Description
Type: int
Identifies the type of owner.
Valid values:
- 1 = Individual investor
- 2 = Public company
- 3 = Private company
- 4 = Individual trustee
- 5 = Company trustee
- 6 = Pension plan
- 7 = Custodian under Gifts to Minors Act
- 8 = Trusts
- 9 = Fiduciaries
- 10 = Networking sub-account
- 11 = Non-profit organization
- 12 = Corporate body
- 13 = Nominee
- 14 = Institutional customer
-
15 = Combined
Representing more than one type of beneficial owner account.
- 16 = Member firm employee or associated person
- 17 = Market making account
- 18 = Proprietary account
- 19 = Non-broker-dealer
-
20 = Unknown beneficial owner type
In the context of US CAT this is a non-broker-dealer foreign affiliate or non-reporting foreign broker-dealer.
- 21 = Error account of firm
- 22 = Firm agency average price account