6630 Fund management activities

This subcategory includes:

• portfolio and fund management services, except for pension funds, such as making decisions on which investments to purchase or sell, on a fee or contract basis, for individuals, businesses and others Examples of the portfolios managed are the portfolios of mutual and other investment funds or trusts.

This subcategory also includes:

• services of asset management, except pension funds, on a fee or contract basis
• trustee and fiduciary services for securities in investment funds on a fee or contract basis

This subcategory excludes:

• services of buying and selling securities on a transaction fee basis, see 66.12.01
• advisory services on personal financial planning not involving decision-making on behalf of clients, see 66.19.91
• pension fund management services, see 66.30.02

This subcategory also includes:

• trustee and fiduciary services for securities in pension funds on a fee or contract basis

This subcategory excludes:

• custody services for securities in pension funds, see 66.19.32