Providing temporary use of non-downloadable software via the Internet for managing workflow

Financial planning services, namely, management, research analysis, consultation and advice relating to investing, wealth management, retirement planning, post-retirement planning, employer pension plans and benefits, estate planning, finance, government programs, tax planning, and insurance;

Educational services, namely, conducting seminars and workshops relating to investing, wealth management, retirement planning, post-retirement planning, employer pension plans and benefits, estate planning, finance, government programs, tax planning, and insurance;

Business consultation in the field of digital asset management and management of printed and electronic materials; business consulting services, namely, planning and managing workflow, and managing projects for business purposes; annual meeting services; business information management; disclosure management services; business management and consulting services; business management consultation and services, namely, managing and administering non-core functions, namely, mailing and shipping, and information services; business management consulting related to creating printed and digital materials and the use of collaborative strategy and multichannel communication; computer database management services, namely, providing a pre-media database publishing service that enables customers to centrally manage, coordinate, store, and segment their corporate information for output to unique and variable versions in electronic and print formats; consultancy regarding business organization and business economics; proxy strategy & design services, XBRL advisory services providing conferencing facilities for in-person working groups to strategize and prepare documents to provide on-site printing, EDGAR filing capabilities, typesetting, high-end conference rooms, and related services; online services featuring software to extract and summarize content from documents in legal and compliance settings: (i) providing temporary use of a web application for extracting and summarizing legal provisions from documents for due diligence, contract management and document drafting purposes and (ii) legal document preparation and research services for attorneys; data processing services; database management; electronic filing of public securities documents for others, namely, the filing of securities documents electronically with the relevant government administrative agency for others; logistics management and fulfillment services in the field of printing, electronic printing, and business information; mailing list preparation; mailing services, namely, mail planning, sorting and distribution services for compliance purposes; management and compilation of computerized databases; outsource service provider in the field of business operation and management for operating and assisting in the operation of a distribution center or warehouse facility containing printed documents and compliance materials of others; outsourcing services; project management services for business purposes in the field of publishing; supply chain management services in the field of print and digital publishing; transportation logistics, namely, arrangement of shipment of orders for others.

Providing access to web sites on the internet; electronic transmission of text, photos, illustrations, and schematics.

Printing services; digital printing; bindery services for others, namely, collating, folding, stapling, perforating, cutting, and binding of printed, photocopied, and typewritten materials; custom manufacture of printed publications and custom production of electronic publications, namely, digital printing of electronic publications to the order and specification of others; assembly of printed products for others

Online electronic publishing, namely, publishing of electronic publications; publishing of printed matter, namely, prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; desktop publishing for others; editorial consultation; digital imaging services; online digital imaging services used for the purpose of viewing, reviewing, and editing digital images; online enhanced proxies & web hosting; translation services; photo editing; written text editing.

Design and development of computer software; developing customized web pages and other data feed formats featuring user-defined information; graphic art, layout, and print design; providing a website featuring technology that gives computer users the ability to simultaneously upload, create, and edit documents, printed publications, online publications, and photographs; software as a service (SAAS) services featuring desktop publishing software for use as a publishing platform; conversion of print materials into digital format; document data transfer from one computer format to another; conversion of data or documents from physical to electronic media; conversion of data or documents from electronic to physical media; providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure, and easy access to view, track, manage, retrieve, share, manipulate, edit, and revise digital content that includes images, concept drawings, copy, and pages over a worldwide computer network; providing temporary use of on-line non-downloadable software for expediting the production processes for print and electronic media by allowing multiple users in varied geographical locations fast, secure, and easy access to view, track, manage, retrieve, share, manipulate, edit, and revise schedules, contact information, work status, and project plans related to the production of graphic arts content that includes images, concept drawings, copy, and pages for users of graphic art production services over a worldwide computer network; providing temporary use of non-downloadable software via a global computer network which streamlines and organizes the design and collaboration process of producing prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; providing temporary use of non-downloadable software via a global computer network for providing access to an on-line document repository for document collaboration and storage; providing temporary use of non-downloadable software via a global computer network for providing advisory and consultancy services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; providing temporary use of non-downloadable software via a global computer network for customers which streamlines and organizes the process of design, storage of past designs, order entry, job tracking, and collaboration processes of producing prospectuses, annual reports, fund reports, shareholder documents, investor disclosures, fact sheets, newsletters, and brochures all in the fields of securities, options and other financial instruments; providing temporary use of on-line non-downloadable software for multiple users in varied geographical locations that allow color photography images to be tracked and viewed for the purpose of making joint improvements and commentary on said images in real-time over a worldwide computer network; providing temporary use of online, non-downloadable software for multilingual translations services, namely a translation management software system comprised of tools to enable multilingual communication and workflow automation; namely; translation memory and terminology management including topical terminology dictionaries and translation data banks and a search engine for content and translation management; providing temporary use of online, non-downloadable software via a global computer network to assist with public company compliance to electronically create, manage, edit, XBRL-tag and file financial reports; providing temporary use of on-line non-downloadable software for multiple users in varied geographical locations which allows electronic content including color images, pages, concept drawings and written text to be tracked and viewed for the purpose of improving, sharing and editing content in real-time with the means for tracking and viewing such content in highly accurate color representations over a worldwide computer network; website design for others; providing temporary use of non-downloadable software to customers via a global computer network for ordering, customizing, routing, proofing, and tracking printed and digital content; media duplication of data and digital information; providing temporary use of online non-downloadable software for generating digital content including providing online non-downloadable software for integrating and streamlining financial reporting processes, namely, providing an online website featuring technology for creating, managing, collaborating, reviewing, analyzing, storing, editing and filing custom financial documents including extensible business reporting language tagging; design and development of computer databases; providing online, non-downloadable, Internet-based software application that enables publishing clients to manage publishing cycles and data transmission; electronic storage of data; software as a service (SAAS) services featuring software for secure, cloud-based file storage, transfer, collaboration and sharing; cloud computing featuring software for secure file storage, transfer, collaboration and sharing; consulting services in the field of facilitating communication and collaboration through secure online file storage, transfer and sharing.