Class 041
Education and Entertainment Services
Providing of Training: Non-downloadable Sales Compliance training materials and instruction manuals (available via electronic media and the Internet) for guidance on marketing financial products and services in over 70 jurisdictions worldwide.
Class 045
Personal & Legal & Social Services
Legal advisory services for fund and managed account marketing in 70 jurisdictions; country specific regulatory advice concerning distribution of funds; Fund distribution guidance in compliance with each jurisdiction's marketing and sales laws; advisory services on compliance with licensing regulations for fund and managed account promotion in 70 jurisdictions; fund marketing regulations provided on a website based platform.