# Trade Mark Journal No.2026/031 31 July 2026

## WO0000001928241 (36)

Office of origin: United States of America

Date of International Registration:22 May 2026
Date of designation in the UK: 22 May 2026

Registration of this mark shall give no right to the exclusive use of "CUSTOM DIRECT INVESTING"

International priority date claimed: 3 December 2025 (United States of America) (99528323)

Class 36
  Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial services, namely, providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custody services, namely, commission of servicing and management of financial assets; management and investment of funds and financial assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; clearance services, namely, clearing and settling financial transactions on behalf of others; financial custody services, namely, maintaining possession of financial assets and securities for others for financial management purposes, and confirming and tracking financial transactions for others; retirement planning services, namely, financial planning for retirement; real estate investment services.

Neuberger Berman Group LLC

Representative: Claudia W. Stangle Leydig, Voit & Mayer, Ltd., 180 N. Stetson Avenue, Suite 4900, Chicago IL 60601, UNITED STATES OF AMERICA