Trade Mark Journal No.2026/043 23 October 2026

UK00004456289 7 October 2026 (9,35,36,41,42)

Mark 1

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Mark 2

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Mark 3

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Mark 4

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The colour grey in the 1st and 2nd mark represents background and/or transparent areas and is not claimed as a feature of the 1st and 2nd mark. The text in the 2nd mark in the series is white.

Class 9
Software in the financial and investment services fields; financial management software; investment management software; software for assisting others with obtaining financial and investment information, advice and/or assistance; software for facilitating or enabling access to business services, financial services and investment services; computer and mobile application software for assisting others with obtaining financial and investment information, advice and/or assistance; downloadable mobile applications for assisting others with obtaining financial and investment information, advice and/or assistance; software providing interactive quizzes and questionnaires in the financial field; software providing click-to-call and message capabilities and access to advisor contact details; electronic bulletin boards; downloadable electronic publications, including check-lists, questionnaires, information and advice packs and training manuals in the financial field; publications relating to the financial field in electronic form downloadable or supplied on-line from a computer database, computer network, global computer network or the Internet; downloadable electronic document templates in the financial field; downloadable podcasts; downloadable videocasts; downloadable videos; downloadable audio and video recordings in relation to financial and investment services.
Class 35
Business information, advisory and consultancy services; business management services; data processing, systematisation and management; database management; compilation, analysis and retrieval of information and data; providing business and commercial contact information; tax services, information, advice and consultancy [accountancy]; tax planning [accountancy]; preparation and completion of income tax returns; economic forecasting and analysis; advertising, marketing and promotional services; loyalty, incentive and bonus program services; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class 36
Financial services; financial information, advisory and consultancy services; financial planning and management services; personal financial planning advisory services; investment services; investment management; investment administration services; finance management; cash management services; fund management services; brokerage of stocks, bonds and other securities; asset valuations; financial forecasting, planning and analysis; financial evaluation, analysis and consultancy; preparation and analysis of financial reports; security trading services; profit and cash flow forecasting and planning; provision of financial advice and information; provision of investment advice and information; provision of pensions advice and information; provision of tax advice and information [not accounting]; provision of investment savings plans; capital investment programmes; insurance services; providing news and information in the financial field; all of the aforesaid services also provided on-line from a computer database, computer network, global computer network or the Internet; information, advisory and consultancy services relating to any of the aforesaid.
Class 41
Providing on-line electronic publications in the financial field; providing on-line non-downloadable check-lists, questionnaires, information and advice packs and training manuals in the financial field; providing on-line non-downloadable electronic document templates in the financial field; publication of educational and training guides in the financial field; education and training services in the financial field; arranging and conducting of financial educational seminars, conferences, courses and workshops; production of podcasts; production of video and audio recordings; provision of training information via podcasts; audio, film, video and television recording services; information, advisory and consultancy services relating to any of the aforesaid.
Class 42
Design, development, updating and maintenance of software; design, development, updating and maintenance of computer and mobile applications and electronic databases; design, development, updating and maintenance of web portals and platforms; Software as a service [SaaS] in the financial field; providing temporary use of online non-downloadable computer software and software applications in the financial field; providing temporary use of online non-downloadable computer software, applications and programs for interactive quizzes and questionnaires in the financial field; hosting of portals on the Internet; hosting of computerised data, files, applications and information; electronic data storage; information, advisory and consultancy services relating to any of the aforesaid.

7IM Investment and Retirement Solutions Limited

Representative: Burges Salmon LLP