The Mutual Fund Services Code page provides you with a library of codes inclulding reject codes across all the Mutual Fund Services offerings.  You can download the documents for immediate use as well as create bookmarks to save to your Learning Dashboard.

State Codes

June 13, 2024

Chapter 4 Status Codes

April 10, 2024

Country Codes

April 10, 2024

Social Codes

July 24, 2024

Defined Contribution Activity Type Codes

The codes within this document are used in conjunction with the Defined Contribution Trade Activity Summary Record Type 002 to specify the breakout of contribution activity.
April 10, 2024

 

Asset Type Indicator Codes

February 16, 2024

Fund/SERV® Security Types Identifiers

October 07, 2021

 

Fund/SERV Reject Codes

July 24, 2024

 

Mutual Fund Profile Service (MFPS) - Phase I & II Reject Codes

July 31, 2024

Networking and DTCC Payment aXis Reject Codes

April 22, 2024

Networking Transaction Description Codes

July 10, 2024

Networking and DTCC Payment aXis Reject Codes

April 22, 2024

 

Standardized Data Reporting (SDR) Transaction Codes

June 11, 2024

Standardized Data Reporting (SDR) Reject Codes

April 25, 2024

 

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