Account Types

Account Types

Normalised Tapico Account type and subType combinations.

Type

SubType

Description

Credit

ChargeCard

Charge card issued by a payment services provider (Bank, Building Society etc)

Credit

CreditCard

Credit card issued by a payment services provider (Bank, Building Society etc)

Deposit

CashAccount

A cash management account, typically a cash account at a brokerage

Deposit

CurrentAccount

Bank Account (UK)

Deposit

NoticeAccount

Notice bearing savings account

Deposit

SavingsAccount

High interest savings account

Investment

CashISA

Individual Savings Account (ISA) that pays interest on cash tax-free (UK)

Investment

InvestmentAccount

Investment Account is an account that holds investments outside of any tax wrappers.

Investment

ISA

A Individual Savings Account (ISA) is a tax free investment account (UK)

Investment

JuniorISA

Tax free savings for under 18s (UK)

Investment

JuniorSIPP

A Self-Invested Personal Pension (SIPP) for under 18s (UK)

Investment

OffshoreBond

A life insurance policy which allows investors to invest a lump sum, and pay additional premiums, into a variety of available funds. The bond is domiciled in the outside of the UK and subject to the taxation rules of that jurisdiction. (UK)

Investment

OnshoreBond

A life insurance policy which allows investors to invest a lump sum, and pay additional premiums, into a variety of available funds. The bond is domiciled in the UK and subject to UK taxation rules. (UK)

Investment

ORSO

Hong Kong based workplace pension scheme. Occupational Retirement Schemes Ordinance (ORSO)

Investment

Pension

Standard pension account

Investment

PersonalEquityPlan

A Personal Equity Plan (PEP) is a tax effective wrapper that preceded ISAs in the UK.

Investment

ProtectedRightsPension

A pension product previously offered in the UK

Investment

RetirementAccumulation

A retirement savings account for accumulating assets pre-retirement. (Australia)

Investment

RetirementDrawdown

A pension account that only facilitates drawdown. (Australia)

Investment

SIPP

A Self-Invested Personal Pension (UK)

Investment

ThirdPartyOffshoreBond

An Onshore Bond that is offered by a party that is different to the Account Service Provider

Investment

ThirdPartyOnshoreBond

An Onshore Bond that is offered by a party that is different to the Account Service Provider

Investment

ThirdPartyPension

A pension account that is offered by a party that is different to the Account Service Provider

Loan

Loan

General Loan

Loan

Mortgage

Mortgage Loan

Other

EMoney

E-Money Account (Apple Pay, Google Pay etc)

Other

MarginLendingAccount

A margin loan is a loan against an investor's portfolio

Other

NotSpecified

Account Type not specified

Other

PrePaidCard

Prepaid Card Account


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