35
Marketing and advertising; market research services;
preparation and dissemination of advertising and publicity
matter; public relations services; all the aforesaid
services relating to financial and insurance services;
business consultancy and advisory services; business
investigations and research; provision of business
information; none of the aforementioned services relating to
recruitment and all of the aforementioned services only in
relation to financial planning and wealth management
services; pension fund administration services
36
Financial services; financial planning services; financial
advisory services; financial analysis services; financial
consultancy services; financial information services;
financial management services; financial research services;
provision of financial information; investment services;
investment, investment dealing, investment holding,
investment management, investment planning and investment
trust services; investment advisory services; investment of
funds; management of investments being the settlement of
investments of clients; advice, research and report in
respect of financial services; asset and portfolio
management; investment and financial protection advice;
segregated and pooled funds management services; stock
broking services; share dealing services; administration and
valuation of investments; valuation services; personal
equity plans; brokerage services; fund transfer services;
nominee services; trust services; trustee services;
trusteeship services; unit trusts; unit trust services;
fiduciary services; executorship services; financial risk
management; asset management; mutual funds; stock exchange
quotations; tax advice; tax financial planning services;
estate management; estate planning; financial management of
estate protection schemes; trust based inheritance tax
mitigation schemes; trusteeship; inheritance and capital
gains tax planning and mitigation schemes and establishment
of trusts for dependents; trust based inheritance tax
mitigation schemes; retirement and inheritance financial
planning; insurance and assurance services; life policies;
income protection and risk management; financial management
of employee benefit and critical illness protection schemes;
life assurance; pensions services; personal pension
services; fund management services; pension fund services;
banking services; financing services; services for the
financing of loans; mortgages and lending services; credit
and debit card services; current and savings accounts;
estate securities; financial management of home protection
schemes; property management; property investors services;
land securities; funding and investments relating to
public/private partnerships; funding government/quasi
government projects; collateral agency services; safe
custody services; safety deposit services for certificates
and assets of clients; share registration services;
arranging deals in shares, debentures, loan stock, bonds,
certificates of deposit, government and public securities,
units in collective investment schemes, unit trusts and
investment trusts or companies, life insurance or long term
insurance contracts, and warrants and options relating to
any of the foregoing; information, advisory and consultancy
services relating to all the aforesaid; all the aforesaid
services also provided by means of the Internet, on-line and
interactive computer services and telephone services
41
Education; provision of training; vocational training and
development; organisation of training and educational
seminars, conferences, workshops; education academy
services; career counselling (education and training
advice)
45
Legal services, legal advice, probate services and probate
advice; legal services in the field of inheritance planning;
legal services in the field of testamentary services; legal
services in the field of wills trust arrangements; drafting
and amending of wills; legal services in the field of
retirement and long-term welfare and care solution planning;
advisory and consultancy services relating to all the
aforesaid; all of the aforesaid services only being provided
as part of financial and wealth planning services
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