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
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
funds (in the opinion of the International Bureau these
terms are too vague - Rule 13.2.b) of the Common
Regulations); 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 (in the opinion of the International Bureau
these terms are too vague - Rule 13.2.b) of the Common
Regulations); brokerage services; fund transfer services;
nominee services (in the opinion of the International Bureau
these terms are too vague - Rule 13.2.b) of the Common
Regulations); trust services; trustee services; trusteeship
services; unit trusts (in the opinion of the International
Bureau these terms are too vague - Rule 13.2.b) of the
Common Regulations); unit trust services (in the opinion of
the International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); fiduciary services;
executorship services (in the opinion of the International
Bureau these terms are too vague - Rule 13.2.b) of the
Common Regulations); risk management (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); asset management; mutual
funds; stock exchange quotations; tax advice; tax planning
services (in the opinion of the International Bureau these
terms are too vague - Rule 13.2.b) of the Common
Regulations); estate management (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); estate planning; estate
protection schemes (in the opinion of the International
Bureau these terms are too vague - Rule 13.2.b) of the
Common Regulations); 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 (in the opinion of the International Bureau these
terms are too vague - Rule 13.2.b) of the Common
Regulations); retirement and inheritance planning; insurance
and assurance services; life policies (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); income protection and
risk management; employee benefit and critical illness
protection schemes (in the opinion of the International
Bureau these terms are too vague - Rule 13.2.b) of the
Common Regulations); life assurance (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); pensions services (in
the opinion of the International Bureau these terms are too
vague - Rule 13.2.b) of the Common Regulations); pension
fund administration services; personal pension services (in
the opinion of the International Bureau these terms are too
vague - Rule 13.2.b) of the Common Regulations); fund
management services; pension fund services; banking
services; financing services; services for the financing of
loans; mortgages and lending services (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); credit and debit card
services; current and savings accounts (in the opinion of
the International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); estate securities (in
the opinion of the International Bureau these terms are too
vague - Rule 13.2.b) of the Common Regulations); home
protection schemes (in the opinion of the International
Bureau these terms are too vague - Rule 13.2.b) of the
Common Regulations); property management; property investors
services; land securities (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); funding and investments
relating to public/private partnerships; funding
government/quasi government projects; collateral agency
services (in the opinion of the International Bureau these
terms are too vague - Rule 13.2.b) of the Common
Regulations); safe custody services (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); 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; inheritance planning (in the opinion of the
International Bureau these terms are too vague - Rule
13.2.b) of the Common Regulations); testamentary services
(in the opinion of the International Bureau these terms are
too vague - Rule 13.2.b) of the Common Regulations); wills
trust arrangements (in the opinion of the International
Bureau these terms are too vague - Rule 13.2.b) of the
Common Regulations); drafting and amending of wills;
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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