Class [35]
Advertising, Business & Retail Services
Management, maintenance and updating of shareholder and fund holder records; advisory services relating to customer services namely dealing with customer enquiries and response handling; economic forecasting and analysis; providing information and analysis relating to economic market data; business advice and information services; market analysis services; preparation of fund holder and shareholder reports; providing business information, analysis and advice in the field of retail and institutional financial investment opportunities and development; business consultancy; providing business and market research services to individuals and institutional financial investors and financial professionals; business consulting services in the field of investment opportunities, development and management; business consulting services relating to the allocation of financial risk; marketing of shares of investment companies or other pooled investment vehicles, namely, of collateralized debt obligations, collateralized loan obligations, mutual funds, hedge funds and variable insurance funds.
Class [36]
Insurance & Financial Services
Financial services and online financial services, namely, investment fund transfer and transaction services, financial planning and financial research; monetary affairs; investment advice; fund investments; financial services including financial advisory and investment services relating to fund management, pension funds, securities, options, futures, shares, foreign exchange and other financial instruments; providing financial risk management services; fund management services; financial management services and securities trading; financial research services; provision of financial analysis and consultation services; provision of financial information; management and analysis of financial trading; investment management, portfolio management and administration; pension fund management and administration; pension investment management; investor relation services, namely provision of financial information to shareholders, potential investors and financial analysts; fund and share scheme administration; administration, analysis, evaluation and reporting of financial funds, pensions, securities, options, futures, foreign exchange and other financial instruments; provision of statements of account; provision of information relating to shares, share prices, funds, fund prices, pension funds, securities, options, futures, foreign exchanges and other financial instruments and financial market conditions to customers, investors and financial analysts; financial information relating to investment portfolios and pension funds; provision of transaction services relating to investment funds, pension funds, futures, securities, options, derivatives and other financial instruments; brokerage services relating to stocks and shares; stock brokerage services, namely the sales, marketing and distribution of investment company shares; securities and financial brokerage services; mutual fund brokerage services; mutual fund administration and transfer agency services; asset management; asset evaluation (financial); capital, business and real-estate property investments; investment trusts; preparation of financial reports and analyses; sales and distribution of shares of investment companies or other pooled investment vehicles, namely, of collateralized debt obligations, collateralized loan obligations, mutual funds, hedge funds and variable insurance funds; financial management and financial planning; distribution and administration of exchange-traded funds; equity financing; equity release services; equity capital investment; personal equity plan investment; personal equity plan management; private equity fund investment services; management and administration of endowment funds; endowment insurance services; equity investment in international companies; providing investment systems, risk analytics and strategic advice relating to investment opportunities and development; advisory, information and consultancy services relating to the aforesaid services including all the aforesaid services provided online, via the Internet, electronic links and networks, databases or platforms.
