Goods and Services Information
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Description:
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(1) - Computer programs for financial analysis and measurement, graphical presentation, operations research, data storage and retrieval and communications, all in the financial, investment, retirement plan, and non-qualified plan fields excluding those relating to managing others; electronic, magnetic, optical or other machine-readable media containing and featuring financial information for use by those in the financial, investment, retirement plan, and non-qualified plan fields and by plan sponsors excluding those relating to managing others; and audio visual recordings in the financial, investment, retirement plan, and non-qualified plan fields excluding those relating to managing others.
(2) - Financial consulting services for individual and institutional investors; real estate investment consulting services for individual and institutional investors; providing and updating an index of securities values for others and providing rules as to the makeup of the index; and providing financial information by electronic means excluding that relating to managing others.
(3) - Educational services, namely, conducting classes, conferences, teleconferences, seminars, workshops and tutorials, all in the financial, investment, retirement plan and non-qualified plan fields excluding those relating to managing others.
(4) - Financial publications, namely, financial reports, financial booklets, financial newsletters, financial brochures, financial books, all in the financial, investment, retirement plan and non-qualified plan fields excluding those relating to managing others and manuals for use with computer programs all in the financial, investment, retirement plan and non-qualified plan fields excluding those relating to managing others.
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