35
Administrative and accounts management of financial
portfolios and financial products; retailing services of
financial products and financial investments, namely equity
securities, debt securities, investment shares in investment
funds, in undertakings for collective investment in
transferable securities (UCITSs), in alternative investment
funds (AIFMs), in open-ended investment companies (OEICs),
in mutual investment funds (FCPs), in venture capital mutual
investment funds (FCPRs), in innovation capital mutual
investment funds (FCPIs), in local investment funds (FIPs),
specialist professional funds (FPSs), in European long-term
investment funds (FEILs) and in social and solidarity
economy financing funds; economic, accounting, statistical
and commercial information relating to financial markets;
auditing and compilation of statistics in the economic,
banking and financial sector; business organisation and
management consultancy for companies; business management;
sponsorship search for industrial and commercial projects;
business research; professional business consultancy;
efficiency experts; appraisals in commercial and business
matters; business information; business research, studies,
analysis and auditing (business analysis); business and
company planning, analysis, management, information and
evaluation; checking and inspection of companies and
businesses (auditing); monitoring of companies and
businesses (competitive business intelligence); auditing;
information and consultancy relating to business risks;
searching for information in computer files (for others);
systemization of information into computer databases;
maintenance and updating of a database containing
information relating to financial brokerage; computerised
file management relating to lists of banking intermediaries
and brokers, financial intermediaries, credit
intermediaries, credit brokers and financial asset managers;
financial auditing
36
Financial intermediary services; brokerage services on the
financial markets; banking; investment of money (services
for -); mutual funds and capital investment; arranging the
provision of finance; banking; reception, transmission and
execution of financial orders for third parties; maintenance
and management of account of portfolios of transferable
securities for third parties; capital investment management;
financial portfolio management; investment fund management;
financial product management; management of undertakings for
collective investment in transferable securities (UCITS);
management of alternative investment funds (AIFMs);
management of open-ended investment companies (OEICs);
management of mutual investment funds (FCPs); management of
venture capital mutual investment funds (FCPRs); management
of innovation capital mutual investment funds (FCPIs);
management of local investment funds (FIPs); management of
specialist professional investment funds (FPSs); management
European long-term investment funds (FEILs); management of
social and solidarity economy financing funds; selection of
financial products, from UCITS (undertakings for collective
investment in transferable securities); financial asset
allocation; financial market analysis and preparation of
reports relating thereto; risk forecasting, estimation and
analysis in connection with financial markets and financial
investments; financial information; financial evaluation;
financial engineering; advice on fiscal assessments;
consultancy relating to financial investments and strategic
allocation regarding company assets and/or liabilities;
financial portfolio structuring; financial portfolio
structuring consultancy; monetary information; fiscal
assessments; advice on fiscal assessments; currency trading
and exchange services; clearing, financial; electronic funds
transfer
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