MERCHANT

Owners

Goods & Services

Business risk management consultation; Advisory services relating to business management and business operations; Business management consultancy services, namely, financial record-keeping for regulatory and compliance purposes; Business management consultancy services in the nature of business and asset transition services, namely, assisting the owners of intellectual property and intangible assets in finding investors; Advisory services relating to business management and business operations

Equity capital investment; Private credit and loan services; Financial risk management consultation; Investment services, namely, asset acquisition, consultation, development and management services; Chief financial officer and controller services, namely, financial risk management consultation; Financial asset management services, namely, co-sourced chief investment officer and model portfolio services, tactical fixed income and cash management services, alternative investment services, and private and bespoke investment services