I-ACCOUNT

Owner

Goods & Services

Financial and investment services, via the global computer network, direct modem dial-up connection, computer, telephone, and other communication networks and in person, namely, brokerage, trading and advisory services relating to securities, commodities, futures and other tradable investment services; venture capital, equity and debt financing; private placements and public offerings of securities, futures, commodities, banking and insurance products; investment banking, advisory and management services; proxy voting services; market making and trading in securities; collateralizing extensions of credit by securities investments; mortgage financing; order executing, clearing and settling for correspondent brokers; financial planning services; commercial banking; merchant banking; mutual fund sponsoring; investment research services; insurance agency services; and investor education services; and provision of financial investment and portfolio status information via a global computer network