35
Business management consultation services; acquisition and
merger consultation; business assistance, advisory and
consulting services in the field of outsourcing back office
services, namely, human resources and payroll, accounting
and bookkeeping
36
Stock brokerage services; capital investment; financial
analysis; financial consultancy; electronic funds transfer;
financial risk assessment services; financial investment
brokerage services; financial securities exchange services;
financial services, namely, wealth management services;
financial services, namely, estate settlement services;
financial services, namely, investment fund transfer and
transaction services; financial management; stock exchange
quotations; providing financial information via a web site;
futures brokerage; investment management and portfolio
management; investment consulting and advisory services for
others; public and private equity investment management;
trust services, namely, investment and trust company
services; broker-dealer financial services in the field of
securities, stocks, bonds, mutual funds; management,
administration and distribution of investment products,
namely, mutual funds, variable insurance trusts, investment
trusts, money market funds, fixed income products, equity
products, separately managed accounts, funds for education,
and stock, balanced, and asset allocation funds and
portfolios
42
Software as a service (SaaS) services featuring software for
providing access to financial and investment analysis,
namely, investment fund performance reporting, investment
fund due diligence, benchmarks and investment portfolio
analytic
45
Legal services
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