Trade Mark Journal No.2026/040 2 October 2026

UK00004446768 17 September 2026 (9,35,36,41,42)

Aerrix

Class 9: Downloadable computer software for accounting, bookkeeping, financial management, financial reporting, budgeting, forecasting, fund accounting, investment fund administration, investor administration, treasury management, payroll administration and business administration; downloadable computer software for data management and analysis, document management and workflow automation in the fields of accounting, finance, fund administration, investor administration, payroll, business administration and regulatory compliance; downloadable computer software for customer due diligence, identity and beneficial ownership verification, sanctions and watchlist screening, transaction monitoring, fraud detection, anti-money laundering and regulatory compliance; downloadable artificial intelligence software for accounting, financial analysis, fund administration, document processing and workflow automation in the fields of accounting, finance and regulatory compliance.
Class 35: Accountancy; accounting services; bookkeeping; management accounting; preparation of accounts, financial statements and accounting reports; accounts payable and accounts receivable administration; account reconciliation services; reconciliation of investment transaction records; invoicing and payroll administration; business auditing; internal business auditing; financial auditing; tax preparation; tax filing services; tax consultancy relating to accountancy; accounting services for tax compliance purposes. Business administration and administrative support services; co-sourced and outsourced accounting, bookkeeping, payroll and business administration services; administrative support services relating to investment funds, trusts, companies, pension funds and family offices; clerical and business administrative support relating to investor onboarding, investor reporting and investor servicing. Business management consultancy; business organisation consultancy; business strategy consultancy; consultancy relating to business operations; business process management, improvement and transformation consultancy; business project management services; procurement services for others [purchasing goods and services for other businesses]; business data analysis; business investigations and commercial due diligence services; business management consultancy relating to corporate governance; business continuity planning; market research; marketing; post-merger business integration consultancy. Business assistance relating to the establishment of commercial undertakings; company secretarial services; provision of registered office addresses for business administrative purposes; business management services provided through company directors; clerical preparation and submission of statutory company returns and filings. Personnel recruitment; personnel placement; human resources consultancy; personnel management consultancy; provision of interim accounting, finance and business management personnel; secondment of personnel; personnel administration of employee benefit schemes, excluding financial administration of pension, insurance and investment schemes.
Class 36: Financial administration of investment funds; investment fund administration; financial administration of pension funds, trusts and family offices; treasury management services; financial analysis, forecasting and modelling; financial valuation of businesses, assets and investments; financial due diligence services; financial risk assessment; financial risk management consultancy; financial fiduciary services; trustee services; corporate finance services; financial consultancy relating to mergers and acquisitions; financial restructuring advisory services. Financial administration services for investors in investment funds; transfer agency services for investment funds; calculation of net asset values for investment funds; investment portfolio monitoring and financial analysis; investment performance measurement and financial reporting; financial administration of investor subscriptions and redemptions; financial administration and processing of capital calls and distributions for investment funds.
Class 41: Provision of training courses, webinars, workshops and seminars in the fields of accounting, finance, fund administration, investment fund operations and business administration; professional development training in the fields of accounting, finance, fund administration, investment fund operations and business administration; arranging and conducting educational conferences and educational events in the fields of accounting, finance, fund administration, investment fund operations and business administration; preparation and provision of educational materials as part of the delivery of training in the fields of accounting, finance, fund administration, investment fund operations and business administration; business consultancy services.
Class 42: Software as a service [SaaS] featuring software for accounting, bookkeeping, financial management, financial reporting, budgeting, forecasting, fund accounting, investment fund administration, investor administration, treasury management, payroll administration, business administration, data management and analysis, document management and workflow automation; software as a service [SaaS] featuring software for customer due diligence, identity and beneficial ownership verification, sanctions and watchlist screening, transaction monitoring, fraud detection, anti-money laundering and regulatory compliance. Software as a service [SaaS] featuring artificial intelligence and machine learning software for accounting, financial analysis, fund administration, document processing and workflow automation in the fields of accounting, finance and regulatory compliance; platform as a service [PaaS] featuring computer software platforms for accounting, financial management, fund administration, investor administration, payroll administration, business administration, document management, workflow automation and regulatory compliance.

Aerrix (UK) Ltd