Trade Mark Journal No.2026/038 18 September 2026

UK00004440913 4 September 2026 (9,36,41,42)

Valermere

Class 9: Computer software; downloadable computer software; downloadable application software; downloadable computer software applications; downloadable software for financial management, personal finance management, investment management, investment portfolio management, investment portfolio analysis, cash management, budgeting, income tracking and expense tracking; downloadable software for the aggregation, consolidation, organisation, monitoring and analysis of financial information from bank accounts, brokerage accounts, investment accounts, accounts holding cash or investments, mortgage accounts, loan accounts and pension accounts; downloadable software for creating, maintaining, tracking and analysing investment portfolios; downloadable software for monitoring shares, stocks, bonds, collective investment schemes, exchange-traded funds, pensions, savings, property and real estate, mortgages, debts and other liabilities, cryptocurrencies, prediction markets, precious metals, collectibles, vehicles, cash, bank interest and other financial assets and liabilities; downloadable software for portfolio performance analysis, asset allocation analysis, risk analysis and investment reporting; downloadable software for establishing target asset allocations, modelling portfolio rebalancing and generating proposed portfolio rebalancing transactions; downloadable software for generating investment portfolio alerts, notifications, dashboards, charts, graphs and reports; downloadable software for comparing investment portfolios with model investment portfolios; downloadable software for accessing, monitoring and analysing financial market data and financial news; downloadable software applications for use on personal computers; downloadable software applications for use on mobile phones; downloadable software applications for use on tablet computers; downloadable software applications for use on smartwatches; downloadable software applications for use on augmented reality headsets; downloadable software applications for use on virtual reality headsets; downloadable software applications for use on electronic devices; downloadable podcasts; downloadable audio programmes; downloadable electronic publications in the nature of reports, guides, newsletters and articles in the fields of personal finance, investments and investment portfolios.
Class 36: Financial information; financial research; financial analysis; investment research; financial portfolio analysis; compilation of financial information; provision of financial information, financial research and financial analysis relating to personal finance, investments, investment portfolios, securities, savings, pensions, financial assets and financial liabilities, including property and real estate, mortgages, debts and other liabilities, cryptocurrencies, prediction markets, precious metals, collectibles, vehicles, cash and bank interest; provision of financial information relating to the composition, performance, asset allocation, target allocation, risk and rebalancing of investment portfolios; provision of financial information derived from bank accounts, brokerage accounts, investment accounts, mortgage accounts, loan accounts and pension accounts; provision of financial market data and financial news for financial purposes; financial information services provided via computer networks and online platforms; all the aforesaid services being for retail investors and consumers.
Class 41: Education and training services in the fields of personal finance, investments, investment portfolios, cash management and budgeting; provision of online educational materials in the fields of personal finance, investments, investment portfolios, cash management and budgeting; provision of non-downloadable online electronic publications in the nature of reports, guides, newsletters and articles in the fields of personal finance, investments and investment portfolios; publication of electronic books, journals, newsletters and articles in the fields of personal finance, investments and investment portfolios; production of podcasts in the fields of personal finance, investments and investment portfolios; provision of online non-downloadable podcasts and audio programmes in the fields of personal finance, investments and investment portfolios; production of video recordings in the fields of personal finance, investments and investment portfolios; provision of non-downloadable educational videos online in the fields of personal finance, investments and investment portfolios; arranging and conducting of webinars in the fields of personal finance, investments and investment portfolios; provision of online courses in the fields of personal finance, investments and investment portfolios.
Class 42: Software as a service [SaaS]; providing temporary use of non-downloadable computer software; providing temporary use of non-downloadable web-based software applications; providing temporary use of cloud-based non-downloadable software; software as a service featuring software for financial management, personal finance management, investment management, investment portfolio management, investment portfolio analysis, cash management, budgeting, income tracking and expense tracking; software as a service featuring software for the aggregation, consolidation, organisation, monitoring and analysis of financial information from bank accounts, brokerage accounts, investment accounts, accounts holding cash or investments, mortgage accounts, loan accounts and pension accounts; providing temporary use of non-downloadable web-based software for creating, maintaining, tracking and analysing investment portfolios; providing temporary use of non-downloadable web-based software for monitoring shares, stocks, bonds, collective investment schemes, exchange-traded funds, pensions, savings, property and real estate, mortgages, debts and other liabilities, cryptocurrencies, prediction markets, precious metals, collectibles, vehicles, cash, bank interest and other financial assets and liabilities; providing temporary use of non-downloadable web-based software for portfolio performance analysis, asset allocation analysis, risk analysis and investment reporting; providing temporary use of non-downloadable web-based software for establishing target asset allocations, modelling portfolio rebalancing and generating proposed portfolio rebalancing transactions; providing temporary use of non-downloadable web-based software for generating investment portfolio alerts, notifications, dashboards, charts, graphs and reports; providing temporary use of non-downloadable web-based software for comparing investment portfolios with model investment portfolios; providing temporary use of non-downloadable web-based software for accessing, monitoring and analysing financial market data and financial news; electronic storage of financial information, investment portfolio data and personal financial data.

Valermere Ltd

Representative: Harper James Ltd