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Dimension



Type of investment services and activities

Type of activity - Defines the type of activity reported (e.g. asset management or custody)


Members of this dimension

x104 - Foreign exchange services (Reports:I 05.00; )
x133 - Reception and transmission of orders (Reports:I 05.00; )
x134 - Execution of orders on behalf of clients (Reports:I 05.00; )
x135 - Dealing on own account (Reports:I 05.00; )
x136 - Portfolio management (Reports:I 05.00; )
x137 - Investment advice (Reports:I 05.00; )
x138 - Underwriting of financial instruments and/or placing of financial instruments on a firm commitment basis (Reports:I 05.00; )
x139 - Placing of financial instruments without a firm commitment basis (Reports:I 05.00; )
x140 - Operation of an MTF (Reports:I 05.00; )
x141 - Operation of an OTF (Reports:I 05.00; )
x142 - Safekeeping and administration of financial instruments (Reports:I 05.00; )
x143 - Granting credits or loans to investors (Reports:I 05.00; )
x144 - Advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings (Reports:I 05.00; )
x146 - Investment research and financial analysis (Reports:I 05.00; )
x147 - Services related to underwriting (Reports:I 05.00; )
x148 - Investment services and ancillary activities related with the underlying of derivatives (Reports:I 05.00; )





Reports using this dimension


I 05.00Level of activity - Thresholds review