Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes; Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for target date funds and separately managed accounts; Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles
Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes | Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles
Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes | Providing temporary use of online non-downloadable computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Providing temporary use of online non-downloadable computer software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Providing temporary use of online non-downloadable computer software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange, insurance contracts, and pooled investment vehicles
Investment management services; Funds investment; Financial services, namely, financial asset evaluation; Financial services, namely, providing financial and financial investment information, financial and investment management, and financial and financial investment analysis; Funds evaluation and performance monitoring in the nature of monitoring financial markets for investment purposes; Financial risk management; Financial investment services, namely, financial evaluation, analysis, and comparison in the nature of financial analysis of investment funds for others; Providing financial information in the field of investment opportunities; Providing an interactive website featuring financial information and links relating to investment management services, and financial risk management; Financial and financial investment information provided by electronic means; Pooled fund investment and financial management, funds investment, financial analysis, and financial consultation in the field of securities, real estate, pooled funds; financial products services, namely, financial investment brokerage, distribution of, financial administration of, financial management of, and trustee services for target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial management purposes; Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for target date funds and separately managed accounts
Investment management; investment advice; financial risk management; financial management consultation; financial consultation; providing financial management information; providing financial information; financial research; financial investment data analysis; funds investment; providing financial information in the field of investment opportunities and financial analysis; providing an interactive website and on-line computer database in the fields of financial management, investment management, asset allocation, personalized financial planning, retirement planning, and converting retirement savings into income; financial planning for retirement; individual retirement account services, namely, design of individual retirement plans for others, financial administration of individual retirement plans, and financial advisory and consultancy services regarding individual retirement plans; providing financial information and financial consultation in the field of designing retirement plans for others and retirement planning; providing personalized financial information in the field of financial planning and retirement
Class 036: Banking services, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds
