Classification of Products ver. 2008 (CZ-CPA)

Abbreviation Name Version Valid from Valid to Family
CZ-CPA_KL Classification of Products ver. 2008 (CZ-CPA) 1 01.01.2008 09.09.9999 Products
Classification Item:

Portfolio management services, except pension funds

Level Code Name
6 663011 Portfolio management services, except pension funds

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
Language version of data: cs en

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