Business consultancy; Business consultancy relating to due diligence; Business consultancy relating to risk and compliance management; Business consultancy relating to regulatory compliance; Business consultation; Business consulting services relating to logistics; Business data management consultancy in information analysis; Employment consultancy; Tax assessment (accountancy) consultancy; Business negotiation of contracts (for others); Business negotiations; Negotiation and conclusion of commercial transactions for third parties; Business surveys; Conducting of internal business communication surveys; Demographic survey services for marketing purposes; Surveys (opinion polling); Surveys for business purposes; Career advisory services (other than education and training advice); Career information and advisory services (other than educational and training advice); Payroll advisory services; Payroll assistance; Business research; Research services relating to business; Research of commercial information; Market research studies; Market research; Interpretation of market research data; Conducting of market research; Conducting of business research; Arranging and conducting promotional and marketing events; Business promotion services; Keynote speaking for promotional purposes; Promotion (advertising) of business; Promoting the commercial and business interests of professionals provided by an association for its members; Promotional services; Sales promotion through customer loyalty programmes (for others); Trade promotional services; Commercial lobbying services; Lobbying services for commercial purposes; Commercial advocacy (promoting, publicising or otherwise representing the interests or concerns of others); Investigation services relating to business; Business investigations; Financial auditing; Compilation of legal information; Business management and organisation consultancy; Advice relating to business organisation; Advisory services relating to business organisation; Benchmarking (evaluation of business organisation practices for business management purposes); Business organisation consultancy; Consultancy relating to business organisation; Organising of trade shows

Consultation services relating to financial matters; Financial advice; Financial advisory services for individuals; Financial advisory services relating to tax; Financial advisory services relating to taxation; Financial analysis; Financial information services; Financial loss management; Financial management of reimbursement payments for others

Publishing of newsletters; Advisory services relating to training; Career advisory services (education or training advice); Career counselling (education or training advice); Career counselling (training and education advice); Career information and advisory services (educational and training advice); Coaching (training); Computer based training; Computer training; Computer training advisory services; Computerised training; Conducting training seminars; Education and training services relating to occupational health and safety; Employment training; Industrial relations training; Industrial training; Know-how transfer [training]; Mentoring (education and training); Mentoring (training); Personal development training; Provision of information relating to training; Provision of training; Provision of training courses; Setting of training standards; Staff training services; Vocational guidance (education or training advice); Transfer of business knowledge and know-how [training]; Training and education provided by an association for its members; Training; Production of webcasts, other than advertising; Production of video recordings, other than advertising; Production of sound recordings, other than advertising; Production of audio recordings, other than advertising; Production of audio and/or video recordings, other than advertising; Multimedia production, other than for advertising purposes; Publication of training materials; Electronic publication of information on a wide range of topics, including online and over a global computer network; Online publication of electronic books and journals; Preparation of texts for publication; Publication of books; Publication of e-books; Publication of audio books; Publication of educational texts; Publication of journals; Publication of magazines; Publication of manuals; Publication of multimedia material online; Publication of periodicals; Publication of posters; Publication of texts (other than publicity texts); Conducting workshops (training); Arranging and conducting of workshops (training); Conducting workshops; Organisation of seminars; Organisation of teaching activities; Organisation of training courses; Organising of entertainment and social events (entertainment, sporting and cultural services)

Financial, monetary and banking services; insurance services; financial services; investment services; financial advisory services; financial sponsorship of education, training, entertainment, sporting or cultural activities; financial research; financial planning; financial consultation services; financial appraisals; banking; financial management; preparation and analysis of financial reports; financial analysis; financial evaluations; financial information services; financial affairs; monetary affairs; provision of financial information; provision of information relating to financial services; provision of investment information; provision of insurance information; consultancy services relating to insurance; financial valuations; financial services for charitable purposes; provision of financial services and advice on a pro bono basis; provision and funding of scholarships; Charitable services, namely provision of pro bono financial planning advice.

Education services; education advisory services; provision of training; training and education provided by as association for its members; providing online newsletters (not downloadable) in the field of finance and business; coaching services (training); vocational training and guidance (education or training advice); vocational training services for members of the association; provision of educational mentoring services and programs in the field of leadership development; mentoring (education and training); membership club services in the nature of providing coaching, mentorship (education and training), and educational programs for association members; arranging and conducting of conference; arranging and conducting of seminars; arranging and conducting of workshops; arranging and conducting of conferences; arranging and conducting of educational events; arranging and conducting of educational seminars and training programs; career information and advisory services (educational and training advice); career counselling (education or training advice); production of audio and/or video recordings, other than advertising; production of audio/visual presentations; publication of information relating to training in the field of business services, financial services, financial planning, investments, banking services and insurance; publication of books, manuals, periodicals, educational materials in the field of business services, financial services, financial planning, investments, banking services and insurance; publication of educational texts and manuals relating to financial services and financial planning; provision of information relating to educational courses to maintain training in financial services and financial planning industries; provision of continuing professional educational courses to financial services and financial planning market; providing continuing professional educational programs for members of the association; providing online electronic non-downloadable publications in the nature of reference material, namely, journals, books, audio and/or video recordings, audio and/or video presentations; education and training services in relation financial planning and financial services industries; organisation of educational certification and accreditation programs in the field of financial planning, financial services and business management; providing examination and knowledge tests for professional training purposes; organisation and hosting of congresses, conferences and roadshows for association members; provision of training and educational examinations for certification purposes; setting of educational standards; creation of educational courses, examinations and qualifications; educational assessment services; educational examination services; arranging of award ceremonies; charitable services, namely provision of pro bono financial planning education.

Association services being the quality control of goods or services provided by members of the association; quality accreditation services for association members; quality accreditation services; accreditation services relating to the application of quality standards; quality audits; advisory services relating to the preparation of quality standards in the financial services and financial planning industries; quality control and authentication services for the financial services and financial planning industries; provision of online non-downloadable software (application service provider); provision of online non-downloadable web-based software; online provision of web-based applications (non-downloadable); online provision of web-based software (non-downloadable); computer services, namely, hosting and maintaining online website for association members to provide information on the financial services industry and association information to members.

political and governmental lobbying services (promoting, publicising or otherwise representing the interests or concerns of others).

Financial, monetary and banking services; insurance services; financial services; investment services; financial advisory services; financial sponsorship of education, training, entertainment, sporting or cultural activities; financial research; financial planning; financial consultation services; financial appraisals; banking; financial management; preparation and analysis of financial reports; financial analysis; financial evaluations; financial information services; financial affairs; monetary affairs; provision of financial information; provision of information relating to financial services; provision of investment information; provision of insurance information; consultancy services relating to insurance; financial valuations; financial services for charitable purposes; provision of financial services and advice on a pro bono basis; provision and funding of scholarships; Charitable services, namely provision of pro bono financial planning advice

Education services; education advisory services; provision of training; training and education provided by as association for its members; providing online newsletters (not downloadable) in the field of finance and business; coaching services (training); vocational training and guidance (education or training advice); vocational training services for members of the association; provision of educational mentoring services and programs in the field of leadership development; mentoring (education and training); membership club services in the nature of providing coaching, mentorship (education and training), and educational programs for association members; arranging and conducting of conference; arranging and conducting of seminars; arranging and conducting of workshops; arranging and conducting of conferences; arranging and conducting of educational events; arranging and conducting of educational seminars and training programs; career information and advisory services (educational and training advice); career counselling (education or training advice); production of audio and/or video recordings, other than advertising; production of audio/visual presentations; publication of information relating to training in the field of business services, financial services, financial planning, investments, banking services and insurance; publication of books, manuals, periodicals, educational materials in the field of business services, financial services, financial planning, investments, banking services and insurance; publication of educational texts and manuals relating to financial services and financial planning; provision of information relating to educational courses to maintain training in financial services and financial planning industries; provision of continuing professional educational courses to financial services and financial planning market; providing continuing professional educational programs for members of the association; providing online electronic non-dow; nloadable publications in the nature of reference material, namely, journals, books, audio and/or video recordings, audio and/or video presentations; education and training services in relation financial planning and financial services industries; organisation of educational certification and accreditation programs in the field of financial planning, financial services and business management; providing examination and knowledge tests for professional training purposes; organisation and hosting of congresses, conferences and roadshows for association members; provision of training and educational examinations for certification purposes; setting of educational standards; creation of educational courses, examinations and qualifications; educational assessment services; educational examination services; arranging of award ceremonies; charitable services, namely provision of pro bono financial planning education

Association services being the quality control of goods or services provided by members of the association; quality accreditation services for association members; quality accreditation services; accreditation services relating to the application of quality standards; quality audits; advisory services relating to the preparation of quality standards in the financial services and financial planning industries; quality control and authentication services for the financial services and financial planning industries; provision of online non-downloadable software (application service provider); provision of online non-downloadable web-based software; online provision of web-based applications (non-downloadable); online provision of web-based software (non-downloadable); computer services, namely, hosting and maintaining online website for association members to provide information on the financial services industry and association information to members

political and governmental lobbying services (promoting, publicising or otherwise representing the interests or concerns of others)