Investment services, namely, investment fund management and investment management services; pension services, namely, financial management of employee pension plans; financial planning services; trustee services; financial valuation services; trust services, namely, investment and trust company services for unit trust and unit linked trust services in the nature of mutual fund investment services; [ private equity services, namely, private equity fund investment services; ] financial services, namely, providing research, information, management, advice and assistance in the field of investment management