Field TaxAdvantageType (495) - FIX Protocol FIX.4.3

Type: int

For CIV - a code identifying the type of tax exempt account in which purchased shares/units are to be held

Added in protocol FIX.4.3

See in: FIX.4.4, FIX.5.0, FIX.5.0SP1, FIX.5.0SP2, FIX.5.0SP2 EP240.

Valid values

Value Description Added
0 None/Not Applicable (default) FIX.4.3
1 Maxi ISA (UK) FIX.4.3
10 Employee – current year (US) FIX.4.3
11 Employer - prior year (US) FIX.4.3
12 Employer – current year (US) FIX.4.3
13 Non-fund prototype IRA (US) FIX.4.3
14 Non-fund qualified plan (US) FIX.4.3
15 Defined contribution plan (US) FIX.4.3
16 Individual Retirement Account (US) FIX.4.3
17 Individual Retirement Account – Rollover (US) FIX.4.3
18 KEOGH (US) FIX.4.3
19 Profit Sharing Plan (US) FIX.4.3
2 TESSA (UK) FIX.4.3
20 401K (US) FIX.4.3
21 Self-Directed IRA (US) FIX.4.3
22 403(b) (US) FIX.4.3
23 457 (US) FIX.4.3
24 Roth IRA (fund prototype) (US) FIX.4.3
25 Roth IRA (non-prototype) (US) FIX.4.3
26 Roth Conversion IRA (fund prototype) (US) FIX.4.3
27 Roth Conversion IRA (non-prototype) (US) FIX.4.3
28 Education IRA (fund prototype) (US) FIX.4.3
29 Education IRA (non-prototype) (US) FIX.4.3
3 Mini Cash ISA (UK) FIX.4.3
4 Mini Stocks and Shares ISA (UK) FIX.4.3
5 Mini Insurance ISA (UK) FIX.4.3
6 Current year payment (US) FIX.4.3
7 Prior year payment (US) FIX.4.3
8 Asset transfer (US) FIX.4.3
9 Employee - prior year (US) FIX.4.3

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