36
Insurance; financial affairs; monetary affairs; real estate affairs
depository services, namely, administration of holiday and vacation savings club accounts; automated teller machine services; banking services; checking account services; credit card services; debit card services; banking services, namely, direct deposit services; electronic interactive banking services; financial information provided by electronic means; financial management services; financial clearing house services; financial guarantee and surety services; financial valuation of personal property and real estate; financial analysis and consultation; financial forecasting services; financial exchange services; financial portfolio management; financial planning; financing services; financing services for low and moderate income persons; home equity loans; providing individual retirement accounts; providing self employed qualified retirement plans; internet banking services; internet bill payment; lease-purchase financing, lending services, namely, mortgage, consumer, retail and commercial loans; loan financing; money market account services; banking services, namely, night deposit box services; providing financial information in the nature of rates of exchange; financial services, namely, electronic remote checking account services; depository services, namely, depository services, namely, rent security accounts; safe deposit box services; savings account services; telephone banking services; electronic transfer of money; information services for all of the foregoing provided via a global computer network; financial advice and brokerage services in connection with individual retirement accounts; financial advice and brokerage services in connection with self employed qualified retirement plans; capital investment consultation and advice; capital investment services; financial information provided by electronic/interactive means; electronic financial planning and banking services; financial investment advice and consultation; financial portfolio management; financial planning; financial information provided by electronic means; financial research; financial valuation of investment portfolio; financial information in the nature of rates of exchange; financial exchange; financial information in the nature of financial forecasting and financial guarantee and surety; financial analysis and consultation; financial and investment management; fund investment consultation; funds investment; individual investment advisory services; investment advice and brokerage services in the field of fixed and variable annuities; internet investment and brokerage services; investment advice; investment consultation; investment management; investment advice and brokerage services in the field of mutual funds and securities; management and administration of defined benefit plans; profit sharing plans and non-qualified retirement plans; administration of municipal and county government employee pension services; mutual fund brokerage, distribution and investment services; financial risk management and consultation and planning in the fields of health care, disability, long-term care and life insurance; securities brokerage services; stock and bond portfolio management and advice; information services for all of the foregoing provided via a global computer network; consumer financing services and loan financing; electronic consumer financing services; financial valuation of personal property and real estate; financing services relating to housing for moderate income citizens; internet consumer financing services; lease-purchase financing; lending services, namely, mortgage, consumer, retail and commercial loans; loan financing; brokerage of subordinated notes, namely, short-term debt securities; cash flow services, namely, providing cash to mortgage note holders in return for ownership of the note; information services for all of the foregoing provided via a global computer network; insurance actuarial services including appraisal, administration, agency, brokerage, consultation, and subrogation in the fields of auto, life, health, long term care, property, casualty, accident, fire, marine, medical, pre-paid healthcare; appraisals and financial evaluation of insurance coverage of personal property and real estate; information services for all of the foregoing provided via a global computer network; business successor's financial planning; financial planning for retirement; maintaining corporate escrow accounts for investments and administering corporate escrow services; corporate trust and bond transfer agency services; financial depository services related to trust and benefit accounts; education financial planning; fund investment services in the nature of providing 529 education savings accounts; electronic interactive financial trust management account services; financial administration of employer retirement accounts; estate planning; trust management accounts services as trustee, executor and trust under will; estate planning services including living, testamentary and charitable remainder trusts; fiduciary services, namely, trust and estate planning, estate settlement and administration; fiduciary representative services and financial trust operations; internet trust management account services; estate planning for tax deduction and gifting programs; trust services, namely, investment and trust company services; and information services for all of the foregoing provided via a global computer