Class 036
Insurance & Financial Services
Services, namely, financial analysis and consultation, financial management, financial planning, financial portfolio management; investment services, namely, investment consultation, investment advice, investor education; mutual fund services namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; estate planning services, executor and trustee services, life insurance services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions.
