Trade Mark Journal No.2025/038 19 September 2025

Mark 2

Mark 3

Class 35

Business management planning; Financial marketing; Financial auditing; Business strategy and planning services; Business advice relating to growth financing; Development of concepts for business economy; Assistance with business planning; Stock management services; Business management.

Class 36

Financial planning; Financial planning and management; Financial management and planning; Financial planning for retirement; Planning (estate -) [financial]; Financial planning services; Personal financial planning; Financial trust planning; Personal financial planning services; Independent financial planning advice; Financial planning and investment advisory services; Personal financial planning advisory services; Financial advice relating to tax planning; Estate planning services [arranging financial affairs]; Advisory services relating to financial planning; Financial planning services relating to taxation; Financial management; Financial investment; Financial management relating to investment; Arranging of financial investments; Financial management of funds; Financial investment management services; Financial fund management; Pension planning; Financial advisory services relating to retirement plans; Financial consultation; Financial investments; Financial assistance; Planning of finances relating to taxation; Financial consultancy; Pension planning services; Financial management relating to banking; Financial management of pensions; Financial management services; Management of financial assets; Preparation of financial analysis; Financial investment services; Economic financial research services; Financial management for businesses; Financial advice; Financial management of employee pension plans; Preparation of financial reports; Financial risk management; Risk management [financial]; Financial investment research services; Financial analyses (Preparation of -); Preparation of financial analyses; Financial asset management; Financial economic advisory services; Financial risk management services; Financial affairs; Financial management of collective investment schemes; Financial economic analysis; Financial services relating to personal equity plans; Financial trust management; Financial advice relating to investment; Financial portfolio management; Financial consulting services; Pension fund financial management; Financial management of stocks; Financial and monetary services; Financial services relating to investment; Financial assessments; Financial information services relating to financial bond markets; Financial services; Financial appraisal; Financial advisory and management services; Financial management advisory services; Financial information services relating to financial stock markets; Financial investment advisory services; Financial services relating to wealth management; Financial and investment consultancy services; Advisory services relating to [financial] risk management; Insurance services relating to contingency planning; Consultancy services relating to financial investment; Financial investment fund services; Advisory services relating to financial investment; Acquisition for financial investment; Financial advisory services relating to assets management; Consultancy relating to educational financial assistance; Financial information; Financial affairs services; Financing of investments; Asset-based financing; Equity financing; Venture capital and project capital investment services; Equity capital investment; Venture capital funding services for commercial entities; Capital investment fund management; Mortgage investment management; Advisory services relating to financing; Private equity fund investment services; Stock investment management; Management of stocks; Management of shares; Management of securities; Securities management; Portfolio management; Asset management; Asset and portfolio management; Investment management; Management of investments; Financial management of shares in other companies; Management of assets; Stock brokerage; Management of investment portfolio; Portfolio investment management; Stock trading; Management of portfolios of securities; Management of securities portfolios; Share portfolio management; Cash management; Fund management; Stock broking services; Investment asset management; Management of investment portfolios; Stock market services; Property portfolio management; Corporate funds management; Funds management; Management of funds; Provision of financial information for professionals in the field of portfolio management, for portfolio management; Stock option valuation services; Stock brokerage services; Stock debenture brokerage; Management of listed securities; Valuation of capital stock; Investment portfolio management services; Portfolio management services (Investment -); Management of transferable securities; Asset management services; Management of portfolios of transferable securities; Services of a stock broker; Share management; Investment fund management; Fund investment management; Wealth management; Management of investment funds; Investment management of funds; Investment trust management; Provision of stock market information; Capital fund management; Stock exchanges for dealing in shares and other financial securities; Hedge fund management; Investment management services; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Cash management services; Stock exchange services; Management of portfolios comprising securities; Pension investment management; Financial investment analysis and stock research; Trust management; Fund management services; Stock bond brokerage; Property asset management services; Personal equity plan management; Management of retained earnings; Estate trust management; Financial loss management; Management of a capital investment fund; Mutual fund management; Mortgage protection policies; Fixed income investment services; Insurance services for the protection of mortgages; Provision of financial protection against foreign exchange risks; Financial services in the nature of an investment security; Variable insurance investment services; Variable annuity investment services; Financial valuation, adjustment and settlement services relating to insurance claims; Investment management of and distribution of variable annuities; Insurance services relating to pension funds; Savings schemes relating to health insurance; Investment risk assessment services; Tax and duty payment services; Personal insurance relating to liability for repayment of loans; Wealth management services; Management (Financial -); Management of corporate finances; Capital management; Financial information management and analysis services; Advisory services relating to money management; Financial management of cash accounts; Pension management services; Funds management services; Management of capital investment funds; Advice on finance for retirement; Advice relating to investment for retirement; Advice on finance during retirement; Advice relating to investment during retirement; Pension fund investment management; Pension funds; Pension fund management; Preparation of pension payments; Pension plan services; Pension fund services; Management of pension funds; Pension services; Pension fund administration; Administration of pension funds; Underwriting of pensions; Pension fund administration services; Pension consultancy; Monitoring of pension funds; Provision of investment savings plans; Pensions consultancy; Management pensions schemes; Administration of pension schemes; Pension scheme services; Pension advisory services; Planning services relating to pensions; Counselling services for pension funds management; Financial services relating to pensions; Provision of pension schemes; Personal equity plan investment; Financial savings services; Provident fund investment; Annuity services; Financial advice relating to pensions; Fund investments; Savings schemes relating to health; Life insurance brokerage; Fund investment; Savings schemes relating to health care; Investment fund services; Fund investment services; Life insurance; Administration of fund investment; Annuity underwriting; Administration of funds and investments; Employee stock plan administration services; Savings accounts services; Savings and loan services; Savings bank services; Mutual fund investment; Administration of investment funds; Investment of funds; Funds investment; Real estate investment planning; Financial services relating to savings; Investment trusteeship; Savings scheme services; Advice relating to pensions; Home insurance services; Investment of funds (Services for -); Investing of funds; Provident fund management; Arranging of life insurance; Trusteeship of fund assets; Arranging of annuities; Financial investment brokerage; Insurance actuarial services; Investment account services; Fund investment consultation; Provision of pension information; Hedge fund investment services; Development of investment portfolios; Financial consulting; Financial brokerage; Financial advisory services; Financial securities; Administration of financial affairs; Financial consulting and advisory services; Financial research; Financial intermediary services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultancy and advisory services; Financial advisory services relating to insolvency; Advisory services relating to financial investments; Financial trust administration; Financial analysis and consultancy; Financial investment in the field of securities; Financial advisory services relating to tax; Financial consultancy relating to loans; Financial advisory services relating to securities; Financial brokerage services; Financial information for investors; Financial information and advisory services; Financial evaluation; Financial consultancy services; Personal financial banking services; Financial analysis; Financial advisory services for companies; Financial guardianship; Financial consultancy and insurance consultancy; Risk management consultancy [financial]; Banking and financial services; Income tax advice [financial]; Advisory services relating to financial asset management; Financial appraisals; Financial and monetary services, and banking; Brokerage of financial derivatives; Financial research services; Provision of financial advice; Evaluation (Financial -) [insurance, banking, real estate]; Financial evaluation [insurance, banking, real estate]; Financial strategy consultancy services; Financial forecasting; Financial consultancy services relating to investments; Financial advice relating to trusts; Financial evaluations; Financial advisory services for individuals; Asset evaluation [financial]; Provision of financial securities; Insurance and financial information and consultancy services; Advisory services relating to financial matters; Brokerage (Financial -); Economic research services [financial]; Financial advisory services relating to life assurance; Financial investigation services; Consultations [financial]; Investment banking consulting and advisory services; Financial analyses; Financial banking; Financial trust operations; Financial consultancy and information services; Advisory services relating to investment finance; Financial analysis services; Brokerage services for arranging financing by other financial institutions; Financial services relating to international securities; Financial advice relating to tax; Providing investors with financial information; Insurance; Health insurance; Mortgage insurance; Insurance broking; Medical insurance; Insurance brokerage; Brokerage (Insurance -); Brokerage of insurance; Medical insurance underwriting; Accident insurance; Banking insurance; Provision of insurance services to insurance companies; Insurance services; Brokerage of non-life insurance; Insurance underwriting services; Life insurance underwriting; Underwriting of health insurance (Services for the -); Insurance for businesses; Private health insurance; Insurance brokering; Insurance brokers (Services of -); Insurance underwriting and appraisals and assessment for insurance purposes; Mortgage banking insurance; Insurance consultation; Consultations [insurance]; Insurance advice; Insurance brokerage services; Insurance research; Arranging of insurance; Arranging insurance; Administration of insurance claims; Administration of insurance plans; Insurance risk management; Insurance advisory services; Insurance arranging services; Administration of insurance portfolios; Insurance information and consultancy; Home contents insurance; Insurance consultation services; Corporate finance; Finance services; Corporate finance consultancy; Corporate finance services; Consultancy services relating to corporate finance; Consulting services relating to corporate finance; Consultancy services relating to finance; Professional consultancy relating to finance; Research services relating to finance; Consultancy services relating to personal finance; Advisory services relating to finance; Investment banking; Investment banking services; Arranging investments, in particular capital investments, financing services and insurance.

Class 41

Coaching relating to finance; Training services relating to finance; Educational courses relating to finance; Adult education services relating to finance; Courses (Training -) relating to finance.