Capital investment; Charitable fund raising; Charitable services, namely, providing financial support to disadvantaged patients for the purpose of facilitating good health; Electronic funds transfer; Fiduciary services, namely, fiduciary representative services; Financial analysis; Financial consultancy; Financial information; Financial management; Financial valuations; Financing services; Health insurance underwriting; Instalment loans; Investment of funds; Life insurance underwriting; Loan financing; Mutual fund brokerage; Mutual funds and capital investment; Providing financial information via a web site; Providing rebates at participating establishments of others through use of a membership card