Financial services in the nature of facilitating movement of funds and assets including cross border movement of funds and assets; financial planning services; transfer of funds; trust administration services; trust investment services; trust management services; annuity services; tax consultancy, tax advice and providing assistance with cross border taxation matters; bank account services, including providing assistance with the opening of bank accounts; provision of financial emigration advice (including the transfer of financial assets between jurisdictions); foreign exchange services; monetary exchange; financial exchange; portfolio management; insurance services; insurance administration services; assisting others with the surrender of insurance policies and collection of insurance premiums and payments; migrant banking