Trade Mark Journal No.2025/039 26 September 2025

Mark 2

Class 9

Downloadable software; downloadable applications; downloadable applications for mobile devices; downloadable smartphone applications (software); Downloadable, web applications and cloud-based software and mobile applications for use by financial advisers and their clients in aggregating, managing, and analysing client financial data; software for financial planning, portfolio tracking, and client reporting; downloadable, web applications and cloud based tools for adviser-client communication, regulatory compliance, and document management .

Class 35

Business information, consultancy, appraisal and advisory services; Provision of business information, data analytics, and insights for financial advisers; compilation and analysis of business performance data; business consultancy services relating to the operation of financial advisory practices; provision of dashboards, metrics, and reporting tools to support operational efficiency and business growth in the financial services sector .

Class 36

Financial services; investment services; pension services; investment services; pension consultancy and advisory services; Provision of financial information and advice to financial advisers; financial planning and investment management services; provision of an electronic platform enabling financial advisers to manage client investments, pensions, savings, and insurance; aggregation and presentation of client financial data; provision of tools to support financial product comparison, advice, and planning .

Class 41

Education services; training services; educational services relating to financial services, insurances, investments, pensions and business development, provision of training, workshops, seminars and webinars for financial advisers and intermediaries, continuing professional development (CPD) courses, online non-downloadable publications and instructional materials, organisation of conferences and learning events, advisory and consultancy services relating to all the foregoing.

Class 42

Software as a service (SaaS) for financial advisers, featuring tools for financial data aggregation, portfolio management, and client reporting; provision of temporary use of non-downloadable software for use in financial services; design, development, hosting, and maintenance of digital platforms used by financial advisers; technical support services for financial software platforms.