financial services, namely, providing information regarding mutual funds and mutual fund accounts for mutual fund companies by means of a global computer network; providing information and tools for financial evaluation regarding fund accounts by mutual fund companies; financial research; financial analysis and consultation

[ newsletters, circulars and guides in the fields of financial and investment services ]

publications, namely books and newsletters concerning the financial investment field

financial services in the nature of retirement planning

computer software for use in financial planning

newsletters, circulars and guides in the fields of financial and investment services