GROW MORE THAN WEALTH

Class [036]
Insurance & Financial Services

Financial services, namely, banking services; cash management services; credit services, namely, providing credit cards, loans and mortgage lending; currency exchange services, namely, money market, clearing trade and foreign exchange; custodial services, namely, maintaining possession of financial assets for others for financial management purposes and administration of employee pension plans; banking services, namely, debit card services; banking services, namely, direct deposit services; financial advice; financial planning and tax registered plans; fixed income services, namely, trading in fixed income securities, in market securities and financial research in the field of fixed income securities; trading of equities; investment banking services; financial investment counseling and advisory services; investment and financial portfolio management services; financial services, namely, lending and currency management services; mutual fund services, namely, mutual fund brokerage, mutual fund investment and mutual fund distribution; securities brokerage services; financial asset management, namely, custody and settlement, administration, financial reporting, securities lending; financial management services related to the management of pooled investment funds and pension funds; syndicated loan financing, asset securitization and structured financing; trading of equities, equity derivatives, swaps and options; trust and estate services, namely, estate trust management, estate trust planning, financial trust planning and administration; financial services, namely, wealth management services; philanthropic services concerning monetary donations