| Goods and Services | Financial services, namely, banking services; banking services directed to business entities, banking services directed to consumers; Internet, and online banking services; banking services provided by mobile telephone connections; personal and commercial banking services; checking account services; electronic checking account services; savings account services; banking services, namely, direct electronic remote check deposit services, safety deposit box services, providing certificates of deposit featuring special rate offers; online banking; online bill payment services; electronic funds transfer services; electronic funds transfer services, namely, wire transfer services; automated teller machine services; providing bank account information by telephone, via network devices and other means; credit card, debit card, and cash card payments processing services; relationship banking services that offer customers the opportunity to receive a variety of money saving, wealth accumulation and convenience features; relationship banking services featuring online banking, rebates on automated teller surcharges, discounted rates on home equity lines, personal loans, special deposit rate offers, special rates on savings accounts, premium rates on savings accounts; cash management services, namely, automated clearing house transaction processing, controlled disbursement in the nature of check cashing, providing monetary exchange services, and financial assets and financial transaction information; financial investment custody services, namely, maintaining possession of financial assets for others for financial management purposes; tracking and reporting financial accounts, namely, financial management; financial asset and financial transaction information; lockbox processing in the nature of processing of checks and credit card payments; wire transfers and zero balance accounts in the nature of money wiring services; money wire transfers and zero balance accounts in the nature of cash flow management services for manufacturing, distribution, wholesale, retail, and service entities; capital investment services; online capital investment services; providing banking and securities underwriting and brokerage services; loan financing; providing personal loans, commercial loans, and lines of credit; mortgage lending services; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of mortgage loans; home equity lines of credit and loans; mortgage planning; maintaining mortgage escrow accounts; mortgage banking; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of consumer mortgage loans; selling and purchasing of loan portfolios for others, namely, financing of loans; mortgage brokerage; mortgage lending; mortgage procurement for others; mortgage services, namely, buyer pre- qualification of mortgages for mortgage brokers and banks; real estate financing services; providing loans secured by commercial paper; providing temporary loans; installment loans; lease-purchase financing services; asset-based lending services, namely, real estate lending; commercial lending services; financing services; structured financing services; retail financing services; trade financing services; providing working capital loans; loan financing, namely, providing revolving working capital loans, term loan facilities in the nature of commercial loan services, credit facilities in the nature revolving credit and term loans in the nature of financing services, capital expenditure lines of credit and issuing of letters of credit; offering financing in the form of equity services, namely, equity capital investment; equipment financing services; collateralized debt obligation, namely, structured financing services, collateralized bond obligation in the nature of financing services, and syndicated loan services; money lending services; customized financing programs, namely, revolving loan services for purchasing and leasing of equipment; loan participation in the nature of loan servicing and financial management; syndicated lending in the nature of equipment financing services and real estate syndication; financial planning; financial advisory services; financial management services; customized financial management; financial asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; financial asset valuation services in the nature of real estate valuation; money market account services; mutual fund administration and brokerage services; trust services, namely, investment and trust company services; financial trust administration; fiduciary services, namely, trust and estate planning, trust and estate plan consultation, estate settlement; trust, estate and investment custody and administration services, namely, investing and management of financial assets in the nature of financial asset management, executing and settling securities trades; bill payment services; online financial account services, namely, trading of financial instruments, shares, options, and other derivative products; financial planning for retirement; college tuition financial 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 financial pension plan administration and consultation; bill payment services; check processing; consumer lending services; electronic cash transactions; electronic debit card transactions; electronic payment, namely, electronic processing and subsequent transmission of bill payment data; electronic transfer of money; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities, and equities; providing online financial calculators; health savings account services, namely, providing banking services and savings account administration for consumer-driven health care plans and defined contribution health care plans; custodial services in the nature of maintaining possession of financial assets for others for financial management purposes and trustee services for health savings accounts; providing online financial calculators for customizing health savings account contribution planning; investment management of and distribution of annuities; providing interest rate protection against fluctuations in interest rates, namely, interest rate swap in the nature of debt financing services; submission and acceptance of electronic deposits, namely, checks and other written instruments via web-based portal; online cash management, financial account management, online financial account management; payroll tax debiting services; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic transactions, electronic checks, and electronic payments; business remote deposit services, namely, electronic remote check deposit services; financial services, namely, assisting others with automatic daily transfers of cash into investment options, namely, securities, bonds, stocks, and equities; merchant services for access to cash, namely, payment credit card transaction processing and settling of financial accounts; next-day funding of payment card receivables, namely, providing available funds to customers in anticipation of the settlement of incoming payment card receivables in the nature of accounts receivables financing; expedited accounts receivable financing; financial management of accounts payable; electronic banking via a global computer network; electronic banking services, namely, providing digital reproductions of checks in the nature of check recovery services; certified check services, namely, issuing certified checks; credit and financial risk management; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services relating to securities and other financial instruments; financial tracking of financial account, financial asset, and financial transaction information relating to taxable transactions; financial management of portfolios comprising securities; investment reporting services, namely, tracking financial accounts; providing an Internet web site portal featuring personal financial account information; processing, administering and managing employee benefit plans concerning insurance and finance; financial services, namely, wealth management services; providing an Internet web site portal in the field of personal financial account information; providing a web site featuring financial information and news in the field of finance; and providing financial information in the fields of banking, finance, trusts, estates, investments, financial asset management, mortgages, financial planning, investment management, retirement planning, financial risk management, health savings accounts, employee welfare benefit plans, and employee pension plans via the Internet, global networks, social media, telephone, in person, e-mail and facsimile |
