Trade Mark Journal No.2025/043 24 October 2025

UK00004243929 4 August 2025 (16,35,36,38,41,42,45)

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Class 16: Printed and operational templates, suitability reports, client forms, compliance checklists, handbooks, business process guides, and procedural documentation for professional services and business operations; printed and workbooks, journals, planners, and instructional materials for use in business management, workflow optimisation, and compliance tracking; customisable document kits and pre-formatted materials for resale and client implementation.
Class 35: Outsourcing services [business assistance]; business administration and office functions; provision of outsourced operations and back-office services for professional service firms including, but not limited to, financial advisers, legal professionals, accountants, consultants, architects, and healthcare practitioners; paraplanning services and administrative support for financial planners and wealth managers; client communication handling; appointment scheduling and diary management; email and inbox management; document management and formatting; preparation of client reports, suitability letters, and other regulated documentation (non-advisory); CRM system management; onboarding coordination; compliance and process support; transcription services; workflow optimisation and operational management.
Class 36: Financial administration services; administrative support for financial planners and advisers; back-office services relating to investment and pension administration; processing of financial data; preparation and formatting of financial reports; management of fee disclosure and charging processes; non-advisory support for financial planning activities; preparation of compliance and client documentation related to financial services; outsourced support services to regulated financial firms.
Class 38: Secure electronic transmission of data; communication services for document exchange and task management; operation of secure client portals and hosted platforms; managed email handling services; digital document routing and storage services; telephone call handling and receptionist services on behalf of third-party businesses; outsourced telephony infrastructure and client line management; postal mail handling and redirection services for business clients.
Class 41: Provision of training and onboarding services for business operations and compliance; development and delivery of training programmes and CPD-compliant educational content relating to workflow systems, regulatory processes, and back-office operations; coaching in administrative systems, compliance workflows, and client service procedures; training in the use of customer relationship management platforms and internal tools; provision of non-downloadable webinars, workshops, and instructional content for operational efficiency, automation, and professional development; sale and licensing of pre-built or customisable training materials, templates, and learning modules.
Class 42: Software as a service (SaaS) featuring tools for workflow automation, client communications, and operational support; software for managing administrative, compliance, and document processes; development and integration of custom dashboards and systems to support regulated and operational workflows; automation of paraplanning, data entry, and task routing; platform integration and synchronisation of customer relationship management (CRM) and back-office systems; provision of online non-downloadable software for workflow management, compliance administration, and internal team operations.
Class 45: Administrative support services relating to regulatory compliance for professional services firms, including financial, legal, healthcare, and accounting sectors; non-legal review and preparation of promotional and procedural documentation; support for fulfilling industry-specific regulatory requirements; compliance task coordination and reporting; FCA documentation handling support (non-advisory); regulatory operations administration.

Efficient Paraplanning LTD