I BANKING

PROVIDING BUSINESS INFORMATION VIA AN ON-LINE GLOBAL COMMUNICATION NETWORK

PROVIDING FINANCIAL INVESTMENT PLANNING AND FINANCIAL MANAGEMENT AND CONSULTATION SERVICES FOR INDIVIDUALS AND PROFESSIONALS, AND FINANCIAL PORTFOLIO MANAGEMENT, NAMELY, MANAGING A PORTFOLIO OF SELECTED EQUITIES AND INVESTMENT INSTRUMENTS, NAMELY, AN INDEX MUTUAL FUND; PROVIDING FINANCIAL INFORMATION FOR INDIVIDUAL INVESTORS VIA AN ON-LINE COMPUTER NETWORK

EDUCATIONAL SERVICES, NAMELY CONDUCTING CLASSES, SEMINARS AND CONFERENCES IN THE FIELD OF FINANCIAL PLANNING AND ASSET MANAGEMENT