CONSIDER EVERYTHING

Owners

Goods & Services

Banking services; financial analysis and research services; financial information and advisory services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial data analysis; financial services, namely, wealth management; financial services, namely, asset management; financial data analysis services, namely, integration, aggregation and analysis of financial data, data concerning financial assets, and financial research data, the foregoing being performed by electronic means; financial services, namely, financial portfolio analysis services; financial services, namely, evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, financial planning; investment management and advisory services; trust services, namely, investment and trust company services; trust services, namely, estate trust management; securities services, namely, securities trade execution services, financial securities exchange services, and securities deposit services; securities trading and investment services for others via the internet; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; securities lending services; clearing services, namely, clearing and reconciling financial transactions via a global computer network; financial investment services, namely, administering the issuance of negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies, namely, depositary receipts; depositary receipts services, namely, financial management and advisory services related to negotiable financial instruments traded on local stock exchanges that represent shares of foreign companies

Fund and portfolio accounting, administration and reconciliation of accounts on behalf of others, and business management and administration services