Business brokerage; Charitable fund raising; Credit inquiry and consultation; Electronic funds transfer; Fiduciary services, namely, fiduciary representative services; Financial consultancy; Financial guarantees; Financial management; Financing services; Funds investment; Insurance brokerage; Loan financing; Providing financial information via a web site; Providing rebates at participating establishments of others through use of a membership card; Providing venture capital, development capital, private equity and investment funding; Securities lending