Identifies the type of owner.
1 | = | Individual investor | Added FIX.4.3
Updated EP135
| | [IndividualInvestor] |
2 | = | Public company | Added FIX.4.3
Updated EP135
| | [PublicCompany] |
3 | = | Private company | Added FIX.4.3
Updated EP135
| | [PrivateCompany] |
4 | = | Individual trustee | Added FIX.4.3
Updated EP135
| | [IndividualTrustee] |
5 | = | Company trustee | Added FIX.4.3
Updated EP135
| | [CompanyTrustee] |
6 | = | Pension plan | Added FIX.4.3
Updated EP135
| | [PensionPlan] |
7 | = | Custodian under Gifts to Minors Act | Added FIX.4.3
Updated EP135
| | [CustodianUnderGiftsToMinorsAct] |
8 | = | Trusts | Added FIX.4.3
| | [Trusts] |
9 | = | Fiduciaries | Added FIX.4.3
| | [Fiduciaries] |
10 | = | Networking sub-account | Added FIX.4.3
Updated EP135
| | [NetworkingSubAccount] |
11 | = | Non-profit organization | Added FIX.4.3
| | [NonProfitOrganization] |
12 | = | Corporate body | Added FIX.4.3
Updated EP135
| | [CorporateBody] |
13 | = | Nominee | Added FIX.4.3
| | [Nominee] |
14 | = | Institutional customer | Added EP135
| | [InstitutionalCustomer] |
15 | = | Combined Representing more than one type of beneficial owner account. | Added EP135
| | [Combined] |
16 | = | Member firm employee or associated person | Added EP135
| | [MemberFirmEmployee] |
17 | = | Market making account | Added EP135
| | [MarketMakingAccount] |
18 | = | Proprietary account | Added EP135
| | [ProprietaryAccount] |
19 | = | Non-broker-dealer | Added EP135
| | [NonbrokerDealer] |
20 | = | Unknown beneficial owner type In the context of US CAT this is a non-broker-dealer foreign affiliate or non-reporting foreign broker-dealer. | Added EP135
Updated EP253
| | [UnknownBeneficialOwnerType] |
21 | = | Error account of firm | Added EP135
| | [FirmsErrorAccount] |
22 | = | Firm agency average price account | Added EP253
| | [FirmAgencyAveragePriceAccount] |