downloadable computer software for database management for use by financial advisors; downloadable computer software for managing bank accounts, pensi Read More

Classification Information

Class [009]
Downloadable computer software for database management for use by financial advisors; Downloadable computer software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; downloadable mobile applications for use in managing financial accounts; downloadable computer application software for mobile phones, namely software for creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; downloadable electronic publications in the nature of brochures, newsletters, magazines, guides and manuals in the fields of retirement planning, equity financing, mortgage lending and financial portfolio management; downloadable and recorded computer programs relating to loan services, equity financing and pension plans and schemes

Classification kind code

Class [036]
Financing services for securing of funds, namely, sourcing and securing loans and mortgages from third party financial services providers; Financial administration of pension funds and schemes; Annuity services, namely, underwriting, issuance, investment management and administration of annuities; Capital investment services; Equity financing; Equity release services, namely, providing home equity lines of credit; Fiscal valuations; Consumer lending services, namely, mortgage lending and provision of home equity lines of credit; Financial investments, namely, equity capital investment; Mortgage lending for residential properties; Mortgage financing, namely, lending on mortgage; Capital investment; Financial portfolio management; Providing financial assessment services to retirees and the elderly; Financial intermediary services, namely, facilitating the channelling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; Financial management; Financial modelling, namely, financial forecasting and budget analysis; Financing of home loans; Security services, namely, guaranteeing loans; Financing of guaranteed loans, namely, providing loans secured by residential real property; Investment management services; Loan financing; Loan services; Financial management of pension funds and schemes; ; Mortgage services, including reverse mortgages, namely, mortgage financing services and mortgage procurement for others; Mortgage banking and brokerage; Mortgage and savings services, namely, savings and loan services; Mortgage financing services; Mortgage protection policies, namely, underwriting, issuance and administration of mortgage guarantee insurance; Financial management of pension and retirement and superannuation plans and funds; Financial pension fund management; Pension plan services, namely, financial management and administration of pension plans; Pension scheme services, namely, financial management and administration of pension schemes; Home loan services, namely, home equity loans; Advisory, consultancy and information services, including online, in relation to aforesaid services; Advisory, consultancy and information services in relation to finance and investment for retirement, financial planning and wealth creation, financial matters, personal finance, personal financial planning, money management, financial retirement plans, financial risk management, taxation implications of financial and investment decisions and reverse mortgages financing; Administration of financial affairs, namely, managing the financial affairs of individuals, couples and families; Financial advice; Financial planning; Financial investment research services; Financial investment analysis; Financial investment planning; Financial pension advisory and consultancy services; Preparation and analysis of financial reports; Real estate valuation

Classification kind code

Class [042]
Online provision of non-downloadable web-based software and applications (non-downloadable) for use in database management, for producing financial models for use by financial advisors; Online provision of non-downloadable web-based software and applications for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Online provision of non-downloadable web-based software and applications for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; Hosting digital content on the Internet, namely, hosting of databases; Software as a service (Saas), namely, hosting software for database management for use by financial advisors; Software as a service (Saas), namely, hosting software for producing financial models; Software as a service (Saas), namely, hosting software for managing bank accounts, pension accounts, loan accounts, equity accounts and retirement savings accounts; Software as a service (Saas), namely, hosting software for use in creating and monitoring budgets, financial plans, financial investments, loan repayments and retirement savings plans; All of the foregoing in relation to banking, loan services, equity financing and pension plans and schemes

Classification kind code

Mark Details

Serial Number

2243290

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 16^th Mar 2023	Pre-Assessment Letter Sent
Submitted for opposition 30 on 03^rd Mar 2023	Filed
Submitted for opposition 1 on 03^rd Mar 2023	Created
Submitted for opposition 31 on 03^rd Mar 2023	Formalized