CPC, Version 1.1 - Code 71531
Hierarchy
Section:
Division:
Group:
Class:
SubClass:
71531 - Portfolio management services
Explanatory note
This subclass includes:
- managing portfolio assets of others, on a fee or commission basis. 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, of pension funds and of individuals.
This subclass does not include:
- advisory services on personal financial planning not involving decision-making on behalf of clients, cf. 71551
- the buying and selling of securities on a transaction fee basis, cf. 71521
Correspondence
This code corresponds to the following:
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