SAGEPOINT

Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Insurance administration in the field of financial planning and retirement products, namely, annuities, life, mutual funds and pensions, investment consulting and trust administration; Insurance brokerage in the field of financial planning and retirement products, namely, annuities, life, mutual funds and pensions, investment consulting and trust administration; Investment advisory services; Investment management of and distribution of annuities; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment