YOUR LIFE. YOUR WEALTH. YOUR PLAN.

Administration of employee pension plans; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies for commodity futures trading; Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Aircraft financing services; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Arranging of loans; Banking; Banking and financing services; Banking services; Banking services featuring the provision of certificates of deposit; Brokerage houses in the field of stocks, commodities, and futures; Brokerage in the field of stocks and commodities; Brokerage of bonds; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Business finance procurement services; Cash management; Checking account services; Commercial lending services; Commodity brokerage; Commodity investment advice; Commodity quotations; Consumer lending services; Corporate savings account services; Credit and cash card services; Credit and debit card services; Credit and loan services; Credit card and debit card services; Credit card services; Currency trading; Debit card services; Electronic funds transfer; Electronic payment, namely, electronic processing and transmission of bill payment data; Electronic transfer of funds; Electronic transfer of money; Electronic transfers of money; Equipment financing services; Estate planning; Estate trust management; Estate trust planning; Facilitating and arranging for the financing of aircraft, business, equipment, and real estate; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of real estate and securities; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial research and information services; Financial risk management; Financial risk management consultation; Financial securities exchange services; Financial services in the nature of an investment security; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, money lending; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Financing and loan services; Financing services; Foreign exchange transactions; Fund investment consultation; Funds investment; Home equity loans; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Insurance brokerage; Insurance consultancy; Insurance information; Insurance information and consultancy; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Investment advisory services; Investment brokerage; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Lending consultant services; Money transfer; Money wiring services; Mortgage banking; Mortgage lending; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing investors with financial information; Providing stock market information; Providing stock/securities market information; Providing working capital financing to small businesses and small business owners; Real estate financing services; Real estate funds investment services; Real estate lending services; Securities arbitrage services; Securities brokerage; Securities brokerage services; Securities deposit services; Securities exchange price quotations; Securities trade execution services; Security brokerage; Services of a stockbroker; Share price information services; Stock brokerage; Stock broking services; Stock exchange information services; Stock exchange price quotations; Stock exchange quotation and listing services; Stock exchange quotations; Strategic financial advisory services; Trading in securities