Class [35]
Advertising, Business & Retail Services
Office functions; Building, namely the organisational preparation of building projects; Development of usage concepts for real estate with regard to professional business matters (facility management); Business efficiency expert services; Commercial information agencies; Operation of businesses [for others]; Trade and business research; Portfolio management; Administrative activities, and marketing of or for undertakings for collective investment gathering capital from a number of investors in order to invest the aforesaid capital according to a defined investment strategy for the benefit of investors, other than companies operating outside the financial sector (investment funds); The aforesaid relating both to undertakings for collective investment in transferable securities (UCITS), meeting the requirements of Directive 2009/65/EC, and alternative investment funds (AIF); Services included in administrative activities, in particular legal services, and fund accounting and rendering of accounts, customer enquiries, assessment and pricing, including tax returns, management of an investors register, contract settlements, investment consultancy with regard to the management of individual assets invested in financial instruments.
Class [36]
Insurance & Financial Services
Financial affairs; Monetary affairs; Real estate affairs; Real estate brokerage; Financial analysis; Financial consulting; Advice relating to investments; Valuation, Broking, Administration, Rental, letting and lease of real estate; Arranging contracts for the buying and selling of companies (real estate) and company shares; Design, Broking and Fund management; Design, Brokerage and collective administration of closed-end public alternative investment funds and closed-end special alternative investment funds within the context of the KAGB (German Capital Investment Code), in particular product design, fund management, Risk management and Risk control, liquidity management services; Valuation of assets, namely real estate, company shares, umbrella funds/portfolio funds, renewable energy generation installations; Portfolios management services; Development of financial usage concepts (facility management); Design, Brokerage and management of closed-end investment funds; Individual and collective asset management; External management of investment corporations and investment limited partnerships; Distribution of shares and stocks to own and third-party investment funds; Risk management; Distribution of or for undertakings for collective investment gathering capital from a number of investors in order to invest the aforesaid capital according to a defined investment strategy for the benefit of investors, other than companies operating outside the financial sector (investment funds), the aforesaid relating both to undertakings for collective investment in transferable securities (UCITS), meeting the requirements of Directive 2009/65/EC, and alternative investment funds (AIF); Issuing and withdrawal of shares; Management of individual assets not invested in financial instruments, for others, with discretion, investment consultancy (individual asset management and investment consultancy), and management of individual assets invested in financial instruments, for others, with discretion, including portfolio management for third-party investment funds (financial portfolio management).
