DETAIL OF CLASSIFICATION ITEM
Classification: Classification of Products ver. 2008 (CZ-CPA)
Abbreviation: CZ-CPA_KL
Version: 1
Validity: 01.01.2008 - 09.09.9999
Family: Products
Language version: EN
Classification level: 6
Item: 663011 - Portfolio management services, except pension funds
Item's explanatory 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.
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 |
Statistical metainformation system