6619 Other activities auxiliary to financial services, except insurance and pension funding


Corresponding CPA codes

  • 66.19.1 Processing and clearing services of securities transactions
  • 66.19.10 Processing and clearing services of securities transactions

    This subcategory includes:

    • computer-based clearing and settlement for interchange of debits, credits and transfer of ownership of securities
  • 66.19.2 Auxiliary services related to investment banking
  • 66.19.21 Mergers and acquisition services

    This subcategory includes:

    • services of counsellors and negotiators in arranging mergers and acquisitions
  • 66.19.22 Corporate finance and venture capital services

    This subcategory includes:

    • services of arranging corporate financing including debt, equity and venture capital financing
    • venture capital financing services
  • 66.19.29 Other auxiliary services related to investment banking

    This subcategory excludes:

    • stock price quotation services made available through an information server, see 58.19.29
    • supply of financial news to the news media, see 63.91.1
    • trust and custody services, see 66.19.3
    • portfolio management services, see 66.30.11
  • 66.19.3 Trust and custody services
  • 66.19.31 Trust services

    This subcategory includes:

    • estate and trust management and administration services
    • services of acting as a trustee of investment funds or pension funds
    • services of acting as trustee for securities (administrative services related to the issue and registration of securities, and payment of interest and dividends)

    This subcategory excludes:

    • fund management services, see 66.30.1
  • 66.19.32 Custody services

    This subcategory includes:

    • under instructions, provides the services of the safekeeping of and accounting for valuable and usually income-bearing personal property, including securities
    • safekeeping services
    • safe deposit services
    • security custody services
    • audit confirmation services with respect to customers' securities held for safekeeping
  • 66.19.9 Other services auxiliary to financial services, except insurance and pension funding, n.e.c.

    This category excludes:

    • insurance, reinsurance and pension funding services, see 65
  • 66.19.91 Financial consultancy services

    This subcategory includes:

    • financial advisory services
    • market analysis and intelligence

    This subcategory excludes:

    • mergers and acquisitions services, see 66.19.21
    • corporate finance and venture capital services, see 66.19.22
    • trust and custody services, see 66.19.3
    • insurance and pension consultancy services, see 66.29.19
    • portfolio management services, see 66.30.11
    • advisory services on taxation matters, see 69.20.3
    • financial management consulting services (except business tax), see 70.22.12
  • 66.19.92 Financial transactions processing and clearinghouse services

    This subcategory includes:

    • services of processing financial transactions such as verification of financial balances, authorisation of transactions, transfer of funds to and from transactors' accounts, notification of banks (or credit card issuers) of individual transactions and provision of daily summaries
    • services of clearing cheques, drafts and other payment orders
    • debit card merchant services

    This subcategory excludes:

    • services of processing securities transactions, see 66.19.10
  • 66.19.99 Other services auxiliary to financial services n.e.c., except insurance and pension funding

    This subcategory includes:

    • mortgage and loan brokerage services

    This subcategory excludes:

    • insurance, reinsurance and pension funding services, see 65
    • coin and currency packing services, see 82.92.10