8

Class [036]
Insurance & Financial Services

Financial services, namely, financial planning; wealth planning; financial asset management; financial asset protection; financial trust administration and estate planning services; financial advice, namely, providing a measure of after-tax yield for a bond, bond fund, or other fixed income investment product that takes into account the specific circumstances of an individual investor, including the availability of tax deferral and the length of the investment horizon; financial clearing services and financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; investment trade execution services; investment management services; financial information provided by electronic means; donor-advised investment of funds for charitable purposes; pooled income fund programs, namely, mutual funds, pension funds and collective investment schemes; grant making services, namely, providing grants for charitable funds and events; providing financial information via the internet; institutional investment management services; online trading of securities and provision of online information relating to investments, all by means of a global computer network; insurance services, namely, insurance brokerage, insurance consultancy, insurance information, insurance underwriting in the field of fire, accident, health, home, car, property and professional indemnity insurance; investment services, namely, principal investing, investment advisory services, investment banking services and capital investment; international and domestic fund investment; discretionary investment management services; investment advisory services; mutual funds and services related thereto, namely, capital investment, private equity fund, venture capital fund, property investment fund and brokerage management services; pensions and services related thereto, namely, pension valuation and financial administration of pension plans, financial management of pensions and services related thereto, namely, capital investment, information, advice and consultancy relating to the management of pension funds; securities brokerage and services related thereto, namely, capital investment, and provision of trading; banking and services related thereto in the nature of banking, banking and investment banking services, on-line banking services, telephone banking services; mortgage banking services namely, origination, acquisition, servicing, securitisation and brokerage of mortgage loans; trusteeship representatives and services related thereto, namely, capital investment; financial portfolio, mutual fund, employee pension plan, individual pension plan and financial trust administration services; financial management and planning; financial advice; credit and debt investment and advisory services; investment banking, corporate finance and venture capital services, namely, consultation in the fields of capital structure, asset sales, asset management, advisory, financing and fund management; private equity services, namely, management of private equity and venture capital funds, private equity and venture capital consultant and advisory services; real estate agency services; real estate financing services; real estate investment trust services; real estate investment services; securities underwriting; conducting derivative and currency exchange services; provision of financial information, advice and consultancy relating to securities, finance and investments; interactive database information services relating to financial securities, finance and financial investments; credit and debit card services; money payment services, namely, bill payment, credit card payment processing services, loan and debt services in the nature of debt collection and secured loans; provision of secured and unsecured loans by commercial paper and loan notes; exchanging money; antique appraisal; brokerage, namely, financial investment brokerage, brokerage of bonds and securities, business brokerage; surety services; charitable fund raising; lending against security; installment loans; mortgage banking; business liquidation services; stock exchange quotations; rent collection; financial analysis services for businesses; provision of financial information, advice and consultancy relating to all the foregoing