ECONOMIC LOSS TO BENEFICIARIES

Financial services in the nature of economic advising, investment advising, financial advising, retirement planning and advising, pension advising, and institutional investment advising; financial services in the nature of administration and recommendations for transactions involving securities, stocks, funds, equities, bonds, cash, or other types of financial investments, namely, in connection with investment plans, financial plans, retirement plans, pension plans, and institutional investment plans; financial services in the nature of modeling, namely, the evaluation of credit worthiness and other data as predictors in connection with economic planning, investment plans, financial plans, retirement plans, pension plans, and institutional investment plans; financial services in the nature of scoring, namely, the evaluation of credit worthiness and other data as predictors in connection with economic planning, investment plans, financial plans, retirement plans, pension plans, and institutional investment plans