INV Investment Vehicle Selection

To specify type of investment vehicle or account and other basic data about the investment

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Position
Element
Name
Type
Requirement
Min
Max
Repeat
INV-01
Description
String (AN)
Mandatory
1
80
-
A free-form description to clarify the related data elements and their content.
INV01 is the investment fund description.
INV-02
Percent
Decimal number (R)
Conditional
1
10
-
Percentage expressed as a decimal
E0203: Only one of INV-02 or INV-03 may be present
INV02 is the percent of contribution amount to be deposited into the investment fund described in INV01.
INV-03
Monetary Amount
Decimal number (R)
Conditional
1
15
-
Monetary amount.
INV03 is the dollar amount to be deposited into the investment fund described in INV01.
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