Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial services, namely, providing financial information relating to investment advisory services, investment management services and financial management via an interactive website; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custody services, namely, commission of servicing and management of financial assets; management and investment of funds and assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; trust and estate planning and management services; retirement planning services; real estate investment and trust advisory and management services; investment advice in the fields of private equity, hedge funds, and alternative investments; investment management in the fields of private equity, hedge funds, and alternative investments; investment of funds for others in the fields of private equity, hedge funds, and alternative investments; private equity consultant services; private equity fund investment services; private placements of hedge funds, private equity funds, securities and derivatives for others; providing venture capital, development capital, private equity and investment funding.

Book-keeping

Advice on finance for retirement, Advice regarding credit; Advice regarding lending services; Advice relating to investment for retirement; Advice relating to investments; Advice relating to mortgages for residential properties; Advice relating to pensions; Advisory services relating to finance; Advisory services relating to financial investment; Advisory services relating to financial planning; Advisory services relating to financing; Advisory services relating to insurance; Advisory services related to loan services; Commercial lending; Corporate lending; Consultancy services relating to credit and finance; Consultancy services relating to investment; Consultancy services relating to financial matters; Consultations (financial); Consultations relating to banking and credit; Corporate finance services; Corporate finance consultancy; e-wallet payment services; Estate planning services (arranging financial affairs); Financial and investment services; Financial services; Financial advice; Financial advisory services; Financial advisory services for companies and individuals; Financial advisory services relating to tax; Financial consultancy; Financial consultation services; Financial information services; Financial investment; Financial leasing; Financial lending; Finance investment advisory services; Financial management; Financial management advisory services; Financial planning services; Financial services; Income tax financial advice; Investment; Investment advice; Investment consultancy; Investment information; Money lending; Mortgage advice; Mortgage lending; Pension and retirement and superannuation funds and plans; Personal finance services; Personal financial planning services; Portfolio counselling services; Provision of information relating to financial services; Providing financial information via a website; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs

accounting; management accounting; tax advice (accountancy); tax consultancy (accountancy); tax assessment (accountancy) consultancy; tax planning (accountancy); tax services (business management and accountancy services); taxation (accountancy) consultancy; tax return advisory (accountancy) services; taxation (accountancy) advice; payroll advisory services; chartered accountancy business services; business administration consultancy; risk management consultancy (business); consultancy relating to business management; business management consultancy; corporate management consultancy

Advisory services relating to (financial) risk management; Advisory services relating to financial investment; Advisory services relating to financial planning; Brokerage services relating to financial instruments; Financial advice; Financial advice relating to taxation; Financial advice relating to wills; Financial advisory services; 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 affairs; Financial analysis; Financial consultancy; Financial consultation services; Financial investment advisory services; Financial investment management services; Financial loan services; Financial planning; Financial portfolio management; Financial strategy consultancy services; all of the foregoing being for the benefit of individuals and not companies or organisations

financial advice; personal financial planning services; financial planning; independent financial planning advice; personal financial planning advisory services; insurance advice; advisory services relating to financial planning; investment advice; financial advice relating to taxation; financial advice relating to wills; financial information; advice relating to investments; advisory services relating to financial investment; advice on finance for retirement; financial investment advisory services; advice relating to investment for retirement; financial advisory services relating to tax; advisory services relating to investment finance; financial advisory services relating to taxation; financial advisory services relating to retirement plans; tax financial planning; advice relating to insurance; taxation financial planning services; advisory services relating to financial matters; financial advisory services; financial consultation services; advice relating to pensions

Advisory services relating to financial investment; Advisory services relating to financial matters; Advisory services relating to financial planning; Consultations (Financial); Financial advice; Financial advisory services; Financial advisory services for individuals; Financial advisory services relating to retirement plans; Financial affairs; Financial analysis; Financial asset management; Financial fund management; Financial investment; Financial investment advisory services; Financial investment management services; Financial management; Financial management advisory services; Financial planning; Financial portfolio management; Financial services; Personal financial planning advisory services; Personal financial planning services; Preparation of financial analyses

Advisory services relating to financial planning; Financial planning; Personal financial planning advisory services; Personal financial planning services

Business management; Business administration; Advisory services relating to business organisation; Business negotiations; Preparation of business reports; Economic analysis for business purposes; Advertising; Marketing; Business accounts management; Auditing of accounts; Book-keeping; Accounting; Payroll advisory services; Payroll processing services (for others); Preparation of payrolls (for others); Tax services (business management and accountancy services); Preparation of documents relating to taxation; Tax planning (accountancy); Taxation (accountancy) advice; Taxation (accountancy) consultancy; Business assistance relating to corporate identity; Registry services (administration services being recording and maintaining lists and information for others), none of the aforementioned being services relating to the computer industry

Financial affairs; Monetary affairs; Real estate advisory services; Real estate investment advice; Real estate consultancy; Real estate management; Real estate financing; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs; Real estate services relating to property development; Property portfolio management; Financial analysis; Tax services (financial); Corporate finance services; Venture capital financing; Venture capital management; Syndicated loans; Advisory services relating to finance; Financial sponsorship of education, training, entertainment, sporting or cultural activities; Administration of investment funds; Pension and retirement and superannuation plans and funds; Preparation of financial reports; Investment advice; International fund investment; Cash management; Financial trust management; Estate planning services (arranging financial affairs); Management of capital investment funds; Capital investment; Financial planning; Management of financial assets; Financial grant services

Accounting; Accountancy; Chartered accountancy business services; Tax advice (accountancy); Tax assessment (accountancy) consultancy; Tax consultancy (accountancy); Tax planning (accountancy); Tax return advisory (accountancy) services; Tax services (business management and accountancy services); Preparation of tax returns; Tax assessment (accounts) preparation; Tax preparation; Book-keeping; Business administration; Business administration consultancy; Business advice; Business advisory services; Business appraisals; Business assistance; Business consultancy; Business management; Business planning; Business research; Business strategy services; Provision of business assistance

Insurance; financial affairs; monetary affairs; real estate affairs; advice on finance for retirement; advisory services relating to finance; advisory services relating to investment finance; consultancy services relating to finance; consultancy services relating to personal finance; corporate finance consultancy; corporate finance services; management of finances; personal finance services; project finance; raising of finance; research services relating to finance; acquisition for financial investment; administration of capital investment services; administration of fund investment; administration of investment funds; administration of investments; administrative services relating to investments; advice relating to investment for retirement; advice relating to investments; advisory services relating to financial investment; advisory services relating to investment finance; advisory services relating to investments; capital fund investment; capital investment; capital investment advisory services; capital investment in real estate; capital investments; commercial property investment services; commodities investment advisory services; commodities investment consultation services; consultancy services relating to investment; consultations relating to investment; credit character investigations and reporting; financial investigation services; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financing of investments; fund investments; industrial investment; insurance investigations; international fund investment; investing of funds; investment; investment account services; investment advice; investment analysis; investment asset management; investment bank services; investment banking; investment brokerage; investment business services; investment consultancy; investment consultations; investment custody; investment fund management; investment information; investment management; investment management of funds; investment performance monitoring; investment planning; investment portfolio management services; investment research; investment trust management; investment trust services; investment trusteeship; loan services for property investment; management of investments; monitoring of investment funds; mortgage investment management; pension fund investment management; portfolio investment management; provision of investment capital; provision of investment information; provision of investment savings plans; provision of investment services; real estate investment; real estate investment advice; real estate investment management; real estate investment services; research services relating to investment; residential investment advice; school fees investment services; securities investment services; stock investment management; trust investment services; unit trust investment

Advisory services for business management; Business management; Consultancy relating to business management; Provision of information in relation to business management; Business administration; Business administration advisory services; Business administration consultancy; Provision of information in relation to business administration; Office functions

Administration of insurance business; Advisory services relating to insurance; Arranging of insurance; Consultancy services relating to insurance; Insurance; Insurance administration; Insurance advice; Insurance advisory services; Insurance agency services; Insurance consultancy; Insurance services; Life insurance; Personal insurance services; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs; Administration of financial affairs; Estate planning services (arranging financial affairs); Financial affairs; Monetary affairs; Monetary affairs consultancy; Advisory services relating to financial planning; Financial planning; Administration of investments; Advisory services relating to investments; Financial investment; Financial investment advisory services; Financial investment management services; Investment; Investment advice; Investment appraisal services; Investment business services; Investment consultancy; Investment information; Investment management; Investment planning; Financial advisory services relating to retirement plans; Pension and retirement and superannuation plans and funds