Financial services, namely, wealth management services; Banking; Insurance services, namely, insurance consultation; Safe deposit box services, namely, safety deposit services for certificates and assets of clients; Investment and investment trust services, namely capital investment services; Investment management, namely, management of investments being the settlement of investments of clients; Investment advisory services rendered to issuers of investment securities, namely, share registration services; Stock broking services and share dealing services in the nature of trading in securities; Financial planning; Financial advice; Financial research; Report services, namely, reporting services in the field of financial news; Financial asset and portfolio management; Financial planning as it relates to personal equity plans; Estate planning; Executor and trustee services, namely, estate trust management and trustee services; Trustee services, namely, investment funds and unit trust services; Financial valuations and investment services in the nature of capital investment services; Agency and brokerage services for bonds and securities, namely, securities brokerage and agencies in the field of bonds and other securities; Financial investment brokerage services; Pensions services, namely, financial management in the field of pension plans; Pension fund administration services, namely, financial management in the field of pension plans; Personal pension services, namely, financial management in the field of personal pensions; Fund management services, namely, management of a capital investment fund and management of private equity funds; Financial services in the nature of fund transfer services for financial transactions; Trust services, namely, financial trust administration; trustee services; Trusteeship services, namely, financial trust administration; Investment services, namely, funds investment; Financial investments services, namely, capital investment; Investment and protection advice, namely, financial advice as it relates to capital investment and financial risk management; investment management services; stockbroking services; financial advisory services; Investment management, namely, providing nominee services for the facilitation of brokered transactions; information and advisory services concerning or relating to all of the aforesaid services; including all the aforesaid services provided by means of the Internet, on-line and interactive computer services and telephone service