FIDELITY RESOURCE NETWORK

Owners

Goods & Services

Back-office support services, namely, bookkeeping and administration of operational support services for investment advisors; accounting, payroll preparation management; financial records management; business records management; database management of data records containing customer and business information; data processing services; business management services, namely, client account information management services; marketing consultation services; development of marketing strategies and concepts for use by investment advisors in brochures, advertisements, web sites and presentations; financial statement preparation and analysis of investment accounts for businesses

Fund investment services; securities brokerage services; financial investment account services rendered to investment advisors, namely, investment account management, research and analysis in the field of investments; asset allocation analysis in connection with investments; investment account performance management and monitoring; providing financial information by electronic means

Consulting services rendered to investment advisors in the field of compliance with regulatory requirements; computer consultation services; technical support services, namely, troubleshooting of computer hardware and software problems; creating and maintaining web sites for investment advisors; graphic art design consultation services, namely, providing assistance to investment advisors in the design, development and creation of marketing brochures, advertisements, web sites and presentations