36
Insurance; financial affairs; monetary affairs; real estate affairs
financial services, namely, financial planning; wealth planning; financial asset management; international and domestic fund investment; financial asset protection in the nature of maintaining possession of financial assets for others for financial management purposes; discretionary investment management services; financial trust administration and estate planning services; investment advisory services; investment advice, namely, providing a measure of after-tax yield for a bond, bond fund, and other fixed income investment products that takes into account the specific circumstances of an individual investor, including the availability of tax deferral and the length of the investment horizon; financial clearing houses and custody services in the nature of maintaining possession of financial assets for others for financial management purposes; investment trade execution services in the field of securities, equities, derivatives, swaps, financial instruments and products for others; investment management services; financial information provided by electronic means; donor-advised investment of funds for charitable purposes; pooled income fund programs, namely, mutual funds, pension funds and collective investment schemes; financial management and planning; grant-making services, namely, providing grants for charitable funds and events; financial advice; providing financial information via the internet; institutional investment management services; online trading of securities and provision of online information relating to investments, all by means of a global computer network; insurance services, namely, insurance brokerage, insurance consultancy, insurance information, insurance underwriting in the field of fire, accident, health, home, car, property and professional indemnity insurance, and providing a network of reputable insurance providers in the nature of organizing preferred provider programs in the field of fire, accident, health, home, car, property and professional indemnity insurance; investment services, namely, principal investing, investment advisory services, investment banking services and capital investment; mutual funds brokerage and services related thereto, namely, capital investment, private equity fund, venture capital fund, property investment fund and brokerage management services; financial management of pensions and services related thereto, namely, capital investment, information, advice and consultancy relating to the management of pension funds; securities brokerage and services related thereto, namely, capital investment, provision of services related to the sale and purchase of securities and financial products; banking and services related thereto, namely, banking and financing services, merchant banking and investment banking services, on-line banking services, telephone banking services; mortgage banking services, namely, origination, acquisition, servicing, securitisation and brokerage of mortgage loans; credit and debit card services, namely, issuing of credit and debit cards and processing of credit and debit card payments; trusteeship representatives and services related thereto, namely, capital investment; financial portfolio, mutual fund, employee pension plan, individual pension plan, and financial trust administration services; credit and debt investment and advisory services; exchanging money; investment banking, corporate finance and venture capital services, namely, consultation in the fields of capital structure, asset sales, asset management and advisory, and financing and fund management; antique appraisal; private equity services, namely, management of private equity and venture capital funds, private equity and venture capital consultant and advisory services; real estate agency services; surety services; real estate financing services; charitable fund raising; real estate investment trust services; real estate investment services; conducting derivative and currency exchange services; mortgage banking; provision of financial information, advice and consultancy relating to securities, finance and investments; business liquidation services; interactive database information services relating to financial securities, finance and financial investments; stock exchange quotations; money payment processing services, namely, bill payment, payment card services, loan and debt services; rent collection; provision of secured and unsecured loans by commercial paper and loan notes; brokerage, namely, financial investment brokerage, brokerage of bonds and securities, business brokerage; money lending against security; installment loans; provision of financial information, advice and consultancy relating to all the foregoing