35
Accounting services; tax and taxation planning, advice,
information and consultancy services; tax preparation and
filing services; business management and advice; human
resources consultation
36
Financial services, namely, financial consultation,
financial planning, financial portfolio management,
investment of funds for others, financial and investment
information management for others, and management of capital
investment funds, hedge funds, private equity funds and
other collective investment vehicles; investment
consultation; investment management and advisory services
for discretionary and non-discretionary domestic and foreign
accounts for high net worth individuals, corporations,
partnerships, limited liability companies, charitable
institutions, trusts and estates; investment supervisory
services in connection with open architecture programs,
namely, financial planning, conducting financial reviews,
investment advice, asset allocation, and financial analysis
and consultation; trust services, namely, investment
management, estate trust planning and management, and
financial trust planning and administration; estate
planning; bill payment services; financial management of
employee benefit plans; health insurance; financial
retirement plan consultancy services; financial consultancy,
namely, preparing budgets and monitoring budgets; financial
calculation services for others, namely, budget calculation
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