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Event description
Applicant's Request
Previous details
Data as before the amendment: Amend No 7 Occurence 1
Brokerage services in the fields of securities, stocks,
bonds, mutual funds, money market funds, commodities,
futures, options, and indices of any of them; investment
services in the fields of securities, stocks, money market
funds, bonds, mutual funds, commodities, futures, options,
and indices of any of them; investment advice and management
in the fields of securities, stocks, bonds, mutual funds,
money market funds, commodities, futures, options, and
indices of any of them; securities brokerage account
services including an interest bearing feature for cash
between investments, access to cash, and margin loans;
banking services; credit card and debit card services;
cheque writing and bill payment serices; variable annuity
services; variable insurance investment services; investment
account information services; retirement plan services
including trustee services and retirement plan recordkeeping
Occurence 2
services; trust company custody services; financial planning
services; insurance services; insurance brokerage services;
cash management account services; fixed income investment
services; payment services and fund transfer services;
providing information and analysis in the fields of finance,
economics, investment, business, financial planning, and
investment strategy; providing access to portfolio
management services and tools and/or account information;
providing access to decision making tools and investment
research tools; providing access to news, information,
research, databases and analysis in the fields of investing,
finance, financial planning, business, current events,
government, and economics; brokerage services in the fields
of securities, stocks, bonds, mutual funds, money market
funds, commodities, futures, options, and indices of any of
them, by online means; providing information and analysis in
Occurence 3
the fields of finance, economics, investment, business,
financial planning, and investment strategy by online means;
providing access by electronic communication networks to
portfolio management services and tools and/or account
information; providing access by electronic communication
networks to decision making tools and investment research
tools; providing access by electronic communication networks
to news, information, research, databases, and analysis in
the fields of investing, finance, financial planning,
business, current events, government, and economics
New details
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