Financial management services; funds management services, namely, distribution of annuities and investment management services to affiliated investment managers; investment services, namely, asset acquisition, consultation, development and management services; financial management and compliance and risk services, namely, financial record-keeping for regulatory compliance purposes for used by affiliated investment managers; funds management, namely, distribution of private equity funds and investment management for affiliated investment managers; providing information in the field of finance and fund investment and investment management; consultancy and advisory services in relation to finance, investment funds and financial investments