Tag 495
TaxAdvantageType
Abbreviation:
TaxAdvantageTypDescription
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
Wire Format & Usage Example
Single field (key=value)
495=0 (None)
In a FIX message (RegistrationInstructions)
8=FIX.4.4 | 9=... | 35=o | 49=SENDER | 56=TARGET | 34=1 | 52=20240101-09:30:00.000 | … | 495=0 (None) | … | 10=...
Fields are delimited by SOH (ASCII 0x01), shown here as " | ". The highlighted field 495=0 (None) is this field's position in the message.
All valid values
| Wire | Name | Description |
|---|---|---|
495=0 | None | None/Not Applicable (default) |
495=1 | MaxiISA | Maxi ISA (UK) |
495=2 | TESSA | TESSA (UK) |
495=3 | MiniCashISA | Mini Cash ISA (UK) |
495=4 | MiniStocksAndSharesISA | Mini Stocks And Shares ISA (UK) |
495=5 | MiniInsuranceISA | Mini Insurance ISA (UK) |
495=6 | CurrentYearPayment | Current Year Payment (US) |
495=7 | PriorYearPayment | Prior Year Payment (US) |
495=8 | AssetTransfer | Asset Transfer (US) |
495=9 | EmployeePriorYear | Employee - prior year (US) |
495=10 | EmployeeCurrentYear | Employee - current year (US) |
495=11 | EmployerPriorYear | Employer - prior year (US) |
495=12 | EmployerCurrentYear | Employer - current year (US) |
495=13 | NonFundPrototypeIRA | Non-fund prototype IRA (US) |
495=14 | NonFundQualifiedPlan | Non-fund qualified plan (US) |
495=15 | DefinedContributionPlan | Defined contribution plan (US) |
495=16 | IRA | Individual Retirement Account (US) |
495=17 | IRARollover | Individual Retirement Account - Rollover (US) |
495=18 | KEOGH | KEOGH (US) |
495=19 | ProfitSharingPlan | Profit Sharing Plan (US) |
495=20 | US401K | 401(k) (US) |
495=21 | SelfDirectedIRA | Self-directed IRA (US) |
495=22 | US403b | 403(b) (US) |
495=23 | US457 | 457 (US) |
495=24 | RothIRAPrototype | Roth IRA (Fund Prototype) (US) |
495=25 | RothIRANonPrototype | Roth IRA (Non-prototype) (US) |
495=26 | RothConversionIRAPrototype | Roth Conversion IRA (Fund Prototype) (US) |
495=27 | RothConversionIRANonPrototype | Roth Conversion IRA (Non-prototype) (US) |
495=28 | EducationIRAPrototype | Education IRA (Fund Prototype) (US) |
495=29 | EducationIRANonPrototype | Education IRA (Non-prototype) (US) |
495=999 | Other | Other |
Enumerated Values
31| Value | Symbolic Name | Description | Added |
|---|---|---|---|
| 0 | None | None/Not Applicable (default) | FIX.4.3 |
| 1 | MaxiISA | Maxi ISA (UK) | FIX.4.3 |
| 2 | TESSA | TESSA (UK) | FIX.4.3 |
| 3 | MiniCashISA | Mini Cash ISA (UK) | FIX.4.3 |
| 4 | MiniStocksAndSharesISA | Mini Stocks And Shares ISA (UK) | FIX.4.3 |
| 5 | MiniInsuranceISA | Mini Insurance ISA (UK) | FIX.4.3 |
| 6 | CurrentYearPayment | Current Year Payment (US) | FIX.4.3 |
| 7 | PriorYearPayment | Prior Year Payment (US) | FIX.4.3 |
| 8 | AssetTransfer | Asset Transfer (US) | FIX.4.3 |
| 9 | EmployeePriorYear | Employee - prior year (US) | FIX.4.3 |
| 10 | EmployeeCurrentYear | Employee - current year (US) | FIX.4.3 |
| 11 | EmployerPriorYear | Employer - prior year (US) | FIX.4.3 |
| 12 | EmployerCurrentYear | Employer - current year (US) | FIX.4.3 |
| 13 | NonFundPrototypeIRA | Non-fund prototype IRA (US) | FIX.4.3 |
| 14 | NonFundQualifiedPlan | Non-fund qualified plan (US) | FIX.4.3 |
| 15 | DefinedContributionPlan | Defined contribution plan (US) | FIX.4.3 |
| 16 | IRA | Individual Retirement Account (US) | FIX.4.3 |
| 17 | IRARollover | Individual Retirement Account - Rollover (US) | FIX.4.3 |
| 18 | KEOGH | KEOGH (US) | FIX.4.3 |
| 19 | ProfitSharingPlan | Profit Sharing Plan (US) | FIX.4.3 |
| 20 | US401K | 401(k) (US) | FIX.4.3 |
| 21 | SelfDirectedIRA | Self-directed IRA (US) | FIX.4.3 |
| 22 | US403b | 403(b) (US) | FIX.4.3 |
| 23 | US457 | 457 (US) | FIX.4.3 |
| 24 | RothIRAPrototype | Roth IRA (Fund Prototype) (US) | FIX.4.3 |
| 25 | RothIRANonPrototype | Roth IRA (Non-prototype) (US) | FIX.4.3 |
| 26 | RothConversionIRAPrototype | Roth Conversion IRA (Fund Prototype) (US) | FIX.4.3 |
| 27 | RothConversionIRANonPrototype | Roth Conversion IRA (Non-prototype) (US) | FIX.4.3 |
| 28 | EducationIRAPrototype | Education IRA (Fund Prototype) (US) | FIX.4.3 |
| 29 | EducationIRANonPrototype | Education IRA (Non-prototype) (US) | FIX.4.3 |
| 999 | Other | Other | FIX.4.4 |