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[ call center and sales desk services for others, namely,] distributing copies of financial data and documents on behalf of others

Financial reporting services for others online via a global computer network; electronic transmission of financial data and documents, namely, prospectuses, [ applications for offers of securities, ] additional information on fund performance, sticker updates and company reports; document management services for others, namely, acquisition, conversion to electronic format, warehousing and ongoing maintenance of documents; computer services, namely, design, planning, assessment and implementation of electronic communication to investors for the brokerage, mutual fund and insurance industries