Account Event Types
Type | Description |
---|---|
Gain deferral | Gain Deferral |
Gift | Gift |
Gift (no Hold Over) | Gift - No Hold Over |
Gift to charity | Gift to Charity |
Inter-account transfer | Inter Account Transfer |
Inter-spouse transfers | Inter Spousal Transfer |
Partial Exchange | Partial Exchange |
Probate take-on | Probate Take On |
Probate transfer | Probate Transfer |
Take-on | Take On |
Take-on (Banked Indexation) | Take On - Banked Indexation |
Updated 3 months ago