CPC, Version 2 - Code 71530
Hierarchy
Section:
Division:
Group:
Class:
SubClass:
71530 - Portfolio management services except pension funds
Explanatory note
This subclass includes:
- managing portfolio assets of others, on a fee or commission basis, except for pension funds
Managers make decisions on which investments to purchase or sell. Examples of the portfolios managed are the portfolios of mutual and other investment funds or trusts
This subclass does not include:
- management of pension funds, cf. 71640
- personal financial planning advisory services not involving decision-making on behalf of clients, cf. 71591
- buying and selling of securities on a transaction fee basis, cf. 71521
Correspondence
This code corresponds to the following:
To obtain the full list of correspondences please visit this link