ACTIVEPLUS PORTFOLIOS

Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs

Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs

Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving