ORCHARD MAKIRA

Computer programs for use in database management, use in investment portfolio monitoring and accounting, use as spreadsheets and use in word processing, all in the field of financial management and investment and operation and marketing of funds

Printed matter and publications, namely, books, magazines, brochures, pamphlets and manuals all featuring financial and investment information; posters; unmounted photographs; address labels; printed paper labels; note cards; greeting cards; gift cards; index cards; business cards; invitation cards; writing instruments; stationary

Financial management and investment management services regarding investments and divestment of assets, financial administration and investment administration services, namely, financial trustee services, valuation of financial and investment assets, and investment consultation; preparation of financial and investment records relating to information on stocks, bonds, exchanges, mutual funds, and investment trusts, providing financial information and investment information in the field of securities and derivatives of such securities, namely, stocks, bonds, interests in funds, swaps, options, futures, loans secured by commercial paper, foreign currencies, hedging fund investment instruments, equities, debt investment instruments, mutual fund investments, mutual fund distribution, and mutual fund brokerage