FIX TAG 495
TaxAdvantageType
Definition
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
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Differences between the selected source snapshots, including wording and errata; not a migration guide.
FIX 4.4 FIX 5.0 SP2
Definition text changed
FIX 4.4
For CIV - a code identifying the type of tax-exempt account in which purchased shares/units are to be held
FIX 5.0 SP2
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
Values only in FIX 5.0 SP2 1
999Other
Value text or deprecation changed 15
| Value | FIX 4.4 | FIX 5.0 SP2 |
|---|---|---|
4 | Mini Stocks and Shares ISA (UK) | Mini Stocks And Shares ISA (UK) |
6 | Current year payment (US) | Current Year Payment (US) |
7 | Prior year payment (US) | Prior Year Payment (US) |
8 | Asset transfer (US) | Asset Transfer (US) |
10 | Employee – current year (US) | Employee - current year (US) |
12 | Employer – current year (US) | Employer - current year (US) |
17 | Individual Retirement Account – Rollover (US) | Individual Retirement Account - Rollover (US) |
20 | 401K (US) | 401(k) (US) |
21 | Self-Directed IRA (US) | Self-directed IRA (US) |
24 | Roth IRA (fund prototype) (US) | Roth IRA (Fund Prototype) (US) |
25 | Roth IRA (non-prototype) (US) | Roth IRA (Non-prototype) (US) |
26 | Roth Conversion IRA (fund prototype) (US) | Roth Conversion IRA (Fund Prototype) (US) |
27 | Roth Conversion IRA (non-prototype) (US) | Roth Conversion IRA (Non-prototype) (US) |
28 | Education IRA (fund prototype) (US) | Education IRA (Fund Prototype) (US) |
29 | Education IRA (non-prototype) (US) | Education IRA (Non-prototype) (US) |
Values 31
| Value | Meaning |
|---|---|
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 |
About the int data type
Sequence of digits without commas or decimals and optional sign character (ASCII characters "-" and "0" - "9" ). The sign character utilizes one byte (i.e. positive int is "99999" while negative int is "-99999"). Note that int values may contain leading zeros (e.g. "00023" = "23"). Examples: 723 in field 21 would be mapped int as |21=723|. -723 in field 12 would be mapped int as |12=-723| The following data types are based on int.
Used in messages 1
Includes nested components and repeating groups. Open a location to see its surrounding requirements.
35=oRegistrationInstructionsMessage body