Description: Class 35: Administration, billing and reconciliation of accounts on behalf of others for trust and wealth management firms; order fulfillment services, financial administration of employee benefit plans, preparing income tax calculations, reporting and remittance of account payments, maintenance of tax tables, tax form management, tiered approval business management in the field of payment processing for payment processing providers; financial recordkeeping, property tax management, records management services, namely, document indexing for others, brokerage services in the field of oil, gas and mineral assets, procurement, namely, purchasing oil, gas and mineral resources for others, all for trust account firms holding mineral, oil and gas interests.
Class 36: Cash management, financial asset management in the nature of setup and maintenance, financial securities administration in the nature of custody processing and settlement, mutual fund administration in the nature of processing and settlement, financial management in the field of corporate income, dividends and mergers, all for trust and wealth investment firms; financial asset payment change management, Office of Foreign Assets Control (OFAC) processing in the field of financial asset management, investment account reconciliation, check monitoring, dormant and unclaimed account escheatment support, Automated Clearing House (ACH) processing and fulfilment in the field of financial asset payment processing, wire payment processing and fulfilment, check processing and fulfilment, and tax payment remittance for payment processing providers; negotiating land leases for drilling purposes, financial valuation of mines, minerals, oil, and gas, revenue release and production payouts, mineral, oil, and gas revenue and expense processing and reporting, management of new trust accounts and oil, gas and mineral assets accounts featuring setup and maintenance, drilling fee payment processing, management of investment accounts featuring account closures, all for trust account firms holding mineral, oil and gas interests; investment portfolio management, real estate property management, financial risk assessment, financial valuation, review and appraisal of real estate, farms and ranches, administration of investment accounts featuring account setup and maintenance, financial services namely investment account distribution processing, investment asset setup and account maintenance, Financial services, namely, coordination, within a single account, of an investment portfolio's tax management needs, investment account management services featuring insurance verification and tracking, ownership verification, loan amortizations, escrows and payoffs, oversight of third-party investment managers, revenue and expense processing, revenue tracking, compliance document management, delinquency tracking, disbursement management, loan processing, and reporting for real estate, loan, mortgage and farm, ranch and timber asset investment firms.
Class 37: Investment building and property maintenance for real estate, loan, mortgage, and farm, ranch and timber asset investment firms.
Class 39: Delivery of goods by mail order for payment processing providers.
Class 40: Printing services for payment processing providers.
Class 42: Providing temporary use of non-downloadable online trust accounting software in the fields of wealth management, retirement accounts, portfolio management, collective funds management, payments and statements, tax forms, unique asset accounting, registered investment advisor (RIA) services, corporate compliance, trade order management, portfolio modeling, asset allocation, asset rebalancing, cash management, mutual fund trading, securities trading, custody and pricing performance measurement, tax management, tax reporting, principal and income accounting and reclassification, individual retirement account (IRA) support, Employee Retirement Income Security Act (ERISA) support, required minimum distribution (RMD) support, education and training in the field of trust accounting, account management, client onboarding, fee modeling, billing, aggregation and shadow accounting, workflow management, householding, reporting, and consolidated reporting.
Class 45: Legal consulting services in the field of tracking of foreign and domestic government regulatory requirements, for obtaining permits for drilling, regulatory compliance consultancy, legal services verifying and auditing ownership interests, decimal verification, distribution and termination interests in new drilling ventures, of all for trust account firms holding mineral, oil and gas interests.
