DETAIL OF NOMENCLATURE ITEM
Nomenclature: Classification of Products ver. 2008 (CZ-CPA) - level 6 - Sub-category
Code: 5650
Abbreviation: CZ-CPA_U6
Validity: 01.01.2008 - 09.09.9999
Family: Products
Item: 663011 - Portfolio management services, except pension funds
Item's explanatory note:Vysvětlivka k položce:
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 |