Printed and electronic material; namely books, magazines, magazine inserts, pamphlets and brochures, all relating to portfolio management, asset management, market research and business management.

On-line discussion boards, podcasts, webcasts and courses of instruction in the field of a broad range of subject matter areas, namely, information on suppliers and their products and services, third-party vendors and educational advice on portfolio management and asset management.

Printed and electronic publications, namely, brochures, advertisements, newspapers, magazines, periodicals, newsletters, pamphlets, flyers, business documents namely, printed and electronic publications, namely, business reports, marketing reports, brochures and sales support documents; stationery, namely, letterhead, envelopes, folders, invitations, labels, note pads, business cards; business organizers, namely, electronic and stationery business and personal organizers; calendars, paper, pens, pencils and postcards; shirts, sweaters, jackets; caps, hats, toques; golf balls; mugs; water bottles; briefcases, messenger bags; key chains; bag tags; blankets; buttons; tote bags; clocks; fridge magnets

Banking services; providing advice in the field of investments; automated teller machine services; brokerage of shares; financial valuations of businesses, financial valuations of stock options, and pension valuation services; cash and foreign exchange transactions; cash management; certificate of deposit services; checking account services; commercial lending services, namely, mortgage banking, mortgage brokerage, mortgage services, financing of loans, savings and loan services, financially guaranteed financing; consumer lending services, namely, consumer mortgage services, savings and loan services for consumers; credit and cash card services; debit card services; electronic funds transfer and deposit; electronic payment, namely, electronic processing and transmission of checks, bills and bill payment data; estate planning; estate trust management; facilitating and arranging for the financing of agricultural products; financial analysis; financial consultation; financial forecasting; financial information processing; financial loan consultation; financial management; financial planning; financial portfolio management; financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; home equity loans; individual retirement account services; investment banking services; financial investment consulting services and financial advisory services, namely, debt advisory services, mutual fund advisory services, financial analysis services, financial management services and financial planning services; investment funds; investment management; investment services, namely consulting in the field of asset acquisition and financing the acquisition of assets, consultation services in the field of investment, financial asset development and management services; issuance of bank checks; issuing credit cards; issuing of checks and letters of credit; lease securitization services, namely, brokerage of shares and other securities, financial investments in the field of securities and financial securities brokerage services; lease-purchase financing; lease-purchase loans; maintaining escrow accounts for investments; management of portfolios comprising securities; money market account services; mortgage lending and brokerage; mutual fund brokerage; mutual fund investment; mutual fund management; on-line banking services; providing loans secured by commercial paper; providing stock and securities market information; safe deposit box services; savings account services; savings and loans services for youths; securities services, namely, financial investment in the field of securities, securities trading communications services, namely, providing information in the field of securities trading, quotations, pricing and advice in the field of securities trading and information services; travelers' check issuance; treasury management services; trust services, namely, trust management services, namely, financial, investment and estate trust operations, financial trust operations, financial planning and investment advisory services and fund investment services and trust company services; insurance services; telecommunications services, namely, providing information on financial transactions and financial, commercial and electronic transaction and data processing services on the Internet and financial data transmission services; electronic commerce services, namely the issuance and management of digital certificates and the design of secured transaction services and the provision of validation services, namely the reselling and marketing of computer security software; holding company services, namely acquisition, possession, development and administration of assets; providing working capital, namely, providing loans for working capital; providing information in the fields of banking, investment of funds, consumer and commercial lending, securities trading and financial planning; and other financial services, namely long-term and short-term investments, financial consulting and financial management; charitable and philanthropic services, namely providing general financial planning advice and consultation, donations, sponsorships, volunteer assistance and fundraising support to local, regional and national charitable and non-charitable organizations; providing information in all of the foregoing fields via a global computer network; and related services

Printed and electronic publications, namely, brochures, advertisements, newspapers, magazines, periodicals, newsletters, pamphlets, flyers, business documents namely, printed and electronic publications, namely, business reports, marketing reports, brochures and sales support documents; stationery, namely, letterhead, envelopes, folders, invitations, labels, note pads, business cards; business organizers, namely, electronic and stationery business and personal organizers; calendars, paper, pens, pencils and postcards; shirts, sweaters, jackets; caps, hats, toques; golf balls; mugs; water bottles; briefcases, messenger bags; key chains; bag tags; blankets; buttons; tote bags; clocks; fridge magnets

Banking services; providing advice in the field of investments; automated teller machine services; brokerage of shares; financial valuations of businesses, financial valuations of stock options, and pension valuation services; cash and foreign exchange transactions; cash management; certificate of deposit services; checking account services; commercial lending services, namely, mortgage banking, mortgage brokerage, mortgage services, financing of loans, savings and loan services, financially guaranteed financing; consumer lending services, namely, consumer mortgage services, savings and loan services for consumers; credit and cash card services; debit card services; electronic funds transfer and deposit; electronic payment, namely, electronic processing and transmission of checks, bills and bill payment data; estate planning; estate trust management; facilitating and arranging for the financing of agricultural products; financial analysis; financial consultation; financial forecasting; financial information processing; financial loan consultation; financial management; financial planning; financial portfolio management; financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; home equity loans; individual retirement account services; investment banking services; financial investment consulting services and financial advisory services, namely, debt advisory services, mutual fund advisory services, financial analysis services, financial management services and financial planning services; investment funds; investment management; investment services, namely consulting in the field of asset acquisition and financing the acquisition of assets, consultation services in the field of investment, financial asset development and management services; issuance of bank checks; issuing credit cards; issuing of checks and letters of credit; lease securitization services, namely, brokerage of shares and other securities, financial investments in the field of securities and financial securities brokerage services; lease-purchase financing; lease-purchase loans; maintaining escrow accounts for investments; management of portfolios comprising securities; money market account services; mortgage lending and brokerage; mutual fund brokerage; mutual fund investment; mutual fund management; on-line banking services; providing loans secured by commercial paper; providing stock and securities market information; safe deposit box services; savings account services; savings and loans services for youths; securities services, namely, financial investment in the field of securities, securities trading communications services, namely, providing information in the field of securities trading, quotations, pricing and advice in the field of securities trading and information services; travelers' check issuance; treasury management services; trust services, namely, trust management services, namely, financial, investment and estate trust operations, financial trust operations, financial planning and investment advisory services and fund investment services and trust company services; insurance services; telecommunications services, namely, providing information on financial transactions and financial, commercial and electronic transaction and data processing services on the Internet and financial data transmission services; electronic commerce services, namely the issuance and management of digital certificates and the design of secured transaction services and the provision of validation services, namely the reselling and marketing of computer security software; holding company services, namely acquisition, possession, development and administration of assets; providing working capital, namely, providing loans for working capital; providing information in the fields of banking, investment of funds, consumer and commercial lending, securities trading and financial planning; and other financial services, namely long-term and short-term investments, financial consulting and financial management; charitable and philanthropic services, namely providing general financial planning advice and consultation, donations, sponsorships, volunteer assistance and fundraising support to local, regional and national charitable and non-charitable organizations; providing information in all of the foregoing fields via a global computer network; and related services

Printed and electronic publications, namely, brochures, advertisements, newspapers, magazines, periodicals, newsletters, pamphlets, flyers, business documents, namely, printed and electronic publications, namely, business reports, marketing reports, brochures and sales support documents, stationery, namely, letterhead, envelopes, folders, invitations, labels, note pads, business cards, business organizers, namely, electronic and stationery business and personal organizers, paper, pens, pencils and postcards; clothing, namely, shirts, sweaters and jackets; head wear, namely, caps, hats and toques; golf balls; mugs; water bottles; briefcases, messenger bags; novelty items, namely, key chains, bag tags, blankets, buttons, tote bags, clocks and fridge magnets.

Banking services, providing advice in the field of investments, automated teller machine services, brokerage of shares, financial valuation of businesses, financial valuations of stock options and pension valuation services, cash and foreign exchange transactions, cash management, certificate of deposit services, checking account services, commercial lending services, namely, mortgage banking, mortgage brokerage, mortgage services, financing of loans, savings and loan services, financially guaranteed financing, consumer lending services, namely, consumer mortgage services, savings and loan services for consumers, credit and cash card services, debit card services, electronic funds transfer and deposit, electronic payment, namely, electronic processing and transmission of checks, bills and bill payment data, estate planning, estate trust management, facilitating and arranging for the financing of agricultural products, financial analysis, financial consultation, financial forecasting, financial information processing, financial loan consultation, financial management, financial planning, financial portfolio management, financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments, home equity loans, individual retirement account services, investment banking services, financial investment consulting services and financial advisory services, namely, debt advisory services, mutual fund advisory services, financial analysis services, financial management services and financial planning services, investment funds, investment management, investment services, namely, consulting in the field of asset acquisition and financing the acquisition of assets, consultation services in the field of investment financial asset development and management services, issuance of bank checks, issuing credit cards, issuing of checks and letters of credit, lease securitization services, namely, brokerage of shares and other securities, financial investments in the field of securities and financial securities brokerage services, lease-purchase financing, lease-purchase loans, maintaining escrow accounts for investments, management of portfolios comprising securities, money market account services, mortgage lending and brokerage, mutual fund brokerage, mutual fund investment, mutual fund management, on-line banking services, providing loans secured by commercial paper, providing stock and securities market information, safe deposit box services, savings account services, savings and loan services for youth, securities services, namely, financial investment in the field of securities, securities trading communications services, namely, providing information in the field of securities trading, quotations, pricing and advice in the field of securities trading and information services, travelers' check issuance, treasury management services, trust services, namely, trust management services, namely, financial, investment and estate trust operations, financial trust operations, and financial planning and investment advisory services and fund investment services and trust company services, insurance services, telecommunications services, namely providing information on financial transactions and financial, commercial and electronic transaction and data processing services on the Internet and financial data transmission services, electronic commerce services, namely the issuance and management of digital certificates and the design of secured transaction services and the provision of validation services, namely the reselling and marketing of computer security software, holding company services, namely acquisition, possession, development and administration of assets, providing working capital, namely, providing loans for working capital, providing information in the fields of banking, investment of funds, consumer and commercial lending, securities trading and financial planning, and other financial services, namely long-term and short-term investments, financial consulting and financial management, charitable and philanthropic services, namely providing general financial planning advice and consultations, donations, sponsorships, volunteer assistance and fundraising support to local, regional and national charitable and non-charitable organizations, providing information in all of the foregoing fields via a global computer network.