36
Mutual fund management services; sales and distribution of mutual fund shares; investment management and consultation services; financial planning services; accepting deposits, withdrawals and the borrowing of funds; investment and deposits on behalf of individuals and corporate investors; securities, commodity and investment advisory services; insurance services; securities dealer services, stock brokerage services; mortgage brokerage services; underwriting services, including underwriting of securities; securities, bond, debenture and stock trading dealer services; investment fund transfer agency services; investment advice and analysis; mortgage and loan company services; trust company services; financial and retirement investment planning and advisory services
41
Educational services in the field of economics, financial planning and investment strategies; educational services namely, conducting classes, conferences and workshops in the field of investment planning, retirement planning, investment strategies and financial planning strategies; conducting seminars in the field of estate and retirement planning