Name: | RoleTypeDimension |
---|---|
Label: | Role Type Dimension |
TREF ID: | DM598 |
Type: | Predefined |
Description: |
This dimension categorises the reported data according to the role of an entity associated with the reported information. |
Usage: |
Dimension Members
Name | Label | TREF ID | Description |
AccountantNotAuditor | Accountant Not Auditor | DV6286 |
The information reported is in relation to an accounting firm or individual accounting professional. This excludes accountants engaged to perform audit services. |
Actuary | Actuary | DV6289 |
The information reported is in relation to a person who is appointed as an actuary of the entity. |
Administrator | Administrator | DV6279 |
The information reported is in relation to the person or entity responsible for the day-to-day administration or operation of the entity. |
AssetConsultant | Asset Consultant | DV6278 |
The information reported is in relation to a person engaged to provide advice and assistance to devise the investment strategy, select fund managers and monitor investment performance. |
Auditor | Auditor | DV6277 |
The information reported is in relation to a person who is appointed as an auditor of the entity. |
AuditorInternal | Auditor Internal | DV6285 |
The reported information is in relation to the internal auditor of the entity. |
Custodian | Custodian | DV6280 |
The information reported is in relation to the person or entity that performs custodial functions in relation to any of the assets of the entity. |
Director | Director | DV7510 |
The information reported is in relation to a director of an entity, within the meaning given in the relevant prudential standards. |
FinancialAdvisorEmployer | Financial Advisor Employer | DV6287 |
The information reported is in relation to a person engaged to provide personal financial advice to an employer. |
FinancialAdvisorMember | Financial Advisor Member | DV6282 |
The information reported is in relation to a person engaged to provide personal financial advice to members. |
ImplementedConsultant | Implemented Consultant | DV6292 |
The reported information is in relation to a person engaged to provide advice and carry out investment strategy, which may involve execution and maintenance of asset allocation, and selection, management and monitoring of investment managers performance. |
InformationTechnologyServiceProvider | Information Technology Service Provider | DV6296 |
The information reported is in relation to a person that provides information technology services. |
IntrafundAdvice | Intrafund Advice | DV6283 |
This information is in relation to financial product advice to members. |
InvestmentConsultant | Investment Consultant | DV6288 |
The information reported is in relation to a person engaged to provide advice and assistance to devise the investment strategy, select fund managers, monitor investment performance and/or manage the investment of assets. Includes: asset consultants and implemented consultants. |
InvestmentManager | Investment Manager | DV6290 |
The reported information is in relation to an investment manager. |
Lawyer | Lawyer | DV6291 |
The information reported is in relation to a legal firm or an individual lawyer engaged to provide legal advice to the entity. |
Other | Other | DV6297 |
The information reported is in relation to other roles not specified in the list in which it is being used. |
PlatformProvider | Platform Provider | DV6295 |
The information reported is in relation to a company that manages services that assemble and administer a suite of investment options offered to fund members through a product. |
ProfessionalIndemnityInsurer | Professional Indemnity Insurer | DV6294 |
The information reported is in relation to the entity that provides professional indemnity insurance (including directors and officers insurance) to the entity. |
Promoter | Promoter | DV6281 |
The information reported is in relation to a person engaged to undertake product design and/or marketing services. |
RSEActuary | RSE Actuary | DV6284 |
The information reported is in relation to a person who is appointed as an actuary of a registrable superannuation entity. |
RSEAuditor | RSE Auditor | DV6276 |
The information reported is in relation to a person who is appointed as an auditor of a registrable superannuation entity. |
ServiceProvider | Service Provider | DV6293 |
The information reported in relation to an entity or individual that provides any type of service to the entity to assist or support the entity in carrying out its duties. |