6630 Fund management activities
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6630 Fund management activities
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This class includes portfolio and fund management activities on a fee or contract basis, for individuals, businesses and others, such as:
- management of mutual funds
- management of other investment funds
- management of pension funds
- 66.30.1 Fund management services
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66.30.11 Portfolio management services, except pension funds
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
- pension fund management services, see 66.30.12
- 66.30.12 Pension fund management services