# Trade Mark Journal No.2025/043 24 October 2025

## UK00004243929 4 August 2025 (16,35,36,38,41,42,45)

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Class 16
  Printed and operational templates, suitability reports, client forms, compliance checklists, handbooks, business process guides, and procedural documentation for professional services and business operations; printed and workbooks, journals, planners, and instructional materials for use in business management, workflow optimisation, and compliance tracking; customisable document kits and pre-formatted materials for resale and client implementation.
Class 35
  Outsourcing services [business assistance]; business administration and office functions; provision of outsourced operations and back-office services for professional service firms including, but not limited to, financial advisers, legal professionals, accountants, consultants, architects, and healthcare practitioners; paraplanning services and administrative support for financial planners and wealth managers; client communication handling; appointment scheduling and diary management; email and inbox management; document management and formatting; preparation of client reports, suitability letters, and other regulated documentation (non-advisory); CRM system management; onboarding coordination; compliance and process support; transcription services; workflow optimisation and operational management.
Class 36
  Financial administration services; administrative support for financial planners and advisers; back-office services relating to investment and pension administration; processing of financial data; preparation and formatting of financial reports; management of fee disclosure and charging processes; non-advisory support for financial planning activities; preparation of compliance and client documentation related to financial services; outsourced support services to regulated financial firms.
Class 38
  Secure electronic transmission of data; communication services for document exchange and task management; operation of secure client portals and hosted platforms; managed email handling services; digital document routing and storage services; telephone call handling and receptionist services on behalf of third-party businesses; outsourced telephony infrastructure and client line management; postal mail handling and redirection services for business clients.
Class 41
  Provision of training and onboarding services for business operations and compliance; development and delivery of training programmes and CPD-compliant educational content relating to workflow systems, regulatory processes, and back-office operations; coaching in administrative systems, compliance workflows, and client service procedures; training in the use of customer relationship management platforms and internal tools; provision of non-downloadable webinars, workshops, and instructional content for operational efficiency, automation, and professional development; sale and licensing of pre-built or customisable training materials, templates, and learning modules.
Class 42
  Software as a service (SaaS) featuring tools for workflow automation, client communications, and operational support; software for managing administrative, compliance, and document processes; development and integration of custom dashboards and systems to support regulated and operational workflows; automation of paraplanning, data entry, and task routing; platform integration and synchronisation of customer relationship management (CRM) and back-office systems; provision of online non-downloadable software for workflow management, compliance administration, and internal team operations.
Class 45
  Administrative support services relating to regulatory compliance for professional services firms, including financial, legal, healthcare, and accounting sectors; non-legal review and preparation of promotional and procedural documentation; support for fulfilling industry-specific regulatory requirements; compliance task coordination and reporting; FCA documentation handling support (non-advisory); regulatory operations administration.

Efficient Paraplanning LTD