North American Product Classification System (NAPCS) Canada 2017 Version 1.0
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, institutions (except unincorporated) and governments; and products supporting financial services.
76171 - Personal trust and financial planning services
This class comprises trust services and financial planning and investment management services intended for private individuals.
761711 - Personal trust and financial planning services
This subclass comprises trust services and financial planning and investment management services intended for private individuals.
7617111 - Personal trust services
Services to establish and administer trusts, under which a trustee holds legal title to property belonging to another, for the benefit of a beneficiary. Trusts are defined by an agreement, contract, declaration in a will, or order of a court.
Illustrative example(s)
- escrow services for individuals
- estate management services
- living trust administration services
- personal safe deposit services
- personal trust accounts for assets management services
- personal trust management services
- testamentary trust administration services
Inclusion(s)
- trust products for unincorporated businesses
Exclusion(s)
- legal services related to trusts (See 7711121 Legal services concerning non-criminal law)
7617112 - Personal financial planning and investment management services
Financial planning and investment management services for individuals.
Illustrative example(s)
- pension fund portfolio management services for individuals
- personal credit counselling services (except consumers in financial difficulties)
- personal financial planning consulting services
- personal tax planning consulting services
- portfolio management services for individuals
Inclusion(s)
- financial planning and investment management services for unincorporated businesses
Exclusion(s)
- consumer credit counselling and repair services (See 7761358 Miscellaneous professional, scientific and technical services)
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