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