Magnetically encoded credit cards and prepaid payment cards; encoded electronic chip cards for use as credit cards and prepaid payment cards; encoded smart cards embedded with transponders and containing programming used to function as credit cards and prepaid payment cards; downloadable software and applications for facilitating and administering banking, loans, financing of purchases, consumer lending, loan applications, credit card applications, credit and loan account management, payment by credit card, debit card, or virtual payment method, stored value card services, electronic funds transfer services, electronic payment services, transaction authentication services, routing, authorization and settlement services, and fraud detection and control services; downloadable software for enabling the electronic transfer of funds between users; downloadable software for enabling peer-to-peer payments; downloadable software for enabling the electronic transfer of funds between users, including peer-to-peer payments, consumer-to-business payments, business-to-consumer payments, and business-to-business payments; downloadable software for enabling the electronic transfer of funds made via electronic payments, credit card, debit card, and electronic check;

Operation and administration of loyalty and incentive award programs; promoting credit cards and credit accounts by means of loyalty and incentive award programs; promoting the sale of goods and services of others by means of loyalty and incentive award programs; business administration of consumer loyalty programs; advertising, marketing, and promotional services in the field of loyalty and incentive award programs; data analysis and data modeling; consumer survey services; conducting surveys of consumers in relation to purchasing behavior; consumer credit and purchase behavior forecasting; business marketing and advertising consulting services; advertising, marketing, and promotional services in the field of consumer financing products and services; advertising and marketing consultancy in the field of consumer financing products and services; managing marketing and advertising campaigns for others; direct marketing and direct advertising services for others;

Magnetically encoded credit cards and prepaid payment cards; encoded electronic chip cards for use as credit cards and prepaid payment cards; encoded smart cards embedded with transponders and containing programming used to function as credit cards and prepaid payment cards; downloadable software and applications for facilitating and administering banking, loans, financing of purchases, consumer lending, loan applications, credit card applications, credit and loan account management, payment by credit card, debit card, or virtual payment method, stored value card services, electronic funds transfer services, electronic payment services, transaction authentication services, routing, authorization and settlement services, and fraud detection and control services; downloadable software for enabling the electronic transfer of funds between users; downloadable software for enabling peer-to-peer payments; downloadable software for enabling the electronic transfer of funds between users, including peer-to-peer payments, consumer-to-business payments, business-to-consumer payments, and business-to-business payments; downloadable software for enabling the electronic transfer of funds made via electronic payments, credit card, debit card, and electronic check;

Operation and administration of loyalty and incentive award programs; promoting credit cards and credit accounts by means of loyalty and incentive award programs; promoting the sale of goods and services of others by means of loyalty and incentive award programs; business administration of consumer loyalty programs; advertising, marketing, and promotional services in the field of loyalty and incentive award programs; data analysis and data modeling; consumer survey services; conducting surveys of consumers in relation to purchasing behavior; consumer credit and purchase behavior forecasting; business marketing and advertising consulting services; advertising, marketing, and promotional services in the field of consumer financing products and services; advertising and marketing consultancy in the field of consumer financing products and services; managing marketing and advertising campaigns for others; direct marketing and direct advertising services for others;

Providing information in the fields of banking and financial services; providing information to consumers in the fields of personal financial management; providing information in the field of personal finance; financing and loan services; financial risk assessment services; analyzing and evaluating credit risks; providing financial data analysis for financial purposes and financial advice; philanthropic services concerning monetary donations

Promoting public interest and awareness in the fields of financial planning, financial advice and financial management; promoting professional standards and practices and certification requirements in the fields of financial planning, financial advice and financial management.

Financial advising, insurance and insurance linked investments brokerage, (mortgage brokerage & home and auto insurance brokerage soon to be registered latest of June 2022)

Financial analysis consultation services; financial asset management; financial investment brokerage; financial planning and investment advisory services; financial trust management; banking services; insurance services; insurance brokerage; insurance consultancy and advisory services; mortgage banking; mortgage services; mortgage brokerage; credit and loan services; savings and loan services; financing of loans; real estate investment services; real estate brokerage; real estate agency services;

Financial analyses; financial analysis and preparation of reports relating thereto; financial analysis and research services; financial management; financial planning; financial valuations

Personnel management services and risk management services, including employee benefit plans; referral services to other financial institutions

Provision of a broad range of financial services, namely insurance services; disability consulting, rehabilitation and absenteeism management services in the fields of insurance and finance; safety and risk prevention services in the fields of insurance and finance, services respecting risk management in the fields of insurance and finance, services respecting claims adjustment in the field of insurance; investment management services including, investment counselling and portfolio management services; management and provision of group and individual investment plans and investment funds, including pension plans, tax sheltered plans, retirement savings plans, registered and non-registered savings and retirement pay-out products, segregated funds, mutual funds, pooled funds, investment certificates; investment brokerage services; financial counselling and planning services; trust company services; fiduciary services; custodial services; mortgage services including, mortgage origination, mortgage lending, mortgage servicing; real estate services, including real estate leasing, real estate development, real estate investment, property management and real estate appraisal; financing services, namely, lease financing; information processing services in the fields of insurance and finance; electronic communication of financial transactions, namely, providing an e-commerce software to allow users to perform electronic business transactions online, providing an electronic statement and summary of financial transactions performed, and cash and foreign exchange transactions; issuing of payment, credit and charge cards, and operation of payment, credit and charge card plans

Financial planning services

Computer software for use in information management in the fields of insurance, asset management, and wealth management; downloadable publications, namely, downloadable electronic newsletters in the fields of insurance, asset management, and wealth management

Business project and program management services; business and organisational strategy; consultancy relating to mergers, business partnerships and alliances and acquisitions; corporate benchmarking, namely market intelligence studies relating to the insurance, asset management and wealth management sectors; business management, business advice and business implementation support, namely, implementation of business strategy plans and projects; business management services relating to information and data compiling and analysis; preparation of business reports; provision of business information in the fields of insurance, asset management, and wealth management; business research services in the fields of insurance, asset management, and wealth management; business appraisals; outsourcing, namely, business operational and strategic advisory services in relation to outsourcing; professional staffing and recruiting services, namely, provision of contractors, namely recruiting and placing financial services industry specialists, providing information, advice, analysis, research and consultancy services relating to all the aforesaid services