Class [36]
Insurance & Financial Services
Financial services namely: banking services; investment banking; merchant banking; wealth management services; investment services, namely investment and portfolio management services, investment counselling and advisory services; investment strategy and research; retirement planning and strategy; management of retirement plans; venture capital investment; mergers and acquisitions advice and execution; real estate investment advice and property management services; real estate advisory services; real estate brokerage; financial planning and tax registered plans; financial advice; mutual fund services, namely mutual fund brokerage, mutual fund investment and mutual fund distribution; securities brokerage services; services related to the management of pooled funds and pension funds; custodial and pension services; services related to administration of assets namely custody and settlement, securities administration, financial reporting and securities lending; syndicated loans, asset securitization and structured finance; trust and estate services; credit services, namely credit card services, loans and mortgages; debit card services; deposit services, namely savings, chequing and guaranteed investment accounts; currency services, namely money market, clearing, trade, foreign exchange, lending and currency management services; cash management services; financial leasing; transaction processing in the global securities, cash management, payments and trade business in select markets; trade financing services; fixed income research, sales and trading; trading of equities, equity derivatives, swaps and options; insurance and reinsurance services, namely property and casualty insurance; life and health insurance; annuities; segregated funds; travel insurance; life, health, property and casualty reinsurance, structured finance; creditor insurance; underwriting insurance services; services related to the administration of insurance; information and advice relating to insurance and re-insurance; internet-secure electronic transaction solutions for e-commerce namely processing electronic custody, banking, cash management, trade finance transactions and payments; rental of point-of-sale terminals; loyalty program services namely the operation of a credit card program involving discounts, incentives or points for the purchase of selected goods or services.
