36 FINANCIAL SERVICES, NAMELY, MUTUAL FUND BROKERAGE, DISTRIBUTION AND INVESTMENT SERVICES; INVESTMENT MANAGEMENT SERVICES; PORTFOLIO MANAGEMENT SERVICES; AND PROVIDING INFORMATION PERTAINING TO SUCH SERVICES ALONG WITH FINANCIAL MARKET QUOTES AND OTHER FINANCIAL INFORMATION BY MEANS OF THE MAIL AND THE INTERNET; AND ALLOWING CUSTOMERS TO INVEST AND TRADE IN STOCKS, SECURITIES, MUTUAL FUNDS AND OTHER INVESTMENTS, AND TO ESTABLISH INDIVIDUAL RETIREMENT ACCOUNTS, ALL BY MEANS OF THE MAIL AND THE INTERNET