Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory management, separate account management, and management or sub-advisory management of commingled investment vehicles, namely, mutual funds, exchange-traded funds and collective trust funds

Banking and financing services; Development of insurance policies for others; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial services, namely, business fundraising for others; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Insurance underwrit...