Insurance affairs; financial affairs; monetary affairs; real estate affairs; providing a website featuring financial information on investment strategies and news, case studies and research on asset allocation, portfolio construction, market behaviour and efficiency, investment opportunities, implementation, transaction and custodial issues

Downloadable electronic publications in the nature of magazines and newsletters in the field of finance for financial and investment professionals

Print publications, namely, magazines and newsletters in the field of finance for financial and investment professionals

Address books, photo albums, autograph books, paper bags, paper banners, blank note cards, poster boards, calendars, gift cards, greeting cards, daily planners, decals, paper party decorations, desk sets, diaries, erasers, file cards, gift wrapping paper, blank writing journals; sheet music; desk pads, arts and craft paint kits, postcards, scrapbooks, posters, stickers, paper tape, and trading cards

Clothing, including, shirts, t-shirts, pants, dresses, shorts, jackets, coats, socks, all of the foregoing goods excluding underwear; headgear, including, caps, hats and headbands

Providing temporary use of online non-downloadable software for accounting, bookkeeping, financial and business transaction processing management, financial and business transaction management, tax preparation and tax planning; providing temporary use of online non-downloadable software for use in the field of personal and business finance for accounting and tax management; providing temporary use of online non-downloadable software for use in the management of payroll; providing temporary use of online non-downloadable software for administering employee payroll; providing temporary use of online non-downloadable software for creating, customizing, and managing invoices, recording payments, and issuing receipts; providing temporary use of online non-downloadable software for use in organizing, servicing and tracking sales, collections and receivables data; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; providing temporary use of online non-downloadable software for managing online bank accounts; providing temporary use of online non-downloadable software for controlling access to financial information via electronic permission settings; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software to track time worked; providing temporary use of online non-downloadable software to create and manage budgets; providing temporary use of online non-downloadable software to create price quote estimates and transfer price quote estimates to invoices; providing temporary use of online non-downloadable software to automate creation and transmission of invoices; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; providing temporary use of online non-downloadable software to create, print, and track bank checks and purchase orders; providing temporary use of online non-downloadable software to track sales, expenses, and payments; providing temporary use of online non-downloadable software to analyze the financial status of businesses and industries; providing temporary use of online non-downloadable software for inventory management; providing temporary use of online non-downloadable software to import contacts and financial data from other electronic services and software; providing temporary use of online non-downloadable software for customer relationship management; providing temporary use of online non-downloadable software to manage customer lists, e-mail and print sales forms, and track running balances; providing temporary use of online non-downloadable software for synchronizing data among computers, servers and mobile devices; providing temporary use of online non-downloadable software for database management, data aggregation, data reporting, and data transmission; providing temporary use of online non-downloadable software for online backup of electronic files; providing temporary use of online non-downloadable software for use in transaction processing, accounting, receipt printing and receipt capture; providing temporary use of online non-downloadable software that enables business owners to find business financing and commercial loans; providing temporary use of online non-downloadable software that matches borrower requests for financing with commercial loans and loan offers; providing temporary use of online non-downloadable software that matches business finance requirements with loans; providing temporary use of online non-downloadable software that enables the secure exchange of information by users.

Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, exchange traded funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management and sales support services provided to financial advisors; investment tracking and investment analysis services; providing news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues.

Computer programs and computer equipment used in the provision of banking, financial and insurance services; debt and credit cards, smart cards; card readers; apparatus used in the provision of electronic funds at point of sale terminals; pre-recorded software used in the provision of business advisory and consultancy services

Printed matter; newsletters, magazines and pamphlets; cheques and cards

Advisory services relating to financial planning; Financial planning; Independent financial planning advice; Personal financial planning advisory services; Personal financial planning services; Tax financial planning; Taxation financial planning services; Accident insurance underwriting; Administration of insurance claims; Administration of insurance plans; Advice relating to insurance; Advisory services relating to insurance; Advisory services relating to insurance claims; Brokerage advisory services relating to insurance; Brokerage of insurance; Business insurance underwriting; Commodities insurance; Consultations (Insurance); Insurance underwriting; Life insurance; Life insurance underwriting; Mortgage banking insurance; Provision of insurance premium quotations; Provision of mortgage loan insurance; Real estate insurance services; Service insurance contracts; Pension and retirement and superannuation plans and funds; Financial advice; Financial advice relating to taxation; Financial advice relating to wills; Financial advisory services; Financial advisory services for companies; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Financial advisory services relating to tax; Financial advisory services relating to taxation; Financial advocacy services; Financial affairs; Financial analysis; Financial appraisals; Financial assessments; Financial asset management; Financial assistance; Financial banking; Financial brokerage; Financial business appraisals; Financial clearing house service; Financial consultancy; Financial consultation services; Financial credit services; Financial customs brokerage services; Financial database services; Financial economic analysis; Financial evaluation (insurance, banking, real estate); Financial evaluation of livestock; Financial evaluation of standing timber; Financial evaluation of wool; Financial evaluations; Financial exchange services; Financial fund management; Financial grant services; Financial guarantee assessment services; Financial guarantee services; Financial information; Financial information services; Financial intermediary services; Financial investigation services; Financial investment; Financial investment advisory services; Financial investment fund services; Financial investment management services; Financial investment research services; Financial leasing; Financial lending; Financial loan services; Financial loss management; Financial management; Financial management advisory services; Financial management of reimbursement payments for others; Financial market information services; Financial modelling services; Financial payment services; Financial portfolio management; Financial research; Financial risk management; Financial savings services; Financial securities; Financial services; Financial sponsorship; Financial strategy consultancy services; Financial transaction services; Financial trust management; Financial underwriting; Financial valuation services; Financial valuations; Estate duty planning; Estate planning services (arranging financial affairs); Investment planning; Pension planning services; Share planning services

Advertising; business management, organization and administration; office functions

Arrangement of accommodation for tourists

investment management; investment portfolio management; investment fund management; management of investment portfolios; financial investment management; investment management services; management of investment funds; investment asset management; portfolio management and investment services; management of financial investments; investment consultation; fund investments; funds investment; asset management services; funds management; fund management; financial portfolio management