Financial auditing; Financial records management; Business management of insurance agencies and brokers on an outsourcing basis; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Preparation of financial statements; Preparation of reports relating to finance and investments; Preparing financial reports for others; Promotion of financial and insurance services, on behalf of third parties; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Consultancy of capital investment; Consultancy services relating to insurance; Consulting and information concerning insurance; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial investment brokerage; Financial management; Financial management via the Internet; 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 custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial planning consultation; Financial portfolio management; Financial risk management; Financial services, namely, commodity trading and managed futures advisory and management services; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultation; Insurance and financial information and consultancy services; Insurance information and consultancy; Investment consultancy; Investment consultation; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment consulting; Financial consultancy and insurance consultancy; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning for retirement; Fund investment consultation; Individual retirement account services; Providing financial advice via a website; Providing financial information and financial advice via a website; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations