| ARTEMIS PARTNERS Artemis Partners Pty Ltd. 2509103 10 Jan 2025 | Published: Under examination | business consulting; professional business consulting; business consul... Class 035 Class 035 Advertising, Business & Retail Services business consulting; professional business consulting; business consulting services; professional business consulting services; business management and consulting; business advisory and consultancy; business organization consulting; professional business consultancy; business consultancy; business organization consulting services; business consulting for enterprises; business consulting services for non-profit organizations; professional business consultancy services; business management and consulting services; business consultancy and advisory services; business advisory and consultancy services; business management consulting; business advice and consultancy; business consultancy services; professional business consultation; business organisation consulting; business organisation consulting services; business management consulting services; business management and consultancy; business and management consultancy; business consulting and information services; business management consulting and advisory services; consultancy relating to business planning; corporate management consultancy; consultancy relating to human resources; business organization consultancy; business organization consultancy services; business advice and consultancy services; corporate management consultancy services; business consultancy services for non-profit organizations; business management consultancy and advisory services; consultancy relating to business analysis; business consultation services; business management consultancy; consultancy relating to business management and organization; consultancy relating to business management; business management and consultancy services; business consultation; assistance, advisory services and consultancy with regard to business planning; business advisory, consultancy and information services; business management consultancy services; business and management consultancy services; business organization and management consulting services; business management and organization consultancy; business organisation consultancy services; business management consultancy in the field of executive and leadership development; business development consultancy services; business organization and management consulting; consultancy relating to business process management; consultancy relating to the establishment and management of businesses; business management and organization consultancy services; business administration consultancy services; consultancy relating to business strategy; business management consultation services; business process management and consultancy; business management and consultation services; consultancy relating to the establishment and running of businesses; business consultancy and information services; business organization and management consultancy; business management consultancy in the field of leadership development; consultancy and advisory services in the field of business strategy; business administration and business consultancy services; business operation consultancy; business organisation consulting in the field of logistics facilities and resources; consultancy and advisory services relating to business management; business consulting and business information for enterprises; consultancy relating to the management of personnel; business advisory services; advisory and consultancy services relating to business management; business planning and business continuity consulting; business organization and management consultancy services; business management and organisation consultancy; business management consultation; business consulting, management, planning and supervision; business organization and operation consultancy; consultancy services regarding business strategies; business organisation and management consultancy; business management and organisation consultancy services; business information and consultancy services; business management analysis and business consultancy; business process management and consulting relating thereto; consultancy relating to business mergers; business planning and business continuity consultancy | |
| Praedium Partners KHI ACCOUNTING (SSW) PTY LIMITED 2505144 12 Dec 2024 | Accepted: Awaiting publication | compilation of financial information; drawing up of statements of acco... Class 035 Class 035 Advertising, Business & Retail Services compilation of financial information; drawing up of statements of accounts; business and financial auditing; provision of on-line company management services in relation to accounting, and business project management; taxation [accountancy] consultation; accounting consultation; account auditing services; provision of information relating to accounts [book-keeping]; consultancy and information services relating to accounting; accountancy services relating to accounts receivable; business management of savings accounts; auditing of financial statements; providing information relating to accounts [accounting]; provision of online company management services in relation to accounting, and business project management; drawing up of statements of account; business accounting advisory services; management of sales accounts; forensic accounting; taxation [accountancy] advice; accounting for others; tax planning [accounting]; book-keeping, accounting and audit accounting; accounting and audit accounting; business administration of savings accounts; accounting, book-keeping and audit accounting; consultancy relating to tax accounting; business accounting and auditing services; business auditing; account auditing; accounting; tax planning [accountancy]; accounting services relating to tax planning; accountancy; accounting advisory services; accounting services for mergers and acquisitions; accounting consultancy relating to taxation; balance sheet accounting; auditing of accounts; financial accounting and auditing services; taxation [accountancy] consultancy; preparation of statements of accounts; cost accounting; management accounting; drawing up statements of account; providing information relating to accounts [book-keeping]; accountancy services; providing information relating to accounts [accountancy]; accounting services; provision of information relating to accounts [accounting]; providing on-line company management services in relation to accounting, and business project management; computerized accounting services; book-keeping and audit accounting; financial accounting; financial auditing; accounting consultancy; administrative accounting; provision of information relating to accounts [accountancy]; accounting for third parties; advisory services relating to accounting; providing online company management services in relation to accounting, and business project management; computerized accounting; accountancy advice relating to taxation; cost management accounting | |
| KHI Partners KHI ACCOUNTING (SSW) PTY LIMITED 2499505 21 Nov 2024 | Accepted: In opposition period | cost management accounting; compilation of financial information; draw... Class 035 Class 035 Advertising, Business & Retail Services cost management accounting; compilation of financial information; drawing up of statements of accounts; business and financial auditing; account auditing services; consultancy and information services relating to accounting; accountancy services relating to accounts receivable; business management of savings accounts; auditing of financial statements; drawing up of statements of account; forensic accounting; taxation [accountancy] advice; tax planning [accounting]; accounting and audit accounting; business administration of savings accounts; consultancy relating to tax accounting; business auditing; account auditing; accounting; tax planning [accountancy]; accounting services relating to tax planning; accountancy; accounting advisory services; accounting services for mergers and acquisitions; balance sheet accounting; preparation of statements of accounts; providing information relating to accounts [book-keeping]; providing information relating to accounts [accountancy]; accounting services; provision of information relating to accounts [accounting]; providing on-line company management services in relation to accounting, and business project management; financial accounting; financial auditing; accounting consultancy; administrative accounting; accounting for third parties; advisory services relating to accounting; accountancy advice relating to taxation; provision of on-line company management services in relation to accounting, and business project management; taxation [accountancy] consultation; accounting consultation; provision of information relating to accounts [book-keeping]; providing information relating to accounts [accounting]; provision of online company management services in relation to accounting, and business project management; business accounting advisory services; management of sales accounts; accounting for others; book-keeping, accounting and audit accounting; accounting, book-keeping and audit accounting; business accounting and auditing services; accounting consultancy relating to taxation; auditing of accounts; financial accounting and auditing services; taxation [accountancy] consultancy; cost accounting; management accounting; drawing up statements of account; accountancy services; computerized accounting services; book-keeping and audit accounting; provision of information relating to accounts [accountancy]; providing online company management services in relation to accounting, and business project management; computerized accounting Class 036 Class 036 Insurance & Financial Services financial consulting and advice; financial consulting and advisory services; provision of mortgage loan insurance; financial risk management; advisory services relating to mortgages; brokerage of mortgage loans; brokerage services for mortgage loans; financial consulting services; financial consultancy and information services; financial management advisory services; financial banking; financial planning services; providing mortgage funds; financial risk management consultation; financial management of building projects; financial planning services relating to taxation; financial management of employee stock plans; planning of finances relating to taxation; preparation of financial reports; financial administration of mortgage business; provision of mortgage funds; insurance services for the protection of mortgages; mortgage planning; financing of mortgages and sureties; mortgage banking insurance services; mortgage banking services; financial management of insurance plans; closing services for mortgage loans; providing advice relating to the arranging of mortgages; providing mortgage loan insurance; financial services; preparation and analysis of financial reports; personal financial planning; financial management of financial affairs; financial loan consultancy; mortgage brokerage; financial management; arranging of mortgages and loans; financial research; financial management and consultancy; mortgage procurement; financial retirement plan consultancy services; financial affairs; mortgage financing services; financial planning and investment advisory services; advisory services relating to financial planning and financial investment; financial fund management; financial consulting and management services; financial planning for retirement; financial management for businesses; financial trust planning; mortgage brokerage services; arranging of mortgages; mortgage banking insurance; financial planning consultancy; advisory services relating to residential property mortgages; financial analyses; preparation of financial and insurance reports; financial management of finances; financial consultancy services; financial analysis; financial management of companies; preparation of financial reports relating to the financing of building projects; financial planning and management; maintaining mortgage escrow accounts; pawnbroking; stockbroking; financial management of mortgage business; financial consulting; financial forecasting; telebanking; financial management and research; mortgage insurance; financial services relating to taxation planning; personal financial planning services; consultancy in the field of financial planning; financial engineering; advisory services relating to financial planning and investment; financial analysis and consultancy; mortgage lending; advisory services relating to financial planning; online financial planning services; advice relating to mortgages for residential properties; financial services relating to tax planning; financial consultation; consultancy relating to financial planning; financial planning consultation; financial valuations; mortgage lending services; financial planning advisory services; financial management of funds; financial retirement plan consulting services; mortgage banking; mortgage refinancing; advisory services relating to mortgages for residential properties; financial management, analysis and information services; mortgage securitization; financial advice relating to pension planning; financial planning; mortgage loans and financing services; mortgage insurance services; financial consultancy; brokerage services relating to mortgage loans; financial planning services relating to building projects; advisory services relating to enhancement of mortgages; financial advice relating to tax planning; financial management of investments; financial consultancy and advisory services; personal financial planning advisory services; financial management and planning Class 045 Personal & Legal & Social Services providing information relating to legal services; providing legal research services; providing on-line information in the field of law; provision of legal research services; provision of legal research services in the field of environmental protection; providing information relating to legal affairs; enforcement of wills [legal services]; providing legal expertise; providing information in the field of law; legal services relating to licences; legal services provided in relation to lawsuits; lawyer services; provision of legal research; legal services; legal advice; licensing of databases [legal services]; provision of online information in the field of law; legal services relating to copyright licensing; legal assistance services; legal support services; licensing of patents [legal services]; legal services relating to licenses; provision of on-line information and news in the field of law; licensing of software [legal services]; provision of information on legal affairs; legal services relating to wills; provision of legal information; information services relating to legal matters; licensing of technology [legal services]; providing legal information; licensing of radio and television programmes [legal services]; software licensing [legal services]; provision of legal expertise; providing online information and news in the field of law; legal information services; providing online information in the field of law; providing information on legal affairs; providing legal research; provision of information on legal procedures relating to lawsuits or other legal issues; provision of information relating to legal affairs; providing on-line information and news in the field of law; enforcement of intellectual property rights [legal services]; legal research; providing information on legal procedures relating to lawsuits or other legal issues; provision of online information and news in the field of law; provision of information relating to legal services | |
| HEDLEY. PARTNERS 2499706 18 Nov 2024 | Published: Under examination | Compiling real estate brokerage listings; organisation of housing and ... Class 035 Class 035 Advertising, Business & Retail Services Compiling real estate brokerage listings; organisation of housing and real estate displays and exhibitions for promotion or advertising purposes; real estate auctioneering; advertising; advertising services provided over the Internet; advisory services relating to advertising; consultancy relating to advertising; direct mail advertising; hire of advertising materials; online advertising on a computer network; organisation of housing and real estate displays and exhibitions for promotion or advertising purposes; planning services for advertising; preparation of advertising material; provision of advertising space; recruitment advertising; rental of advertising space; rental of advertising space on the Internet; Collection of financial information; Consultancy relating to financial auditing; Financial auditing; Acquisition of commercial information; Advice relating to commercial management; Advisory services relating to commercial planning; Arranging exhibitions for commercial purposes; Collection of commercial information; Commercial administration; Commercial administration of the licensing of the goods and services of others; Commercial advocacy (promoting, publicising or otherwise representing the interests or concerns of others); Commercial information agencies; Commercial information services provided by access to a computer database; Commercial intermediation services; Commercial lobbying services; Commercial management advisory services; Commercial management assistance; Commercial management consultancy; Commercial or industrial management assistance; Compilation of commercial information; Compiling indexes of information for commercial or advertising purposes; Negotiation and conclusion of commercial transactions for third parties; Organisation of exhibitions for commercial or advertising purposes; Organisation of trade expositions or shows for commercial or advertising purposes; Preparation of commercial reports; Providing commercial information and advice for consumers in the choice of products and services; Accountancy; Accounting; Auditing of accounts; Computerised accounting; Cost accounting; Cost management accounting; Drawing up of statements of accounts; Forensic accounting; Management accounting; Preparation of accounts; Preparation of statements of accounts; School fee accounting services; Provision of information relating to accounts (accountancy); Taxation (accountancy) advice; Taxation (accountancy) consultancy; Tax advice (accountancy); Tax assessment (accountancy) consultancy; Tax assessment (accounts) preparation; Tax consultancy (accountancy); Tax consultations (accountancy); Tax planning (accountancy); Tax return advisory (accountancy) services; ; Advice on tax preparation; Customs duties and taxes information and advisory services; Preparation of income tax returns; Preparation of tax returns; Tax filing services; Tax preparation; Tax preparation relating to customs taxes and duties; Tax return preparation; Book-keeping; Computerised book-keeping; Commercial business management; Providing commercial and business contact information; Business accounts management; Chartered accountancy business services; Tax services (business management and accountancy services); Administration of business affairs; Administration of businesses; Administration of the business affairs of franchises; Administration relating to business appraisal; Administration relating to business planning; Administrative services for the relocation of businesses; Advice relating to business management; Advice relating to business organisation; Advice relating to the acquisition of businesses; Advice relating to the sale of businesses; Advisory services for business management; Advisory services relating to business acquisitions; Advisory services relating to business management; Advisory services relating to business organisation; Advisory services relating to business planning; Advisory services relating to business risk management; Arranging business introductions; Arranging exhibitions for business purposes; Business acquisition searches; Business acquisitions; Business acquisitions consulting services; Business administration; Business administration advisory services; Business administration consultancy; Business administration services; Business advertising services relating to franchising; Business advice; Business advice relating to advertising; Business advice relating to franchising; Business advice relating to marketing; Business advisory services; Business advisory services relating to product development; Business advisory services relating to the establishment of franchises; Business advisory services relating to the management o Class 036 Class 036 Insurance & Financial Services stock brokerage services; insurance consultancy services; Agency services for the leasing of real estate property; agency services for the selling on commission of real property; domestic property finding services; leasing of freehold property; leasing of property; management of property; property portfolio management; property valuation; provision of information relating to property (real estate); real property evaluation (financial); real property letting; real property management; rental of property; time-share property management; valuation of property; advisory services relating to real estate ownership; advisory services relating to real estate valuations; agency services for the leasing of real estate property; appraisal of real estate; brokerage of real estate; commercial real estate agency services; consultation services relating to real estate; evaluation of real estate; financial evaluation (insurance, banking, real estate); management of real estate; property leasing (real estate property only); providing information, including online, about insurance, financial and monetary affairs and real estate affairs; provision of information in relation to real estate; provision of information relating to property (real estate); real estate administration; real estate advisory services; real estate agents services; real estate appraisal; real estate brokers; real estate consultancy; real estate leasing; real estate licensing; real estate management; real estate valuations; rental of offices (real estate); renting real estate; Insurance services; financial affairs; monetary affairs; advisory services relating to credit and debit control, investment, grants, financing of loans and salary packaging, cash flow preparation and analysis, budget setting; advisory, financial planning, information, management and consultancy services relating to superannuation, pensions, pension fund management; advisory, financial planning, investment advice, information, and consultancy services in relation to tax planning and taxation matters including salary packaging, for new businesses, and for established businesses, benchmarking and cash flow analysis provided on an ongoing basis; financial consultancy and advisory services relating to financial and to taxation matters; corporate finance services, namely advising on financial affairs, financial evaluation and financial consultancy; corporate finance services, namely providing business advice relating to business sales and acquisitions, including leasing advice; actuarial services; financial risk management; providing online information in the field of insurance, financial affairs, monetary affairs; superannuation and retirement planning consultancy services; providing website users with the capacity to effect payment and other transactions via the website; providing information by means of a global communications network, being in relation to financial and insurance services; Finance broking; provision of information and advice relating to property; financial planning; insurance broking; real estate advisory services; Advisory services relating to real estate ownership; Advisory services relating to real estate valuations; Agency services for the leasing of real estate property; Appraisal of real estate; Brokerage of real estate; Capital investment in real estate; Commercial real estate agency services; Consultation services relating to real estate; Evaluation of real estate; Financial evaluation (insurance, banking, real estate); Financing of real estate developments; Management of real estate; Property leasing (real estate property only); Property sales services relating to real estate development; Provision of information in relation to real estate; Provision of information relating to property (real estate); Provision of information relating to real estate; Real estate acquisition (for others); Real estate administration; Real estate advisory services; Real estate agencies; Real estate appraisal; Real estate leasing; Real estate licensing; Real estate management Class 045 Personal & Legal & Social Services legal services; lawyer services | |
| VITA PARTNERS Vita Growth Partners Pte. Ltd. 2538664 12 Nov 2024 | Published: Awaiting examination | Business management; business administration; logistics services (busi... Class 035 Class 035 Advertising, Business & Retail Services Business management; business administration; logistics services (business management and organisation of facilities and resources); provision of an on-line marketplace for buying and selling goods and services related to the building and maintenance of real estate and infrastructure developments; wholesaling and retailing of goods (by any means) related to the building and maintenance of real estate and infrastructure developments; market research and market information services; all of the aforesaid with respect to a platform for the lifecycle of real estate and infrastructure developments namely scheme envisionment, development, design, creation, financing and asset management, construction, supply chain logistics and management, building operations, maintenance and tenancy management. Class 036 Class 036 Insurance & Financial Services Real estate services; organisation and management of real estate and premises including residential, retail and commercial centres; real estate agency services; agency services relating to the purchase and sale of buildings and land including letting, leasing, financing and valuing; advisory, analytics and information services in relation to all of the aforesaid. Class 037 Construction and Repair Services Construction and building services; construction engineering services [construction consultancy and construction supervision]; installation, maintenance and repair services in this class; construction project management [construction supervision] in relation to the construction and development of buildings and housing; rental and hire of construction and building equipment and materials; maintenance of computer hardware.
Class 042 Computer & Software Services & Scientific Services Architectural services; interior and exterior building design services; engineering; town planning services; master planning services; industrial design; environmental assessment services; design, development and maintenance of computer software; design and development of computer hardware; software as a service (SaaS) in relation to a platform for real estate and infrastructure developments; cloud computing; computerised storage of business and commercial information; research in the field of building construction; advisory, management, analytics and information services in relation to all of the aforesaid. | |
| Vision Partners SOCIAL INTERCEPT PTY LTD 2496144 5 Nov 2024 | Published: Under examination | business marketing; advertising and marketing; marketing; advertising,... Class 035 Class 035 Advertising, Business & Retail Services business marketing; advertising and marketing; marketing; advertising, promotion and marketing; business advice relating to marketing; marketing research; providing advice relating to marketing; provision of advice relating to marketing; marketing agency services; brand marketing services; online marketing services; development of marketing concepts; marketing consulting; email marketing services; social media marketing; business consulting services relating to marketing; marketing analysis; advertising agencies specializing in marketing strategies to promote businesses; marketing consultancy; provision of marketing research services; development and implementation of marketing strategies for others; guerrilla marketing services; preparation of marketing reports; advertising, marketing and promotional consultancy, advisory and assistance services; marketing strategy planning; development of marketing strategies and concepts; planning, development and implementation of marketing strategies; brand strategy services; strategic business analysis; consultancy relating to business strategy; business strategy development services; strategic business planning; formulation of sales strategies; interactive marketing strategies; social media strategy and marketing consultancy; business advice relating to strategic marketing; event marketing services; organization of events for commercial and advertising purposes; organization of commercial events; organization of promotional events; conducting events for commercial or advertising purposes Class 041 Class 041 Education and Entertainment Services audio, video and multimedia production, and photography; photography services Class 042 Computer & Software Services & Scientific Services design of websites; web site design; website design consultancy; design and creation of websites; website design services; design of home pages and websites; design and development of homepages and websites; design and development of web pages; design and development of home pages and web sites; creating, designing and maintaining websites; brand design; website development; planning, design, development and maintenance of online websites for third parties; website design; web design; design and graphic arts design for the creation of web sites; graphic illustration design; graphic art design; graphic design services; graphic logo design; graphic illustration design services; graphic logo design services; graphic design of promotional materials; graphic design of advertising materials; graphic design of internet advertisements; design and graphic arts designing for the creation of web sites | |
| SUSI PARTNERS SUSI Partners AG 2525612 27 Aug 2024 | Accepted: In opposition period | Financial services; monetary affairs; real estate services; trading of... Class 036 Class 036 Insurance & Financial Services Financial services; monetary affairs; real estate services; trading of stocks and bonds; mutual funds; fund management; services provided by consultants relating to capital investment; providing information in the field of finance and investment; financial investment services in the field of shares, open-ended investment funds and portfolio management; brokerage of emission rights; investment banking services; trading of CO2 emission rights (brokerage activities); brokerage services in financial investment in companies specialized in the field of energy. Class 040 Class 040 Treatment & Processing of Materials Services Consultant services regarding energy production; production and processing of fuels and other sources of energy; production of energy; production of electricity from wind turbine energy; generation of electricity from wave, wind and solar energy; energy treatment and transformation. Class 042 Computer & Software Services & Scientific Services Scientific and technological services as well as research and design services relating thereto; research in the field of climate change; provision of scientific information and advice with respect to carbon offsetting; technical project studies in the field of carbon offsetting; research in the field of carbon emission reduction; greenhouse gas emission measurement and analysis; advice with respect to energy saving; consultant services relating to technological services in the field of electricity and energy supply; providing information concerning technical project studies and research related to natural energy use; technological analysis relating to third-party energy and electricity needs. | |
| ADVENT PARTNERS Advent Partners Pty Ltd 2469157 25 Jul 2024 | Published: Under examination | Business administration, consultancy and management services, includin... Class 035 Class 035 Advertising, Business & Retail Services Business administration, consultancy and management services, including for investment fund support services and trusts; business appraisals for financial valuations; company secretarial services; provision of nominee directors; providing business advice in relation to corporate governance and regulatory compliance; providing business advice in relation to corporate structures, directorship and commercial obligations; advisory services relating to business management, business organisation, acquisitions and mergers; business management and advisory services for business investigations, evaluations, expert appraisals, information and research services, performance improvement, strategic planning, forecasting and benchmarking services; advisory services in relation to business acquisitions, commercial transactions, mergers and divestments; accounting and auditing services; book keeping; business and financial record keeping services; tax auditing, preparation and reporting services; advisory services relating to tax preparation Class 036 Class 036 Insurance & Financial Services Financial affairs and monetary affairs including venture and development capital management and investment | |
| OE Partners OE Partners 2453650 28 May 2024 | Published: Under examination | business management and consulting; business management consulting; bu... Class 035 Class 035 Advertising, Business & Retail Services business management and consulting; business management consulting; business consulting; business management and consultancy; business and management consultancy; business management consultancy; business management consulting services; business management and consulting services; business organisation and management consulting; business organization and management consulting; business consulting services; business management analysis and business consultancy; business management consultancy and advisory services; business management; business management consulting and advisory services; business organisation and management consulting services; business organisation and management consultancy; business organization and management consultancy; business management and organisation consultancy services; business process management and consultancy; business administration and business consultancy services; business consultancy, management, planning and supervision; business consulting and information services; business management and consultation; business management and enterprise organisation consultancy; business organisation consulting; business organisation and management consultancy services; consultancy and advisory services for business management; professional business consulting services; business management and enterprise organization consultancy; business process management and consulting; business management and organization consultancy; consultancy relating to business management; professional business consulting; business management and organisation consultancy; business consultancy; business organization and management consultancy services; business organization consulting; business consulting, management, planning and supervision; business management and organization consultancy services; business advisory and consultancy; business consulting for enterprises; business consultancy services; business management services; business process management and consulting relating thereto; business organisation consulting services; consultancy relating to business management and organization; business operation consultancy; consultancy and advisory services relating to business management; business consultancy and advisory services; business management and enterprise organisation consultancy services; corporate management consultancy; professional business consultancy; business administration consultancy; business management and consultation services; business advice and consultancy; business process management and consultancy relating thereto; business management consultation; assistance, advisory services and consultancy with regard to business management; business process management consultancy; business organization consultancy; business management of companies; business organisation consultancy; business advisory and consultancy services; professional business consultancy services; business management consultation services; business organisation and operation consultancy; advisory and consultancy services relating to business management; business management analysis; business consultancy and information services Class 041 Class 041 Education and Entertainment Services training in the field of business management; business training; education and training in the field of business management; business training consultancy; business training consultancy services; arranging of training courses relating to business management; education in the field of business management; business education; training consultancy; conducting of educational courses in business management; conducting of training courses relating to business management | |
| MANOVA PARTNERS GLL Real Estate Partners GmbH 2451707 20 May 2024 | Accepted: Awaiting advertisement | Financial services; financial transactions; real estate affairs; finan... Class 036 Class 036 Insurance & Financial Services Financial services; financial transactions; real estate affairs; financial investment services; real estate management as well as procuring and leasing real estate; brokerage of fund assets; asset management; brokering contracts concerning the purchase and sale of real estate; financing of property development; arranging finance for construction projects; real estate services relating to property development; fund investment services; fund management services; property management; financing of investments; stocks and bonds brokerage; equity capital investment; equity investments in international companies; management of portfolios including securities; arranging of financial investments; facilitating and arranging finance | |