35
Marketing services for sales of real estate, financial and
investment products and services
36
Real estate affairs; financial affairs; monetary affairs;
insurance; real estate appraisal; leasing real estate; real
estate site selection; real estate valuation; real estate
acquisition; real estate brokerage; real estate management;
real estate investment; real estate advisory and
consultation services; real estate management, namely
management of agricultural property; investment services;
funds investment services; investment services in connection
with real estate, exchange traded funds, UCITS funds,
education savings plans, mutual funds, fixed income products
and services, collective investment trusts, private funds,
collateralized debt obligations, annuities, closed-end
funds, separate accounts, retirement accounts, commodity
pools, exchange-traded products and unit trusts in fixed
income, equities, commodities and alternative asset classes;
financial, investment, fund, portfolio and asset management
services; financial, investment, fund, portfolio and asset
consultation services; financial, investment, fund,
portfolio and asset advisory services; financial,
investment, fund, portfolio and asset valuation services;
financial, investment, fund, portfolio and asset management
services in connection with real estate, exchange traded
funds, UCITS funds, education savings plans, mutual funds,
fixed income products and services, collective investment
trusts, private funds, collateralized debt obligations,
annuities, closed-end funds, separate accounts, retirement
accounts, commodity pools, exchange-traded products and unit
trusts in fixed income, equities, commodities and
alternative asset classes; financial, investment, fund,
portfolio and asset consultation services in connection with
real estate, exchange traded funds, UCITS funds, education
savings plans, mutual funds, fixed income products and
services, collective investment trusts, private funds,
collateralized debt obligations, annuities, closed-end
funds, separate accounts, retirement accounts, commodity
pools, exchange-traded products and unit trusts in fixed
income, equities, commodities and alternative asset classes;
financial, investment, fund, portfolio and asset advisory
services in connection with real estate, exchange traded
funds, UCITS funds, education savings plans, mutual funds,
fixed income products and services, collective investment
trusts, private funds, collateralized debt obligations,
annuities, closed-end funds, separate accounts, retirement
accounts, commodity pools, exchange-traded products and unit
trusts in fixed income, equities, commodities and
alternative asset classes; financial, investment, fund,
portfolio and asset valuation services in connection with
real estate, exchange traded funds, UCITS funds, education
savings plans, mutual funds, fixed income products and
services, collective investment trusts, private funds,
collateralized debt obligations, annuities, closed-end
funds, separate accounts, retirement accounts, commodity
pools, exchange-traded products and unit trusts in fixed
income, equities, commodities and alternative asset classes;
lending; loan services, namely, provision of syndicated
loans; brokerage; brokerage in connection with real estate,
exchange traded funds, UCITS funds, education savings plans,
mutual funds, fixed income products and services, collective
investment trusts, private funds, collateralized debt
obligations, and annuities, closed-end funds, separate
accounts, commodity pools, exchange-traded products and unit
trusts in fixed income, equities, commodities and
alternative asset classes; financial, investment, real
estate and fund research services; tax and regulatory
structuring services; escrow services; closing and
settlement services; investment of funds for institutional
and individual investors; investment of funds for
institutional and individual investors, namely providing
investment solutions and strategies in relation to exchange
traded funds, UCITS funds, education savings plans, mutual
funds, fixed income products and services, collective
investment trusts, private funds, collateralized debt
obligations, annuities, closed-end funds, separate accounts,
retirement accounts, commodity pools, exchange-traded
products and unit trusts in fixed income, equities,
commodities, real estate and alternative asset classes;
financial investment and underwriting services in the field
of stocks, bonds, securities, exchange traded funds, UCITS
funds, mutual funds, collective investment trusts, private
funds, collateralized debt obligations, annuities,
closed-end funds, commodity pools, exchange-traded products
and unit trusts; investment advisory services, namely, in
relation to direct investment, equity and debt investments,
fund of funds and multi-manager investments, investments
through pooled funds, retirement accounts, club deals and
segregated accounts; insurance brokerage, underwriting,
consultancy and information services; life insurance
brokerage, underwriting, consultancy and information
services; investment advisory and investment portfolio
management services; investment management, structuring and
acting as the collateral manager and investment advisor of
collateralized debt obligations and collateralized loan
obligations
41
Educational services, namely conducting training,
conferences, seminars and workshops in the fields of
financial planning, mutual funds, retirement planning,
financial investments and client development
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