PET - Plain English Taxonomy

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.