Providing business administration services including in relation to investment fund support services; business management and advisory services; commercial administration of the licensing of the goods and services of others; marketing; accounting services; preparation and analysis of commercial and business reports; registry services (administration services being recording and maintaining lists and information for others); call centre services being the provision of business information

Financial services; financial management, planning, analysis, evaluation and research services; wealth planning; fund investments; investment services; capital and private equity investment; funds management and investment management, planning and administration services including in respect of listed and unlisted investment vehicles, listed and unlisted trusts and stapled securities; investment fund support services including fund administration, reporting and administration of investment arrangements; providing funds management and investment management services and advice to clients (including individuals, institutional clients, superannuation funds, managed funds, trusts, life companies, investment administration platforms, wraps and master trusts, companies and bodies corporate, and investment vehicles); establishment and management of financial products; asset management and investment and their related activities and services; sub-underwriting debt funding; financial dealing (including arranging dealing) in financial products including, debt securities (listed and unlisted), other securities, derivatives, futures contracts, retirement and savings products or accounts, managed funds, fixed interest securities, convertible notes, hybrid securities (including preference shares), convertible securities and cash; financial and monetary services and affairs including lending for commercial, investment or residential purposes, mortgage financing, mortgage origination; debt financing; mortgage aggregation; management of loan assets, refinancing, debt reconstruction, bridging finance, asset backed lending; provision of debt funding, sourcing debt funding from banks, capital markets and institutional markets; asset origination; loans, mortgage and leasing financing arranging and other services; finance structuring services; management of commercial, office, retail, industrial and social infrastructure real estate; preparation and analysis of financial reports; unit trust services; unit pricing; valuation services including portfolio valuation services; investment custody services; financial brokerage services; operating, offering and issuing interests in funds relating to mortgage loans, interest bearing securities funds, cash and other short term investments and managed investment schemes to retail and wholesale clients; managing investments for wholesale and retail clients in funds relating to mortgage loans, interest bearing securities, cash and other short term investments and managed investment schemes; providing consultancy, information and advisory services in relation to all the aforementioned services

Education and training services including seminars and conferences relating to financial affairs and investments; publication of reports, journals, leaflets, brochures, periodicals and newsletters in relation to financial affairs, investments, business administration and business management; consultancy, information and advisory services in relation to the aforementioned services; providing online electronic publications (not downloadable)

Insurance including life and mortgage insurance; financial and monetary services and affairs including lending for commercial or investment purposes, mortgage financing, mortgage origination; debt financing; mortgage aggregation; management of loan assets, refinancing, debt reconstruction, bridging finance, asset backed lending; money management and investment services; private equity investment, provision of venture capital, underwriting equity and debt funding, sourcing equity and debt funding from banks, capital markets and institutional markets,advice on the creation of equity, debt and hybrid financial instruments; asset origination; sourcing, advising and managing infrastructure funding and assets; managing listed investment vehicles such as listed trusts or stapled securities; establishment and management of investment portfolios, cash, fixed interest, mortgage, property, infrastructure and equity funds; establishment and operation of superannuation funds; provision of annuities and pensions and retirement savings products and accounts; financial planning and advisory services; financial analysis; financial advice; financial consultancy; financial evaluation; financial information; financial management; wealth planning; estate planning; financial research; dealing in financial products (including without limitation, life products, securities (including shares and debt and other securities), superannuation products, pensions, retirement and savings products or accounts, general insurance and managed funds); mortgage broking; platform and wrap services advice; debt management; business succession and business continuation advice; retirement payment and planning services; life insurance consultancy; life insurance evaluation; life insurance broking; general insurance advice; investment planning; loans, mortgage and leasing financing advice and arranging; finance structuring advice; estate planning; management and maintenance of commercial, office, retail, industrial and social infrastructure real estate; funds management and administration services; margin lending; consultancy, information and advisory services in relation to all the aforementioned services