INTELLIGENCE DURABLE

Owner

Goods & Services

Management, administration and distribution of investment funds, mutual funds, money market accounts, exchange traded funds, and real estate and private investment vehicles, namely, hedge funds, real estate investment trusts (REITS), and venture capital; investment management; provision of financial and investment services, namely, financial product innovation, financial planning services, wealth management services, and asset allocation services; registered retirement savings plans, registered retirement income funds, locked-in retirement accounts, registered education savings plans, mutual fund services, mutual fund dealer services, estate planning services, insurance services, estate trust administration services, mortgage services, financial account services, credit line services, term deposit services, segregated fund services, deposit-taking services, credit card services, portfolio management services and on-line trading services; Financial and investment services, namely, operation and management of investment funds, mutual funds and exchange traded funds; environmental, social and governance services, encompassing responsible investing, sustainable investing, impact and/or thematic investing, socially responsible investing, and including active ownership activities which encompass corporate dialogues, proxy voting and the filing of shareholder resolutions; financial and investment services in the field of environmental, social and governance oversight, corporate strategy and management; providing financial information in relation to the finance industry involved in environmental, social and governance focused investments, including investment funds, mutual funds and exchange traded funds; providing advisory, financial, investment and consultation services in the field of environmental, social and governance; portfolio management services in the field of environmental, social and governance