Advertising; business management, organization and administration; office functions; business advice and information relating to the financial services industry, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation; financial statement preparation and analysis for businesses; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing commercial transaction data, account management, accounting features and related reference information via an on-line computer web-site; business data analysis and compilation of business data for measuring the performance of financial markets; business research; business assistance in the field of financial wealth management; business management; business management planning; business planning services; consultancy relating to business planning; business strategic planning services; business strategy development services; business management advice and assistance; assistance, advisory services and consultancy with regard to business planning; assistance, advisory services and consultancy with regard to business management; business appraisals; business appraisals and evaluations in business matters; business consultancy services; business administration; administration of business affairs; advisory services relating to business management and business operations; business organisation consultancy; administration relating to business planning; advertising services for promoting the brokerage of stocks and other securities; advice relating to the organisation and management of business; analysis of market research data and statistics; analysis of markets; business data analysis; provision of business data; business analysis services; arranging and concluding commercial transactions for others; arranging business introductions; business advice, inquiries or information; business advice relating to marketing; business information services; economic information services for business purposes; economic analysis for business purposes; economic forecasting analysis for business purposes; business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; collecting business information; collection of commercial information; collection of market research information; commercial information services provided by access to a computer database; commercial information services, via the internet; compilation and provision of online commercial information directories; compilation and provision of trade and business price and statistical information; compilation of business information; compilation and systemization of information into computer databases; computerised business information services; data search in computer files for others; data entry services; data management; data compilation for others; computerised business information retrieval; updating and maintenance of data in computer databases; dissemination of business information; dissemination of commercial information; electronic data processing; data processing for the collection of data for business purposes; preparation of business reports; promotion [advertising] of business; providing business information via a web site; providing business information, also via internet, the cable network or other forms of data transfer

Financial, monetary and banking services; insurance services; real estate affairs; financial services; financial investment services; financial investment fund services; wealth management; financial services relating to wealth management; single or multiple family offices activities, namely, managing investments and trusts for single or multiple families; trust investment services; investment trust management; financial trust planning; financial trust management; financial trust administration; private equity fund investment services; management of private equity funds; portfolio investment management; real estate investment management; provision of financial sponsorship; provision of lease-purchase finance facilities; leasing finance; real estate services; insurance and financial management and analysis services; financial investment and hedge fund management and administration services; unit trust services; treasury funding and trading services in the money and foreign exchange markets; provision of advice relating to the provision of venture capital and private equity; treasury funding and trading services in the money and foreign exchange markets; financial executor and trustee services; corporate finance services; banking services; provision of venture capital; provision of loans; capital management services; investment banking services; investment fund and hedge fund services; fund investment services; fund investment consultation; financial planning and investment advisory services; fund management services; financial fund management; fund management for private clients; estate planning services [arranging financial affairs]; budget planning [financial advice]; financial advisory services for individuals; financial appraisal services; financial assistance; financial assessments; financial analysis services relating to investments; financial asset management; investment asset management; management of investment portfolios; provision of investment information; financial intermediary services; financial administration of investment funds; financial administration of investments; financial investment brokerage; brokerage services relating to financial instruments; brokerage of shares or stocks and other securities; investment fund transfer and transaction services; monitoring of financial portfolios; monitoring of investment funds; monetary affairs; monetary exchange operations; preparation and analysis of financial reports; electronic funds transfer; computerised transfer of funds; financial and monetary transaction services; research services relating to investment; financial research services relating to real estate; financial information and evaluations; financial consultancy and advisory services; financial consultancy and information services; providing information, including online, about insurance, financial and monetary affairs and real estate affairs