09
Downloadable electronic publications, namely, reports, white
papers, brochures, manuals, and written presentations in the
fields of investing, investment management, finance,
financial planning, retirement planning, risk management,
financial portfolio management, retirement plans, pension
plans, and employee compensation plans; computer software
for use in providing business and financial analysis in the
fields of investing, investment management, finance,
financial planning, retirement planning, risk management,
and financial portfolio management
16
Printed publications, namely, reports, white papers,
brochures, manuals, and written presentations in the fields
of investing, investment management, finance, financial
planning, retirement planning, risk management, financial
portfolio management, retirement plans, pension plans, and
employee compensation plans
35
Accounting, payroll processing, advice and consultancy
relating to tax accounting, and bookkeeping services;
business consulting; business consulting in the fields of
investing, investment management, finance, financial
planning, retirement planning, risk management, financial
portfolio management, retirement plans, pension plans, and
employee compensation plans; market research; market
research in the fields of investing, investment management,
finance, financial planning, retirement planning, risk
management, financial portfolio management, retirement
plans, pension plans, and employee compensation plans;
marketing consulting; marketing consulting in the fields of
investing, investment management, finance, financial
planning, retirement planning, risk management, financial
portfolio management, retirement plans, pension plans, and
employee compensation plans; marketing services; marketing
services in the fields of investing, investment management,
finance, financial planning, retirement planning, risk
management, financial portfolio management, retirement
plans, pension plans, and employee compensation plans;
financial records management; database management; data
processing services; business management services; providing
business information and news in the fields of investing,
investment management, finance, financial planning,
retirement planning, risk management, financial portfolio
management, retirement plans, pension plans, and employee
compensation plans
36
Investment of funds, investment management, financial asset
management, wealth management, financial risk assessment,
financial risk management, financial investment brokerage,
financial custody services in the nature of maintaining
possession of financial assets for others for financial
management purposes, actuarial, financial and investment
advisory, financial retirement planning, financial planning,
financial and investment consultation, investment
transactions and processing in the nature of investment fund
transfer and transaction services and financial and
investment research, news, and information services in the
nature of providing information and research in the field of
finance and financial investments; providing information in
the fields of investing of funds, finance, saving, financial
planning, financial retirement planning, financial portfolio
management, financial decision making, and financial risk
management via an interactive website and via an online
computer database; financial administration and management
of employee benefit plans, defined benefit plans, defined
contribution plans, employee pension plans, and college
savings plans; charitable fund raising services; estate
planning, financial trust planning, and financial trust
administration services
41
Educational services, namely, providing workshops, classes,
seminars, and conferences in the fields of investing,
investment management, finance, financial planning,
retirement planning, risk management, financial portfolio
management, retirement plans, pension plans, and employee
compensation plans; providing online publications, namely,
reports, white papers, brochures, manuals, and written
presentations in the fields of investing, investment
management, finance, financial planning, retirement
planning, risk management, financial portfolio management,
retirement plans, pension plans, and employee compensation
plans; production of webcasts, podcasts, ongoing television
programs, publication of on-line journals (blogs) on the
Internet, providing online non-downloadable videos in the
fields of investing, investment management, finance,
financial planning, retirement planning, risk management,
financial portfolio management, retirement plans, pension
plans, and employee compensation plans
42
Software as a service (SaaS) services, namely, providing
online, non-downloadable computer software for use in
providing business and financial analysis in the fields of
investing, investment management, finance, financial
planning, retirement planning, risk management, and
financial portfolio management; installation, maintenance
and updating of computer software; computer programming;
software design and development; technical support services,
namely, troubleshooting of computer software problems and
troubleshooting of web and database software applications;
computer software consulting; computer and internet security
services, namely, restricting unauthorized access to
computer networks and websites; computer security
consultancy, and internet security consultancy; data
security services, namely, data security consultancy; design
and development of electronic data security systems;
computer security threat analysis for protecting data;
authentication, issuance and validation of digital
certificates
45
Licensing of computer software; online social networking
services
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