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ST/ESA/STAT/SER.M/86
International Monetary Fund
Publication Stock No. MSITEA
ISBN 1-58906-128-4
United Nations publication
Sales No. E.02.XVII.11
ISBN 92-1-161448-1
Inquiries should be directed to:
United Nations Publications
DC2-853
New York, NY 10017
e-mail: publications@un.org
Copyright © 2002
United Nations,
European Commission,
International Monetary Fund,
Organisation for Economic Co-operation and Development,
United Nations Conference on
Trade and Development and
World
Trade Organization
All rights reserved
iii
Foreword
The
Manual on Statistics of International Trade in Services has been developed and published jointly by our six
organizations, managed through the mechanism of an inter-agency task force.
The Manual sets out an internationally agreed framework for the compilation and reporting of statistics of
international trade in services in a broad sense. It addresses the growing needs, including those of international trade
negotiations and agreements, for more detailed, more comparable and more comprehensive statistics on this type of
trade in its various forms.
The recommendations, which will be promoted by our six organizations, will enable
countries to progressively expand and structure the information they compile in an internationally comparable way.
The
Manual conforms with and explicitly relates to the
System of National Accounts 1993 and the fifth edition of the
International Monetary Fund’s
Balance of Payments Manual.
The Manual has benefited from strong cooperation among the international organizations, the advice of specialist
consultants, the invaluable input of a large number of member countries’ experts and the many comments received
during the worldwide review conducted by the United Nations and the International Monetary Fund in 1999-2000. It
is intended for use by national
and international agencies, and we commend it to countries for progressive
implementation, taking into account their national information needs, priorities and resources.
Hermann Habermann
Director
United Nations Statistics Division
Yves Franchet
Director General
Statistical Office of the European Communities
Carol S. Carson
Director
Statistics Department
International
Monetary Fund
Enrico Giovannini
Chief Statistician and Director of the Statistics Directorate
Organisation for Economic Co-operation and Development
Henri Laurencin
Chief Statistician
United Nations Conference on Trade and Development
Roslyn Jackson
Director of the Statistics Division
World Trade Organization
v
(e) Conclusion ..................................................................................................................................... 25
III. Services Transactions
Between
Residents and Non-residents.......................................................................... 26
A. Introduction ................................................................................................................................................. 26
B. Principles
of
recording................................................................................................................................. 26
1. Concept and definition of residence ..................................................................................................... 26
2.
Valuation
of
transactions ...................................................................................................................... 28
3. Other principles relating to the recording of transactions..................................................................... 28
C. EBOPS......................................................................................................................................................... 29
D. Transactions between related parties ........................................................................................................... 33
E. Statistics by trading partner ......................................................................................................................... 34
F. Modes of supply and EBOPS ...................................................................................................................... 34
1. Allocation of modes of supply.............................................................................................................. 34
2. Priorities for allocation to modes of supply.......................................................................................... 35
G. Repairs on goods ......................................................................................................................................... 36
H. Definitions of the components of the Extended Balance of Payments Services classification.................... 36
1. Transportation
services ......................................................................................................................... 36
2. Travel ................................................................................................................................................. 38
3. Communications
services ..................................................................................................................... 40
4. Construction
services............................................................................................................................ 40
5. Insurance
services ................................................................................................................................. 42
6. Financial
services.................................................................................................................................. 43
7. Computer and information services ...................................................................................................... 47
8. Royalties and license fees ..................................................................................................................... 47
9. Other business services......................................................................................................................... 47
10. Personal, cultural and recreational services .......................................................................................... 50
11. Government services, not included elsewhere...................................................................................... 50
I. Alternative aggregations of service and non-service transactions ............................................................... 51
J. Data
collection............................................................................................................................................. 52
K. Summary of recommendations .................................................................................................................... 53
IV. Foreign affiliates trade in
services
statistics ..................................................................................................... 54
A. Introduction ................................................................................................................................................. 54
B. Universe to be covered ................................................................................................................................ 57
1. Ownership
criteria ................................................................................................................................ 57
2.
Types
of
producers ............................................................................................................................... 59
C. Time of recording ........................................................................................................................................ 60
D. Statistical
units............................................................................................................................................. 60
E. Attribution of FATS variables ..................................................................................................................... 60
1. By
country ............................................................................................................................................ 60
(a) Inward FATS ................................................................................................................................. 60
(b) Outward FATS............................................................................................................................... 62
(c) Note on the equal ownership of shares by residents of more than one country ............................. 62
2. By activity and by product.................................................................................................................... 62
(a) By activity...................................................................................................................................... 63
(b) By product...................................................................................................................................... 64
F. Economic variables for FATS ..................................................................................................................... 66
1. Sales (turnover) and/or output .............................................................................................................. 66
2. Employment.......................................................................................................................................... 68
3. Value
added .......................................................................................................................................... 68
4. Exports and imports of goods and services........................................................................................... 69
5. Number of enterprises........................................................................................................................... 69
6. Other
variables...................................................................................................................................... 70
G. Compilation
issues....................................................................................................................................... 70
H. Summary of recommendations .................................................................................................................... 71