Personal and small business financial management services;
financial transaction management;
financial analysis services;
bill tracking and management in the nature of persona;
and small business financial management;
payment tracking and management in the nature of bill payment invoice, and person to person payment services for personal and small business finance;
expense tracking and management in the nature of personal and small business financial management;
taxable item tracking and management in the nature of personal and small business financial management;
bill payment services;
forecasting and analysis of financial data for others;
financial data aggregation, namely, electronically compiling financial data from multiple accounts into a single location for financial purposes;
services for the management of credit and debit cards, loans, mortgages, investments and financial accounts;
providing financial information, news, commentary, and advice in the fields of financial management, budgeting, financial planning and retirement planning accessible viaa global computer network, the internet, social media web sites and mobile software applications;
credit scoring services
Personal and small business financial management services;
financial transaction management;
financial analysis services;
bill tracking and management in the nature of personal and small business financial management;
payment tracking and management in the nature of bill payment, invoice, and person to person payment services for personal and small business finance;
expense tracking and management in the nature of personal and small business financial management;
taxable item tracking and management in the nature of personal and small business financial management;
bill payment services;
forecasting and analysis of financial data for others;
financial data aggregation, namely, electronically compiling financial data from multiple accounts into a single location for financial purposes;
services for the financial management of credit and debit cards, loans, investments and financial accounts;
providing financial information, news, commentary, and advice in the fields of financial management, budgeting, financial planning and retirement planning accessible via a global computer network, the internet, social media web sites, and mobile software applications;
credit scoring services;
Providing on-line non-downloadable educational content, namely, news, opinion, feature and blog content, in the field of personal and small business finance
Pension fund administration services;
Pension plan administration and management services namely actuarial evaluation, identification of contribution levels, pension fund surplus and deficit management, allocation of capital to and monitoring performance of pension fund investments, the calculation and making of pension plan payments;
Financial and investment planning, management and consultation in the field of public markets namely publicly-traded equities, derivative financial instruments and interest bearing investments;
the investment of pension and other funds in public markets namely publicly-traded equities, derivative financial instruments and interest bearing investments;
Financial and investment planning, management and consultation in the field of private equities and equity like securities;
the investment of pension and other funds in direct and fund-related private equities and equity like securities;
Financial and investment planning, management and consultation in the field of infrastructure projects;
the investment of pension and other funds in infrastructure projects;
Financial and investment planning, management and consultation in the field of commercial, industrial, office, retail, residential, hotel, and other real estate;
the investment of pension and other funds in commercial, industrial, office, retail, residential, hotel, and other real estate;
Management of real estate investment trusts;
Managing market transactions and funding requirements for and on behalf of related entities in the field of private equities and equity like securities, infrastructure projects and commercial, industrial, office, retail, residential, hotel, and other real estate;
Real estate services relating to the development of real estate assets, real estate asset management and property management of real estate assets;
providing financial information relating to the administration and management of a pension fund via an internet based website;
Providing information relating to a pension fund involving plan administration and investment management
Personal finance services, Personal financial banking services, Personal financial planning advisory services, Personal financial planning services, Personal insurance services, Portfolio counselling services, Portfolio investment management, Portfolio management, Preparation and analysis of financial reports, Preparation and quotation of exchange rate information, Preparation of financial analyses, Preparation of financial balance sheets, Preparation of financial reports, Providing financial information via a web site, Providing information, including online, about insurance, financial and monetary affairs and real estate affairs, Provision of annuities, Provision of exchange rate lists, Provision of finance, Provision of financial information, Provision of financial information via an online calculator, Provision of financial securities, Provision of foreign currency, Provision of funds, Provision of information relating to financial services, Provision of investment capital, Provision of investment information, Provision of investment savings plans, Provision of investment services, Provision of online currency exchange calculators, Provision of online financial calculators, Provision of pension information, Provision of pension schemes, Provision of tax advice (financial), Retirement payment services, Risk management (financial), Risk management consultancy (financial), Tax advice (financial), Tax consultancy (financial), Tax consultations (financial), Tax financial planning, Tax returns financial consultancy, Tax services (financial), Taxation financial consultancy services, Taxation financial planning services, Transfer of funds, Trust administration, Trust advice, Trust investment services, Trust management, Trust services, Trustee advisory services, Trustee services, Trusteeship, UK Pension Transfer Services;
UK Pension Advisory Services;
Underwriting of pensions, Unit trust investment, Unit trust management, Unit trust services, Unit trust trusteeship, Valuation of assets