Downloadable applications for mobile phones for the purpose of practice management, customer relationship management, task automation and workflow automation in the field of personal and group insurance

Providing online software for the purpose of practice management, customer relationship management, task automation and workflow automation in the field of personal and group insurance; providing software as a service for the purpose of practice management, customer relationship management, task automation and workflow automation in the field of personal and group insurance

Business advisory, consultancy and information services; provision of business information; business management services; business administration; business management consultancy; business management assistance; business transaction advisory services; business modelling services; business restructuring services; business advice relating to financial re-organisation; business benchmarking services; business appraisals; analyses and appraisals of enterprises; business organisation consultancy; advisory services relating to business strategy and operational effectiveness; business operating model advisory services; advisory in relation to internal company policy and procedures; business project management; advice relating to business mergers and acquisitions; due diligence services; pre-sale diligence services including assisting with preparation of financial, tax, HR and operational information; business risk assessment and management services; expert evaluation and reports relating to business matters; preparation and writing of business reports; accountancy, book keeping and auditing services; business accounts management; computerised accounting; economic forecasting; financial statement preparation and analysis for businesses; financial records management; auditing of financial statements; tax accounting services; tax consultation and tax preparation services; tax advisory services; tax and duty consultation services; tax performance advisory services; tax preparation; preparation of documents relating to taxation; supply chain management and operation advisory services; transfer pricing and tax effective supply chain management services; advisory services relating to the automation of tax functions; arranging of presentations for business, commercial and trade purposes; provision of industry insights namely case studies, thought leadership and business strategy consultation; advisory services relating to customer engagement, satisfaction and loyalty; advertising services; promotional services; advertising services provided via the internet; providing business information and consultation in the field of social media; personnel and recruitment services; personnel management consultancy; advisory services relating to employee recruitment and retention; advisory services relating to inclusiveness and diversity; advisory services relating to employee satisfaction and engagement; office functions; computerised office management; consultancy relating to business documentation management; opinion polling; market research; market surveys; market survey analysis; business and marketing research services; business surveys relating to financial services; data processing; compilation of statistics; systemisation of information into computer databases; collection and systemisation of business data; data analytics; business data analysis; computerised file management; company secretary services; information, advisory and consultancy services relating to the aforesaid services; including all of the aforesaid services provided electronically or online from a computer database or the internet

Financial affairs; monetary affairs; financial services relating to monetary affairs; financial analysis and consultation; financial management, assistance, advice, consultancy, information and research services; provision of financial information; corporate finance services; corporate financial consulting; financial evaluation (insurance, banking, real estate); fiscal assessments; financial risk assessment and management services; financial consultancy in relation to buying and selling of businesses; financial benchmarking services; financial transaction services; financial cross border advisory services; financial advisory services relating to tax; planning of finances relating to taxation; financial data analysis; computerised financial data services; computerised financial analysis; preparation of financial reports; conducting financial feasibility studies; financial investigation services; consultation and advisory services relating to the improvement of financial performance through financial solutions and efficiency; treasury services; capitalisation services; clearing (financial); financial sponsorship; trusteeship; insolvency services; business liquidation services (financial); investment services; capital investment advisory services; investment risk assessment services; fund management; valuation services; corporate asset valuation; financial valuation of real and personal property; intellectual property valuation services; valuation of portfolios of securities; insurance; insurance consultation, namely, insurance regulatory support and advisory services; actuarial services; real estate affairs; services relating to real estate, including appraisal of real estate; estate agency and estate management services; financial sponsorship of events; financial transfers, transactions, and payment services; conducting of financial transactions; tax payment processing services; banking services in relation to the electronic transfer of funds; bill payment services; bill consolidation services; information, advisory and consultancy services relating to the aforesaid services; including all of the aforesaid services provided electronically or online from a computer database or via the internet

Printed publications in the fields of health care, health care business operations and management, and personnel management, namely, reports, research studies and articles.

Business consulting, research, management and advisory services for others in the fields of healthcare business operations and management and personnel management; business services provided to the healthcare industry, namely, collection, statistical analysis and reporting of healthcare quality data for business purposes.

Downloadable electronic publications in the nature of newsletters, reports, guides, charts, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investments management, financial planning, retirement planning, risk management, and financial portfolio management

Printed publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, financial planning, retirement planning, risk management, and financial portfolio management

Provision of marketing services for financial industry professionals; Creation of custom newsletters for financial industry professionals; Social media marketing services for financial industry professionals; Digital marketing services for financial industry professionals; Conduct analysis and research into efficacy of marketing techniques and strategies for financial industry professionals;

Consolidation and publication of news and financial industry content on websites, blogs and online platforms that are accessible online all in the field of investment, financial sector, personal finance and wealth management;

Provision of an on-line service to individual investors to share their experiences with their current and former investment and financial advisors, by rating the advisors on the basis of several criteria; providing an on-line computer database in the field of investment and financial advisor rating services; providing reviews of investment and financial service advice providers via a global computer network; provision, on-line, of educational material on personal finance.

Market assessment services; business appraisals; consultation in the field of business strategy; strategic business planning; business organization and operation consultancy; business management consultation

Financial planning; financial investment counselling; investment risk assessment services; financial assessment services

Subscriptions to reviews; advertising the goods and services of others.

Providing an online searchable computer database in the fields of financial coaches, financial planners, insurance advisors, and investment advisors; providing information on service providers in the fields of insurance, financial advice, and wealth management via a global computer network.

Educational services, namely, training in the fields of business and personnel management; Educational services, namely, conducting online programs in the fields of business and personnel management

Hosting a website providing online programs featuring information and educational materials in the fields of business and personnel management

Providing on-line non-downloadable computer software for investment dealer firms to calculate compliance risk metrics for investment advisors