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Owners

Goods & Services

Financial affairs and financial services, namely, financial management, financial advice, financial consultancy, financial analysis, financial auditing, financial research services, administration of financial transactions and financial restructuring services; investment services, namely, capital investment, funds investment, mutual funds investment, investment consultancy, investment advice and investment banking services; insurance, namely the provision of insurance information, advice and consultancy in the field of financial investments; brokerage of investments; financial advice, research and assistance namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; fiscal assessments and valuations; financial analysis and consultation services; financial management, planning and guardianship in the nature of financial portfolio management and financial custody services, namely, maintaining possession of financial assets on behalf of others for financial management purposes; investment management; investment brokerage; fund management of investment portfolios featuring private and public equity, mutual funds, bonds, shares, real estate, stocks, commodities, futures, options, securities, derivatives, certificates of deposit and money market accounts; fund investment services featuring private and public equity, mutual funds, bonds, shares, real estate, stocks, commodities, futures, options, securities, derivatives, certificates of deposit and money market accounts; asset management of financial portfolios comprised of private and public equity, investments, bonds, shares, real estate, stocks, commodities, futures, options, securities, derivatives, certificates of deposit and money market accounts; arranging financial transactions and investments namely, financial investment brokerage and financial trust administration services; financial intermediary services namely, negotiating, brokering and concluding investment fund transfers and financial transactions between third parties; financial trust management; financial portfolio management; financial risk assessment services; financial appraisals and valuations of private and public equity, investments, bonds, shares, real estate, stocks, commodities, futures, options, securities, derivatives, certificates of deposit and money market accounts; brokering of financial services namely, brokerage of investments; financial services relating to real estate property namely, negotiating, brokering and concluding the transaction of real estate property; financial services relating to wealth management namely, wealth management services; mutual fund investment services; mutual fund distribution services; management and investment of individual client accounts for security products such as stocks, bonds, mutual funds, certificates of deposit and money market accounts; investor based information relating to financial services including personal financial data namely, providing information in the field of finance, financial investments and financial valuations; financial lending services namely, money lending, securities lending and commercial lending services; arranging loans; arranging credit namely, credit agency, credit bureaux and loan and mortgage procurement for others; credit financing of investments in the fields of municipal bonds, private and public equity, securities, derivatives, shares, real estate, stocks, commodities, futures and options; banking services; conducting capital market transactions namely, trading of securities such as stocks, bonds, mutual funds, certificates of deposit and money market accounts; financial services, namely, provision of information, advice and consultancy in the field of financial investments, provided over the telephone or by means of a global computer network or the internet