Class [36]
Insurance & Financial Services
Financial management services, namely investment advisory, supervisory, and management services to individual and institutional investors; providing shareholder services to mutual funds, namely shareholder account information, share price movement and securities reporting; fund advisory and investment services, namely individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual funds; providing separate investment brokerage and retirement accounts, namely trading, maintenance, and management of financial securities, stocks, bonds, and other investments; mortgage banking services, mortgage lending and financial services, namely loan processing, collections, underwriting, funding, issuance of mortgage-backed securities, investment in mortgage-backed securities, servicing of mortgage loans, maintenance of mortgage escrow accounts and providing information on financial and mortgage services; providing mortgage banking services and mortgage lending services over the global computer network, namely providing financial information in the nature of mortgage rates, and financial planning; providing financial services over the global computer network, namely equity and bond mutual fund investment data, shareholder account information, market commentary and financial planning; charitable fund raising and eleemosynary services in the nature of financial contributions for not-for-profit organizations.
