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PROVIDING [ ACCOUNTING, ] FINANCIAL, INVESTMENT, [ AND INSURANCE SERVICES, ] NAMELY, FINANCIAL INVESTMENT ANALYSIS AND CONSULTATION; FUND AND CAPITAL INVESTMENT ADVICE AND CONSULTATION FOR INDIVIDUALS AND BUSINESSES; INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL PLANNING, FINANCIAL MANAGEMENT, FINANCIAL PORTFOLIO AND INVESTMENT MANAGEMENT FOR OTHERS; FINANCIAL VALUATION OF ASSETS, ASSET MANAGEMENT FOR OTHERS; [ INSURANCE; LIFE, HEALTH, DISABILITY AND PENSION INSURANCE BROKERAGE SERVICES; EVALUATION SERVICES IN REGARD TO INSURANCE, PENSIONS AND INVESTMENT SAVINGS; INSURANCE ADMINISTRATION; ADMINISTRATION OF EMPLOYEE BENEFIT PLANS; ADMINISTRATION OF EMPLOYEE RETIREMENT PLANS; PROVIDING FINANCIAL, ACCOUNTING, INSURANCE, EMPLOYEE BENEFITS AND EXECUTIVE BENEFITS ]INFORMATION

[ COMPUTER SERVICES, namely, SOFTWARE DEVELOPMENT FOR OTHERS AND CONSULTATION PROVIDED THEREWITH ]