Trade Mark Journal No.2024/020 17 May 2024

UK00004046009 30 April 2024 (9,35,36,41,42)

Class 9: Software in the financial and investment services fields; financial management software; investment management software; software for assisting others with obtaining financial and investment information, advice and/or assistance; software for facilitating or enabling access to business services, financial services and investment services; computer and mobile application software for assisting others with obtaining financial and investment information, advice and/or assistance; downloadable mobile applications for assisting others with obtaining financial and investment information, advice and/or assistance; software providing interactive quizzes and questionnaires in the financial field; software providing click-to-call and message capabilities and access to advisor contact details; electronic bulletin boards; downloadable electronic publications, including check-lists, questionnaires, information and advice packs and training manuals in the financial field; publications relating to the financial field in electronic form downloadable or supplied on-line from a computer database, computer network, global computer network or the Internet; downloadable electronic document templates in the financial field.
Class 35: Business information, advisory and consultancy services; business management services; data processing, systematisation and management; database management; compilation, analysis and retrieval of information and data; providing business and commercial contact information; tax services, information, advice and consultancy [accountancy]; tax planning [accountancy]; preparation and completion of income tax returns; economic forecasting and analysis; advertising, marketing and promotional services; loyalty, incentive and bonus program services; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class 36: Financial services; financial information, advisory and consultancy services; financial planning and management services; personal financial planning advisory services; investment services; investment management; investment administration services; finance management; cash management services; fund management services; brokerage of stocks, bonds and other securities; asset valuations; financial forecasting, planning and analysis; financial evaluation, analysis and consultancy; preparation and analysis of financial reports; security trading services; profit and cash flow forecasting and planning; provision of financial advice and information; provision of investment advice and information; provision of pensions advice and information; provision of tax advice and information [not accounting]; provision of investment savings plans; capital investment programmes; insurance services; providing news and information in the financial field; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class 41: Providing on-line electronic publications in the financial field; providing on-line non-downloadable check-lists, questionnaires, information and advice packs and training manuals in the financial field; providing on-line non-downloadable electronic document templates in the financial field; publication of educational and training guides in the financial field; education and training services in the financial field; arranging and conducting of financial educational seminars, conferences, courses and workshops; information, advisory and consultancy services relating to any of the aforesaid.
Class 42: Design, development, updating and maintenance of software; design, development, updating and maintenance of computer and mobile applications and electronic databases; design, development, updating and maintenance of web portals and platforms; Software as a service [SaaS] in the financial field; providing temporary use of online non-downloadable computer software and software applications in the financial field; providing temporary use of online non-downloadable computer software, applications and programs for interactive quizzes and questionnaires in the financial field; hosting of portals on the Internet; hosting of computerised data, files, applications and information; electronic data storage; information, advisory and consultancy services relating to any of the aforesaid.

AMICUS WEALTH LIMITED

Representative: Burges Salmon LLP