Wealth management; wealth management services

Advisory services relating to financial planning; financial analysis consultation services; financial calculation services for others, namely, budget calculation; financial planning services for retirement; providing information in the field of financial investments; providing information in the field of financial literacy; providing information in the field of financial wellness and financial insights

Providing a webcast over the internet featuring financial information for educational purposes

Financial investment counselling and financial planning

Software as a service (saas) services featuring software for applications for the management and provision of financial investment services

Estate planning; insurance services; investment advice; mutual fund brokerage; providing stock market information

Advisory services for business management; business administration and management; business organization consultancy services.

Financial investment counselling; capital investment services; arranging and provision of loans; capital management; management of investment; financial and real estate investment advisory services; debt financing; clearing and execution of financial securities transactions; electronic funds transfers; issue of tokens of value; securities brokerage; securities trading; wealth management; investment portfolio management; financial intermediation; financial analysis services; financial investment counselling; providing information in the field of financial investments; consultancy relating to financial assistance for education; advisory services relating to financial asset management; advisory services relating to stock investment management; tax advisory services; financial analysis and research services.

Accountancy being tax planning and advisory services

Advisory services in the field of credit and debit control, investment, grants and financing of loans; financial administration of fund investment; financial administration of pension fund services; financial and estate planning services; financial asset management; financial investment advisory; financial investment brokerage; financial investment services in the fields of securities; financial management; financial planning; financial portfolio management; financial risk assessment services; insurance agencies; insurance brokerage; insurance consultation; insurance services; pension fund management; wealth management

Financial investment services in the fields of certificates of deposit.

Computer software and computer application software relating to finance, insurance, pensions and investments, banking and bank account services, the handling of financial transactions and financial savings; financial management software and financial management application software; computer software to allow customers to access bank and savings account information and transact bank business; computer chatbot software for use in relation to finance, insurance, pensions and investments; software for the integration of artificial intelligence and machine learning in the field of Big Data; electronic publications; cash cards, bank cards, credit cards, debit cards, multifunction cards for financial services.

Business consultancy, advisory and management services relating to finance, insurance, pensions and investments; business risk consultancy and advisory services; compilation of information into computer databases; provision of commercial business information by means of a computer database; business services relating to co-ordination and management of medical, rehabilitation and health support services; human resources management being the provision and administration of a scheme relating to managing employee/workplace absence; business, administration and management services relating to managing employee/workplace absence; human resources management being absence management services; organisation, operation, administration and management of customer loyalty programmes and schemes; organisation, operation, administration and management of incentive programmes and schemes and bonus and reward programmes and schemes; organisation, operation, administration and management of sales and promotional incentive schemes and programmes; negotiating preferential discounts on third party goods and services on behalf of customers in the context of customer loyalty programmes and schemes and promotional incentive programmes and schemes; administration, provision and organisation of a scheme enabling participants to access exclusive or discounted benefits, goods and services; business information and business data services, namely analysing data and information to provide insight and understanding into the behaviour of consumers and businesses, to categorise and predict consumer behaviour, for consumer targeting and profiling purposes and for the prediction of consumer preferences and behaviours; information and data analysis in the field of consumer and business profiling and prediction of consumer preferences and behaviours; business intelligence services; provision of business and commercial data and information; business and commercial data processing, searching, evaluation, verification, management and analysis services; market research data analysis; the bringing together, for the benefit of others, of a variety of services namely cash and savings account services, credit card services, insurance services, investment services, financial services, payment services, currency conversion services, enabling consumers to conveniently compare and purchase those products/services; provision of online financial and insurance services comparisons; provision of statements of account; financial records management; provision of online financial records management; loyalty card services; information, consultancy and advisory services in connection with all of the aforesaid.

Business advisory services and data analytics services, namely, data compiling and analyzing in the fields of insurance, risk management, insurance brokerage, reinsurance, and reinsurance brokerage; business management consultancy and advisory services in the field of risk analysis, risk management, risk transfer, financial services, insurance and reinsurance and assurance services

Insurance and reinsurance services; risk management services; financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services; insurance underwriting; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; indemnity services; actuarial services; annuity underwriting; financial administration of annuity services; financial administration of life income funds and life income retirement funds; financial administration of retirement income funds; retirement investment planning and advisory services