| Goods and Services | financial services, namely, financial planning; financial advisory services; financial management services; customized financial management; asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; valuation services; money market account services; mutual fund administration and brokerage services; investment and trust company services; fiduciary services, namely, trust and estate planning, trust and estate plan consultation, estate settlement; trust, estate and investment custody, administration, record keeping and reporting services, namely, safekeeping, investing and managing assets, executing and settling securities trades, corporate financial action reporting and management, financial transaction processing, online bill payment, bill payment, tracking and reporting financial account, asset and financial transaction information, online financial account services, preparing account statements and summaries; retirement planning; college tuition planning; fund investment services in the nature of providing individual retirement accounts, 529 education savings plans, and Uniform Gifts to Minors Act accounts; ERISA, Taft-Hartley, employee benefit and employee pension plan administration and consultation; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on-line financial calculators; investment management and distribution of annuities; risk management; providing interest rate protection against fluctuations in interest rates, and providing information in the fields of banking, finance, trusts, estates, investments, asset management, and financial planning, via the internet, global networks, telephone, facsimile or other means; banking services; internet and online banking services; personal and commercial banking services; wire transfer services; electronic funds transfer services; certified check services; providing account information by telephone and other means; relationship banking services that offer customers the opportunity to receive a variety of money saving, wealth accumulation and convenience features; special rate offers on certificates of deposit, premium rates on savings accounts, and one combined account statement with links to customers' other accounts, including checking, savings, money market, certificates of deposit and/or loans; cash management services, including, account reconciliation, agent deposit reporting, automated clearing house, controlled disbursement, financial electronic data interchange reporting, wire transfers and zero balance accounts; investment banking services; online investment banking services; providing banking and securities underwriting and brokerage services |
