Savings and retirement services, namely, financial administration of employee pension plans, business, stock option and pension valuation services, pension fund services, annuity services, and retirement fund financial management services; financial planning and financial management services; investment advisory and investment management services; wealth management services, and wealth creation services, namely investment banking, financial investments in the field of securities, financial investments in the field of mutual funds, financial investments in the field of commodities, and financial placement of private equity funds for others, and private financial placement of securities and derivatives for others; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds; private placement and capital market services; financial investment brokerage services for the selling of investment funds, exchange-traded funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; real estate development, leasing of real estate, real estate management services, real estate investment services, mortgage services; providing information in the financial services fields online or via websites, blogs or social media sites on the internet

Financial documents; newsletters relating to financial matters; paper and printed matter relating to brokerage services, financial services, capital and funds investment, funds management, investment, monetary affairs, mortgages and finance, management, office functions, property development, real property, retirement planning and superannuation; prospectuses

Capital and fund investments; commodities trading services; financial services, including but not limited to financial advice, consultancy, information and management services; futures trading services; investment services; securities trading services

Insurance; financial affairs; monetary affairs; real estate affairs; financial services rendered by a franchisor; provision of financial products; provision of investment products; provision of savings products; insurance services, including general insurance, life insurance, health care and medical insurance, home insurance, motor insurance, building insurance, contents insurance, mortgage payment insurance, critical illness insurance; insurance underwriting services; medical insurance services; financial services; financial services relating to pensions and pension funds; investment services; investment management services; financial investment management services; fund investment management; investment management; investment management of funds; mortgage investment management; pension and pension fund investment management; portfolio investment management; real estate investment management; stock investment management; savings services; offshore bond services; investment and savings advice and consultancy services; financial services provided via the Internet; provision of financial information; financial services relating to pensions and pension funds; financial services relating to investments, savings and bonds; banking services; savings and investment services; mortgage services; loan services; pension services; financial advice and consultancy services; private equity services; private equity fund investment services; property management services; financial services relating to the buying and selling of properties; real estate and property management services; real property management; stockbroking services; share advice services; real estate services; estate agency services; fund investment services; fund management services; capital investment services; lending services; savings bank services; leasing, letting and rental of property services; property and land management and valuation services; arranging of insurance; including, but not limited to, all the aforesaid provided by electronic means including the Internet; consultancy, advisory and information services in relation to any or all of the aforesaid services, including such services provided via the Internet

Promotion services; business administration and business management services; association services, including business administration and business management services in the field of investment, promoting the interests of investment analysts and investment management professionals; consultancy and advisory services in relation to the foregoing services

Education and training services, including providing classes, lectures, conferences, workshops and courses of instruction in the fields of investment and investment counselling

Financial services; financial market services; investment services, capital investment services; wholesale investment management services; financial services; financial advice in relation to mergers and acquisitions; capital raising services; debt and transaction restructuring; institutional stockbroking, including, cash equity sales, sales trading, facilitation trading and execution; financial advisory services in relation to the structuring of equity capital raisings; financial market services, including commodities trading for others, derivatives trading, futures trading, trading of equities, treasuries trading, debt trading; structuring and financing in relation to commodities trading including financing, hedging, trading and market making, tailored risk management services; financial market services in relation to equity derivatives, global equity trading and in relation to hedge funds; foreign exchange services including structured derivative products, debt markets including providing risk management solutions and products via structured securities and derivative based products relating to credit and interest rate risk; treasury services including funding, liquidity and interest rate risk management, domestic and international funding market services; research services being financial research services, economic commodity and financial trend review, commentary, analysis and forecasting; asset and wealth management services including retail financial services namely, cash management trust administration services, retail superannuation services, provision and management of annuity and pension products, retail investment platform administration services, alternative asset fund management services, third party managed fund distribution services, strategic financial planning services, executive wealth management services, private portfolio management services, financial advisory services and dealing services in relation to currencies, commodities, derivatives, bonds and cash securities; retail and traditional funds management, securities funds management namely, providing a range of managed funds in equities, alternative investments, currency, cash, balanced funds, fixed interest and small cap equities, specialist funds management services, property funds management services and private equity funds management services; broking services including stock brokerage services, private client broking services; financial leasing services; financial advisory services; financial management services; compliance and risk management services; insurance services including financial insurance services, derivative products to hedge or manage risk; underwriting services including procuring subscribers or purchasers for debt, equity or other securities offered for issue or subscription; financial valuation services

Investment management services

Insurance; financial affairs; monetary affairs; real estate affairs; hedge fund services; provision of secured and unsecured loans; credit services; investment management and advisory services; investment services, namely, asset acquisition, consultation, development, management and advisory services; financial advisory services, namely, the structuring, sale, distribution, management and administration of investments, including but not limited to target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial analysis services relating to investments; financial data analysis; financial profiling and modelling; research and analysis in the field of financial and investment services; financial services, namely, brokerage, sales, advisory, distribution, administration, operation, management, accounting, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, commodity pools and other collective investment vehicles, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products, options, futures, derivatives, debt instruments and commodities

Public relations; advertising, marketing and promotional services; business development services; business assistance; business advisory services.

Property services, namely assistance with budgeting and money management in preparation for purchasing property, mortgage advice and provision of home loans; property investment services, including provision of advice relating to investment property, planning investment property portfolios, purchasing of investment properties, and property management services; business and commercial short term and asset based loans; advice on insurance options including assistance in securing insurance cover; rental of property; loan services for property investment; insurance relating to property

Online retail services