Administration of savings accounts; credit card reward program services; promoting the sale of goods and services of others by awarding purchase points for credit card use

Banking services; credit and debit card services; credit card and debit card services; electronic banking via a global computer network; financial planning and investment advisory services; internet banking; Internet banking services; issuing credit cards; issuing of credit cards; on-line banking services; online banking; online banking services accessible by means of downloadable mobile applications; savings and loan services

Plant-based supplements for aiding general health, well-being, brain health and cognitive function; Nutritional and dietary supplements for aiding general health and well-being;

Issuance of digital tokens for use by users of an online platform; providing electronic transfer of digital tokens for use by users of an online platform; providing electronic processing of electronic payments; digital token payment and trading services; all of the foregoing via a global computer network; royalty program;

Financial asset management; financial management; financial management of employee pension plans; financial management of retirement accounts; financial management via the internet; financial risk management services; financial trust management; investment management; management of portfolios comprising securities; management of portfolios of transferable securities

Acquisition of real estate for others; advisory services in the field of credit and debit control, investment, grants and financing of loans; capital investment; equity capital investment; financial asset management; fund investments; mortgage services

Books

Accounting advisory services

Accounting; advisory services relating to business management; billing services; business auditing; business planning; business risk management services; business strategic planning services; business strategy development services; commercial business management; commercial business management services; cost accounting;developing marketing strategies and marketing concepts for others; developing promotional campaigns for others; management and operation assistance to commercial businesses; payroll preparation; payroll preparation services; personnel management; personnel management assistance services; personnel management consultancy; personnel recruitment; providing advice and information relating to commercial business management; providing marketing strategies for others; recruitment of high-level management personnel; search engine optimization; strategic business planning;tax advisory services; tax and taxation planning, advice, information and consultancy services; web site optimization services; Market research; research services relating to business; business auditing; financial auditing; billing services; management accounting; business planning; business strategic planning; planning of marketing strategies; staff utilization planning; evaluation of business organization practices for business management; payroll advisory; payroll preparation; payroll processing services; marketing management; design of marketing materials; search engine optimisation services for marketing; advice relating to personnel management; business intelligence services; business advisory services relating to business management; advisory services resulting to business risk management; business consultancy services relating to the supply of quality management systems; business management and administration services supporting utilisation of a global computer network; business management and organization consultancy; management of business projects for others, business administration and advisory services; office administration services for others.

Financial services; provision of information relating to financial services; advisory services relating to financial risk management; cash management; corporate funds management; debt management services; financial fund management; financial investment management services; financial management; consultancy relating to insurance; financial management of reimbursement payments for others; financial portfolio management; advice relating to investments; advisory services relating to financial investment; capital fund investment; capital investment advisory services; financial investment research services; investment asset management; investment performance monitoring; investment trust management; provision of investment savings plans; financial risk management; insurance risk management; financial risk management; financial risk management; consultancy investment research; research services relating to finance; research services relating to investment; financial advisory services relating to taxation; private banking; advisory service relating to unit trusts; corporate trust services; corporate trustee services; trust management; trust services; insurance services; providing information, including online, about insurance, financial and monetary affairs and real estate affairs.

Assessment and evaluation of taxes; business administration services; outsourcing of legal services; tax filing services; tax preparation

Estate planning; financial planning

Financial advisory services, namely financial planning and investment management services; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information in the field of financial planning and financial investments via a website.

Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia.

Accounting; business administration consulting services; business administration services; business consulting in the field of business acquisitions and mergers; business management analysis; business management and organization consultancy; business planning; human resources consulting services; income tax consulting services; negotiation of business contracts for others; tax advisory services; tax preparation services

Estate planning; financial analysis; financial analysis consultation services; financial forecasting; financial investment counselling; financial management; financial management of retirement accounts; financial planning; financial planning for retirement; insurance services; preparing financial reports; property management consulting services

Financial services namely wealth management services; investment advisory services; investment portfolio management services; financial planning services; investment fund services; securities brokerage in the areas of stock brokerage, bond brokerage, bullion brokerage, investment fund brokerage, money market brokerage and margin brokerage account services; estate and succession planning; financial advisory services; financial investment analysis services; financial management services; trading securities in the areas of futures, options, foreign exchange, currency, commodities, foreign currency bonds, bonds, investment funds, derivatives and public debentures as principal or agent; information services, namely, compilation and publication of financial data and statistical information in the areas of financial forecasting and statistical analysis of financial data; investment services, namely, securities investment, capital investment consultation, funds investment and financial planning; investment management services; mutual funds services, namely, mutual fund investment services; public and private corporate financing services, namely, investment in new assets, increase of working research services namely providing financial and investment research; tax planning services; and capital, mergers and acquisitions, issuing and selling of securities and merger and acquisition ('M&A') advisory services, all excluding bridge, term and venture debt lending as principal to commercial borrowers

Educational workshops and seminars in the field of wealth management