Trade Mark Journal No.2026/031 31 July 2026
WO0000001928241 (36)
Office of origin: United States of America
Date of International Registration:22 May 2026
Date of designation in the UK:
22 May 2026

Registration of this mark shall give no right to the exclusive use of "CUSTOM DIRECT INVESTING"
International priority date claimed: 3 December 2025
(United States of America)
(99528323)
- Class 36
- Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial services, namely, providing an interactive website featuring information and links relating to investment advisory services, investment management services and financial management; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, models, hedge funds, private equity funds, funds investment, wrap fee programs, separate accounts, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custody services, namely, commission of servicing and management of financial assets; management and investment of funds and financial assets of others; capital investment services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; clearance services, namely, clearing and settling financial transactions on behalf of others; financial custody services, namely, maintaining possession of financial assets and securities for others for financial management purposes, and confirming and tracking financial transactions for others; retirement planning services, namely, financial planning for retirement; real estate investment services.
Neuberger Berman Group LLC
Representative: Claudia W. Stangle Leydig, Voit & Mayer, Ltd., 180 N. Stetson Avenue, Suite 4900, Chicago IL 60601, UNITED STATES OF AMERICA