PACIFIC INDEX ADVISORY

Owners

Goods & Services

[ Insurance and ] financial services, namely, [ life insurance and annuity underwriting, insurance and ] annuity administration, financial management [ and brokerage services for all types of insurance, annuities, reinsurance underwriting ] ; [ insurance ] claims administration and processing; [ insurance consultation; mutual fund management services; mutual fund investment, advisory, distribution, analysis, planning, development, brokerage and administration services; mutual fund investment consultation services; investment of funds for others; investment consultation, management, brokerage, and advisory services; investment advice; ] financial investment in the fields of annuities, [ securities, derivatives, real estate, private placements, funding agreements, and venture capital; ] financial services [ , namely, consultation, analysis, planning, and management services ] in the fields of annuities [ and college saving plans; maintaining escrow accounts for investments; investment and administration of employee pension plans; fund investment consultation; capital investment consultation; real estate investment and management; and mortgage lending and mortgage loan servicing; investment management services; re-insurance services, namely, re-insurance underwriting services; financial advice and consultancy services; insurance information and consultancy] ; financial services, namely, providing an investment option available for variable annuity [ and variable life insurance ] products; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; investment management of and distribution of annuities; issuance and administration of annuities