36 FINANCIAL SERVICES, NAMELY, TRANSFER AGENCY SERVICES; BROKERAGE SERVICES; DATA PROCESSING AND FINANCIAL RECORDKEEPING SERVICES; SHAREHOLDER AND PARTICIPANT ACCOUNTING AND RECORDKEEPING SERVICES; DEFINED CONTRIBUTION ADMINISTRATION SERVICES; PORTFOLIO MANAGEMENT AND ASSET ADMINISTRATION; AND SERVICES TO PROVIDE RESEARCH AND INFORMATION ABOUT INDUSTRIES, COMPANIES AND FINANCIAL PRODUCTS; ALL FOR PROVIDERS OF FINANCIAL, RETIREMENT, EMPLOYEE BENEFIT, TRUST AND INSURANCE SERVICES AND PRODUCTS