36 Financial services, namely, financial consultancy and advice; financial management, planning, analysis, and research services;
financial evaluation of real estate; financial wealth planning; fund investments; investment services, namely, real estate
investment services, investment risk assessment services, hedge fund investment services; capital and private equity fund
investment services; venture capital and private equity funds management and financial investment management, planning and
annuity administration services including in respect of listed and unlisted investment vehicles, listed and unlisted trusts and
stapled securities; investment fund support services, namely, annuity fund administration, credit reporting and investment
administration of superannuation benefits and investment arrangements; providing venture capital and private equity funds
management and investment management services and advice to clients; establishment and management of financial products
being financial asset management; financial asset management and investment, namely, brokerage, consultation, management,
advice and their related activities and services, namely, financial custody services in the nature of maintaining possession of
financial assets for others for financial management purposes; subunderwriting equity and debt funding all being financing
services; financial dealing, namely, financial, currency, securities, and commodities trading for others in financial products
including listed and unlisted equity securities, listed and unlisted debt securities, other securities, shares, derivatives, futures
contracts, superannuation, pension, retirement and savings products or accounts, life products, general insurance, managed
funds, fixed interest securities, convertible notes, hybrid securities including preference shares, convertible securities and cash;
financial and monetary services and affairs, namely, lending for commercial, money investment or residential real estate
purposes, mortgage financing services, mortgage loan origination; debt financing services; mortgage aggregation being mortgage
brokerage, mortgage lending; financial management of loan assets, refinancing, debt reconstruction, bridging finance, asset
backed lending; provision of financial services, in particular, providing venture capital, underwriting equity and debt funding,
sourcing equity and debt funding from banks, capital markets and institutional markets, financial advice on the creation of equity,
debt and hybrid financial instruments, loan asset origination; sourcing, advising and managing infrastructure funding and assets,
namely, financial civil infrastructure asset management; facilitating and arranging for the financing of fiscal and real estate loans,
mortgages and real estate leasing; corporate finance structuring services, namely, consultation in the field of capital structure;
management of commercial, office, retail, industrial and social infrastructure real estate; Financial analysis of financial reports; unit
trust services, namely, fiscal assessment and valuation advice; unit pricing, namely, investment calculation advice; valuation
services, namely, fiscal and real estate, portfolio valuation services; financial investment custody services, namely, maintaining
possession of financial assets for others for financial management purposes; financial investment brokerage services;
consultancy, information and advisory services in relation to all the aforementioned services, namely, financial information;
financial sponsorship of education, training, entertainment, sporting or cultural activities, in particular financial education event
sponsorship
Trademark: 97925142
