Class 036
Insurance & Financial Services
Financial and investment services, namely, investment management, portfolio management, wealth management, namely, financial planning and investment portfolio management, asset management, mutual fund sales and management, exchange-traded fund sales and management, pooled fund sales and management, segregated fund sales and management, discretionary investment management, private client investment
management, investment counselling,
institutional investment management, mutual
fund dealing, securities dealer services; transfer
agency services for mutual funds and pooled
funds; retirement investment planning and
advisory services; providing stock market
investment information and research in the field
of financial planning and financial investments;
financial planning services; investment advice
and analysis; financial services, namely, the
development, sale and management of alternative
asset funds; financial investments in the fields of
infrastructure, real estate, and private equity;
investment of funds for others; fund investment
consultation; financial advice and consultancy
services, namely, financial analysis and research
services.
