Publication Registration: |
Wednesday, January 27, 2016 |
Goods and Services Information
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Description:
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(1) - Financial services including wealth management, namely: assisting clients with managing their financial affairs and assets; financial planning; wealth planning; investment advice; comprehensive life management services in the fields of investment, cash management products and services, debt management, insurance, estate and succession planning, tax planning, contract negotiation and business management; management and distribution of pooled investment funds and segregated securities; services in the fields of investment, namely: securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; personal support services, namely: assisting clients with personal administrative matters such as bill payment, asset leasing and engagement of services to assist with property maintenance
(2) - Financial services including wealth management, namely: assisting clients with managing their financial affairs and assets; financial planning; wealth planning; investment advice; comprehensive life management services in the fields of investment, cash management products and services, debt management, insurance, estate and succession planning, tax planning, contract negotiation and business management; management and distribution of pooled investment funds and segregated securities; services in the fields of investment, namely: securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; personal support services, namely: assisting clients with personal administrative matters such as bill payment, asset leasing and engagement of services to assist with property maintenance
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