# Trade Mark Journal No.2026/011 13 March 2026

## UK00004344593 24 February 2026 (9,36,41,42)

International priority date claimed: 13 February 2026 (New Zealand) (1315629)

Class 9
  Downloadable software and mobile application software for the provision of financial services; downloadable software and mobile application software for the provision of personal finance services; downloadable software and mobile application software for the provision of personal finance management services; downloadable software and mobile application software for tracking income, expenses, assets, liabilities and net worth, connecting to financial institution accounts via automated bank feeds and application programming interfaces (APIs), aggregation, categorisation, analysis and visualisation of financial data, multi-currency support, financial reporting, budgeting, goal setting and cash-flow forecasting, scenario modelling and long-term financial planning, shared household financial management and multi-user collaboration; downloadable software and mobile application software incorporating artificial intelligence for financial analysis and insights generation; downloadable electronic publications and instructional materials in the fields of financial services and personal finance.
Class 36
  Financial services; personal finance services; financial management services; financial analysis; financial information services; financial data analysis; financial forecasting; providing online personal financial planning and budgeting information; providing financial information and analysis via websites and mobile applications; advisory, consultancy and information services in relation to the aforesaid services; the provision of the aforesaid services online via a website, the internet or other computer networks and/or accessible by mobile phone and other internet-enabled devices; provision of all the aforesaid, including via digital, electronic and/or media networks and channels.
Class 41
  Educational services relating to finance; educational services relating to personal finance; provision of educational information; provision of educational information in the field of personal finance management; providing online electronic publications, not downloadable; providing online non-downloadable electronic publications in the field of finance and personal finance; publication of educational and training materials and guides and articles; conducting webinars, workshops and online seminars in the field of personal finance; production and distribution of podcasts; providing online non-downloadable audio content and podcasts relating to finance and personal finance management; advisory, consultancy and information services in relation to the aforesaid services; the provision of the aforesaid services online via a website, the internet or other computer networks and/or accessible by mobile phone and other internet-enabled devices; provision of all the aforesaid, including via digital, electronic and/or media networks and channels.
Class 42
  Platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of providing financial services; platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of providing personal finance services; platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of providing personal finance management services; platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of tracking income, expenses, assets, liabilities and net worth, connecting to financial institution accounts via automated bank feeds and application programming interfaces (APIs), aggregation, categorisation, analysis and visualisation of financial data, multi-currency support, financial reporting, budgeting, goal setting and cash-flow forecasting, scenario modelling and long-term financial planning, shared household financial management and multi-user collaboration; providing temporary use of non-downloadable software incorporating artificial intelligence for financial analysis and insights generation; advisory, consultancy and information services in relation to the aforesaid services; the provision of the aforesaid services online via a website, the internet or other computer networks and/or accessible by mobile phone and other internet-enabled devices; provision of all the aforesaid, including via digital, electronic and/or media networks and channels.

POCKETSMITH LIMITED

Representative: Taylor Wessing LLP