GLOBAL RELATIVE

Downloadable electronic financial publications namely, factsheets, financial reports, financial booklets, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable electronic publications namely listings of investment securities and an index based on securities values; downloadable electronic data files relating to an index of securities values; downloadable electronic data files relating to benchmark portfolios of securities and related metrics; downloadable electronic publications namely, publications in the nature of listings of securities within benchmark portfolios and related metrics; electronic, magnetic, optical and other machine-readable media namely compact disks, magnetic disks, and computer memories featuring financial information for use in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; downloadable video recordings in the financial, investment, retirement plan, non-qualified plan, and non-profit fields

Printed financial publications namely, prospectuses, factsheets, financial reports, financial booklets, financial newsletters, financial brochures, and financial books, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields; printed materials, namely, printed listings of investment securities and an index based on securities values; printed publications in the nature of listings of securities within benchmark portfolios and related metrics

Financial consulting services; real estate investment consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; currency brokerage services; trust and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing financial information by electronic means; providing and updating information relating to an index of securities values for others and providing rules as to the makeup of the index; providing and updating information relating to benchmark portfolios of securities and related metrics; financial services in the nature of an investment security; and providing on-line financial calculators

Educational services namely, conducting classes, conferences, teleconferences, seminars, workshops and tutorial sessions, all in the financial, investment, retirement plan, non-qualified plan, and non-profit fields