Computer software for use in investment research and analysis, compilation of market indices, providing investment advice, providing financial information, trading of securities and currencies and options, trading of foreign currencies, and futures and funds and commodities, in the fields of investment banking, investment management, payment systems, accounting systems, financial planning and wealth management; downloadable computer software applications for use in financial planning related to financial investment products and services and software for use in electronic transmission of financial and investment information and wealth management; application software for mobile telephones and mobile devices for providing information in the field of financial planning, financial investments and wealth management; electronic databases in the field of financial planning, financial investments and wealth management recorded on computer media; audio recordings featuring webcasts, webinars and podcasts in the field of financial planning, financial investments and wealth management; multi-media recordings, namely multimedia software recorded on CD-ROM featuring financial information in the field of investments and wealth management; video recordings featuring financial information in the field of investments and wealth management; downloadable films featuring financial information in the field of financial investments and wealth management provided via the Internet; downloadable podcasts in the field of financial planning, investments and wealth management; downloadable e-books in the field of financial planning, investments and wealth management; audio books in the field of financial planning, investments and wealth management; downloadable electronic publications in the nature of magazines and books in the field of financial planning, investments and wealth management recorded on computer media; electronic publications in the nature of magazines, books, and newsletters in the field of financial planning, investments and wealth management; downloadable electronic reports featuring financial information, investment analysis, and wealth management goals; training guides in electronic format, namely electronic publications in the nature of manuals featuring training in the field of financial investments, wealth building and management, direct fund investments recorded on computer media; downloadable educational media, namely, downloadable audio files and reports featuring financial instructions for wealth management and analysis

Class [016]
Paper Goods and Printed Material

Printed matter namely, books, pamphlets, prospectus, newsletters and disclosure statements in the field of financial planning, transactional structuring and asset management, debt finance, risk and wealth management; photographs; stationery, printed instructional, educational, and teaching materials in the field of financial planning and investing, asset and wealth management; printed publications, namely, magazines, books, newsletters, pamphlets and brochures all in the field of finance, investment, trading, wealth management, philanthropy, and the arts; printed reports featuring graphics, charts and analysis of finance and investment information; printed books in the field of finance, investment, trading, philanthropy and the arts; magazines featuring finance, investments, philanthropy, and the arts; newsletters in the field of finance, investments, philanthropy and the arts; printed periodicals in the field of finance, investments, philanthropy and the arts; brochures about finance, investments, philanthropy and the arts; events programs; booklets in the field of finance, investments, philanthropy and the arts; pamphlets in the field of finance, investments, philanthropy and the arts; leaflets about finance, investments, philanthropy and the arts; journals in the field of finance, investments, philanthropy and the arts; diaries; calendars; posters; notebooks; postcards; printed awards

Class [035]
Advertising, Business & Retail Services

Business management; business administration; providing office functions; secretarial services; business management consultancy and advisory services; advisory services relating to business management and business operations; business strategy development services; business project management; providing business information in the field of finance, investments, and philanthropy services; business appraisals; providing business intelligence services; analysis of business trends, namely business data analysis; business efficiency expert services; business enquiries and investigations; business research; market research; conducting marketing studies; marketing research; preparation of business and commercial reports; computerized file management; compilation and analysis of information and data, namely, information and data compiling and analyzing relating to business management; compilation of statistics; commercial information agencies; cost-price analysis; economic forecasting and analysis; statistical analysis and reporting services for business purposes; business risk management services; business reputation management and improvement services; brand creation services, namely advertising services in the nature of creating corporate and brand identity for others; brand strategy services, namely, marketing consultancy focusing on helping clients create and extend their product and brand strategies by building virally engaging marketing solutions; tax advisory services; tax assessment; tax preparation; accountancy services; bookkeeping; account auditing; business auditing; financial auditing; drawing up of statements of accounts, namely preparation and presentation of financial statements; payroll preparations; auctioneering services; arranging of presentations for business purposes, namely, preparation and presentation of business prospectuses; arranging and conducting exhibitions for business purposes, and arranging and conducting business conferences; business networking services; business management consulting; tax advice not being accounting, namely, tax consultation; tax planning not being accounting, namely tax consultations; business succession planning

Class [036]
Insurance & Financial Services

Financial affairs and monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, advising on the purchasing and investing in real property; investment management; investment services, namely, investing in equities, aviation finance, and private equity or debt investments; financial investment analysis; fund investment services; private client investment services, namely private debt investments, technology investments, and private technology investments; financial management; funds management, namely management of private equity funds; real estate asset management, namely, real estate management services; real estate investment services; debt investment services, namely, bonds and mortgages, certificates of deposit, and municipal bonds; conducting of capital market transactions, namely, the buying and selling of long term debt loans; fixed income investment services, namely, investing in municipal bonds, convertible bonds, corporate bonds, bank sub-debt, CDs and money market securities, whole loans, and U.S. treasuries; financial services, namely, wealth management services; estate trust management; venture capital advisory services; capital investments; investing of funds; financing; financing of property development; financial services relating to the provision and structuring of capital, namely, raising debt and equity capital for others; banking; merchant banking services; financial transfers and transactions, and payment services, namely, electronic funds transfer and payment transaction processing services; securities and commodities trading services; share trading, namely, trading in securities; stock trading, namely, trading in securities; currency trading; management of securities portfolios; financial analysis; financial consulting services; financial evaluation for insurance purposes, and providing financial information and evaluations relating to banking, real estate; financial appraisal and valuation of personal assets, and real estate property; real estate appraisals; appraisal of personal property for others; estate planning; estate trust management; trustee services; trusteeships representatives; financial information; fiscal assessment and evaluation; news reporting services in the field of financial news; insurance services namely, brokerage and underwriting services; actuarial services; financial risk management; arranging of loans; instalment loans; factoring agency services; business liquidation services, financial; philanthropic services concerning monetary donations; charitable fundraising

Class [045]
Personal & Legal & Social Services

Legal services; advisory services relating to regulatory affairs, namely, regulatory compliance consulting in the field of finance, investment, and wealth management; reviewing standards and practices to assure compliance with finance laws and regulations; licensing services, namely, licensing of commercial property and aviation leases; hotel and personal concierge services; personal concierge services for others comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs; providing information and advice regarding the aforesaid services, namely providing information via a website in the fields of legal services, regulatory compliance consulting in the field of finance, investment, and wealth management, licensing of commercial property and aviation leases, and hotel and personal concierge services comprising making requested personal arrangements and reservations and providing customer-specific information to meet individual needs

Mark Details

Serial Number

No 88114574

Mark Type

No Service Mark

Attorney Docket Number

No 186.0031

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
09^th Jun 2020	REGISTERED-PRINCIPAL REGISTER
05^th May 2020	CASE ASSIGNED TO INTENT TO USE PARALEGAL
05^th May 2020	1(B) BASIS DELETED; PROCEED TO REGISTRATION
07^th Apr 2020	NOTICE OF ALLOWANCE CANCELLED
07^th Apr 2020	TEAS DELETE 1(B) BASIS RECEIVED
04^th Mar 2020	TEAS CHANGE OF CORRESPONDENCE RECEIVED
04^th Mar 2020	APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04^th Mar 2020	TEAS CHANGE OF OWNER ADDRESS RECEIVED
18^th Feb 2020	NOA E-MAILED - SOU REQUIRED FROM APPLICANT
24^th Dec 2019	OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

FLOREAT

Classification Information

Class [009]Computer & Software Products & Electrical & Scientific Products

Class [016]Paper Goods and Printed Material

Class [035]Advertising, Business & Retail Services

Class [036]Insurance & Financial Services

Class [045]Personal & Legal & Social Services