36
Insurance; financial affairs; monetary affairs; real estate affairs
banking services; investment banking; merchant banking; investment services, namely, investment advice and investment consultation; investment and portfolio management services; investment counseling and advisory services; venture capital investment services, namely, providing financing to emerging and start-up companies; real estate investment advice and property management services, real estate advisory services; real estate brokerage; financial planning in the nature or providing tax-registered plans; providing financial planning advice and information; mutual fund services; mutual fund brokerage; mutual fund investment and mutual fund distribution; securities brokerage services; financial management services related to the management of pooled funds and pension funds; custodial and pension services, namely, administration of employee pension plans; financial services related to administration of financial and monetary assets, namely, custody and settlement, securities administration, financial reporting, and securities lending; providing and structuring syndicated loans, securing of assets through recordation of security instruments, and structuring financial re-payments; trust and estate services; credit services, namely, credit card transaction processing services; credit card services; installment loans; mortgage lending; debit card services; safe deposit box services; providing banking services featuring savings, checking and guaranteed investment account services; currency exchange and advice services; money market, clearing, trade, foreign exchange, lending and currency management services; cash management services; lease-purchasing financing; transaction processing of global securities, and for cash management, payments and trade business in select markets; trade financing services; fixed-income financial research; purchase and trading of commodities for others; trading of equities, equity derivatives, swaps and options; insurance services, namely, insurance brokerage; insurance underwriting of property and casualty insurance, and life and health insurance; annuity underwriting; management and distribution of segregated funds; providing travel insurance; providing life, health, property and casualty reinsurance; providing structured financial services, namely, investment management and distribution of variable annuities; providing creditor insurance; insurance underwriting services for all types of insurance, insurance administration; information and advice related to insurance and re-insurance, namely, property, casualty, life, health, travel and creditor insurance and re-insurance