09
Downloadable computer software and programs for use in
maintaining and achieving customer relationships,
establishing corporate and retail identity and brand
management strategy, namely, creating and designing visual
identifiers and interactive communications programs;
downloadable computer programs and software for use in
creating business marketing plans, advertising strategy,
market research and market studies; downloadable computer
software and programs for conducting marketing and business
research, studies and opinion polls in the fields of
financial services, banking, securities, asset management
and insurance; downloadable computer programs and software
for use in management and marketing consultancy provided to
the financial services, banking securities, asset management
and insurance industries; downloadable computer programs and
software for providing consultancy and advisory services
relating to the financial services, banking, securities
asset management and insurance industries, financial
modeling and risk management, namely, creating risk
analytics, spreadsheets, charts and quantification of
performance, risk and projected outcomes; downloadable
computer software and programs for use in actuarial services
and insurance actuarial services, namely, for computing
insurance premium rates, dividends and financial risks based
on statistics
16
Printed matter and printed publications, namely,
instructional and teaching materials, magazines, journals,
news bulletins, newsletters, manuals, books and booklets in
the fields of business services, financial services,
marketing, banking, securities, asset management, actuarial
and insurance industries, and risk management
35
Business services, namely, business administrative
consulting; personnel management; customer relationship
management; business advisory services in the areas of
business risk, strategy and human capital; business
management consulting services, namely, expert analysis and
management consulting in business risk management, risk
assessment, risk modeling, economics, market research,
market studies and market intelligence; advisory services
relating to business management and business operations,
namely, offering advice and solutions in the fields of risk
assessment, risk management and human capital; data
management services for use in claims management, claims
accounting preparation and litigation support for use by
insurers and professionals in the fields of insurance,
reinsurance, health care and finance; business consulting in
the fields of insurance, reinsurance, health care and
finance; human resources consulting; human capital
management outsourcing and business management outsourcing
services; outsourcing services in the fields of health care,
retirement, absence management and human resources; merger
and acquisition consultation; human resources consultation
in the fields of employee engagement and management,
employee incentive award programs, administration of
executive remuneration programs in the nature of salary
structures, benefit programs, incentive programs and pension
plans, business leadership development, and human resources
effectiveness; business consulting services in the field of
business transformation and organizational change
management, business consulting in the fields of marketing,
sales, brand strategy and design, namely, promoting the
brands, goods and services of others, and brand concept and
brand development services for corporate clients; economic
consulting in the field of business strategy, namely,
economic forecasting and analysis; business marketing
consulting services; consulting on advertising strategy;
marketing and business research; conducting marketing and
business studies and opinion polls in the fields of
financial services, banking, securities, asset management
and insurance; business management consultancy, marketing
consultancy provided to the financial services, banking
securities, asset management and insurance industries;
conducting trade shows in the fields of business services,
financial services, marketing, banking, securities, asset
management, actuarial and insurance industries; business
risk management, namely, quantification of business
performance, risk and projected outcomes; business
consultancy and advisory services relating to the financial
services, banking, securities asset management and insurance
industries, namely, evaluating, measuring and developing
corporate strategy, structure, and investment and growth
opportunities; insurance claims administration, excluding
financial processing of insurance claims; claims
administration, excluding financial processing of claims,
for use by insurers and professionals in the fields of
insurance, reinsurance, health care and finance
36
Financial services, namely, financial research, analysis and
information services in the areas of business risk, strategy
and human capital; financial consulting in the areas of
business risk, strategy and human capital; insurance
services, namely, insurance and reinsurance brokerage
services, financial risk assessment and analysis services,
financial risk management services, insurance claims
administration, namely financial processing of insurance
claims, and financial catastrophe and risk modeling for
insurance purposes; capital market investment consultation
relating to insurance and reinsurance solutions, namely,
alternative risk transfer insurance and insurance-linked
securities; consulting in the field of the administration of
employee health care benefit plans and employee welfare
benefits plans concerning insurance and finance; consulting
in the field of institutional investing and portfolio
management, namely, investment consultation and financial
asset management; financial advisory services in the field
of human resources, namely, providing information in the
field of employee financial benefit plans; actuarial
services, namely, actuarial modeling services in the fields
of finance, insurance and reinsurance; financial consulting
in the fields of mergers and acquisitions, wealth and asset
management and risk management; claims administration,
namely financial processing of claims for use by insurers
and professionals in the fields of insurance, reinsurance,
health care and finance; financial modeling, namely,
performing calculations pertaining to investment returns,
investment risk, and/or corporate performance; consulting
services in the cost and payment management of health care;
preparation of financial reports
41
Education services in the nature of conducting seminars,
courses, workshops, and meetings for educational purposes in
the fields of business services, financial services,
marketing, banking, securities, asset management, actuarial
and insurance industries; arranging and conducting business
conferences in the fields of insurance and reinsurance,
business risk, strategy and human capital; conducting
business conferences in the fields of business services,
financial services, marketing, banking, securities, asset
management, actuarial and insurance industries
42
Computer programming services, computer software development
services, all provided to the business services, financial
services, marketing, banking, securities, asset management,
actuarial and insurance industries; development of data
processing programs by order of third parties in the fields
of business services, financial services, banking,
securities, asset management, actuarial and insurance
industries; providing on-line non-downloadable computer
software and programs for use in maintaining and achieving
customer relationships, establishing corporate and retail
identity and brand management strategy, namely, creating and
designing visual identifiers and interactive communications
programs; providing on-line non-downloadable computer
programs and software for use in creating business marketing
plans, advertising strategy, market research and market
studies; providing on-line non-downloadable computer
software and programs for conducting marketing and business
research, studies and opinion polls in the fields of
financial services, banking, securities, asset management
and insurance; providing on-line non-downloadable computer
programs and software for use in management and marketing
consultancy provided to the financial services, banking
securities, asset management and insurance industries;
providing on-line non-downloadable computer programs and
software for providing consultancy and advisory services
relating to the financial services, banking, securities
asset management and insurance industries, financial
modeling and risk management, namely, creating risk
analytics, spreadsheets, charts and quantification of
performance, risk and projected outcomes; providing on-line
non-downloadable computer software and programs for use in
actuarial services and insurance actuarial services, namely,
for computing insurance premium rates, dividends and
financial risks based on statistics