Capital Preferences, LTD

CAPITAL PREFERENCES

[ Enterprise software for use in consumer testing, consumer risk management, and consumer scoring; Computer game software; game software ];Statistical financial forecasting and analysis; Financial risk analysis and research; assessment and evaluation of financial risk tolerance; consumer financial risk management and monitoring for the purposes of enterprise risk management, individual financial planning, financial product recommendations, financial client servicing, financial marketing or financial risk monitoring; online financial planning services, namely, a decision making quality assessment; strategic financial advisory services; financial risk management consultation; financial risk assessment services; financial risk management;[ Business information services; economic statistical forecasting and analysis; business consultation, preparing business reports and business management consultation; employee and prospective employee analytics for, workforce development and planning; management of change in workforce; career development and planning, new hire and workforce talent assessments; human resource management, namely, team building and team construction; business consulting and business information for financial management, risk management, marketing, pricing, customer service, customer loyalty, customer engagement management; business consulting and information services ];CAPITAL;Design and development of consumer risk management software and financial software; design and development of computer software; design and writing of computer software; design and development of computer game software; computer software consultancy; developing and providing online non-downloadable software used in gathering information and processing information regarding financial risk preferences; developing and providing online non-downloadable software used in generating risk profiles for users; developing and providing online non-downloadable software used in generating risk profiles for investments; providing on-line non- downloadable software used to profile individuals, namely, for employment opportunities, loan applications, and investment portfolio allocation; electronic data storage and retrieval in the field of modeling, scoring and analytics, marketing and solicitation, account origination, account management and customer management, risk management, portfolio management, communications management and data management;

ECONOMIC FINGERPRINT

Computer software for use in assessing and generating reports regarding financial and non-financial risk; Computer software for use in determining and calculating the decision making quality, risk, time and legacy preferences of individuals, groups and businesses; Computer software programs to determine and calculate creditworthiness; Computer software programs to determine and recommend financial and non-financial products or portfolios of products; Computer program to prioritize sales, marketing, or client servicing strategies; Computer program to underwrite insurance risk; computer program to manage insurance claims; Computer software programs for use in analyzing, reporting and managing workforce and recruiting;Risk assessment services, namely, investment risk assessment services; Financial risk assessment services; Financial risk assessment services, namely, calculating a score to determine the decision making quality, risk, time and legacy preferences of consumers; Development of financial tools, namely, developing indices used for providing financial advice; financial analysis for use in assessing financial and non-financial risk;ECONOMIC;Development of financial tools, namely, design and development of software used in financial planning;

FIT SCORE

Computer programs for measuring the level of alignment between financial investment and insurance products and client preferences for risk, time, loss, ambiguity and goals in relation to financial investment products, insurance products and financial plans; Computer software for measuring the level of alignment between financial investment and insurance products and client preferences for risk, time, loss, ambiguity and goals in relation to financial investment products, insurance products and financial plans;Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes;Computer software development in the field of financial planning; Design and development of financial tools, namely, design and development of software used in financial planning; Software development and product development in the field of financial planning; Software development in the field of financial planning;

SUSTAINABILITY FINGERPRINT

Computer software for use in assessing and generating reports regarding sustainable and ESG investing. Computer software for use in determining and calculating altruism, which includes investor sensitivity to fees, diversity, and tracking error in investment portfolios, ESG theme preferences, negative exclusion preferences and ESG investing style preferences of individuals, groups and businesses; Computer software programs to determine and recommend financial and non-financial products or portfolios of products in the sustainable investing or ESG investing domain; Computer program to prioritize sales, marketing, or client servicing strategies;Investor profiling services, namely, sustainable investing preferences that involve calculating a score to determine an investor's level of altruism, which includes investor sensitivity to fees, diversity, and tracking error in their investment portfolio, preference for sustainable or ESG investing themes, preferences for negative exclusions, including suppressing certain industries or stocks from an investment portfolio and sustainable investing style preferences; Development of financial tools, namely, developing indices used for providing financial advice; financial analysis for use in assessing sustainable investing preferences of individual investors or groups of investors, including investors in a household or family office;

TRUE PROFILE

Computer programs for identifying a client's financial preferences for risk, time, loss, ambiguity and goals in relation to financial investment products and measuring the level of alignment between financial investment products and client preferences; Computer software for identifying a client's financial preferences for risk, time, loss, ambiguity and goals in relation to financial investment products and measuring the level of alignment between financial investment products and client preferences;PROFILE;

TRUE PROFILE

Financial analysis; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial risk assessment services; Investment risk assessment services;PROFILE;Computer software development in the field of financial planning; Design and development of financial tools, namely, design and development of software used in financial planning; Software development and product development in the field of financial planning; Software development in the field of financial planning;