GENUINE. RESULTS.

Newsletters in the fields of finance and investments; printed informational and educational materials in the areas of investing, investments, financial strategies and planning, and asset management

Financial services, namely, mutual fund brokerage, mutual fund distribution, and mutual fund investment services; brokerage, distribution, and investment services for a mutual fund that invests primarily in real estate investment trusts; retirement plan consulting services; investment services for retirement and pension plans; investment and asset management and investment consultation services for institutional investors and individual investors; investment services for variable insurance products and variable annuities; administering trusts consisting of investment gifts to another person; and sales support services for financial advisors, namely, providing financial industry information for the advisor's use in conducting his/her business; sub-advisory services, namely, providing investment management services to financial advisors; and providing news and information to individual and institutional investors about investing, investments, financial strategies and planning, and asset management via a global communication network

Educational services, namely, providing seminars to individual investors about investing, investments, financial strategies and planning, and asset management