dataset-item - CPA

66.30.11 - Portfolio management services, except pension funds

This subcategory includes: - managing portfolio assets of individuals, businesses and 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.

Core content note

This subcategory includes: - managing portfolio assets of individuals, businesses and 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.

Exclusion note

This subcategory excludes: - the buying and selling of securities on a transaction fee basis, see 66.12.11 - advisory services on personal financial planning not involving decision-making on behalf of clients, see 66.19.91 - pension fund management services, see 66.30.12

In scheme

CPA / 2014

Broader

66.30.1

Available formats

Representations of this data are also available in the following encodings:

About RAMON-LD

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