Account Types
Account Types
Normalised 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 Offshore 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 |
Updated 7 months ago