This class includes portfolio and fund management activities such as making decisions on which investments to purchase or sell, on a fee or contract basis, for individuals, businesses and others, for example: - management of mutual funds - management of other investment funds - management of pension funds
This class also includes: - activities of asset management on a fee or contract basis - trustee, fiduciary and custody services on a fee or contract basis
This class excludes: - dealing in financial markets on own account, see 64.99 - management of real estate, see division 68 - management of public funds and public debt services, see 84.11