FIDANTE PARTNERS

Downloadable electronic publications in the nature of e-books, journal articles, magazines, booklets, fact sheets in the fields of business, finance, investment, administration, tax and currencies; downloadable electronic reports including annual reports, fund reports and mandate reports in the fields of business, finance, investment, administration, tax and currencies; downloadable electronic newsletters, journals, leaflets, brochures and questionnaires in the fields of business, finance, investment, administration, tax and currencies

Printed publications namely books, fact sheets, workbooks in the fields of business, finance, investment, administration, tax and currencies; stationery; printed reports including annual reports, fund reports and mandate reports in the fields of business, finance, investment, administration, tax and currencies; printed newsletters in the fields of business, finance, investment, administration, tax and currencies; printed reports namely, product disclosure statements; printed journals in the fields of business, finance, investment, administration, tax and currencies; printed business cards; printed leaflets in the fields of business, finance, investment, administration, tax and currencies; printed brochures in the fields of business, finance, investment, administration, tax and currencies; printed questionnaires on business, finance, investment, administration, tax and currency issues

Providing business administration services including in relation to investment fund business support services; business consulting services; business planning; business management and advisory services; commercial administration of the licensing of the goods and services of others; marketing services; accounting services; tax administration, namely, tax assessment, tax preparation, tax filing services; preparation of tax returns being tax preparation services; human resource management; payroll processing services for others; payroll assistance, namely, payroll processing and preparation services; preparation and business data analysis of commercial and business reports; registry services, namely, business administration services being recording and maintaining lists and information for others; providing business information services via a call centre in the fields of business, accounting and financial matters; account auditing; company secretarial services

Financial services, namely, financial consultancy and advice; financial management, planning, analysis and research services; financial evaluation of real estate; financial wealth planning; fund investments; investment services, namely, real estate investment services, investment risk assessment services, hedge fund investment services; capital and private equity fund investment services; venture capital and private equity funds management and financial investment management, planning and annuity administration services including in respect of listed and unlisted investment vehicles, listed and unlisted trusts and stapled securities; investment fund support services, namely, annuity fund administration, credit reporting and investment administration of superannuation benefits and investment arrangements; providing venture capital and private equity funds management and investment management services and advice to clients; establishment and management of financial products being financial asset management; financial asset management and investment, namely, brokerage, consultation, management, advice and their related activities and services, namely, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; sub-underwriting equity and debt funding all being financing services; financial dealing, namely, financial, currency, securities, and commodities trading for others in financial products including listed and unlisted equity securities, listed and unlisted debt securities, other securities, shares, derivatives, futures contracts, superannuation, pension, retirement and savings products or accounts, life products, general insurance, managed funds, fixed interest securities, convertible notes, hybrid securities including preference shares, convertible securities and cash; financial and monetary services and affairs, namely, lending for commercial, money investment or residential real estate purposes, mortgage financing services, mortgage loan origination; debt financing services; mortgage aggregation being mortgage brokerage, mortgage lending; financial management of loan assets, refinancing, debt reconstruction, bridging finance, asset backed lending; provision of financial services, in particular, providing venture capital, underwriting equity and debt funding, sourcing equity and debt funding from banks, capital markets and institutional markets, financial advice on the creation of equity, debt and hybrid financial instruments, loan asset origination; sourcing, advising and managing infrastructure funding and assets, namely, financial civil infrastructure asset management; facilitating and arranging for the financing of fiscal and real estate loans, mortgages and real estate leasing; corporate finance structuring services, namely, consultation in the field of capital structure; management of commercial, office, retail, industrial and social infrastructure real estate; Financial analysis of financial reports; unit trust services, namely, fiscal assessment and valuation advice; unit pricing, namely, investment calculation advice; valuation services, namely, fiscal and real estate, portfolio valuation services; financial investment custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial investment brokerage services; consultancy, information and advisory services in relation to all the aforementioned services, namely, financial information; financial sponsorship of education, training, entertainment, sporting or cultural activities, in particular financial education event sponsorship