Digital materials, namely, downloadable instructional, educational, and teaching materials materials in the nature of downloadable document files and downloadable presentation files featuring investment advice, investment consultation and investment management

'advic':24 'consult':26 'digit':1 'document':16 'download':4,15,19 'educ':6 'featur':22 'file':17,21 'instruct':5 'invest':23,25,28 'manag':29 'materi':2,9,10 'name':3 'natur':13 'present':20 'teach':8

Printed instructional, educational, and teaching materials in the field of investment advice, investment consultation and investment management

'advic':12 'consult':14 'educ':3 'field':9 'instruct':2 'invest':11,13,16 'manag':17 'materi':6 'print':1 'teach':5

Software as a service (SAAS) services featuring software for use in assessing the financial readiness of a respondent in the field of investment advice, investment consultation and investment management

'advic':24 'assess':12 'consult':26 'featur':7 'field':21 'financi':14 'invest':23,25,28 'manag':29 'readi':15 'respond':18 'saa':5 'servic':4,6 'softwar':1,8 'use':10

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