Publication Registration: |
Wednesday, December 6, 2017 |
Goods and Services Information
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Description:
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(1) - Financial services, namely, financial management, financial planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, executor and trustee services, life insurance services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions.
(2) - Financial services, namely, financial management, financial planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, executor and trustee services, life insurance services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions.
(3) - Financial services, namely, financial analysis and consultation, financial management, financial planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, executor and trustee services, life insurance services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions.
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