| Goods and Services | Banking services; electronic banking services; Internet banking services; private banking services; personal and consumer banking services; business, commercial, and retail banking services; international banking services; checking, savings and money market account services; regular and jumbo certificates of deposit; personal and consumer loans and lines of credit; home mortgage lending services; home equity loan services; commercial lines of credit; commercial mortgage lending and loan services; term financing; individual retirement account services; employee retirement account services; personalized financial planning services; credit and debit card services; business travel card services; automatic teller machine services; wire transfer services; electronic funds transfer services; automated banking services and automatic bill payment services; cashiers and travelers checks; safety deposit boxes; investment account services; merchant bank card processing services; business cash management services; positive pay services; account reconciliation services; automatic sweep account services; Euro-sweep account services; financial clearing house services; automated clearing house services; automated clearing house collection and disbursement services; deposit reporting services; financial electronic data exchange services; controlled disbursement services; zero balance account services; account analysis services; repurchase agreement services; check imaging services; lock box services; providing information and advice regarding foreign currency rates of exchange; providing, exchanging and handling foreign currency rates, foreign and international currency, foreign and international drafts and foreign checks; international wire transfers and payments; international collection services; international letters of credit; import, export and standby letters of credit; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; financial and investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; guardianship and conservatorship services; estate settlement and probate services; custody services relating to financial assets; transfer agent services; insurance agency services in the field of fidelity and surety bonds, property and casualty insurance, fire insurance, auto insurance, home insurance, business and commercial insurance, life, health, and dental insurance, accident and disability insurance, aviation insurance, commercial and personal umbrellas, and employee benefits; insurance claims administration services; insurance claims processing services; insurance risk management services; insurance consultation services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, [ commodities, futures, ] stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, [ commodities, futures, ] stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, [ commodities, futures, ] stock options, and indices of financial securities; financial services, namely, financial analysis services, financial advisory services, financial management services, financial research services, and financial portfolio management services; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, [ business, ] financial planning, and investment strategy; providing financial information in the nature of rates of exchange; on-line banking services; on-line trust services; on-line cash management services; providing financial information by electronic means; providing information [ and analysis ] by on-line means and via a global computer network in the fields of finance, economics, investment, [ business, ] financial planning, and investment strategy |
