# Trade Mark Journal No.2025/026 27 June 2025

## UK00004205851 19 May 2025 (9,35,36,42)

AVIVA WEALTH COMPASS

Class 9
  Computer software and computer application software relating to finance, insurance, pensions and investments, banking and bank account services, the handling of financial transactions, financial savings, wealth management, wealth planning and financial analysis; computer software and application software in the fields of finance, insurance and/or wealth planning to assist consumers, including by means of questionnaires, to understand their financial and insurance needs and requirements, and to provide consumers with financial and insurance products and financial and insurance information, advice and recommendations based on these needs and requirements; software for the integration of artificial intelligence and machine learning in the field of Big Data; electronic publications; cash cards, bank cards, credit cards, debit cards, multifunction cards for financial services.
Class 35
  Business consultancy and advisory services relating to finance, insurance, pensions, weath planning and investments; business risk consultancy and advisory services; compilation of information into computer databases; provision of commercial business information by means of a computer database; business information and business data services, namely analysing data and information to provide insight and understanding into the behaviour of consumers and businesses, to categorise and predict consumer behaviour, for consumer targeting and profiling purposes and for the prediction of consumer preferences and behaviours; information and data analysis in the field of consumer and business profiling and prediction of consumer preferences and behaviours; business intelligence services; provision of business and commercial data and information; business and commercial data processing, searching, evaluation, verification, management and analysis services; market research data analysis; provision of online financial and insurance services comparisons; financial records management; provision of online financial records management; loyalty scheme services; information, consultancy and advisory services relating to all the aforesaid.
Class 36
  Insurance and financial services; wealth management services; financial, insurance and wealth planning services; assurance services; insurance administration services; preparation and analysis of financial reports; financial analysis and research services; financial transaction services; financial analysis and research services including in the field of personal savings and personal banking; credit card services; electronic banking services; electronic payment card services; stored value electronic purse services; electronic funds transfer services; electronic payment services; cash disbursement services; credit services; administration of savings accounts; loan services; loan financing; arranging loans; fund and securities investment services; fund management services; management of investments; pension investment management; pension fund investment management; administration of investment funds; pension services; pension planning services; pension fund administration and management; provision of pension schemes; asset management services; securities and assets brokerage; financial management services; financial planning services; personal financial planning services; financial planning for retirement; financial advisory services relating to wealth and retirement planning; monitoring of financial portfolios; issuing of tokens of value in relation to customer loyalty schemes; issuing of tokens of value as part of a customer membership scheme; issuing of tokens of value as a reward for customer loyalty; provision of data and information in the fields of finance, insurance, pensions and investments; information, consultancy and advisory services relating to all the aforesaid.
Class 42
  Software as a service featuring software in the fields of finance, insurance, pensions and investments, banking and bank account services, the handling of financial transactions, financial savings, wealth management, wealth planning and financial analysis; software as a service featuring software in the fields of finance, insurance and/or wealth planning to assist consumers, including by means of questionnaires, to understand their financial and insurance needs and requirements, and to provide consumers with financial and insurance products and financial and insurance information, advice and recommendations based on these needs and requirements; hosting of an online website for the provision of financial, banking, savings and payment services; information, consultancy and advisory services relating to all the aforesaid.

Aviva Life Holdings UK Limited

Representative: Venner Shipley LLP