9
Computer software for use in facilitating financial investment and management, excluding software for use in cybersecurity services; Computer software for producing financial models, excluding software for use in cybersecurity services
35
Advertising; Business management; Business administration; Business advice relating to financial re-organisation; business consulting; business management consulting; business consulting services; business consulting for enterprises; business process management and consulting; consulting services in business organization and management; Data management; database management; computerized data management; data management services; data processing management; data-base management services; computerized data-base management; Data processing, systematization and management; Management and compilation of computerized databases; Information and data compiling and analyzing relating to business management; Economic forecasting services; updating a financial index; Promoting public awareness of the need for charitable giving and community involvement; Promoting public awareness of the need for funding college savings accounts; promoting public awareness of college savings and funding college savings accounts; promotion and marketing services and related consulting services; promotion of financial and insurance services on behalf of third parties; advertising, marketing and promotion services in the field of college savings; Promotion and marketing services and related consulting services in the field of college savings; Charitable services, namely organizing and conducting volunteer programs and community service projects; providing custodial record-keeping; all the above services in relation to an investment platform
36
Insurance; Financial affairs; Monetary affairs; Investment management services; Management of investment portfolios; Capital investment fund management; Financial information, data, advice and consultancy services; Financial management relating to investment; Financial management of risk capital, investment capital and development capital; Financial advisory services; Financial consultancy services; Financial investment advisory services; Computerised financial advisory services; Financial advisory services relating to assets management; Advisory services relating to [financial] risk management; Portfolio management; Financial portfolio management; Portfolio investment management; Investment portfolio management services; Management of investment portfolio; Asset and portfolio management; Investment services; Investment consultation; Investment information; Capital investment; Investment research; Investment business services; Capital investment consulting; Capital investment consultation; Capital investment advisory services; Investment asset management; Financial investment management services; Investment by electronic means; Financial investment research services; Provision of investment information; Management of investment funds; Investment risk assessment services; Providing on-line investment account information; Computerised information services relating to investments; Providing information, consultancy and advice in the field of investment, finance and management of investment and finance; financial services, including mutual fund and limited partnership brokerage, mutual fund distribution, mutual fund consultation and administration of funds of others, financial and investment management, analysis and consultation services; offering, distribution and management of private fund in the form of limited partnerships; automobile and mortgage lending and loan servicing services; credit card services; investment underwriting; securities brokerage; transfer agent services; banking services; trust services for personal and institutional investment accounts; providing investment accounts which fund underlying benefit contracts; Advice relating to investments; establishing mutual funds for others; financial advisory and consultancy services; financial analysis and consultation; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, investment fund transfer and transaction services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial exchange; financial information and advisory services; financial management; financial planning; financial valuations; fund investment consultation; funds investment; hedge fund investment services; investment advisory services; investment consultation; investment management; mutual fund advisory services; mutual fund distribution; mutual fund investment; mutual funds and capital investment; transfer agency services rendered to issuers of investment securities; accepting and administering monetary charitable contributions; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, savings programs for youths; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; none of the above services in relation to real estate services; providing a financial index
42
Rental of financial management software, excluding software for use in cybersecurity services; Providing use of online non-downloadable software for analyzing financial and investment data, excluding software for use in cybersecurity services; Providing use of online non-downloadable investment and financial software, excluding software for use in cybersecurity services