Class [36]
Insurance & Financial Services
Financial services; insurance services; real estate services; financial management; financial planning; financial goal planning; financial advisory services; investment services; capital investments, mutual funds, unit trusts, investment trusts; family office services; financial and fiscal appraisal services; monetary affairs; tax planning and preparation; income, capital gains and inheritance tax planning; estate planning; estate duty planning; estate transfer planning; PEPs (personal equity plans); pensions management; asset management including asset management relating to property, equities, bonds, and structured products; money management; information, opinions, reports, estimates and forecasts all relating to investments, investment vehicles, equities, world markets, currencies, company performances; financial risk management; provision of investment strategies; provision of financial market data; asset allocation and stock selection; liquidity screening; financial market analysis services; cash management; debt management; financial reporting; fiduciary services; executor and trustee services; trustee advisory services; administration of financial affairs, capital investment, fund investment, mutual funds, pension funds, shares, trusts and real estate; private client unit trust administration services; management of charitable donations and philanthropic giving; information and consultancy relating to the above services.
