Providing managed services and outsourcing services for trust and wealth operations, namely, cash management, asset setup and maintenance, securities custody processing and settlement, mutual Fund processing and settlement, income and corporate action processing, cash sweep, reconciliation, statement processing, fee processing, and client reporting; providing managed services and outsourcing services for retirement plans, namely, customer call center, client reporting, and customer service ad...

Investment consultation in the fields of municipal bonds, securities, retirement plans, nonprofits, high net worth families, private and public equities, other real assets, hedge funds

vests

Financial services, namely, rendering advice on property assessment, namely, advice on the assessment of business entities, real property and other investment opportunities; acting as an intermediary for business opportunities for the purchase or sale of securities and/or financial instruments, namely, security brokerage services and transfer agency services for securities and financial instruments

investment planning and consulting services directed to banks; namely, asset allocation services

MANAGEMENT CONSULTING SERVICES IN THE FIELD OF PERSONNEL PRODUCTIVITY

FINANCIAL REPORTS

Annuity Underwriting Services

Investment consulting services in the field of investment management; providing venture capital, development capital, private equity and investment funding for early stage and start-up companies; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; providing information and advisory services in relation to venture capital, development capital, private equity and investment funding; providing information and advisory services in r...

GROUP ANNUITY CONTRACTS, PENSION FUNDING CONTRACTS AND RELATED USES