Management and administration of mutual funds and hedge funds for investment managers and advisers, commercial banks and investment banks; financial portfolio management, risk management, tracking order entries and position keeping, namely, keeping a record of the positions held by mutual funds and hedge funds including processing corporate actions involving stocks, bonds, and other types of securities; profit and loss calculations and analysis; pricing of securities held in the portfolios of mutual funds and hedge funds; transfer agency support for mutual funds and hedge funds, namely, processing subscriptions, redemptions and transfers of interests in mutual funds and hedge funds; consulting services, namely, advising managers of pools of equities, bonds, money market and derivative instruments on the set-up and structuring of hedge funds and funds of funds, corporate services, investor relations, accounting and net asset value calculation; management and administration of trusts and foundations for estate planning; custody and trading services, namely, execution of trades, settlement of trades and custody of securities, including but not limited to funds; banking services, including international money transfer services, acceptance of deposits in current, call, and time-deposit accounts, check collection, fund and securities transfer, short term investments, currency placements and trades; clearing accounts for settlement of the purchase and sale amounts of securities transactions; cash management services; automated banking services; providing loans secured by securities and funds; foreign exchange transactions; credit card, debit card, charge card, cash card and bank card services; issuing letters of credit and guarantees; trust services
Management and analysis of shareholders and share dealing to retail and registration service customers; share dealing services to retail, registration service and execution only customers; investor relations services; employee share scheme planning, management and administration services; executive share scheme planning, management and administration; share incentive scheme planning, management and administration; planning, management and administration of benefit schemes; management,bank administration, payment, distribution, and planning services relating to dividend and interest payments; debt recovery; corporate and personal trust administration; unit trust and Open Ended Investment Companies (OEICs) administration; share scheme administration; pension administration and advice; share dealing, administration and brokerage services to retail, registration service and execution only customers; portfolio management and administration; administration, analysis, and reporting of shares and shareholdings to retail, registration service and execution only customers; employee share schemes; executive share schemes; share incentive schemes; trustee services; benefit schemes; provision of financial information relating to accounts; securities brokerage services to retail and registration service customers; stocks, shares and bonds brokerage services to retail, registration service and execution only customers; investment portfolio valuations to retail customers; valuation of securities, stocks and shares for retail and execution only customers; provision of information relating to shares, share prices and market conditions to retail, registration service and execution only customers; administration of pension and compensation schemes and consultancy services relating thereto; advice, information and management of financial options and benefit schemes; provision, advice and information in relation to flexible benefit schemes; pension scheme administration services; pension scheme documentation services; consultancy services relating to retirement benefits; administration of share schemes; financial services provided to employers, namely, issuance of paycheques to employees, transfers of funds, and deposits to accounts with respect to payroll and payroll disbursements, payroll taxes, payroll deductions, unemployment compensation, wage attachments and benefits; payroll tax debiting and crediting services; tax payment processing services, namely, processing federal, state and local payroll withholding taxes and remittance of taxes to the appropriate taxing authorities; benefits administration, enrolment and eligibility services for employers and employees relating to employee health, insurance, welfare, transportation, educational assistance and retirement benefits; insurance and life assurance services; insurance broking services; actuarial services; real estate affairs; valuations and financial appraisals of property; property acquisition and management services; rental, letting and lease of properties; rental of office space; leasing services; administration of financial affairs; charitable fund raising services; administration of mutual funds; mutual funds services; cash management services; factoring services; invoice discounting services; cash dispensing services; loan services; mortgage services; mortgage broking services; provision of security for loans; registration services for credit cards, charge cards, cash cards, cheque guarantee cards, debit cards, payment cards, financial cards and purchase cards; card and cash replacement services; user incentive schemes relating to the use of credit cards, charge cards, cash cards, debit cards, payment cards, financial cards and purchase cards; rental, hire and leasing of equipment for processing financial cards and data relating thereto; processing of data relating to card transactions and other payment transactions; provision of money exchange and money transmission services; currency services, bureau de change services; foreign exchange services; investment and savings services; brokerage of bonds, securities, commodities and futures for retail and registration service customers; market making services; securities valuation services to retail customers; securities lending services; dividend collection services; payment collection services; unit trust services; investment trust services; securities services to retail customers; personal equity plan services; tax services; pension fund services; provision of financial information, but not including provision of business and financial information relating to companies and their financial performance; electronic stock transfer services; safe-keeping, administration and valuation of investments to retail, registration service and execution only customers; collateral agency services; securities custody services; safe custody services; financial information services relating to investment portfolios, indicative share prices, share balance movements, share dealing, employee share schemes, ISAs (individual savings accounts), and corporate-sponsored nominee shareholding services to retail and registration service customers; deposit-taking and storage of valuables; credit services; consumer, commercial and mortgage lending; current accounts, savings and investment accounts, bank card, credit card, debit card, charge card and cash card services; issuance of electronic purses and chipcards for electronic payment; money transmission; issue of letters of credit and guarantees; foreign exchange services; issue of travellers cheques and eurocheques; futures, forwards, derivatives and option markets transactions; money transfer services; electronic money transfer services; financial leasing; global custody services; share registration services; asset and portfolio management; personal equity plans; tax and estate planning; pensions services; executor and trustee services; investment funds and unit trust services; export and project finance; provision of development capital and equity finance; hire-purchase financing; factoring and invoice discounting; real estate agency services; property survey and valuation, investment and management services; insurance services; insurance underwriting and broking; life assurance services; services relating to investor relations, including consultancy services relating thereto; services relating to corporate social responsibility, including consultancy services relating thereto; advisory, information and consultancy services relating to the aforesaid services; including all the aforesaid services provided online, via the Internet, interactive computer services, electronic links, databases or platforms
Management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios, real estate collectables and tax return reporting and summaries; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effective portfolio management services; services related to the taking over and assumption of responsibility for share and managed investment funds, provision of advice on purchasing security and managed funds; financial services of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; taxation summaries and taxation reporting; financial valuations of investment portfolios; services of on line web based interactive financial and retirement planning, investment advice and financial planning; information services including the provision of web-based information and advice regarding investments, financial planning, retirement planning and projections for determining whether retirees financial resources will last for the duration of retirement
Management of funds; portfolio management; share portfolio management; monitoring of financial portfolios; financial services; financial planning; independent financial planning advice; investment planning; tax financial planning; stockbroking; management of stocks; provision of information relating to stock broking; quotation of stock exchange prices; recording the transfer of stocks; stock exchange services; stock investment management; stock market services; trading in stocks and contracts on stocks; valuation of capital stock; management and provision of finances; trade finance services capital fund investment; acquisition for financial investment; administration of investment funds; advice relating to investments; commodities investment advisory services; financial investment; fund investments; financing of investments; investment brokerage; investment banking; agency services for bonds; issuance of bonds; cash management; debt management services; financial asset, risk and trust management; electronic funds transfer; monitoring of investment funds; securing of funds; transfer of funds; administration of financial affairs; business appraisals for financial valuation; conducting of financial transactions; consultation services relating to financial matters; economic financial research services; financial analysis; monetary affairs; real estate affairs; insurance; arranging of insurance; appraisals for insurance purposes; advice relating to insurance; brokerage of insurance; insurance for businesses; insurance guarantees; insurance loss assessment; insurance risk management; advisory services relating to (financial) risk management; risk management consultancy (financial); pension and retirement and superannuation plans and funds; administration of trusts; mortgage financing services; mortgage broking; preparation and analysis of financial reports; providing information, including online, about insurance, financial and monetary affairs and real estate affairs
Management of buildings; agencies or brokerage for renting of buildings; purchase and sale of buildings; agencies or brokerage for purchase and sale of buildings; real estate appraisal; land management; agencies or brokerage for leasing or renting of land; leasing of land; purchase and sale of land; agencies or brokerage for purchase or sale of land; providing information on buildings or land; acceptance of deposits (including substitute bond issuance) and acceptance of fixed interval installment deposits; loans and discount of bills; domestic exchange settlement; liability guarantee and acceptance of bills; securities lending; acquisition and transfer of monetary claims; safekeeping of valuables including securities and precious metals; money exchange; trusteeship of financial futures contracts; trusteeship of money, securities, monetary claims, personal property, land, rights on land fixtures, surface rights or lease on land; agencies for bond subscriptions; foreign exchange transactions; letter-of-credit related services; brokerage for hire-purchase; issue of tokens of value; agencies for collecting gas or electric power utility payments; buying and selling of securities; trading of securities index futures; trading of securities options and overseas market securities futures; agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; agencies or brokerage for entrusting agents with on-commission trading in domestic markets of securities, securities index futures and securities options; agencies or brokerage for entrusting agents with on-commission trading in overseas markets of securities, and securities index futures; securities underwriting; securities offering; transaction of securities subscription or offering; providing stock market information; agencies for commodity futures trading; life insurance brokerage; life insurance underwriting; agencies for non-life insurance; claim adjustment for non-life insurance; non-life insurance underwriting; insurance premium rate computing; antique appraisal; art appraisal; precious stone appraisal; used automobiles appraisal; company credit investigation; charitable fund raising; rental of paper money and coin counting or processing machines; rental of cash dispensers or automated-teller machines
Management services in this class being property management and realty administration; real estate services; leasing services relating to buildings, building development and land lease purchase; agency and brokerage services relating to the purchase and sale of buildings and land including letting, leasing, financing and valuing; management and administration of land and property developments; management and administration of commercial, industrial and residential buildings and land; financial management brokerage; financing services; financial services including advice relating to financial matters, banking services and arranging of loans and investments; including in connection with buildings and land; administration services rendered in connection with houses and property including letting services for investors, collection of rents, payment of disbursements on behalf of landlords and arranging maintenance of the property; capital raising; agricultural investments; income property funds; funds management; acquisition and provision of land for residential, commercial and industrial purposes; land evaluation, land sale, real estate and land management and administration; real estate management services; providing information, including online, about financial and monetary affairs and real estate affairs; information, consultancy and advisory services relating to all the aforementioned services; insurance services including life insurance, property insurance and health and medical insurance, including in connection with buildings and land
Management of investment funds; administration of investment funds; financial management of syndicates; financial administration of syndicates; fund investments; funds management; capital investment; capital fund investment and management; venture capital investment and management; private equity investment; investment services; investment banking; investment management services; financial and investment planning services; portfolio management services; asset investment and management services; valuation of assets; investment in and operation of a portfolio of investment assets and businesses; capital raising services; debt and transaction restructuring; financing services; financial services; management of financial assets; financial management, planning, analysis, evaluation and research services; financial research services; financial and investment analysis services; financial evaluation services; financial advisory services; equity investment services; loans, mortgage and leasing financing arranging and other services; finance structuring services; funding and financial structuring and financial advisory services in relation to joint venture and business acquisitions and mergers; monetary services; investment portfolio management services; monitoring of financial portfolios; property investment, advisory and management services; property trusts; portfolio management; property portfolio management; property management services; property asset management services; financing of property development; real estate management including but not limited to the management of resorts, hotels, motels, retail premises, shopping centres, entertainment premises, industrial premises, office premises, residential premises and/or development sites; real estate management services; the financing, financial restructuring and management of commercial/industrial real estate assets; management of listed and unlisted property trusts or specialised funds; real estate services; buying, selling and leasing real estate; tenant management services; property management services for others; advisory, support, information and consultancy services relating to the foregoing services
Management of investment funds; administration of investment funds; financial management of syndicates; financial administration of syndicates; fund investments; funds management; capital investment; capital fund investment and management; venture capital investment and management; private equity investment; investment services; investment banking; investment management services; financial and investment planning services; portfolio management services; asset investment and management services; valuation of assets; investment in and operation of a portfolio of investment assets and businesses; capital raising services; debt and transaction restructuring; financing services; financial services; management of financial assets; financial management, planning, analysis, evaluation and research services; financial research services; financial and investment analysis services; financial evaluation services; financial advisory services; equity investment services; loans, mortgage and leasing financing arranging and other services; finance structuring services; funding and financial structuring and financial advisory services in relation to joint venture and business acquisitions and mergers; monetary services; investment portfolio management services; monitoring of financial portfolios; property investment, advisory and management services; property trusts; portfolio management; property portfolio management; property management services; property asset management services; financing of propertydevelopment; real estate management including but not limited to the management of resorts, hotels, motels, retail premises, shopping centres, entertainment premises, industrial premises, office premises, residential premises and/or development sites; real estate management services; the financing, financial restructuring and management of commercial/industrial real estate assets; management of listed and unlisted property trusts or specialised funds; real estate services; buying, selling and leasing real estate; tenant management services; property management services for others; advisory, support, information and consultancy services relating to the foregoing services
management of real estate; real property management; estate management; real estate investment; subdivision of real estate (real estate services); leasing of real estate; real estate management; real estate services relating to real estate development; rental of real estate; real estate consultancy; real estate investment services; real estate administration; real estate investment management; property leasing (real estate property only); rental of offices (real estate); real estate assessment (financial); capital investment in real estate; financing of real estate developments; real estate advisory services; property sales services relating to real estate development; real property letting; real estate services relating to property development; rental of serviced offices (real estate); provision of real estate loans; real estate lease renewal services; agency services for the leasing of real estate property; advisory services relating to real estate valuations; advisory services relating to real estate ownership; real property evaluation (financial); research services relating to real estate; real estate appraisal; real estate leasing; real estate valuations; real estate financing; real estate brokerage; appraisal of real estate; real estate agencies; brokerage of real estate; valuation of real estate; real estate investment advice; real estate appraisals (valuations); real estate broking; real estate agents services; evaluation of real estate; real estate insurance services; real estate agency services; real estate acquisition (for others); real estate lease surrender services; commercial real estate agency services; insurance services relating to real estate; estate brokerage; estate agency; estate agencies; consultation services relating to real estate; provision of information relating to property (real estate); financial evaluation (insurance, banking, real estate); estate agent services; stock and station agencies (real estate services); provision of information relating to real estate; estate duty planning; provision of information in relation to real estate; advice relating to mortgages for residential properties; real estate selection and acquisition (on behalf of others); commercial property investment services; brokerage of virtual fictional property and dwellings; providing information, including online, about insurance, financial and monetary affairs and real estate affairs; property sales services relating to property development; estate planning services (arranging financial affairs); valuation of property
Management and leasing of commercial real estate premises used for retail shops, restaurants, snack-bars, cafes, bistros, food-halls, and exhibitions; services rendered by real estate agents in connection with the leasing of commercial retail shops, restaurants, snack-bars, cafes, bistros, food-halls, and exhibitions; leasing of retail outlet units and space for the provision of restaurants; Property services in relation to the management of real estate properties; property services in relation to the letting and rental of accommodation; Accommodation bureaux (apartments); Accommodation letting agency services; property services relating to the operation of tenant management rights; provision, sale, and, letting of residential and/or commercial land and/or premises; sale, appraisal, leasing, rental and acquisition of property, land, residential/commercial premises and other real estate for residential, commercial, industrial, recreational, resort and tourism purposes; real estate brokerage; administration and sale of land assets; insurance services; accommodation services including accommodation management, and rental of apartments and flats; consultancy and advice in relation to the aforesaid services; rental or lease of real estate, commercial and residential premises; subdivision of land for residential, retail and residential community activities, including recreational, landscaping, sporting parks, parks, gymnasium, halls, libraries, learning centres, retail and food outlets
Management of bodies corporate, companies, strata plans, neighbourhood plans, community plans, precinct plans or strata schemes (whether staged or not) or building management committees under or as referred to in legislation providing for the management of strata schemes or any other similar scheme in any jurisdiction including any company title scheme; Management of residential and commercial units, apartments, townhouses, high-rise buildings as part of the management of bodies corporate, companies, strata plans, neighbourhood plans, community plans, precinct plans or strata schemes (whether staged or not) or building management committees under or as referred to in legislation providing for the management of strata schemes or any other similar scheme in any jurisdiction including any company title scheme; Management of facilities for and on behalf of bodies corporate, companies, entities which control strata plans, neighbourhood plans, community plans, precinct plans and strata schemes (whether staged or not), building management committees and any other entity created under or pursuant to legislation which regulates the management of or provision of caretaking or other services to strata, community title, neighbourhood and similar schemes in any jurisdiction including any company title scheme; Information and technology services relating to the management of real estate, property and facilities, insurance and debt collection; Insurance; advice relating to insurance; advisory services relating to insurance; brokerage of insurance; estimates for insurance purposes; fire insurance; home contents insurance; building insurance; information services relating to insurance; insurance services; insurance services relating to property; insurance services relating to real estate; providing information, including online, about insurance, financial and monetary affairs and real estate affairs; provision of insurance information; provision of insurance premium quotations; estimates and quotations for insurance providers; insurance for property owners; insurance management services; insurance for landlords; Financial affairs and monetary management including strata levy contribution collection, the preparation of budgets and financial information of residential and commercial units, apartments, townhouses, high-rise buildings and bodies corporate for and on behalf of bodies corporate, companies, entities which control strata plans, neighbourhood plans, community plans, precinct plans and strata schemes (whether staged or not), building management committees and any other entity created under or pursuant to legislation which regulates the management of or provision of caretaking or other services to strata, community title, neighbourhood and similar schemes in any jurisdiction including any company title scheme; Real estate; real estate sales; real estate sales and property valuations; conveyancing; conveyancing in relation to the sales and purchase of real property; rent roll sales; strata roll sales; advisory services relating to real estate ownership and management; advisory services relating to real estate valuations; agency services for the leasing of real estate property; appraisal of real estate; brokerage of real estate; consultation services relating to real estate; evaluation and valuation of real estate; property leasing (real estate property only); property sales services relating to real estate development; provision of information in relation to real estate; Real estate agencies; Real estate agency services; Real estate agents services; Real estate appraisal; Real estate appraisals (valuations); Real estate assessment (financial); Research services relating to real estate; Residential and commercial lending; financial services; Provision of credit facilities; loans and financial; mortgage brokerage; commercial property investment services; commercial real estate agency services; provision of commercial finance; provision of commercial loans; rental of commercial premises; Debt recovery; debt collection for and on behalf of bodies corporate, companies, entities which control strata plans, neighbourhood plans, community plans, precinct plans and strata schemes (whether staged or not), building management committees and any other entity created under or pursuant to legislation which regulates the management of or provision of caretaking or other services to strata, community title, neighbourhood and similar schemes in any jurisdiction including any company title scheme; Organisation of debt collections for and on behalf of bodies corporate, companies, entities which control strata plans, neighbourhood plans, community plans, precinct plans and strata schemes (whether staged or not), building management committees and any other entity created under or pursuant to legislation which regulates the management of or provision of caretaking or other services to strata, community title, neighbourhood and similar schemes in any jurisdiction including any company title scheme; Advisory services relating to the environmental impact and compliance of commercial and residential buildings; provision of rating services for environmental impact and compliance of commercial and residential buildings; Advisory services relating to the compliance of real property with applicable laws and regulations
Management of buildings; agency services for the leasing or rental of buildings; leasing or renting of buildings; rental of apartments, houses, commercial premises and offices; purchase and sale of buildings; real estate agency services relating to the purchase and sale of buildings for others; appraisal or evaluation of buildings or land; land management; agencies or brokerage for leasing or renting of land; leasing of land; purchase and sale of land; real estate agency services relating to the purchase and sale of land for others; financing of real estate development, planning and consultancy services relating to an effective utilization of building and/or land; providing real estate information; payment guarantee against delinquent rent for building or land owners; providing information on payment guarantee against delinquent rent for building or land owners; rent and management fee collection; acceptance of deposits [including substitute bond issuance] and acceptance of fixed interval installment deposits; financing of loans; discount of bills; liability guarantee and acceptance of bills; acquisition and transfer of monetary claims; safe deposit services; trusteeship of money, securities, monetary claims, personal property, land, rights on land fixtures, surface rights or lease on land; agencies for bond subscriptions; letter-of-credit related services; securities trading services; securities underwriting; securities offering; brokerage services relating to securities subscription or offering; providing information on stock market, stock exchange quotation; life insurance brokerage services; life insurance underwriting; non-life insurance, namely, property and casualty insurance brokerage services; claim adjustment for non-life insurance, namely, property and casualty insurance services; non-life insurance, namely, property and casualty insurance underwriting; insurance premium rate computing; appraisal of used automobiles