36
Financial affairs; monetary affairs; financial evaluation [insurance, banking, real estate]; financial information; financial management; financing services; fund management; asset management; investment management portfolio management; pension fund services; fiscal assessments and valuations; financial advice relating to taxation; tax advice [not accounting]; estate management; personal and social services rendered by others to meet the needs of individuals, namely, consultancy relating to financial strategy and project financing in the sustainable, social or solidarity economy; investment services, including fixed income investment services, financial consultancy services relating to infrastructure investment, private equity, public equity funds, (multi asset) impact investment, responsible investing, alternative investments, fund investment services; provision of pricing information about equities; Planning (estate -) [financial]; estate trust planning; real estate investment planning; investment plan and strategy, portfolio construction and manager selection, portfolio monitoring, reporting, outsourced chief investment officer services; strategic asset allocation; tactical asset allocation; information, advisory and consultancy services in relation to the aforesaid