35
Management, maintenance and updating of shareholder and fund
holder records; advisory services relating to customer
services namely dealing with customer enquiries and response
handling; economic forecasting and analysis; providing
information and analysis relating to economic market data;
business advice and information services; market analysis
services; preparation of fund holder and shareholder
reports; providing information, analysis and advice in the
field of retail; providing business and market research
services to individuals and institutional financial
investors and financial professionals
36
Financial services; online financial services, namely,
investment fund transfer and transaction services, financial
planning and financial research; monetary affairs;
investment advice; financial services including financial
advisory and investment services relating to fund
management, pension funds, securities, options, futures,
shares, foreign exchange and other financial instruments;
providing financial risk management services; financial
management services and securities trading; financial
research services; provision of financial analysis and
consultation services; provision of financial information;
management and analysis of financial trading; investment
management, portfolio management and administration; pension
fund management and administration; investor relation
services, namely provision of financial information to
shareholders, potential investors and financial analysts;
fund and share scheme administration; administration,
analysis, evaluation and reporting of financial funds,
pensions, securities, options, futures, foreign exchange and
other financial instruments; provision of statements of
account; provision of information relating to shares, share
prices, funds, fund prices, pension funds, securities,
options, futures, foreign exchanges and other financial
instruments and financial market conditions to customers,
investors and financial analysts; financial information
relating to investment portfolios and pension funds;
provision of transaction services relating to investment
funds, pension funds, futures, securities, options,
derivatives and other financial instruments; brokerage
services relating to stocks and shares; stock brokerage
services, namely the sales, marketing and distribution of
investment company shares; securities and financial
brokerage services; mutual fund brokerage services; mutual
fund administration and transfer agency services; asset
management; asset evaluation (financial); capital, business
and real-estate property investments; investment trusts;
preparation of financial reports and analyses; sales,
marketing and distribution of shares of investment companies
or other pooled investment vehicles, namely, of
collateralized debt obligations, collateralized loan
obligations, mutual funds, hedge funds and variable
insurance funds; financial management and financial
planning; distribution and administration of exchange-traded
funds; advisory, information and consultancy services
relating to the aforesaid services including all the
aforesaid services provided online, via the Internet,
electronic links and networks, databases or platforms;
providing information, analysis and advice in the field of
institutional financial investment opportunities and
development; providing investment systems, risk analytics
and strategic advice relating to investment opportunities
and development; consulting services in the field of
investment opportunities, development and management;
consulting services relating to the allocation of financial
risk
Die Bezeichnungen wurden automatisch übersetzt. Übersetzung anzeigen