North American Product Classification System (NAPCS) Canada [Provisional Version 0.1]

523003.2 - Financial planning and investment management services for businesses and governments

Providing financial planning, advisory, and investment management services for businesses and governments.

523003.2.1 - Corporate financial planning and advice products

Providing planning and advisory services to businesses and governments, related to financial matters such as issuing securities, conducting mergers and acquisitions, conducting treasury activities, etc.

523003.2.2 - Investment management products for businesses and governments

Designing, and managing a portfolio of investments for a business or government client. The manager has a fiduciary responsibility to manage the assets prudently and choose whether stocks, bonds, real estate, or some other assets present the best opportunities for profit at a particular time. These services may be known as portfolio management services. This product includes the management services of investment companies, as represented by the management charges made against funds.