GLOBAL DISCOVERY

Class [036]
Insurance & Financial Services

Financial services, namely, strategic asset management and advisory services; financial strategic investment management and advisory services; fund management and advisory services; financial management in the nature of operation and management of investment trusts; financial administration of investment accounts which fund the benefits underlying life insurance and annuity contracts; provision of financial management in the nature of management and financial administration of collective investment schemes, open ended investment companies, unit trusts and mutual funds; financial valuations relating to investment products; financial management in the field of structured investment and investment product management and advisory services; financial management in the field of guaranteed investment and investment product management and advisory services in the nature of business equity analysis and research; designing, developing, arranging and managing structured investments and investment products; economic, financial and investment analysis and research services relating to investment products; financial administration of client assets into investment companies and bespoke investment strategies; strategic investment management, consultancy and advisory services for institutional clients including charities, local authority pension funds, company pension funds and family trusts; financial portfolio management services, in the nature of dealing in financial investment instruments, including securities, equities, bonds, derivatives, swaps, futures and options provision of strategic investment, fund services; investment risk management, analysis and services; investment performance management, analysis and services; investment advisory services, namely alternative investment management and advisory services; investment advisory services, namely alternative structured investment management and advisory services; strategic investment consultancy; investment underwriting services; investment risk analysis; technology based investment portfolio management services; advisory, consultancy and information services relating to all the aforesaid services; and all the foregoing offered in connection with strategic asset management services and not offered in connection with providing banking services, credit card services, debit card services, or electronic payment processing, electronic transfer of funds