35
Business management; business administration; preparation of
tax reports; business assistance, management and
administrative services; business analysis, research and
information services; business accountancy services
[document entry and audit, balance control and inventory
audit]; takeover of secretarial duties; asset controlling
[accountancy services in asset affairs]; accountancy
services for assets [document entry and audit, permanent
balance control and inventory audit]; controlling for
shareholdings/illiquid investments; controlling of equity
holdings; administration of trusts
36
Financial controlling [analysis of and reports on financial
affairs]; finance services; monetary services; financial
management; financial consulting; investment and financial
affairs consultancy services; investment advisory services;
wealth management for third parties [financial service];
financial advisory services relating to family
constitutions; financial planning services in terms of
integral strategic planning including tax planning and
succession planning in financial respect; financial risk
management services, namely financial risk assessment
services and financial risk monitoring services; financial
services, namely providing advice relating to strategic
asset structure/financial portfolio development and
documentation; investment advisory services on strategic
portfolio allocation and investment strategy implementation;
assets management for implementation of strategic portfolio
allocation and investment strategy; financial advisory
services in the field of selection of depository banks and
asset managers [including condition negotiation services and
refund management services]; management of financial assets,
namely coordination and control of the depository banks and
asset managers [accounts, costs, selection of securities,
liquidity management, credit ratings, performance, benchmark
indices]; financial services, namely monitoring of
compliance with investment policies; financial analysis and
[consultancy services in] mandating of asset managers;
assistance and consultancy services concerning the opening
of accounts and securities accounts; financial services,
namely share management including representation in front of
shareholding companies and preparation of votes; safe
deposit services for all contract, account and securities
account documents; preparation of investment reports and
transaction overviews; financial evaluation of shareholdings
and illiquid investments; financial management of
shareholdings including financial assessment; analysis of
total assets including scenario analysis [financial
service]; selection and mentoring of investments in private
equity, agriculture and forestry, as well as infrastructure
sectors [financial service]; design, development and
administration of alternative types of investments [private
equity, infrastructure, forestry, agriculture] [financial
service]; financial advice and consultancy services;
selection and implementation of real estate investments;
real estate management; analysis of real estate portfolios,
advisory services on foundations and foundation management
with regard to finances; insurance services; inheritance
planning services [financial service]; trusteeship, escrow
services; financial trust management; trustee advisory
services; trust investment services; trusteeship of
financial futures contracts; estate trust management;
trusteeship of money; trusteeship of fund assets; trustee
services; trust management; investment trusteeship;
financial trust planning; trust advice; financial
transactions via blockchain; venture capital funding
services for companies; personal equity plan investment;
venture capital fund management; venture capital and venture
capital management services; private placement and venture
capital investment services
39
Archiving of all mail delivered by bank, asset, and
investment managers by means of physical storage of
electronically stored data and documents
42
Electronic archiving of all mail delivered by bank, asset,
and investment managers; blockchain as as service [BaaS]
45
Execution of wills; legal representation of clients in front
of third parties, in particular in general shareholders'
meetings, notary appointments; advisory services relating to
regulatory affairs for accompaniment of financial
investments subject to approval