you are browsing: Home > Code lists > CZ-CPA_U6 > Portfolio management se

Classification of Products ver. 2008 (CZ-CPA) - level 6 - Sub-category

Code	Abbreviation	Name	Valid from	Valid to	Family
5650	CZ-CPA_U6	Classification of Products ver. 2008 (CZ-CPA) - level 6 - Sub-category	01.01.2008	09.09.9999	Products

Code List Item:

Portfolio management services, except pension funds

Code	Name	Valid from	Valid to
663011	Portfolio management services, except pension funds	01.01.2008	09.09.9999

Definition of item:

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.

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
- management of pension funds, see 66.30.12

Correspondences

Classification of Products ver. 2008 (CZ-CPA) - level 5 - Category

66301

Fund management services

Accessibility Popup window

Displayed on: 16.11.2024