Class [36]
Insurance & Financial Services
Financial services; provision of financial services to private clients, trustees and self invested personal pension plans; financial advice; investment advice and consultancy; independent financial planning advice; financial nominee services; financial nominee services for the holding of cash funds for others; financial nominee services for the holding of assets for others; payment and receipt of money as agents; collection and distribution of investment income; safeguarding of assets; administration of assets; asset management; investment advice; management of investments and investment portfolios; safeguarding of investments and investment portfolios; administration of investments and investment portfolios; arranging of investments; dealing in investments as agent for others; advising on investments, arranging investments, dealing in investments as agents, managing investments, safeguarding and administering assets and sending dematerialised instructions, all in relation to certificates representing certain security, commodity futures, commodity options and options on commodity futures, contracts for differences (excluding spread bets and rolling spot forex contracts), debentures, futures (excluding commodity futures and rolling spot forex contracts), government and public securities, life policies, non-investment insurance contracts, options (excluding commodity options and options on commodity futures), personal pension schemes, rights to or interests in contractually based investments, rights to or interests in securities investments, rolling spot forex contracts, shares, spread bets, stakeholder pension schemes, units and warrants and other related investments; securities investment and advisory services; stock investment and advisory services; unit trust investment and advisory services; advice relating to pensions including stakeholder pensions; monitoring of pension funds; pension fund management; setting up of personal pension schemes; arranging and facilitating personal pension transfers; investment and advisory services in relation to insurance policies, including inheritance tax savings schemes; management and administration of insurance policies, including inheritance tax savings schemes; buying and selling investments for others within insurance policies, including inheritance tax savings schemes; investment and advisory services in relation to life policies and non-investment insurance contracts; setting up of non-investment life policies; investment and advisory services relating to individual savings accounts (ISAs); management and administration of individual savings accounts (ISAs); buying and selling investments for others within individual savings accounts (ISAs); advisory services in relation to regular savings investments; arrangement of regular savings investments for others; preparation of valuations of investments and investment portfolios; preparation and analysis of financial reports, including financial year-end reports on income and capital gains; commodities investment advisory services; investment research; fund investment and advisory services; fund investment management and administration; computerised financial information services; financial information services relating to stock markets; financial information services relating to currencies.
