COMMUNITYPATH

Owners

Goods & Services

Banking services; financial analysis and research services; financial information and advisory services; financial advice and consultancy services; financial data analysis; financial information services in the fields of banking, investment management, wealth management, financial planning, financial asset management, and financial risk management and assessment; consulting services in the fields of banking, investment management, wealth management, financial planning, financial asset management, financial risk management and assessment, and trust and estate management; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data; investment advisory services for others; providing financial consultation services to other financial institutions; financial advisory and consultancy services relating to corporate trust services, and securities custody, processing, lending, clearing and execution services; financial transaction services, namely, providing secure payment and money transfer options and permitting account holders to make payment requests; financial services, namely, electronic funds transfer; clearing and reconciling financial transactions

Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others; business management and administration services for others; tax services, namely, tax advisory services; tax and taxation planning, advice, information and consultancy services; data processing services, namely, providing financial data analytics, and integration services to others; financial database management provided for others; accounting services, namely, financial accounting of investment accounts; outsourcing services; outsource service provider in the field of business management of financial institutions