Advisory services relating to business risk management; assistance with the conducting of the business activities or commercial transactions of a financial services company; Business appraisals, business management, business research, corporate governance services being corporate management assistance; business consultancy; Business risk assessment services; Business risk management consultancy; Business risk management services; Business services, namely, research, and advisory services in the field of corporate governance and proxy voting; Secretariat services being business and corporate administrative, governance, management, and operational services; business services in the field of corporate governance, namely, review and evaluation of corporate board of directors' accountability, compensation, internal controls, business practices, business structures and business performance, including providing reports and ratings relating thereto

Financial administrative services relating to financial and capital investments and investments in stocks, shares, bonds, options, commodities, currencies, futures, funds, real estate, and other securities, and the investment of funds of others; Advisory services relating to financial risk management; Arranging of investments in the nature of brokerage and management of investments, and facilitation and arranging payment for assets, in the fields of stocks, shares, bonds, options, commodities, currencies, futures, funds, real estate, and other securities; Asset allocation, namely, financial asset management; Financial and investment brokerage and brokerage of stocks, shares, bonds, options, commodities, currencies, futures, funds, real estate, and other securities; capital, fund and trust investment services; Corporate trustee services; Counterparty financial and investment risk management; Credit rating services, investment management, financial consulting and investment research; Currency trading; Derivatives trading services; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial investment funds services being investment fund transfer and transaction services; Financial investment management services being advisory, analysis, brokerage, consultancy, management, research, payment, and planning of investments in the fields of stocks, shares, bonds, options, commodities, currencies, futures, funds, real estate, and other securities, and the investment of funds of others; Financial investment services, namely, administering the issuance of, advising on, analysing, distributing, managing, researching, paying for, planning, transacting, and underwriting in the fields of stocks, shares, bonds, options, commodities, currencies, futures, funds, real estate, and other securities, and the investment of funds of others; Financial investment in the field of stocks, shares, bonds, options, commodities, currencies, futures, funds, real estate, and other securities, and the investment of funds of others; Financial management of risk capital, investment capital and development capital; Financial management services relating to retirement homes; financial management, planning, reports, analysis and research; Financial management; Financial planning and investment advisory services; all of these related to financial services