Classification Information
Class [35]
Advertising, Business & Retail Services
Administration of employee benefit plans; information, consultancy and advisory services relating to employee benefit plans.
Class [36]
Insurance & Financial Services
Administrative services relating to investments; advice on finance during retirement; advice on finance for retirement; advice relating to investment during retirement; advice relating to investment for retirement; advice relating to pensions; ; advisory services relating to financial planning; arranging of mortgages cashflow modelling services; comparison of performance of portfolios of securities; computerised financial advisory services; computerised information services relating to investments; corporate financial planning services; development of investment portfolios; discretionary fund management (financial and investment services); financial advice relating to inheritance; financial advice relating to investment; financial advice relating to pensions; financial advice relating to settlements; financial advice relating to tax; financial advice relating to tax planning; financial advice relating to trusts; financial advice relating to wills; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial analysis services relating to investments; financial consultancy services relating to investments; financial consulting and advisory services; financial investment advisory services; ; financial management and planning; financial management of pensions; financial planning and management; financial planning for retirement; financial planning relating to school fees; financial planning services; financial portfolio management services; financial risk assessment services; financial risk management services; financial services relating to pensions; financial services relating to savings; financial services relating to wealth management; financial trust planning; independent financial advice; independent financial planning advice; monitoring of financial portfolios; mortgage advice; mortgage brokerage services; pension calculation services; pensions consultancy; pensions planning; personal financial planning; personal financial planning advisory services; planning services relating to pensions; providing information and analysis via the Internet in the field of financial investments; providing information regarding publicly traded investments; provision of investment savings plans; provision of tax advice [not accounting] ; wealth management services; information, consultancy and advisory services relating to the aforesaid services; computerised information and advisory services relating to the aforesaid services; providing online information about the aforesaid services from a computer database or the Internet; none of the aforesaid services relating to retail financing, store card services, credit services or warranty services.
Class [38]
Communications Services
Providing access to platforms and portals on the Internet enabling users and their advisers to access and view investment portfolios, performance data relating to investments, trading information relating to investments, financial reports, shareholder documentation, and information relating to finances and tax; providing access to platforms and portals on the Internet enabling users and their advisers to administer investments; providing access to platforms and portals on the Internet enabling users and their advisers to conduct a fact finding exercise and discussion which informs advice relating to the suitability of financial products, financial investments, pensions products, and financial planning strategies.
Class [41]
Education and Entertainment Services
Education and training relating to financial matters, pensions, inheritance planning, and tax planning; training relating to financial matters; training relating to pensions; training relating to investments; training relating to insurance; training relating to inheritance planning; training relating to tax planning; electronic publications (not downloadable) relating to financial matters, pensions, investments, insurance, inheritance planning, and tax planning; providing online newsletters in the fields of finance, pensions, investments, insurance, inheritance planning, and tax planning.
Class [42]
Computer & Software Services & Scientific Services
Hosting of platforms on the Internet; platform as a service [PaaS] featuring software enabling users and their advisers to access and view investment portfolios, performance data relating to investments, trading information relating to investments, financial reports, shareholder documentation, and information relating to finances and tax; platform as a service [PaaS] featuring software enabling users and their advisers to conduct a fact finding exercise and discussion which informs advice relating to the suitability of financial products, financial investments, pensions products, insurance products, and financial planning strategies; platform as a service [PaaS] featuring software platforms enabling users and their advisers to administer investments, and to buy or sell shares and investment assets; platform as a Service [PaaS] relating to finance, investments, portfolio management, tax, pensions and insurance; software as a service [SaaS] featuring software enabling users and their advisers to access and view investment portfolios, performance data relating to investments, trading information relating to investments, financial reports, shareholder documentation, and information relating to finances and tax; software as a service [SaaS] featuring software enabling users and their advisers to administer investments, and to buy or sell shares and investment assets; software as a service [SaaS] featuring software enabling users and their advisers to conduct a fact finding exercise and discussion which informs advice relating to the suitability of financial products, financial investments, pensions products, insurance products, and financial planning strategies; software as a service [SaaS] relating to finance, investments, portfolio management, tax, pensions, and insurance.
Class [45]
Personal & Legal & Social Services
Legal services relating to wills; funeral services; funeral arrangement services; legal information services.
