PORTLAND TRUST COMPANY

Class [036]
Insurance & Financial Services

Banking consultation; [ Equity capital investment; ] Estate planning; Estate trust management; Estate trust planning; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory; Financial and investment services, namely, management and brokerage in the fields of stocks,; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, and investment consultation; Financial services, namely, investment fund transfer and transaction services; Financial trust planning; Financial investment analysis and stock research; [ Financial investment brokerage services; ] Financial investment in the field of real estate and securities; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement and estate planning; Financial trust administration; [ Financial trust operations; ] Fund investment consultation; Funds investment; Investment advice; Investment advisory services; [ Investment banking services; Investment brokerage; ] Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; [ Management of a capital investment fund; ] Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual fund planning services; [ Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate investment services; Transfer agency services rendered to issuers of investment securities; ] Trust management accounts; Trust services, namely, investment and trust company services