Account Event Types

TypeDescription
Gain deferralGain Deferral
GiftGift
Gift (no Hold Over)Gift - No Hold Over
Gift to charityGift to Charity
Inter-account transferInter Account Transfer
Inter-spouse transfersInter Spousal Transfer
Partial ExchangePartial Exchange
Probate take-onProbate Take On
Probate transferProbate Transfer
Take-onTake On
Take-on (Banked Indexation)Take On - Banked Indexation