North American Product Classification System (NAPCS) Canada 2012 Version 1.2
761 - Financial services (except insurance)
This group comprises financial system regulatory services; account and cash management products; loans and other credit financing products; investment products; financial planning services and trust products for individuals, businesses and government; and products supporting financial services.
76172 - Financial planning services and trust products for businesses and government
This class comprises financial planning and investment management services and trust products for businesses and government.
761721 - Financial planning services and trust products for businesses and government
This subclass comprises financial planning and investment management services and trust products for businesses and government.
7617211 - Trust products for businesses and government
Services to establish and administer trusts for businesses and government.
Illustrative example(s)
- administrative services related to the issue and registration of securities
- administrative services related to the payment of interests
- corporate investment trust administration services
- corporate trust agency services
- custodial services for book-entry-only securities
- dividend and interest collection and payment services
- escrow agent services for corporations or businesses
- investment fund trustee services
- pension fund trustee services
- safekeeping services for depository-eligible securities
- securities administration trustee services
- trustee services related to profit-sharing plans
Exclusion(s)
- legal services related to trusts (See 7711121 Legal services concerning non-criminal law)
7617212 - Financial planning and investment management services for businesses and government
Financial planning and investment management services for businesses and government.
Illustrative example(s)
- advisory services to businesses about financial reporting
- corporate tax planning services
- financial instrument valuation services to businesses
- merger and acquisition advisory services
- pension fund portfolio management services for businesses or government
- providing fairness opinions for mergers and acquisitions
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