Trust company services and investment management services, namely, financial counselling; asset allocation; portfolio management; trust and estate planning; private foundation administration; multigenerational planning; stock option analysis; diversification strategy services; and securities lending services, all for high net worth individuals.

The provision of training and education services

Audio, Visual and Audio Visual cassettes, tapes, discs and films; video cassettes and tapes; computer programmes; computer software and discs; interactive video software, instructional and teaching apparatus; parts and fittings for all the aforesaid goods; recorded media featuring wealth creation, personal and business branding, internet marketing, product creation, selling, speaker skills, home working, starting a business, business growth and personal development for both businesses and individuals. Downloadable electronic publications, digital music, mouse mats.

Educational, instructional and training services, all relating to wealth creation, personal and business branding, internet marketing, product creation, selling, speaker skills, home working, starting a business, business growth and personal development; arranging and conducting seminars, lectures, tutorials, symposiums and conferences; correspondence courses; arranging and conducting exhibitions; production and rental of educational and instructional material; production, presentation, hiring and/or leasing of audio, audio-visual recordings, cinematographic films, publications, books, booklets and printed matter.

Acquisition for financial investment;Administration of capital investment services;Administration of employee pension plans;Administration of financial affairs;Administration of financial covenants;Administration of fund investment;Administration of funds and investments;Administration of insurance business;Administration of insurance plans;Administration of insurance portfolios;Administration of investment funds;Administration of investments;Administration of mortgage business;Administration of mutual funds;Administration of pension funds;Administration of pension schemes;Administration of savings accounts;Administration of shares;Administration of trusts;Administrative services relating to investments;Advice on finance for retirement;Advice relating to insurance;Advice relating to investment during retirement;Advice relating to investment for retirement;Advice relating to investments;Advice relating to mortgages for residential properties;Advice relating to pensions;Advice services relating to enhancement of mortgages;Advisory services relating to financial investment;Advisory services relating to financial matters;Advisory services relating to financial planning;Advisory services relating to [financial] risk management;Advisory services relating to futures;Advisory services relating to insurance;Advisory services relating to insurance contracts;Advisory services relating to international securities;Advisory services relating to investments;Advisory services relating to life insurance;Advisory services relating to money management;Advisory services relating to mortgages;Advisory services relating to mutual funds;Advisory services relating to taxation;Advisory services relating to unit trusts;Agencies in the field of bonds and other securities;Agency services for bonds;Agency services for lending on mortgage;Agency services for securities;Analysis (financial-);Analysis (Financial -);Annuity services;Annuity underwriting;Appraisals (financial -);Arranging and providing of loans against security;Arranging financial transactions;Arranging for financing of insurance premiums;Arranging insurance;Arranging investments, in particular capital investments, financing services and insurance;Arranging monetary transfers;Arranging of annuities;Arranging of insurance;Arranging of insurance claims assessment;Arranging of investments;Arranging of life insurance;Arranging of mortgages;Arranging the finance for home loans;Assessing and processing insurance claims;Assessing insurance claims;Asset allocation;Asset evaluation [financial];Asset management;Asset management services;Assurance;Assurance brokerage;Assurance (life-);Assurance services;Assurance underwriting;Automatic accounting services for financial transactions;Banking and financing services;Banking, financial and insurance services;Banking services;Brokerage of insurance;Brokerage of securities;Brokerage of shares;Brokerage of shares and other securities;Brokerage of shares or stocks and other securities;Brokerage of stocks;Brokerage services for arranging financing by other financial institutions;Brokerage services for bonds;Brokerage services for capital investments;Brokerage services for securities;Brokerage services for stocks and bonds;Brokerage services in financial markets;Brokerage services in the field of financial instruments;Brokerage services on the financial markets;Brokerage services relating to corporate bonds;Brokerage services relating to debt instruments;Brokerage services relating to financial instruments;Brokerage services relating to the securities markets;Brokering of financial services;Brokering services;Business appraisals for financial valuation;Capital fund investment;Capital fund management;Capital investment;Capital investment advisory services;Capital investment brokerage;Capital investment consultation;Capital investment consulting;Capital investment services;Capital investments;Collection of financial information;Commercial mortgage brokerage;Commodities investment advisory services;Commodities investment consultation services;Commodity investment advice;Commodity trading [financial services];Comparison of performance of portfolios of securities;Comparison of performance of securities;Computer analyses of stock exchange information;Computer information services relating to financial management;Computerised financial advisory services;Computerised financial analysis;Computerised financial data services;Computerised financial information services;Computerised financial services;Computerised financial services for retail businesses;Computerised information services for stocks;Computerised information services relating to financial business;Computerised information services relating to investments;Conducting financial feasibility studies;Conducting of financial transactions;Consultancy (financial-);Consultancy (Financial -);Consultancy services relating to finance;Consultancy services relating to financial investment;Consultancy services relating to investment;Consultation services relating to financial matters;Consultations [financial];Consultations [insurance];Consultations relating to corporate finance;Consultations relating to investment.

Financial services; financial affairs; financial analysis and advice; financial consultancy; financial evaluation; financial information; financial management; tax management; risk assessment

Apparatus for capturing, recording, reproducing, manipulating and transmitting data, images and sounds; discs, tapes and cards all being magnetic data carriers and encoders; data processing apparatus and equipment; data banks; data carriers, collectors and feeders; computer software; computer software supplied from the Internet; computer software to enable searching of data; electronic publications (downloadable) provided on-line from databases or the Internet; word and information processors and scanners; pre-recorded and blank disks, diskettes, compact discs, audio and video tapes; encoded cards; encoded and magnetic charge cards, credit cards and debit cards; encoded and magnetic cards for use in relation to the electronic transfer of funds and for financial transactions in general; cards bearing electronically recorded data; cards bearing integrated circuits; encoded and magnetic cards for use with computers; teaching and audio visual teaching apparatus; central processing units; holograms; parts and fittings for all the aforesaid goods.

Banking services; savings bank services; home banking; Internet banking; arranging and provision of loans, mortgages and guarantees; mortgage banking and broking; lending on mortgage; financing of loans; instalment loan financing; credit services; money exchange and transfer; money ordering services; money transmission services; pension services; shares and securities brokerage, trading and distribution; share underwriting; financial planning and management; estate planning; investment services; financial investments; financial brokerage; capital investment; raising of capital; investment advice and trust services; trustee services; trusteeship; bank card, credit card, debit card and electronic payment card services; debt collection and payment agency, consultancy and brokerage services; providing valuations; foreign currency services; currency exchange and conversion; provision of travellers cheques; international banking payments; payment administration services; cheque clearing; electronic banking services; fund management services; fund transfers; insurance services; insurance brokerage; insurance underwriting; loss adjustment; treasury services; administration of mutual funds; financial and insurance advice, information and consultation services; real estate agency, management and brokerage; land acquisition services for others; agency services for bonds and security; provision of financial guarantees for bonding real estate; deposit taking and holding; arranging and providing of loans against security; surety services; real estate appraisal and valuation; arranging of leases and rental agreements for real estate; letting and rental of accommodation; collection of rent; arranging for and providing insurance for buildings, property, land and financial schemes and systems used for the purchase and financing thereof; on-line financial services;advice and consulting services relating to all the aforesad services.

Digital and other electronic recordings; sound recordings; video recordings; computer discs; recording discs for visual images and sound; downloadable electronic publications; downloadable website pages.

Books; newsletters; printed matter; journals; business cards; stationery; diaries; printed website pages; instructional and teaching material; greetings cards, training materials including overhead projection transparencies; paper, cardboard and goods made from these materials; printed publications; leaflets; booklets; brochures; magazines; application forms; compliance forms; posters; cards; postcards; banners; advertisement boards; flags; certificates; photographs; calendars; pens; pencils; boxes for pens and pencils; maps; stickers; carrier bags.

Financial Services

Financial investments, asset management, insurance services, financial management, financial intermediation services, services for the execution of financial transactions.

Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors; enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data; business intelligence software to aggregate, analyse and visualize data for client intelligence.

Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data; Software as a service provider in the field of software for wealth management.