Division Table 2: Investment menus - Financial Sector (Collection of Data) (reporting standard) determination No. 43 of 2023 - Table 2: Investment menus | Zoe

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Division Table 2: Investment menus - Financial Sector (Collection of Data) (reporting standard) determination No. 43 of 2023 - Table 2: Investment menus | Zoe

Table 2: Investment menus

Report each investment menu that members invested through or had the option to invest through at any time during the reporting period.

Column	Field name	Unique identifier	Applicable to	Valid values	Description
1	Investment Menu Status Type		All filers	NewNo ChangeUpdate	Report the status for the investment menu record.Report ‘New’ if this is a new investment menu being reported for the first time.Report ‘No Change’ if there has been no change to the investment menu since it was last reported.Report ‘Update’ if there has been a change to the investment menu since it was last reported.
2	Investment Menu Identifier	Y	All filers	No more than 20 alpha-numeric characters (with no special characters)	Report the investment menu identifier.
3	Investment Menu Name Text		All filers	Free text	Report the name of the investment menu.
4	Investment Menu Description Text		All filers	Free text	Provide a description of the investment menu.
5	Investment Menu Type		All filers	GenericPlatformLifecycle Option	Report the investment menu type.
6	Lifecyle Trigger Age Indicator		All filers	YesNo	Report whether a change in the lifecycle stage is dependent on the age of the member. For non-lifecycle option investment menu types, report ‘No’.
7	Lifecyle Trigger Balance Indicator		All filers	YesNo	Report whether a change in the lifecycle stage is dependent on the members’ balance. For non-lifecycle option investment menu types, report ‘No’.
8	Lifecyle Trigger Contribution Rate Indicator		All filers	YesNo	Report whether a change in the lifecycle stage is dependent on the members’ contribution rate. For non-lifecycle option investment menu types, report ‘No’.
9	Lifecyle Trigger Salary Indicator		All filers	YesNo	Report whether a change in the lifecycle stage is dependent on the members’ salary. For non-lifecycle option investment menu types, report ‘No’.
10	Lifecyle Trigger Gender Indicator		All filers	YesNo	Report whether a change in the lifecycle stage is dependent on the members’ gender. For non-lifecycle option investment menu types, report ‘No’.
11	Lifecyle Trigger Time Until Retirement Indicator		All filers	YesNo	Report whether a change in the lifecycle stage is dependent on the time until retirement of the member. For non-lifecycle option investment menu types, report ‘No’.
12	Open To New Members Investment Menu Indicator		All filers	YesNo	Report whether the investment menu is open to new members.
13	Minimum Balance Investment Menu Amount		All filers	Dollar values	Report the minimum balance. Where there is no minimum, leave this field blank.
14	Investment Cap Investment Menu Percent		All filers	Percentage to 2 decimal places	Report the investment cap as a percentage of individual member balance. Where there is no cap, leave this field blank.
15	Investment Menu Inception Date		All filers	Date values (dd/mm/yyyy)	Report the inception date of the investment menu.
16	Investment Menu End Date		All filers	Date values (dd/mm/yyyy)	Report the end date of the investment menu. If the investment menu has no end date, leave this field blank.
17	Date Of Change		All filers	Date values (dd/mm/yyyy)	Where an RSE licensee makes a change to information relating to an investment menu, report the date of change. Where there is no change, leave this field blank.