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Financial and insurance services, namely, providing
financial information concerning investment securities,
insurance policies and related derivative instruments;
financial trade execution, confirmation and settlement
services in the fields of investment securities, insurance
policies and related derivative instruments; financial
analysis and consultation; financial management; financial
planning; financial portfolio management; financial
research; investment fund transfer and transaction services;
investment brokerage; transacting and trading of financial
instruments in the fields of investment securities,
insurance policies and related derivative instruments;
trading of financial instruments in the fields of investment
securities, insurance policies and related derivative
instruments, provided via an electronic marketplace; fund
investment consultation; financial investment in the field
of investment securities, insurance policies and related
derivative instruments; financial services in the nature of
an investment security; securities brokerage; trading
financial instruments for others in the fields of investment
securities, insurance policies and related derivative
instruments; settlement of financial and securities
transactions in the fields of investment securities,
insurance policies and related derivative instruments;
financial clearing house services; insurance consultation;
insurance brokerage; financial information in the field of
investment securities, insurance policies and related
derivative instruments, provided via an on-line computer
database; financial information in the field of investment
securities, insurance policies and related derivative
instruments, provided via a website
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