ACI

Owner

Goods & Services

Investment decision-making tools and calculators, namely, providing temporary use of on-line non-downloadable interactive computer software for investment and financial analysis that allows users to input data into the tools and calculators and download a PDF, which presents a report of the results of the tools and calculators, all via a global communication network; providing temporary use of on-line non-downloadable interactive computer software that allows users to buy, sell, exchange, and manage investments, and download receipts and reports reflecting such transactions, all via a global communication network

Financial services, namely, providing brokerage, distribution, and investment management services for mutual 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 services provided to financial advisors; investment tracking and investment analysis services; providing financial news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, and retirement planning

Downloadable electronic newsletters in the field of finance and investments

Education services, namely, providing presentations in the field of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues

Printed newsletters in the field of finance and investments; Printed brochures about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues; Printed educational materials in the field of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues