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FIX TAG 495

TaxAdvantageType

intAdded FIX.4.3

Definition

Identifies the type of tax exempt account in which purchases shares/units are to be held. Used for CIV.

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Differences between the selected source snapshots, including wording and errata; not a migration guide.

FIX 5.0 SP2 FIX Latest · EP309

Definition text changed

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

FIX Latest · EP309

Identifies the type of tax exempt account in which purchases shares/units are to be held. Used for CIV.

Values 31

ValueMeaning
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").

Used in messages 1

Includes nested components and repeating groups. Open a location to see its surrounding requirements.