| Goods and Services | Financial services, namely, financial planning; wealth planning in the nature of financial planning; financial asset management;
international and domestic funds 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, with regards to 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 investment, pension funds investment and management of collective investment schemes; financial management
and planning; financial advice; providing financial information via the internet; institutional investment
management services; online trading of securities and provision of online information relating to financial 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
in securities for the benefit of investors, investment advisory services, investment banking services and capital investment; Mutual
funds brokerage and services related thereto, namely, capital investment, private equity fund investment services, venture capital
fund investment services, property investment fund investment services and financial investment brokerage management
services; financial management of pensions and services related thereto, namely, capital investment, financial information,
financial advice and financial 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,
namely, financial management; 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 risk management 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,
financial asset management and advisory, and financing and fund management for qualifying investors; 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 fundraising; 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, credit card payment
processing services, loan and debt services in the nature of debt collection and providing secured loans by commercial paper;
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 |
