final action
on 22 Dec 2023
Last Applicant/ Owned by
201 Bishopsgate
London
GB
EC2M3AE
Serial Number
98038456 filed on 12th Jun 2023
Registration Number
N/A
Correspondent Address
Keith A. Weltsch
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
Providing temporary use of non-downloadable computer software relating to financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management, Platform as a Service (PaaS) for use in financial management, financial risk management, financial planning, investment management, investment scenaRead More
Providing temporary use of non-downloadable computer software relating to financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management, Platform as a Service (PaaS) for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; Software as a Service (SaaS) featuring software for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management
Providing educational services in the fields of business, finance, and continuing professional development to financial professionals and financial investors; providing educational workshops and seminars in the fields of business, finance, and continuing professional development to financial professionals and financial investors; providing online educational resources and educational material in the fields of business, finance, and continuing professional development to financial professionals and financial investors
Financial services; financial management; financial risk management; financial planning; investment management; investment scenario development; financial portfolio construction and management; hedge fund investment services; mutual funds; investment services in the nature of unit trusts, equities, bonds, gilts and Open Ended Investment Companies provided to clients; financial information services provided by access to a computer database; aggregated financial investment product services; investment property asset management and consultancy; property funds development and management of property funds; fund management; real estate affairs; advice, information and consulting services relating to all the aforesaid services
Economic forecasting and analysis; providing information and analysis relating to economic market data; providing business and market research services to financial professionals and financial investors; provision of business information and advice to financial professionals and financial investors
Computer software and mobile applications in the field of finance and investment; computer software and mobile applications for use in financial management, financial risk management, financial planning, investment management, investment scenario development, and financial portfolio construction and management; computer software and mobile applications for the provision of information relating to finance and investment; downloadable electronic publications and information provided on-line from databases or the internet; electronic publications in any media
No 98038456
No Service Mark
No 1405/1062
Yes
Yes
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 21st Mar 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 22nd Dec 2023 | NON-FINAL ACTION WRITTEN |
| 22nd Dec 2023 | NON-FINAL ACTION E-MAILED |
| 22nd Dec 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 21st Dec 2023 | ASSIGNED TO EXAMINER |
| 16th Jul 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 15th Jun 2023 | NEW APPLICATION ENTERED |
