16
Printed material and publications, namely, financial
reports, indexes, leaflets, brochures, pamphlets,
catalogues, instruction sheets, manuals, booklets,
magazines, newsletters, law journals, journals and
instructional teaching materials in the field of finance,
banking, the environment, and economic and investment
services; printed materials and publications, namely,
reports, books, magazines, indexes, leaflets, brochures,
pamphlets, catalogues, instruction sheets, manuals,
booklets, newsletters, journals and instructional teaching
materials in the field of international investment;
publications, namely, booklets and books concerning the
development of third world nations, international
investments and international trade and import/export
35
Providing technical assistance to private and other
investment promotion intermediaries in the form of business
strategic planning services, business marketing services,
and sectors, in the nature of business research and
marketing consultation to improve investment climates and
promote investment opportunities in developing countries
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Common Regulations); providing
commercial information directory services featuring
commercial information regarding insurance providers,
intermediaries, advisors and consultants; providing business
risk management information; business risk assessment
services featuring political risk research assessments;
providing and updating a financial stock index featuring
security valuations and classification, financial analysis,
and reporting the index results to institutions for their
use in their investment analysis and management (terms too
vague in the opinion of the International Bureau – Rule 13
(2) (b) of the Common Regulations); providing financial
indices of select bonds to enable investors to evaluate
investments and market trends in the bond market, namely,
determination of a bond index, including calculation of the
bond index and data processing related thereto (terms too
vague in the opinion of the International Bureau – Rule 13
(2) (b) of the Common Regulations); management and
coordination of technology supported learning programs in
the field of world development and world development issues
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Common Regulations); providing an
interactive website and portal with interactive tools for
the exchange of information about international trade and
import/export (terms too vague in the opinion of the
International Bureau – Rule 13 (2) (b) of the Common
Regulations); provide technical cooperation, financial and
general management assistance, and act as a financial agent
of enterprises (terms too vague in the opinion of the
International Bureau – Rule 13 (2) (b) of the Common
Regulations)
36
Financing in the form of financial loans, equity investments
and financial guarantees to encourage the establishment,
expansion, and modernization of private enterprises;
financial services in the form of loans, equity investments
and financial guarantees to support economic development and
promote sustainability; co-financing and syndication of
investment vehicles for others; charitable services, namely,
financial asset management to support programs for health,
wellness and economic development of impoverished
communities; online banking services accessible by means of
non-downloadable mobile applications; financial advisory and
consultancy services; financing services provided to the
private sector in various countries; providing financial,
banking, economic and financial investment information by
means of a global computer network (terms too vague in the
opinion of the International Bureau – Rule 13 (2) (b) of the
Common Regulations); capital investment services, providing
loan financing for development of third-world countries;
providing development financing to the private sector;
financial services, namely, the awarding of grants to
individuals and organizations for the purpose of developing,
collecting and disseminating a wide variety of information
for use in the social and economic development of emerging
economies; bond fund investment services; bond fund
management services; loan and equity investment, long and
short term financing; financial asset management, including,
forming and managing investment funds; providing insurance
services, namely, political risk insurance brokerage for
foreign direct investment in developing countries; providing
technical assistance in the nature of providing financial
investment information for investors to improve investment
climates and promote investment opportunities in developing
countries; providing financial information on direct
investment in developing countries; providing financial
information on business and legal environments related to
investment in developing countries; providing information in
the field of financial risk management and insurance;
financial research services in the field of foreign direct
investment; providing information and insurance services,
namely, providing political risk insurance brokerage and
information for foreign direct investment in developing
countries; providing technical assistance in the nature of
providing financial investment information for investors to
improve investment climates and promote investment
opportunities in developing countries; investment consulting
and advisory services in the field of developing countries;
providing information about financing services related to
import/export transactions; financing in the form of
financial loans, equity investments and financial guarantees
that promote the economic development of countries in Latin
America and the Caribbean through the establishment,
expansion and modernization of private enterprises; direct
investments, through the granting of loans, subscription and
purchase of shares or convertible debt instruments in
enterprises located in Latin America and the Caribbean, as
well as indirect investments in such enterprises through
other financial institutions; help to establish, expand,
improve and finance development finance companies in the
private sector and other institutions to assist in the
development of said sector (terms too vague in the opinion
of the International Bureau – Rule 13 (2) (b) of the Common
Regulations); promote the underwriting of shares and
securities issues, and extend such underwriting either
individually or jointly with other financial entities;
administer funds of other private institutions (terms too
vague in the opinion of the International Bureau – Rule 13
(2) (b) of the Common Regulations); conduct currency
transactions; issue bonds, certificates of indebtedness and
participation certificates, and enter into credit agreements
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Common Regulations); mezzanine
financing
38
Providing facilities and equipment for education services
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Common Regulations); providing
facilities and equipment for telepresence conferencing for
education services; providing on-line facilities for
real-time interaction with other computer users concerning
topics of education
41
Education services, namely, conducting classes, conferences,
seminars, and workshops in the field of business management
for small and medium sized enterprises; educational
services, namely, providing seminars, and online courses of
instruction on international trade, import/export, and
international business operations; educational services,
namely, providing classes, workshops, seminars,
apprenticeships, internships and counseling on the subject
of professional trade or business; educational services,
namely, providing business training in the fields of
accounting and finance, business planning, human resources,
legal and insurance, marketing and sales, business
operations, information technology, and business management
provided through classes, workshops and seminars and
provided via a global computer network; providing training
in the field of world development and world development
issues to people, agencies and organizations working in
development of countries around the world; educational
services, namely, providing classes, conferences, seminars
and workshops in the field of international investment
dispute settlement and distribution of educational materials
in connection therewith
42
Creating and hosting an online community website to enable
the exchange of information on import/export and
international trade topics featuring blogs, tutorials, and
webinars; providing environmental information about climate
change and bio-diversity by means of a global computer
network; computer software development and web site
development in the fields of world development finance,
asset management, investment, insurance, and international
arbitration
45
Legal document preparation services for the provision of
marketing and management contracts