Trade Mark Journal No.2026/013 27 March 2026

UK00004352065 10 March 2026 (9,35,36,38,42)

Mark 1

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Mark 2

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Mark 3

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Class 9
Computer software for financial wealth management, asset management, accounting, reporting, client management and customer relationship management (CRM); computer software that provides integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface.
Class 35
Business assistance, advisory and consulting services in the field of financial wealth management.
Class 36
Financial advisory services; financial investment services; financial information; financial risk management and risk assessment services; financial management; financial planning services; preparation and analysis of financial reports; finance services; wealth management; financial services relating to wealth management; asset management; financial services provided over the internet and telephone; providing information and analysis via the internet in the field of financial investments.
Class 38
Providing access to platforms on the internet; electronic transmission of computer programs via the internet.
Class 42
Design, development and maintenance of computer software; providing of non-downloadable computer software online; hosting and operation of computer systems for others including related installations; providing of software as a service (SaaS) to others; all the aforementioned services being related to software for family offices, banks, funds, wealth managers, asset managers, trusts, foundations, endowments and other investors and wealth owners.

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