- services provided by legal entities that are organised to pool securities or other financial assets, without managing, on behalf of shareholders or beneficiaries
The portfolios are customised to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other property income, but have little or no employment and no revenue from the sale of services.
Correspondences: |
Classification of Products ver. 2008 (CZ-CPA) - level 5 - Category |
64301 |
Services of trusts, funds and similar financial entities |