Collective Occupational Pension
Collective occupational pension ("Kollektivavtalad tjänstepension")
Indicates if the pension is currently being paid into.
Indicates if the pension is currently being paid out.
Pension benefit type. If it's defined contribution, defined premium or unknown.
DEFINED_BENEFIT, DEFINED_CONTRIBUTION, or UNKNOWN.Classification of the pension.
ITP, FTP, KAP-KL, SAF-LO, PA16, PA-KFS, GTP, BTP, PPA07, PPA13, or UNKNOWN_PENSION_CLASSIFICATION.Company where the financial product has been collected from. Examples: `se-folksam`, `se-lansforsakringar`, `se-avanza`, `se-movestic`, `se-spp`, `se-nordea`, `se-amf`, `se-seb`, `se-alecta`, `se-nordnet`, `se-handelsbanken`, `se-futur`, `se-swedbank`, `se-skandia`, `se-ica-bank`, `se-danske-bank`.
Display name of the company for user-friendly presentation.
Fees associated with the financial product.
Financial details of the product, like value, performance etc.
Information about the owner of the pension.
List of holdings within the pension.
Unique identifier for the financial product.
Information about the insured person and beneficiaries.
Institutions managing this class of collective occupational pensions. Present only if the pension has a known classification. Will be present even if the pension is not movable
The result of evaluating default or custom movability rules
If the person insured by the pension is someone else than the person who initiated the collection.
Provides details about the payout from the pension. Can contain multiple payout details depending on the payout schedule, for example, 2000 SEK monthly between age 65 and 70 and a lifelong monthly payout of 1000 SEK starting at age 70.
Details of the person collecting the data, e.g. personal number.
Name of the financial product.
Number associated with the financial product.
Start date of the pension.
Subclassification of the pension providing more detailed categorization.
ITP1, ITP2, ITPK, ITP_LP, ALTERNATIV_ITP, SAF_LO, SAF_LO_LP, AKAP_KR, AKAP_KL, KAP_KL, PA_KFS, PA_KFS09, BTP1, BTP2, BTPK, FTP1, FTP2, FTPK, KTP1, KTP2, KTPK, GTP, PPAK, PPA07, PPA13, ITPK_S, ITPK_P, ITPK_PP, ITPK_TELE, FRIVILLIG_ITP, FRIVILLIG_ITPK, FRIVILLIG_BTPK, PA16_AVD1, PA16_AVD2, or PA03.Indicates if the portfolio is traditionally managed.
Transaction history for the last 12 months.
Type of the financial product.
KF, ISK, CUSTODY_ACCOUNT, UNKNOWN_INVESTMENT_TYPE, IPS_PENSION, PRIVATE_PENSION, OCCUPATIONAL_PENSION, COLLECTIVE_OCCUPATIONAL_PENSION, UNKNOWN_PENSION_TYPE, MORTGAGE_LOAN, UNSECURED_LOAN, GENERAL_SAVINGS_ACCOUNT, or GENERAL_SAVINGS_ACCOUNT_FIXED_PERIOD.{
"activePayment": false,
"activePayout": false,
"benefitType": "DEFINED_BENEFIT",
"classification": "ITP",
"company": "se-company",
"companyDisplayName": "Company",
"fees": {
"feeFixed": {
"amount": 50,
"currency": "SEK"
},
"feeVariable": 0.0017,
"feesCollected": false,
"feesPreviousYear": {
"amount": 62,
"currency": "SEK"
}
},
"financialInformation": {
"currentValue": {
"amount": 136600,
"currency": "SEK"
},
"totalDeposits": {
"amount": 56747,
"currency": "SEK"
}
},
"holder": {
"name": "COMPANY AB",
"organizationSuggestions": [
{
"city": "Stockholm",
"financialInformation": {
"employeeCount": 333,
"financialPeriod": {
"endDate": "2022-12-31",
"startDate": "2022-01-01"
},
"netIncome": {
"amount": 604300000,
"currency": "SEK"
},
"shareCapital": {
"amount": 100000000,
"currency": "SEK"
},
"turnover": {
"amount": 2211907000,
"currency": "SEK"
}
},
"name": "COMPANY AB",
"number": "5563141234"
},
{
"city": "Malmö",
"financialInformation": {
"employeeCount": 666,
"financialPeriod": {
"endDate": "2023-12-31",
"startDate": "2023-01-01"
},
"netIncome": {
"amount": 1604300000,
"currency": "SEK"
},
"shareCapital": {
"amount": 1100000000,
"currency": "SEK"
},
"turnover": {
"amount": 12211907000,
"currency": "SEK"
}
},
"name": "COMPANY COMPANY AB",
"number": "5563141235"
}
]
},
"holdings": [
{
"acquisitionValue": {
"amount": 18883.51,
"currency": "SEK"
},
"feeVariable": 0,
"isin": "SE0001718388",
"name": "Avanza Zero",
"quantity": 54.076858,
"type": "FUND",
"value": {
"amount": 22468.39,
"currency": "SEK"
}
}
],
"id": "901a6ce9-6643-4f60-b732-87c992381a78",
"insurance": {
"insuredPersonName": "Anka, Karl",
"survivorsProtection": false
},
"managementInstitutions": [
{
"name": "Collectum",
"url": "https://ik.collectum.se/privat/index.jsp"
}
],
"movability": {
"result": "NOT_MOVABLE"
},
"personalInformation": {
"PERSONAL_NUMBER": "19010106-1234"
},
"productName": "ITP 2, Traditionell försäkring",
"productNumber": "0124345",
"startDate": "2000-02-01",
"subClassification": "ITP2",
"traditionallyManaged": true,
"transactions": [
{
"amount": {
"amount": 10000,
"currency": "SEK"
},
"settlementDate": "2025-01-21",
"type": "DEPOSIT"
}
],
"type": "COLLECTIVE_OCCUPATIONAL_PENSION"
}