Financial services; funds management; financial management, planning, analysis, evaluation and research services; wealth planning; capital and private equity investment; funds and investment management and planning services including in respect of listed and unlisted investment vehicles, listed and unlisted trusts and stapled securities; buying and selling of shares; establishment and management of financial products; investment fund support services including fund administration, reporting and administration of investment arrangements; sub-underwriting equity and debt funding; loan services including provision of secured and unsecured loan facilities; debt financing; management of commercial, office, retail, industrial and social infrastructure real estate; preparation and analysis of financial reports; unit trust services; unit pricing; valuation services including portfolio valuation services; financial brokerage services; management of deposit funds; custodial services; asset management and investment and their related activities and services; agents and brokers for shares, bonds and other securities; provision of annuities; administration of financial affairs; banking services; advisory, information and consultancy services relating to all of the aforementioned services; all of the aforementioned services provided in person, by telephone, in writing or online