SIMPLY BETTER PREPARED. FOR LIFE.

Downloadable computer software and downloadable mobile application software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Downloadable computer software and downloadable mobile application software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, retirement planning, personal savings and loans; Downloadable computer software and downloadable mobile application software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange and other financial instruments; Downloadable computer software trading platforms for placing and executing orders to purchase or sell securities, options, futures, foreign exchange and other financial instruments

Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; Financial accounting

Providing financial services with respect to securities, funds, and other financial instruments and products, namely, trading of and investments in securities, funds, and financial instruments and products for others; investment management services; funds investment; financial services, namely, financial asset evaluation; financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; funds evaluation and performance monitoring; financial risk management; financial investment services, namely, evaluation, analysis, and comparison of investment funds for others; providing financial information in the field of investment opportunities; providing an interactive website featuring information and links relating to investment advisory services, investment management services, and financial risk management; financial and investment information provided by electronic means; mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; financial advisory services, namely, the structuring, sale, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial investment brokerage services; financial advisory and consultancy services; financial investment services, namely, administering the issuance, underwriting and distribution of securities; financial administration of mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial administration of individual retirement plans; financial management; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; providing information and advice in the field of financial management, financial services, investment, financial risk management, financial planning, retirement, personal savings and loans

Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms for providing information in the field of financial services, namely, risk management, financial information, financial management, securities trading, investment management services, retirement planning, personal savings and loans