Full line of financial and investment services; house mark for providing a full range of services in the investment and financial fields, including, mutual fund investment services, exchange-traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial and investment consultation, financial and investment research, banking, administration of college savings plans, charitable fund raising, donor- advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial news, financial information, analysis in the fields of investing, finance, and financial planning, financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; financial planning and investment advisory services; financial and insurance consulting services; debit card services; check processing, check writing and bill payment services; assisting others with the completion of financial transactions for mutual funds, exchange-traded funds, stocks, bonds, securities and equities; cash management services; electronic funds transfer and payment services; providing information by phone and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management; donor advised investment of funds for charitable purposes; charitable fund raising services; automated securities trade execution services; financial administration and investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, including, providing financial news and information and investment account information by means of the internet; life insurance and annuity services; risk management services; estate trust management services; information, advisory and consulting services relating to the aforementioned

Investment

Brokerage of carbon credits; carbon brokerage services; carbon trading services

Business consultancy services, particularly in relation to carbon commerce, greenhouse emission reduction units, carbon rights and climate change

Consultancy services and risk analysis services in relation to carbon commerce, greenhouse emission reduction units and carbon rights, including in relation to trade in emission allowances and credits

Printed matter, including printed publications, newspapers, newsletters, magazines, periodicals, manuals, books, booklets, pamphlets; instructional and teaching material; stationery; writing instruments and material; drawing instruments and materials; office requisites; adhesives for stationery or household purposes; cards; calendars; decalcomanias; charts; photographs; pictures; posters; stickers

Financial services, including, financial trading services, including financial trading services featuring order routing, secure message transmission, provision and operation of exchanges, including, operation of securities exchange, including operation of exchanges featuring order routing, secure message transmission, provision and operation of markets and trading facilities, including Internet-based markets, and including, provision of markets and trading facilities featuring order routing, listing of entities and associates of listed entities, and their products; undertaking, facilitating, managing and administering Initial Public Offering (IPOs); creation of products to be traded at exchanges; clearing and settlement of trades, including, cross-border clearing, managing foreign exchange risk, custody services, escrow services, trustee services, bureau clearing services and third party clearing services; portfolio management; funds management; financial research; financial analysis; financial consulting; supervision, regulation and surveillance of markets, market integrity and market participants; risk management; project management; market policy consulting, market regulation consulting and market supervision consulting; creation and management of index funds; creation and management of managed funds; provision of information and advice concerning financial matters, including, provision of financial information and advice, and including, provision of information and advice in respect to, market matters, listed entities, derivative products and indexes, and including advice by electronic means, and including provision of market data such as trade and quote data, corporate action information, company announcements, financial data and fundamental data; the creation and management of a suite of indices used to measure market performance; monetary service

Management consulting

Financial and banking services