GLOBAL RELATIVE

Owner

Goods & Services

Financial consulting services; real estate investment consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; currency brokerage services; trust and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing financial information by electronic means; providing and updating information relating to an index of securities values for others and providing rules as to the makeup of the index; providing and updating information relating to benchmark portfolios of securities and related metrics; financial services in the nature of an investment security; and providing on-line financial calculators

Downloadable electronic financial publications namely, factsheets, financial reports, financial booklets, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable electronic publications namely listings of investment securities and an index based on securities values; downloadable electronic data files relating to an index of securities values; downloadable electronic data files relating to benchmark portfolios of securities and related metrics; downloadable electronic publications namely, publications in the nature of listings of securities within benchmark portfolios and related metrics; electronic, magnetic, optical and other machine-readable media namely compact disks, magnetic disks, and computer memories featuring financial information for use in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable video recordings in the financial, investment, retirement plan, non-qualified plan, and non-profit fields

Printed financial publications namely, prospectuses, factsheets, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; printed materials, namely, printed listings of investment securities and an index based on securities values; printed publications in the nature of listings of securities within benchmark portfolios and related metrics

Educational services namely, conducting classes, conferences, teleconferences, seminars, workshops and tutorial sessions, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields