Class 042: Providing on-line non-downloadable software for financial portfolio management, financial planning, financial planning consultation, and investment services in the field of financial services and investment advice
Financial advice and consultancy services; Financial planning and investment advisory services; Financial asset management; Mutual fund advisory services; Mutual fund investment; Providing financial information; Financial information and advisory services
Class 036: Financial services, namely, advice relating to investments, asset management, cash management, financial analysis and consultation, financial planning consultation, financial portfolio management, providing on-line financial calculators, providing stock/securities market information, mutual fund investment and mutual fund distribution, investment management of and distribution of annuities; portfolio offering for clients consisting of asset management, cash management, banking account services; retirement planning services, namely, financial retirement planning services in the field of defined benefits and defined contribution, providing financial information to educate consumers on aspects of retirement and providing financial planning for retirement
Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management, cash management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management and cash management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services
Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management, cash management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management and cash management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services
Providing temporary use of online, non-downloadable software for experienced advisor recruits to view information in the field of employment hiring, placement, staffing and career networking services
Financial services, namely, advice relating to investments, financial asset management, cash management, financial analysis and consultation, financial planning consultation; financial portfolio management, financial planning for retirement in the fields of defined benefits and defined contributions; providing educational information in the field of financial planning for retirement; providing financial planning for retirement
Class 036: Financial services, namely, financial information, management and analysis services; financial management and financial management of pensions, capital investments services, and financial investment in the field of mutual funds, unit trusts, and investment trusts; capital investment services; financial management of employee pension plans; investment fund management; provision and management of individual savings accounts; financial services, namely, personal equity planning; financial and investment services, namely, management of and investment for others in emerging markets equity portfolios; financial and investment information services relating to equity investments, fixed income investments, composite bonds, overseas equity investments, bond investments, cash funds, mutual trusts, pension schemes, institutional investment portfolios, private investor portfolios and personal pension plans; provision of financial planning advice as to private investments in the field of personal equity plans and personal equity transfer plans; financial and investment information services relating to private equity funds, asset classes, off-shore funds, emerging debt investments, government bonds investments, corporate bonds investments, high yield bond investments, risk altered fund products and institutional pension schemes; investment advice and investment of funds for charities; financial advice and information in the fields of investments, investment vehicles, equities, world markets, currencies and company performances; reporting services in the field of financial portfolio performance news; provision of investment strategies; financial portfolio management focusing on asset allocation and stock selection; financial research relating to liquidity screening; financial pension management; financial asset management services focusing on real estate property, equities, bonds, and structured products; money management; venture capital fund management services for investors; closed-end fund capital investment consulting services; financial market analysis services; financial and investment information and advice for independent financial advisors and financial administration of retirement plan investments, savings plans and closed-end fund vehicles; financial analysis, namely, compiling and analysing investment fund performance data for financial purposes; financial research in relation to money markets, world currencies, corporate profits, price/earnings ratio, company information and performances and market sectors; information provided on-line via the Internet and other interactive electronic platforms in relation to finance and investments * ; in relation to investment services, investment funds, co-investment funds and multi-manager co-investment funds *
Financial services, namely, mutual fund development services, mutual fund advisory and investment services, exchange traded funds development services, securities index development and trading of securities related to securities indexes; "BETA"
Financial services, namely, advice relating to investments, financial asset management, cash management, financial analysis and consultation, financial planning consultation; financial portfolio management, financial planning for retirement in the fields of defined benefits and defined contributions; providing educational information in the field of financial planning for retirement; providing financial planning for retirement
Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management, cash management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management and cash management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services
Financial services, namely, investment management of and distribution of variable annuities, namely, a variable annuity with a guaranteed lifetime withdrawal benefit
Class 036: Financial services, namely, investment management of and distribution of variable annuities, namely, a variable annuity with a guaranteed lifetime withdrawal benefit
Financial services, namely, investment management of and distribution of variable annuities, namely, a variable annuity with a guaranteed lifetime withdrawal benefit with enhanced features, namely, additional income growth opportunities
Class 036: Financial services, namely, investment management of and distribution of variable annuities, namely, a variable annuity with a guaranteed lifetime withdrawal benefit with enhanced features, namely, additional income growth opportunities
Financial services, namely, providing information about prudent withdrawal amounts and/or monitoring the projected sustainability of client withdrawals relating to an annuity
Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services; "INVESTMENTS"
Class 036: Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services
Financial services, namely, a portfolio offering for clients consisting of advice relating to investments, financial asset management; financial portfolio management, financial research and financial risk management; provide on-line financial calculators; providing stock/securities market information; mutual fund investment and mutual fund distribution; investment fund transfer and transaction services; portfolio offering for clients consisting of asset management; retirement planning services, namely, defined retirement benefit services, defined retirement contribution services, providing financial information to educate consumers on aspects of retirement and providing retirement financial planning services; "INVESTMENTS"
An integrated technology suite of tools comprised of non-downloadable software used for client engagement, tech support, investment and portfolio management, financial planning, practice productivity and performance, and knowledge and insights, namely, software for performing brokerage transactions, financial plan creation, client meeting and contact management and financial market analysis downloadable through multiple channels including online, through a network, from a cloud solution, or downloaded onto a device
