Insurance brokerage; underwriting services for all types of insurance; financial services, namely, financial advisory services, banking services, investment management services, investment consultation services, credit consultation services, credit card transaction processing services, debit card transaction processing services and surety services; financial services provided via the internet, namely, financial advisory services, banking services, investment management services, investment consultation services, credit consultation services, credit card transaction processing services, debit card transaction processing services and surety services; provision of financial information; financial affairs, namely, financial information, management and analysis services; monetary affairs, namely, financial information, management and analysis services; charitable financial investment advisory services; charitable fund raising and collections, namely, charitable fund raising services by means of collecting money from individuals and groups via sponsorship activities, donations and fundraising events; providing financial grants to charities; financial research services; charitable services, namely, financial research, collecting monetary donations, providing financial assistance, financial sponsorship and financial support services of conferences, exhibitions, networking events, sporting events, and entertainment events all for promoting education and community development; Charitable services, namely, provision of funding for educational and research posts, namely, providing educational scholarships for leadership development; provision of grants for financial research; provision of grants for research into long term savings, long term savings markets, awareness, attitudes and behaviours related to long term savings, access to long term savings services and markets; advisory, consultancy and information services relating to all the aforesaid services

Education and training services, namely, arranging and conducting educational conferences, educational workshops and seminars in the fields of finance, education, financial literacy, raising public awareness of financial matters, and the need to save and savings behaviors; publication of books and magazines in relation to awareness of financial matters, long term savings, changing long term savings behaviour and access to the long term savings markets; provision of online non-downloadable publications, namely, newsletters, magazines, books, pamphlets in the fields of finance and education; providing advisory, consultancy and information services in the field of education programs in finance