Class 042: Software as a service (SAAS) services featuring software for banking, he trading of financial instruments, securities, shares, options and other derivative products, and providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems
Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Banking services; Investment banking services; Financial advisory and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Information, advisory, consultancy and financial research services relating to finance and investments; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems
Banking services; Bill payment services; Commercial lending services; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial securities exchange services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Investment banking services; Management of private equity funds; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Trust services, namely, investment and trust company services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; "CAP PARTNERS"
Banking services; Bill payment services; Commercial lending services; Financial advisory and consultancy services; Financial advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, wealth management services; Financial trust administration; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Management of private equity funds; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Trust services, namely, investment and trust company services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial securities exchange services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, estate settlement services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Investment banking services; "CAPITAL PARTNERS"
Platform as a service (PAAS) featuring computer software platforms for configuring views of data domains consisting of financial data, scheduling execution and delivery of financial data, and creating, saving and sharing customized views of financial data; Software as a service (SAAS) services featuring software for configuring views of data domains consisting of financial data, scheduling execution and delivery of financial data, and creating, saving and sharing customized views of financial data
Application service provider (ASP) featuring software for use in project management and managing and tracking the transfer of financial services accounts between service providers and to support the integration of new customers, and for project management in the financial services field
Banking; Financial analysis and consultation; Financial clearing houses; Financial exchange; Financial forecasting; Financial information processing; Financial information provided by electronic means; Financial information in the nature of rates of exchange; Financial portfolio management; Financial research; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial trust operations; On-line banking services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; "DIRECT"
Application service provider (ASP) featuring software for use use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting; Platform as a service (PAAS) featuring computer software platforms for financial asset management, oversight, analysis and reporting, monitoring the reconciliation of financial accounts, and monitoring the purchase and sale of equities and to manage information and documentation related to corporate actions data collection and storage, data linkage, processing, workflow management, notice creation, account reporting, instruction, communications, and reporting, and for use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting; Software as a service (SAAS) services featuring software for use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting; Software as a service (SAAS) services, namely, hosting software for use by others for use financial asset management, oversight, analysis and reporting, monitoring the reconciliation of financial accounts, and monitoring the purchase and sale of equities and to manage information and documentation related to corporate actions data collection and storage, data linkage, processing, workflow management, notice creation, account reporting, instruction, communications, and reporting, and for use by others as a hub to access financial and investment advisory services, financial research, information and alerts, and financial reports, to manage, settle and provide oversight and control of financial accounts and portfolios, and to manage information related to data collection and storage, processing, and reporting
Financial administration of individual and family trusts and investment portfolios; Financial planning and investment advisory services; Investment management; "FAMILY OFFICE"
Software as a service (SAAS) services featuring software for viewing and monitoring the reconciliation of the accounts of financial institution customers
Financial administration of individual and family trusts and investment portfolios; Financial planning and investment advisory services; Investment management; "SINCE 1818"
Banking and financing services; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultation; Financial forecasting; Financial investment brokerage services; Financial management; Financial planning; Financial portfolio management; Financial research; Financial securities exchange services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust operations; Trust services, namely, investment and trust company services; Electronic financial trading services; Financial trust administration; Financial trust operations; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
providing a web-based portal in the financial services field for investors to access, monitor and conduct analyses of financial data and products, and generate reports from that data; "FX"
Application service provider (ASP) featuring software for use by others to process corporate action transactions involving financial instruments, and to manage information and documentation related to corporate actions data collection and storage, data linkage, processing, workflow management, notice creation, account reporting, instruction, communications, and reporting; Application service provider (ASP), namely, hosting computer software applications of others
Software as a service (SAAS) services featuring software for financial services, namely, reviewing, managing and reporting financial transactions, and investment management
Signal transmission of electronic commerce involving financial instruments via telecommunication systems and data communication systems; telecommunications gateway services in the financial services and banking fields, namely, receiving banking, stock market, currency exchange, corporate actions, and trade instructions data in electronic formats and transmission of the data over worldwide banking and proprietary computer networks; and transmission of financial database information via telecommunications networks
Class 042: Providing an online non-downloadable Internet-based system application featuring technology enabling users to place, manage and report Exchange Traded Funds orders
Banking and financial services, namely, wealth planning and fiduciary services, trust and estate guidance, investment and portfolio management, corporate banking; securities services, namely, global custody, administration, research and execution services, all relating to financial securities
providing an interactive web site that enables users to enter, access, track, manage, monitor, and generate information and reports regarding financial transactions
Software for banking, trust and investment management, namely, software for asset data management and reporting, foreign exchange services, funds investment and management, investment fund transfers, and brokerage services
banking and investment services; namely, investment management, investment advice, funds investment, investment brokerage, investment consultation and investment of funds for others; financial analysis and investment advisory services, namely, management and brokerage in the fields of stocks, bonds, options, futures and other securities, and the investment of funds of others; financial research services; investment consultation, funds investment, and investment management; financial exchange services, namely, providing financial information in the nature of rates of exchange; financial information processing; financial information provided by electronic means; financial portfolio management; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; investment fund transfer and transaction services; providing on-line stored value accounts in an electronic environment; investment fund transfer and transaction services; providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; trust and estate administration services, namely, investment management, custody of assets, selection of brokers, collection and valuation of assets, bill paying, recordkeeping and accountings, tax return preparation and filing, income tax planning for trusts, grantors and beneficiaries, review and analysis of will and trust documents; trust company services, namely, institutional trust services, charitable foundation services, client tax services, escrow arrangements, estate planning, financial planning, individual retirement planning, philanthropic planning, retirement trusts, trust and estate administration, donor-advised fund program; wealth management services, namely, alternative investments, asset allocation, risk management for concentrated positions; developing and managing a family of alternative investment funds, investment management services to institutional clients, investment advisory and portfolio management services; banking and advisory services, namely, term loans and revolving lines of credit, acquisition finance, subordinated debt financing, trade letters of credit, standby letters of credit, corporate cash management services, foreign exchange, mergers and acquisitions, advisory, 401k and defined benefit plans, investment management; custody services; equity execution services; equity strategy research services; equity trading services, namely, global custody, accounting, administration, transfer agency, securities lending, performance reporting, financial reporting, compliance, brokerage; providing a suite of fund accounting services, namely, multi-currency portfolio valuation, fund accounting, and reporting services; financial and legal administration services for a comprehensive service suite, namely, fund accounting, financial reporting, expense analysis and payment, assistant treasurer's support, performance measurement, compliance, tax support and regulatory and corporate secretarial assistance, namely, board reporting, regulatory filings and consulting services; consulting and advisory services for both qualified and nonqualified retirement plans; serving as a connectivity point between financial service companies and their external service providers and internal system; providing a hosted communications platform for financial services; institutional fund services, namely, serving as product manager for third party investment funds; serving as a financial advisor to middle market businesses across a broad range of industries with a focus on healthcare services, medical technology, telecommunications and media, and outsourced business services; advisory services to private and closely-held public companies; managing a series of private equity funds; outsourcing services, namely, front, middle and back office outsourced services, namely, restricted securities investigation, restricted securities processing, brokerage services; securities lending services, namely, custodial and third-party lending, auctions, borrower exclusives, and traditional agency lending; financial services, namely, electronic delivery system for financial investment and transaction initiation, trade settlement reporting and trade status tracking; providing an online payment and order authorization system; providing an Internet reporting system for the transmission of financial securities information to others; and managing mutual funds for others, namely, a mutual fund asset allocation program
Financial information processing; Financial information provided by electronic means; Financial management; Financial portfolio management; Financial research; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems
ON-LINE FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL INFORMATION REGARDING CUSTOMER ACCOUNT DATA BY ELECTRONIC MEANS | PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE FINANCIAL SERVICE SOFTWARE FOR USE IN ANALYZING FINANCIAL DATA AND GENERATING FINANCIAL REPORTS
Providing a newsletter featuring research and commentary concerning foreign exchange markets via e-mail; Downloadable electronic publication in the nature of a newsletter providing research and commentary concerning foreign exchange markets; "FOREIGN EXCHANGE"
"FX" and the representation of the globe; Providing temporary use of on-line non-downloadable software for use in creating, importing, submitting, canceling, viewing, organizing, monitoring and managing foreign exchange limit orders
printed publications, namely, booklets, brochures and pamphlets in the field of mergers, acquisitions, investment opportunities, investor activity and stock market activity; "YEARBOOK"
