ATB WEALTH

Class [036]
Financial services, namely deposit taking services, namely term deposits, savings accounts, chequing accounts, GICs, money market funds and foreign currency deposits; credit services, namely term loans, revolving operating lines of credit, structured finance, namely, credit services for corporations with complex financing needs, syndicated loans, bilateral lending, club deals, namely, leveraged buyouts of companies by private equity firms, project financing and letters of credit; cash management services, namely account reconciliation, cash concentration, namely, transferring of funds from diverse accounts into a central account, cheque image retrieval, transfers between differing financial institution accounts, electronic funds transfer, foreign exchange, money wiring services, government remittances, lockbox services, namely, cash management services for receipting customer payments, notional pooling, integrated payment network for providing access to and maintaining and servicing a payment network for facilitating electronic payment by others to others for goods and services, sweeps and fixed date deposit investment, namely, cash management services for automatically transferring cash funds into high interest-earning investment options at the close of each business day; derivatives services, namely, providing electronic trading of derivative contracts in the fields of commodity, interest rate, equity, credit and currency forwards, swaps and options, including the exchange of a fixed (or variable) rate, index, or price for a variable or fixed rate, index or price via an electronic trading platform; Internet services, namely online financial services, namely deposit taking services, namely term deposits and savings accounts, chequing accounts, GICs, money market funds and foreign currency deposits, credit services, namely term loans, revolving operating lines of credit, structured finance, syndicated loans, bilateral lending, club deals, project financing and letters of credit, cash management services, namely account reconciliation, cash concentration, cheque image retrieval, transfers between differing financial institution accounts, electronic funds transfer, foreign exchange, wires, government remittances, lockbox, notional pooling, payment network, sweeps and fixed date deposit investment, derivatives services, namely commodity, interest rate, equity, credit and currency forwards, swaps and options, including the exchange of a fixed (or variable) rate, index, or price for a variable or fixed rate, index or price; Financial services, namely financial planning, investment advice, the issuance, distribution and sale of guaranteed investment certificates, mutual fund services, namely mutual fund investment, mutual fund distribution and mutual fund brokerage; custody services, individual securities brokerage and investment management services; Financial services, namely, credit card services for the issuance of credit cards; Investment management services, investment counselling, investment advice, namely income and asset protection through licensed advisors, tax advisory services; wealth management services, namely estate and trust services, namely trust set up, management, settlement and administration, providing strategies and advice regarding retirement, wills and estate and trust services, custodial services, business and farm succession planning services