Class 036
Insurance & Financial Services
(1) Financial planning services, namely, investment strategy, business strategy, wealth management, estate planning, legacy planning, retirement planning and group plan services; (2) financial, advisory and investment services, namely, financial and investment analysis services, financial and investment consultation services, financial and investment management services, financial and investment information services and the creation, development, customization, analysis, assessment, management, administration, monitoring and reporting of investment portfolios; (3) investment research services, namely, financial analysis, valuation, portfolio analysis, risk management and investment forecasting services; (4) financial support services, namely, financial and investment information by electronic means including emails and proprietary and non-proprietary websites accessed by or through wireless communication networks, local or wide area computer networks, global computer networks or other electronic communication networks
