Financial services; Financial investment services; Financial planning services; Financial management services; Wealth management services; Fund investments; Fund management; Investment services; Investment trust management; Investment trust services.

Data and document management services, namely, business records management related to financial institutions; all of the aforementioned services being provided to financial organizations for use with their client investment holdings and transactions.

Providing information in the field of client investment holdings and transactions provided via a website; client investment holdings and transactions provided over an on-line computer database on global computer networks; financial services, namely, coordination of a client's investment portfolio's maintenance, trading, rebalancing, and tax management needs, with said services being for use by financial organizations with their client investment holdings and transactions; financial and portfolio accounting reporting services; financial transaction data services and financial account management data services provided on an online computer website.

Business training services.

Financial Services;Advisory services relating to financial asset management;Advisory services relating to financial investment;Advisory services relating to financial investments;Advisory services relating to financial matters;Advisory services relating to financial planning;Advisory services relating to financing;Advisory services relating to investment finance;Advisory services relating to investments;Advisory services relating to investments and finance;Financial advice;Financial advice relating to income tax;Financial advice relating to inheritance;Financial advice relating to investment;Financial advice relating to pensions;Financial advice relating to tax planning;Financial advice relating to taxation;Financial advice relating to trusts;Financial advice relating to wills;Financial advisory and management services;Financial advisory services;Financial advisory services for individuals;Financial advisory services relating to assets management;Financial advisory services relating to life assurance;Financial advisory services relating to retirement plans;Financial advisory services relating to securities;Financial advisory services relating to tax;Investment advice;Financial services relating to wealth management;Financial planning for retirement;Income tax advice;Income tax advice [financial];Independent financial planning advice;Asset evaluation [financial];Asset management;Wealth management;Wealth management services;Risk management [financial];Management of investment funds;Management of investment portfolio;Management of investment portfolios;Management of investments;Monitoring of financial portfolios;Monitoring of investment funds;Income tax advice [financial];Independent financial planning advice;Investment fund management;Investment management;Investment management of funds;Unit trust investment;Unit trust management;Unit trust services;Unit trust trusteeship;Tax planning [not accounting];Asset allocation;Asset and portfolio management;Asset management services;Bonding services;Advice relating to investment during retirement;Advice relating to investment for retirement;Advice relating to investments;Investment performance monitoring;Monitoring of financial portfolios;Monitoring of investment funds;Monitoring of pension funds;Equity capital investment;Equity investment in international companies;Equity release services;Financial services relating to personal equity plans;Management of private equity funds;Personal equity plan investment;Personal equity plan management;Private equity fund investment services;Mutual fund investment;Mutual fund management;Mutual funds services;Trust advice;Trust investment services;Trust management;Trust services;Equity financing;Estate planning services [arranging financial affairs];Estate trust management;Estate trust planning.

Business advisory services, consultancy and information.

Investment services; brokerage services; cashflow forecasting; endowment insurance services; financial services; investment management and advisory services; investment analysis; investment consultancy; investment consultation; life assurance; pension planning; pension services; pension consultancy; pension advisory services; pension scheme services; financial management of pensions; financial services relating to pensions; management of pension schemes; planning services relating to pensions; administration of financial affairs; financial advice; financial advisory services; computerised financial advisory services; provision of financial advice; financial information, data, advice and consultancy services; financial planning; financial risk assessment services; fund management; investment risk assessment; mortgage services; portfolio management; private client investment services; retirement planning; savings scheme services; tax planning; wealth management; information, consultancy and advisory services relating to all the aforesaid services.

Financial services; wealth management; syndicated loans; investment brokerage and investment portfolio management services provided via global electronic networks; providing on-line trading of investment securities; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; insurance; financial savings investments; savings and loans services; savings and loan associations; financial lending services; coaching relating to finance; personal coaching (training); coaching in economic and management matters; credit card services; charge card services; payment card services; financial affairs; monetary affairs; investment brokerage; investment portfolio management services provided by global telephone networks; providing information and analysis in the fields of finance and investment by global electronic networks; providing information on investment account activity by global computer networks; bank and brokerage account information services; venture capital services; monetary and financial transaction services; providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; providing financial services through a website for mobile devices, namely, electronic check conversion and remote deposit, electronic transfer of money, electronic payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, obtaining financial and investment information and news, streaming financial and investment information and news; providing financial services enabling users to locate, and receive navigational directions to, locations at which financial services are provided, allowing users to communicate with financial services professionals through email, text, and audio and audio-visual means, and allowing user to view videos pertaining to news, research, investments, finance, financial planning, and investment strategy; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; banking services; debit card services; check writing and bill payment services; investment account information services; stock option and equity grants and related administrative services; cash management account services; fixed income investment services; payment services and fund transfer services; managed account services; independent investment advisor services; providing information and analysis in the fields of finance, economics, investment and investment strategy; brokerage services in the fields of securities, stocks, bonds, mutual funds, exchange traded funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; providing information and analysis in the fields of finance, economics, investment and investment strategy via online channels; financial and investment information services provided by online non-downloadable software; issuing of letters of credit; pension management; credit services; mortgage services; financial savings services; financial intermediary services; intermediary services; services of a financial intermediary; pension planning; financial planning; currency dealing; currency trading; foreign currency services; foreign currency transfer services; on-line real time currency trading; virtual currency services; exchange services (currency-); currency trading and exchange services; currency exchange rate quotations; computerised financial services relating to foreign currency dealing; financial transactions via blockchain; consultancy, advisory and information services for or in relation to all of the aforesaid services provided online and/or via the internet.

Data storage via blockchain; data authentication via blockchain; certification of data via blockchain; blockchain as a service [BaaS]; authenticating bank notes; design of information systems relating to finance; rental of financial management software; providing temporary use of non-downloadable software for analysing financial date and generating reports; consultancy, advisory and information services for or in relation to all of the aforesaid services provided online and/or via the internet.

Academy education services.

Financial services relating to investment;Financial services relating to pensions;Financial services;Financial services relating to wealth management.

Software in the financial and investment services fields; financial management software; investment management software; software for assisting others with obtaining financial and investment information, advice and/or assistance; software for facilitating or enabling access to business services, financial services and investment services; computer and mobile application software for assisting others with obtaining financial and investment information, advice and/or assistance; downloadable mobile applications for assisting others with obtaining financial and investment information, advice and/or assistance; software providing interactive quizzes and questionnaires in the financial field; software providing click-to-call and message capabilities and access to advisor contact details; electronic bulletin boards; downloadable electronic publications, including check-lists, questionnaires, information and advice packs and training manuals in the financial field; publications relating to the financial field in electronic form downloadable or supplied on-line from a computer database, computer network, global computer network or the Internet; downloadable electronic document templates in the financial field.

Business information, advisory and consultancy services; business management services; data processing, systematisation and management; database management; compilation, storage, analysis and retrieval of information and data; providing business and commercial contact information; tax services, information, advice and consultancy [accountancy]; tax planning [accountancy]; preparation and completion of income tax returns; economic forecasting and analysis; advertising, marketing and promotional services; loyalty, incentive and bonus program services; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.