Self-Invested Personal Pension

Account details such as available balance and interest rate.

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.

Fixed fee charged on the pension.

Variable fee charged on the pension.

Financial details of the product, like value, performance etc.

Information about the owner of the financial product.

List of holdings within the pension.

Insurely-generated unique identifier for this collection of the financial product. Randomly generated and not stable across collections — a new id is issued each time the product is collected, even for the same underlying account. Use this only as a handle within a single collection (e.g., to correlate holdings and transactions). Do not use it to recognize the same product over time; use the stable institution-assigned identifier on this product (e.g., productNumber, accountNumber, or loanId) for that.

Monthly savings amount associated with the financial product.

Personal information about the person who initiated the data collection.

Name of the financial product.

The product number assigned by the source financial institution (e.g., ISK account number, policy number, mortgage number). This is the most stable identifier for the product over time and across collections, and is suitable for matching the same product between repeated collections. Note that stability is best-effort and depends on what the institution exposes; it may occasionally change if the institution restructures or reissues the product.

Date when the pension was started.

Transaction history for the last 12 months.

Type of the financial product.