09
Downloadable computer software and mobile applications for
use in the field of personal finance, financial planning,
financial management, portfolio management, asset
management, investment management, financial literacy and
education, investments, and financial aspects of retirement
planning; downloadable computer software and mobile
applications for creating, accessing, managing and
monitoring personal financial accounts, investment accounts,
and other financial account information; downloadable
computer software and mobile applications for use in
budgeting, managing, recording, and tracking financial and
investment transactions; downloadable computer software and
mobile applications for use in researching information
relating to financial asset management, portfolio
management, financial planning, investing, retirement,
retirement income, retirement planning, retirement plans,
and saving; downloadable computer software and mobile
applications for use in managing and executing financial
transactions relating to stock options, retirement plans,
pooled investment vehicles, hedge funds, mutual funds, and
investment portfolios; downloadable computer games in the
fields of investment, investment management, portfolio
management, asset management, and financial and monetary
affairs; downloadable computer game software offered via the
internet and wireless devices; downloadable videos and
content featuring information in the fields of investment,
investment management, portfolio management, asset
management, financial and monetary affairs, financial
literacy and education, and financial aspects of retirement
planning; downloadable publications, namely, newsletters,
magazines, white papers, reports, and brochures in the
fields of investment, investment management, portfolio
management, asset management, financial literacy and
education, and financial and monetary affairs; downloadable
computer software for use in obtaining access to, and
enhancing the user's experience of, an internet web site
providing news, information, transaction capability and
online financial services; downloadable software in the
nature of a mobile application for providing information
related to conferences, networking events, and entertainment
events; downloadable webinars in the field of finance,
investment, and retirement; downloadable podcasts in the
field of finance, financial management, asset management,
financial literacy and education, investments, and financial
aspects of retirement planning
16
Publications and printed matter, namely, newsletters,
magazines, educational materials, bulletins, pamphlets,
booklets, posters, and leaflets, guides, and charts, in the
field of financial investment, investment management, asset
management, and financial aspects of retirement
36
Providing financial services, namely, investment advice,
investment management, portfolio management, asset
management, investment brokerage services, advisory
management, fund investment services, direct and indirect
investment services, mutual fund brokerage and advisory
services, pooled investment vehicle brokerage and advisory
services, and consultation in the fields of financial and
monetary affairs and the financial aspects of retirement;
financial services, namely, operation and management of
hedge funds, commodity pools and other collective investment
vehicles; providing information in the field of investment,
investment management, portfolio management, asset
management, financial and monetary affairs, pooled
investment vehicles, hedge funds, mutual funds, and
financial aspects of retirement via a website; mutual fund
investment services; providing advice, information and
research in the field of investment, investment management,
portfolio management, asset management, financial and
monetary affairs, pooled investment vehicles, hedge funds,
mutual funds, and financial aspects of retirement; advisory
services related to mutual funds, hedge funds, exchange
traded funds, pension funds, and other collective investment
vehicles; provision of information and data concerning
stocks and bonds; advisory services related to stocks,
bonds, and other investment vehicles; hedge fund investment
services; financial services, namely, operation and
management of hedge funds
41
Providing online, non-downloadable electronic publications,
namely, magazines, newsletters, articles, papers, reports,
and videos and production of podcasts in the field of
financial investment, investment management, asset
management, portfolio management, investment brokerage
services, advisory management, fund investment services,
pooled investment vehicles, hedge funds, mutual funds, and
financial aspects of retirement; providing online
non-downloadable videos and content featuring financial
information calculators, namely, financial planning
calculators and retirement calculators, all in the field of
investment, investment management, asset management,
financial budgeting, planning for retirement and financial
and monetary affairs; providing online non-downloadable
electronic publications, videos, and content in the field of
financial investment, investment management, asset
management, portfolio management, investment brokerage
services, advisory management, fund investment services,
pooled investment vehicles, hedge funds, mutual funds, and
financial aspects of retirement via a website; providing
webinars in the field of finance, financial investment,
asset management, and financial aspects of retirement;
arranging and conducting educational and business
conferences in the field of finance, financial investment,
asset management, and financial aspects of retirement
42
Providing non-downloadable computer software for use in the
field of personal finance, financial planning, financial
management, portfolio management, asset management,
investment management, financial literacy and education,
investments, and financial aspects of retirement planning;
providing non-downloadable computer software and mobile
applications for creating, accessing, managing and
monitoring personal financial accounts, investment accounts,
and other financial account information; providing
non-downloadable computer software and mobile applications
for use in budgeting, managing, recording, and tracking
financial and investment transactions; providing
non-downloadable computer software for use in researching
information relating to financial asset management,
portfolio management, financial planning, investing,
retirement, retirement income, retirement planning,
retirement plans, and saving; providing non-downloadable
computer software and mobile applications for use in
managing and executing financial transactions relating to
stock options, retirement plans, and investment portfolios
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