Classification Information
Investment advice, namely, providing social investment advice to corporations, individuals, high net worth individuals, trusts, foundations and other financial services intermediaries or their agents about making donations in pre-qualified projects around the world; charitable fund raising services, namely, by providing corporations, individuals, high net worth individuals, trusts, foundations and other financial services intermediaries or their agents with the information and opportunity to make donations to their favorite pre-qualified charity investment services
Insurance and Financial