RISK PERSONALITY

Computer software for preparing reports, performing calculations, forecasting, collecting data, collating data, analysing data, for use in financial matters, financial analysis and financial management

Insurance services, namely, insurance consulting in the field of life and health insurance; financial advisory services, namely, financial advice and consultancy services, financial management, financial analysis and consultation; loan services; pensions and pensions advisory services, namely, consultation on individual retirement accounts; mortgage and mortgage lending advisory services, namely, mortgage planning; financial investment services, namely, advice relating to investments, real estate management; investment management; fund and asset investment and management; securities investment services; securities advisory services; securities brokerage; financial management and planning