Fund management activities
What this code covers
Use this class for fund management activities when the main activity includes Management of mutual funds and Management of other investment funds. Check exclusions and nearby codes before applying it to a mixed activity.
Official NACE Rev. 2.1 labels and explanatory notes are imported from the source dataset. Plain-language explanations are shown separately so readers can compare interpretation with the source text.
No child codes; this is a class-level code.
- 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
- 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
- Compare with 64.99, 68, 84.11 when the main activity overlaps another code.
- Review the Rev. 2 to Rev. 2.1 mapping type before migrating old records.
- Check national equivalent caveats before using this code for local registration or filing workflows.
- If the main revenue activity appears in an exclusion, compare the alternative code before deciding.
Use this guide as classification support, not legal, tax, filing, or regulatory advice.
- - 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
- - activities of asset management on a fee or contract basis
- - trustee, fiduciary and custody services on a fee or contract basis
- - 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
- - Management of mutual funds
- - Management of other investment funds
- - Management of pension funds
- - Activities of asset management on a fee or contract basis
- - Dealing in financial markets on own account
- - Management of real estate, see division 68
- - Management of public funds and public debt services
What is NACE 66.30 used for?
Use NACE 66.30 for fund management activities when the main activity matches this scope: Use this class for fund management activities when the main activity includes Management of mutual funds and Management of other investment funds. Check exclusions and nearby codes before applying it to a mixed activity.
What are typical examples for 66.30?
Typical examples include Management of mutual funds, Management of other investment funds, and Management of pension funds.
When might 66.30 not be the right code?
Review another code when the activity is closer to dealing in financial markets on own account, see 64.99 and management of real estate, see division 68.
Which codes should I compare before choosing 66.30?
Compare 66.30 with 64.99 Other financial service activities, except insurance and pension funding n.e.c., 68 Real estate activities, and 84.11 General public administration activities when the activity description is ambiguous.
Use this class for other financial service activities, except insurance and pension funding n.e.c. when the main activity includes Other financial service activities primarily concerned with distributing funds other than by granting loans: and Writing of swaps, options and other hedging arrangements. Check exclusions and nearby codes before applying it to a mixed activity.
Use this division for the broader activity area of real estate activities, including Real estate activities with own property and development of building projects, Rental and operating of own or leased real estate, and Real estate activities on a fee or contract basis. Open the child codes when a more specific code is needed.
Use this class for general public administration activities when the main activity includes Executive and legislative administration of central, regional and local bodies and Activities of ministries at national and regional levels. Check exclusions and nearby codes before applying it to a mixed activity.
Use this group for the broader activity area of fund management activities, including Fund management activities. Open the child codes when a more specific code is needed.
Rev. 2 code 66.19 can map to more than one Rev. 2.1 class: 66.19 Other activities auxiliary to financial services, except insurance and pension funding, 66.30 Fund management activities.
Official close match imported from NACE Rev. 2.1.
Datasets, CRM segments, KYC rules, reporting logic, and historical joins may need review because the activity scope is not a simple unchanged carry-over.
Review the official explanatory notes for each target code and confirm whether the business activity still fits the suggested Rev. 2.1 class.
Rev. 2 code 66.30 is one of multiple older codes associated with Rev. 2.1 class 66.30 Fund management activities.
Official close match imported from NACE Rev. 2.1.
Datasets, CRM segments, KYC rules, reporting logic, and historical joins may need review because the activity scope is not a simple unchanged carry-over.
Confirm the target version field and update references where Rev. 2.1 is required.