Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, exchange traded funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management and sales support services provided to financial advisors; investment tracking and investment analysis services; providing news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues.

Physical merchandise and clothing include water bottles, books and other items such as bags and office/home accessories.

Advisory services relating to credit and debit control, investment, grants and financing of loans; Capital investment; Capital investment services; Corporate finance services, namely, consultation in the field of asset sales; Credit and financial consultation; Credit and loan services; Financial asset management; Financial investment in the field of real estate; Financial services in the nature of an investment security; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financing of loans; Fundraising for others for the purpose of purchasing companies; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment services, namely, asset acquisition, consultation, development and management services; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of public and private securities, municipal bonds, securities, private and public equity, debt, lending, securitizations, commercial real estate, land, residential real estate, and leases; Leveraged buy outs and investments in financially distressed or underperforming companies; Loan financing; Management of private equity funds; Private equity fund investment services; Providing information and research in the field of finance and financial investments; Providing personal loans and lines of credit; Providing venture capital, development capital, private equity and investment funding; Real estate investment consultancy; Real estate investment services; Real estate investment trust services; Consultancy of capital investment; Equity capital investment; Management of a capital investment fund

Financial affairs, namely, financial asset management and financial analysis services; financial investment counselling services; private equity fund investment services; financial asset management; pension services, namely, financial management of employee pension funds and financial asset management for employee pension plans; financial administration and management of pension and retirement and superannuation plans, funds and schemes; financial planning; investment planning; investment advice; tax financial planning; provision of financial tax advice; trustee services; stock brokerage services; property investment services; insurance; personal insurance services; life insurance and life assurance services; disability insurance; income protection insurance; salary continuance insurance; insurance underwriting; banking services; investment banking; electronic banking; electronic payment services; internet banking; provision of money and other credit and lending facilities, namely, credit and loan services, credit and cash card services, securities lending, credit agency services; mortgage lending; loan refinancing; margin lending; issuing of vouchers or tokens of value in relation to the supply of benefits for customer loyalty and rewards programs; real estate investment services; company investment services; provision of information, advisory and consultancy services relating to financial investments, financial asset management and financial analysis services; provision of financial asset management services and financial analysis services provided online.

Financial affairs, namely, financial asset management and financial analysis services; financial investment counselling services; private equity fund investment services; financial asset management; pension services, namely, financial management of employee pension funds and financial asset management for employee pension plans; financial administration and management of pension and retirement and superannuation plans, funds and schemes; financial planning; investment planning; investment advice; tax financial planning; provision of financial tax advice; trustee services; stock brokerage services; property investment services; insurance; personal insurance services; life insurance and life assurance services; disability insurance; income protection insurance; salary continuance insurance; insurance underwriting; banking services; investment banking; electronic banking; electronic payment services; internet banking; provision of money and other credit and lending facilities, namely, credit and loan services, credit and cash card services, securities lending, credit agency services; mortgage lending; loan refinancing; margin lending; issuing of vouchers or tokens of value in relation to the supply of benefits for customer loyalty and rewards programs; real estate investment services; company investment services; provision of information, advisory and consultancy services relating to financial investments, financial asset management and financial analysis services; provision of financial asset management services and financial analysis services provided online.

Acceptance of bill payments; acceptance of bills of exchange; acceptance of monetary charitable contributions; acceptance of monetary charitable contributions to fund medical research; accepting monetary charitable contributions; accepting monetary charitable contributions to fund medical research; accident insurance agency services; accident insurance brokerage; accident insurance consultancy; accident insurance information; accident insurance services; accident insurance underwriting; accident insurance underwriting services; accounts payable debiting services; accounts receivable financing; acquisition of land for others; acquisition of real estate for others; actuarial services; ad valorem appraisals of real estate; administration of employee pension plans; administration of health care plans; administration of investment savings plans; advisory services in the field of credit and debit control, investment, grants and financing of loans; agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; agencies for collecting electric power utility payments; agencies for collecting gas utility payments; agencies for commodity futures trading; agencies for leasing of land; agencies for renting of buildings; agencies for renting of land; annuity underwriting; antique appraisal; apartment and office rentals; apartment house management; apartment management services; apartment rental; appraisal of intellectual property; appraisal of real estate; appraisal of yachts; appraisals for insurance claims of personal property; appraisals for insurance claims of real estate; arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; arranging finance for construction projects; arranging of leases and rental agreements for real estate; arranging of loans; art appraisal; art appraisals; art brokerage; assessing insurance claims; assessment and evaluation of jewellery; assessment and management of real estate; atm banking services; automated teller machine services; automobile lease financing; bail bonding services; bail-bonding; banking services; bill payment services; bill payment services provided through a web site; bill payment services provided through a website; brokerage for liquidation of securities; brokerage for renting of buildings; brokerage for securities liquidation; brokerage of bonds; brokerage of carbon credits; brokerage of shares; brokerage of shares and other securities; brokerage of shares and stocks; brokerage services for capital investments; brokerage services for stocks and bonds; brokerages for leasing of land; brokerages for renting of land; building leasing; building management; business credit verification services; capital investment; capital investment consulting services; capital investment services; capital investments; cash and foreign exchange transactions; cash card services; cash management; charge card and credit card services; charge card services; charitable fund raising; charitable fund raising campaigns; charitable fund raising in view of disaster precautions and prevention; charitable fundraising in view of disaster precautions and prevention; charitable fundraising services; charitable services awarding grants to youth sports organizations; check cashing services; check payment guarantee services; check verification services; cheque cashing services; cheque guarantee card services; cheque processing; cheque verification; claim adjustment for non-life insurance; coin appraisal; collection of debts; collection of donations for charitable purposes; collection of rents; commodity exchange services; commodity trading; computer analyses of stock exchange information; conducting foreign exchange transactions for others; consultancy concerning financing of energy projects; consultancy of capital investment; consultancy services in relation to the financing of civil works and infrastructure projects; consulting and information concerning insurance; credit agencies; credit agency services; credit and cash card services; credit and debit card services; credit and loan services; credit bureau services; credit bureaus; credit bureaux; credit card and debit card services; credit card and payment card services; credit card services; credit card transaction processing services; credit card verification; credit consultation; credit counseling services; credit counselling; credit inquiry and consultancy; credit inquiry and consultation services; credit rating services; credit recovery and collection services; credit scoring services; credit unions; currency exchange; currency trading; customs brokerage; debit account services using a computer readable card; debit account services using a scannable wristband; debit card services; debt advisory services; debt collection; debt collection agencies; debt collection recovery services; debt consolidation services; debt management services; debt recovery services; diamond appraisal; disability insurance services; domestic remittance services; domestic remittance services provided on-line; duty drawback services; electronic banking via a global computer network; electronic bill payment; electronic check acceptance services; electronic cheque acceptance services; electronic funds transfer; electronic funds transfer by telecommunications; electronic Internet banking via a global computer network; electronic processing and transmission of bill payment data; electronic toll collection services; electronic transfer of funds; electronic transfer of money; eleemosynary services in the field of monetary donations; employee stock plan administration services; equine appraisals; equity capital investment; equity investment in international companies; escrow services for the travel industry; estate planning; estate trust management; estate trust planning; estimating car repair costs; estimating construction costs; estimating home improvement costs; evaluation of real property; evaluation of the credit worthiness of companies and private individuals; farm credit financing agency services; fiduciary representative services; financial administration of employee pension plans; financial administration of retirement plans; financial advisory services relating to joint ventures; financial analyses; financial analysis; financial analysis and preparation of reports relating thereto; financial analysis and research services; financial analysis consultation services; financial appraisals; financial appraisals in responding to calls for tenders; financial appraisals in responding to requests for proposals [RFPs]; financial asset management; financial clearinghouse services; financial credit scoring services; financial customs brokerage services; financial evaluation for insurance purposes; financial evaluation of alpaca fibre; financial evaluation of development costs relating to the oil, gas and mining industries; financial evaluation of standing timber; financial evaluation of wool; financial exchange of data between financial institutions and their customers; financial forecasting; financial guarantee and surety; financial guarantee and surety services; financial investment analysis and stock research; financial investment brokerage; financial investment counselling; financial investment in the field of securities; financial investments in the field of commodities; financial investments in the field of gold; financial investments in the field of mutual funds; financial investments in the field of securities; financial management; financial management of employee pension plans; financial management of reimbursement payments for others; financial management via the internet; financial placement of private equity funds for others; financial planning; financial planning and investment advisory services; financial planning for retirement; financial restructuring services; financial risk assessment services; financial securities brokerage services; financial services, namely, debt settlement; financial sponsorship of hockey tournaments; financial trust administration; financial trust operations; financial trust planning; financial valuation of personal property and real estate; financial valuation of standing timber; financial valuation of wool; financial valuations; financially-guaranteed financing; financing of automobiles; financing of industrial activities; financing of loans; financing of loans and discounting of bills; financing of purchases; fire insurance services; fire insurance underwriting; fiscal assessment and evaluation; fiscal assessments; fiscal valuations; fiscal valuations and assessments; flat rental; foreign currency exchange services; foreign exchange transactions; formation, offering and management of limited partnerships; fund investments; fund-raising services; fundraising services; funds investment; futures exchange services; grain futures trading; health insurance underwriting; hire purchase financing services; hire-purchase financing; home banking; installment loans; instalment loans; insurance actuarial services; insurance agencies; insurance brokerage; insurance claims adjusting; insurance claims administration; insurance claims processing; insurance consultancy; insurance premium rate computing; insurance services; insurance underwriting; intellectual property valuation services; internet banking; Internet banking services; investment agencies in the field of securities; investment banking; investment banking services; investment clubs; investment management; investment of funds; investment of funds for others; investment risk assessment services; issuance of bank checks; issuance of credit cards; issuance of debit cards; issuance of letters of credit; issuance of travelers' checks; issuance of travellers' cheques; issue of traveller's cheques; issuing credit cards; issuing of bank cheques; issuing of checks and letters of credit; issuing of cheques; issuing of credit cards; issuing of debit cards; issuing of letters of credit; issuing of travellers' cheques and letters of credit; jewellery appraisal; jewelry appraisal; land leasing; lease of real estate; lease-purchase financing; lease-purchase financing services; lease-purchase of buildings; leasing of apartments; leasing of buildings; leasing of farms; leasing of land; leasing of office space; leasing of real estate; leasing of residential condominiums located within hotel developments; leasing of shopping mall space; life insurance brokerage; life insurance underwriting; life insurance underwriting services; loan syndication; maintaining escrow accounts for investments; making payments on pre-paid long distance calling cards for recharging minutes; management of a capital investment fund; management of apartment houses; management of apartments; management of office buildings; management of portfolios comprising securities; management of portfolios of transferable securities; marine accidents insurance underwriting; marine fire insurance underwriting; marine insurance underwriting; marine insurance underwriting services; marine transportation insurance underwriting; merchant banking; merchant banking and investment banking services; monetary exchange; monetary exchange operations; monetary exchange services; money exchange services; money order services; money transfer; money wiring services; mortgage banking; mortgage brokerage; mortgage refinancing; mortgage services; motor vehicle insurance underwriting; mutual fund advisory services; mutual fund brokerage; mutual fund brokerage services; mutual fund services; mutual funds; mutual funds and capital investment; numismatic appraisal; online banking; on-line banking services; online banking services accessible by means of downloadable mobile applications; on-line real-time currency trading; options trading services; organization of stock exchanges for the benefit of the trade of stocks and other financial values; pawn brokerage; pawn shops; pawnbrokerage; pawnshops; payment card services; payment gateway services; payroll tax debiting; precious stone appraisal; pre-paid calling card services; pre-paid credit card services; pre-paid funeral expenses services; pre-paid gift card services; pre-paid travel card services; preparing financial reports; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; processing electronic payments made through prepaid cards; processing of credit card payments; processing of debit card payments; processing of insurance claims and payment data; project financing; property evaluation; property management; property management consulting services; providing bank account information by telephone; providing educational scholarships; providing extended warranties on automobiles; providing extended warranties on computer equipment; providing extended warranties on household appliances; providing extended warranties on photographic equipment; providing information in insurance matters; providing information in the field of the purchase of new homes and condominiums via an Internet website portal; providing insurance information; providing insurance information and consultancy; providing on-line news in the field of finance; providing rebates at participating establishments of others through use of a membership card; providing stock market information; providing stock securities market information; providing student loans; provision of stock market information; quotation of stock market prices; real estate agencies; real estate agency services; real estate appraisal; real estate appraisal and valuation; real estate appraisals; real estate brokerage; real estate brokers; real estate consultancy; real estate consultation; real estate investment; real estate investment services; real estate management; real estate management services; real estate syndication; real estate time sharing; real estate valuation services; rent collection; rental of apartments; rental of automated-teller machines; rental of buildings; rental of cabins; rental of cash dispensers; rental of farms; rental of flats; rental of offices for co-working; rental of real estate; rental of shopping centre space; renting of apartments; renting of buildings; renting of flats; risk management services; safe deposit services; safety deposit box services; savings and loan services; securities brokerage; securities lending; stamp appraisal; stock brokerage services; stock broking services; stock exchange information; stock exchange information services; stock exchange quotation and listing services; stock exchange quotation services; stock exchange quotations; stock price quotations services; stocks and bonds brokerage; stocks and bonds brokerage services; surety services; tax payment processing services; telephone banking; telephone banking services; telephone calling card services; trading of overseas market securities futures; traveller cheque issuance; trust company services; trustee services; valuation of gemstones; valuation of precious metals; valuation of precious stones; valuation of yachts; valuations in real estate matters; vehicle insurance underwriting; venture capital financing; venture capital fund management; venture capital funding services for research institutions; venture capital funding services for universities; viatical settlement services; warranty insurance services; yacht appraisal; yacht brokerage; yacht financing services

Private equity fund investment services; brokerage, distribution and investment services relating to investment funds and mutual funds; mutual fund dealer services; investment counselling, financial planning and portfolio management; agency services for registered investment plans.

Financial services, namely, financial analysis and financial analysis consultation services, financial analyses, financial analysis and research services, financial investment brokerage, financial investment analysis and stock research, financial investment counselling, financial planning and investment advisory services, investment advice and analysis; investment management and consultation services; managing investment portfolios; mutual fund services; mutual fund advisory services; financial investments in the field of mutual funds; mutual funds and capital investment services.

Financial affairs namely, financial information, management and analysis services; financial and investment management; unit trusts, equities and Open Ended Investment Companies provided to clients; financial information services provided by access to a computer database; portfolio management services; aggregated financial investment product services; investment property asset management and consultancy, property funds development and management of property funds; fund management; real estate affairs; advice and consulting services relating to all the aforesaid services.

Publications dealing with rating relative investment quality of corporate and government bonds and managed investment funds, research on the credit worthiness of corporate and governmental issuers of debt financing, economic analysis, structured finance research.

Rating the relative credit risk of corporate bonds, namely assembling and analyzing the credit profile and obligations of the bond issuer, forming and providing a credit rating of the issuer; rating the relative credit risk and financial strength of banks, namely, assembling and analyzing the credit profile of a bank, forming and providing a financial strength rating and/or credit rating of the bank; rating managed funds, namely, assessing a fund’s investment objectives and policies, the creditworthiness of the assets held by the fund, the liquidity profile of the fund’s assets relative to the fund’s investor base, the assets’ susceptibility to market risk, as well as the management characteristics of the fund; rating investment managers, namely, assembling and analyzing a manager’s investment management activities and characteristics, forming and providing an investment manager quality rating based on relative quality and control environment of the investment managers; issuing credit ratings for governmental units and nations; credit rating and financial analysis of structured finance transactions; rating credit quality and market volatility of mutual fund portfolios and pooled investment vehicles; credit rating on insurance companies.