PortfolioTransferInstructionV11sese.012.001.11

Mandatory
Mandatory
PoolRef
Optional
Optional
Optional
Optional
Optional
OthrIndvInvstr
Repetition (0..n)
Optional
ScndryCorpInvstr
Optional
OthrCorpInvstr
Repetition (0..n)
Mandatory
NmneeAcct
Optional
Trfee
Mandatory
Repetition (1..n)
Optional
Mandatory
Optional
Prtfl
Optional
TaxEffcntPdct
Choice
GnlInvstmt
Choice
Pnsn
Choice
Optional
Tp
Optional

Code

Cd
Choice

Definition: Type of pension policy, plan or scheme expressed as a code.

Type: PensionSchemeType3Code (String)

Allowed Values:

  • AAVC (Additional Voluntary Contribution): Pension plan is an additional voluntary contribution plan.
  • DBEN (Defined Benefit): Pension plan is a defined benefit plan.
  • EXPP (Executive Pension Plan): Pension plan is an executive pension plan.
  • FAVC (Free Standing Additional Voluntary Contribution): Pension plan is a free standing additional voluntary contribution plan.
  • GPPS (Group Personal Pension): Pension is a group personal pension.
  • SIPG (Group Self Invested Pension): Pension plan is a group self-invested pension plan.
  • STKG (Group Stakeholder): Pension plan is a group stakeholder pension plan.
  • IPST (Individual Pension With Tax Benefit): Pension is an individual pension savings plan with a tax benefit. This is known as an Individual Pension Schema (IPS) in some markets.
  • STKI (Individual Stakeholder): Pension plan is an individual stakeholder pension.
  • OTPM (Mandatory Occupational Pension): Pension is a mandatory occupational pension. This is known as an Obligatory Occupation Pension (OTP) in some markets.
  • OCDC (Occupational Defined Contribution): Pension plan is an occupational defined contribution plan.
  • PPNS (Personal Pension): Pension is a personal pension plan.
  • EPKA (Personal Pension Account): Pension is a personal pension account. This is known as Employee Pension Kapital (EPK) in some markets.
  • ITPO (Private Occupational Pension): Pension is a private occupational pension. This is known as an industrial and trade supplementary pension (ITP) in some markets.
  • REAN (Retirement Annuity): Pension plan is a retirement annuity. SC32 Section32 Pension type covered by section 32. S32A Section32A Pension type covered by section 32A.
  • SC32
  • S32A
  • SIPP (Self Invested Personal Pension): Pension is a self-invested personal pension plan.
  • SSAS (Small Self Administered Scheme): Pension is a small self-administered pension scheme.
  • NWRP (Non Wrapper Pension): Indicates that the party does not operate the pension wrapper.

Prtry
Choice
Optional
TaxRef
Repetition (0..n)
Optional
NonWrpprTrf
Optional
Repetition (0..n)
AllOthrCsh
Repetition (0..n)
CshAll
Repetition (0..n)
RsdlCsh
Repetition (0..n)
PmtDtls
Optional
Repetition (0..n)
Repetition (0..n)
Optional
Xtnsn
Repetition (0..n)
We use cookies to personalize content and ads, as well as to analyze our traffic. We also share information about your use of our site with our advertising and analytics partners who may combine it with other information that you've provided to them or that they've collected from your use of their services.
DenyAllow