA (Fund Prototype) (US)
FIX.4.3
495030EducationIRANonPrototype29SYNOPSIS: Education IRA (Non-prototype) (US)
FIX.4.3
495031Other999SYNOPSIS: Other
FIX.4.4