09
Computer software for the provision of banking services,
wealth management services, investment services, accountancy
services, financial services, financial analysis, financial
planning, real estate affairs and financial reports and
financial management services; mobile application software
for the provision of banking services, wealth management
services, investment services, accountancy services,
financial services, financial analysis, financial planning,
real estate affairs and financial reports and financial
management services; computer software for producing
financial models; publications, newsletters, magazines,
periodicals, pamphlets and leaflets, all in digital or
electronic form
35
Accountancy services; book-keeping services; providing tax
preparation and accounting services for individuals,
families, foundations and charities; tax planning services;
business appraisals, enquiries, investigations, research and
management services; business management consultancy;
business and commercial information services; business
advisory services; business planning services; business
governance services, namely, business organization
consultancy; business administration services; market
analysis and research services; company registration
services, namely, company administrative services relating
to company formation and registration; advice, consultancy
and information services relating to all of the aforesaid
services
36
Financial services; financial services, namely wealth
management services; independent financial advisory
services; financial portfolio management services; financial
affairs; monetary affairs; monetary and financial affairs,
namely, banking, merchant banking and investment banking
services, investment advice to individuals, families,
foundations and charities; investment services in the field
of real estate; real estate affairs; real estate affairs,
namely, real estate agency and brokerage services, real
estate consulting and advisory services, real estate
portfolio management services, real estate conveyancing
services in the nature of mortgage brokerage, real estate
financing, real estate appraisal and real estate valuation
services; family office services, namely trust and fiduciary
services; property management; property investors services;
financing through security over land; funding and investment
advisor services relating to public/private partnerships;
estate management; financial custody services, namely,
maintaining possession of financial assets for others for
financial management purposes; preparation of financial
reports and analysis; investment planning, investment
dealing and management services; investment and unit trust
services; impact and socially responsible investing in
venture capital, mutual funds, exchange traded funds, hedge
funds, private funds, and public and private equity;
environmental, social and governance investing in venture
capital, mutual funds, exchange traded funds, hedge funds,
private funds, and public and private equity; trust advice;
financial structuring of financial and real estate assets;
financial risk management services; financial advisory
services in the field of mergers and acquisition; merchant
banking services; merchant banking services, namely advice
on private placements, co-investments, initial public
offerings and fund placement; trustee services; financial
governance services, namely, financial management advisory
services; fiduciary services; asset management services;
administration of funds; brokerage of stocks, bonds, futures
and other financial instruments; provision of financial
information and indices; financial management services,
financial analysis services, financial information services;
stock exchange quotation services; preparation and quotation
of stock exchange prices and indices; valuation services;
valuation services, namely, valuing financial and real
estate instruments; asset management services; unit trust
management services; fund management services; hedge fund
management services; pension fund management services;
off-shore fund management services; private client fund
management; investment trust management; corporate finance
services; share dealing services; arranging and provision of
credit, loans and insurance; currency exchange services;
information relating to financial, banking, insurance,
financial assistance and investment services provided
on-line (not downloadable); provision of financial,
investment, portfolio management, banking and payment
services via a website; advice, consultancy and information
services relating to all of the aforesaid services
42
Software as a service (SaaS) services and providing online,
non-downloadable computer software for use in the fields of
investing, investment management, finance, financial
planning, retirement planning, risk management, and
financial portfolio management, estate planning; software as
a service (SaaS) services and providing online,
non-downloadable computer software for initiating,
processing, and tracking financial transactions, securities
trading orders, and investment account transactions; hosting
of websites for the provision of financial, investment,
portfolio management, banking and payment services; advice,
consultancy and information services relating to all of the
aforesaid services
45
Company registration services; advice, consultancy and
information services relating to all of the aforesaid
services