CLSA U

Publications, namely, books, handouts, reports in the field of finance and investment, and reports in the field of personal financial development and growth

Providing advisory services in the field of finance and investment; none of the aforesaid services relating to foreign exchange transactions, namely, settlement systems, deposit-taking, provision of overdrafts and the taking of securities and other collateral in relation to such overdrafts, or the provision of financial information, all in respect of foreign exchange transactions, clearing, payment and settlement services relating to international currency transactions among financial institutions and other participants in financial markets

Educational services, namely, conducting classes, seminars, web-seminars, conferences, video conferences and workshops in the field of finance and investment