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Estate planning; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; 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
Educational and entertainment services, namely, a continuing program about improving users' mindsets and removing limiting beliefs accessible by means of audio, video, web-based applications and computer networks
Abstracting services in the nature of extracting and summarizing information from financial, investment and personal records, namely, providing an online automated aggregation service to aggregate and summarize financial, investment and personal records and information | Financial analyses; [ financial analysis and research services; ] financial asset management; provision of financial information
Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Strategic financial advisory services; Business services, namely, providing investment advisory and consultancy services and business technology consulting to investors and service providers for setting up and managing investments
Class 042: Providing temporary use of non-downloadable financial technology (fintech) software via a web platform for institutional and retail investors to manage investment portfolios, analyze financial data, and execute investment transactions
Class 007: Electric motors for machines; Class 009: Air and motor circulators in the nature of electronic components, namely, for air conditioning equipment, air conditioning plants, fans, air purifying apparatus and machines, fan blowers, air conditioning parts, ventilation installations and apparatus, kitchen ventilators, electric laundry dryers, exhaust fans, and refrigerator; Light emitting diodes (LEDs); Electronic speed controllers
Class 036: Financial advice; financial advice and consultancy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial management; financial planning; financial planning and investment advisory services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning, namely, wealth accrual and management; financial risk assessment 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 trust planning; insurance services, namely, underwriting, issuing and administration of life insurance; providing information in the field of finance; strategic financial advisory services
"WEALTH OS"; Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation
Business information services, namely, providing news, analysis, profile information, earnings, statements, guidelines, press releases, presentations and recommendations relating to a company, its business clients and contacts; compiling of lists of prospective customers; services to assist in establishing a network of business contacts; arranging business introductions; business investigations and inquiries; business research and statistical information on individuals and groups of individuals; strategic business planning; business research; computerized database management; business information provided on-line from a computer database or via computer networks relating to individuals and groups of individuals; business research services relating to high net worth individuals | Information services relating to finance and financial news; financial business appraisals of individuals; investment business services; financial information services relating to individuals; financial information provided on-line from a computer database or via computer networks; providing financial information relating to high net worth individuals; financial statistical information on individuals and groups of individuals
[ Training in the use of software for automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device; training in the use of software for providing a user dashboard, and generating reports; training in the use of software that provides an artificial intelligence based analytical engine ]; Software as a service (SaaS) services featuring software platforms for managing and analyzing financial data, asset portfolios, market positions, regulatory issues, investment strategies, and corporate governance, automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device, providing a user dashboard, and generating reports, providing cyber security, providing an artificial intelligence based analytical engine
Furniture; Sofas; Bathroom furniture; Beauty salon furniture; Bedroom furniture; Beds, mattresses, pillows and bolsters; Camping furniture; Fitted kitchen furniture; Furniture for house, office and garden; Furniture for motor homes; Furniture parts; Furniture primarily of metal, namely, mirrors, bed frames, dining tables, coffee tables, end tables, desks, display cases, shelving, dog gates, and baby gates; Inflatable furniture; Living room furniture; Mirrors; Office furniture; Patio furniture; Pet furniture; Residential and commercial furniture; Works of art of wood, wax, plaster or plastic
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management
Investment management; Investment management in the fields of intellectual property; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Financial management in the field of intellectual property; 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 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
Downloadable e-books in the field of health and wellness | Clothing, namely, hats, pants, shirts, sleeveless shirts, and shorts | Workshops and seminars in the field of health, wellness, and recreation
On-line journals, namely, blogs featuring lifestyle; Providing a website featuring non-downloadable articles in the field of personal development, money management, travel, lifestyle, books, productivity, success
Printed publications, namely, brochures, booklets, books, and teaching materials in the field of advice and information about business, business management, real estate investment, real estate renovations, marketing, property management, business planning, business strategy implementation and operational efficiency, office automation, business strategy and real estate investment funding; Providing financial analysis of potential real estate transactions on real estate investment opportunities; providing advice and information in the fields of real estate investment, real estate property management; providing a public website for the provision of information in the fields of real estate investment and real estate property management; Providing business strategy development services; business services, namely, matching potential private investors with entrepreneurs needing funding; providing a website featuring information in the field of business, business management, marketing, business planning, business strategy implementation and operational efficiency and business strategy; providing advice and information in the fields of real estate marketing; providing business planning, operations and strategy advice for businesses in the field of rehabilitating and renovating residential and commercial properties; providing marketing analysis of potential real estate transactions and real estate investment opportunities; business services, namely, providing services pertaining to matching potential private real estate investors with entrepreneurs seeking funding for real estate transactions; providing a public website for the provision of marketing information in the fields of real estate, real estate rehabilitation, and renovation
Educational services, namely, non-downloadable webinars, online training courses, live seminars, and peer-to-peer coaching in the fields of business, business management, real estate investment, real estate rehabilitation or renovation, marketing, property management, business planning, business strategy implementation and operational efficiency, office automation, business strategy and real estate investment funding, operations and strategy advice for businesses in the field of rehabilitating and renovating residential and commercial properties, and analyzing potential real estate transactions and real estate investment opportunities; providing a website featuring blogs and non-downloadable on-line publications in the nature of newsletters, brochures and articles in the fields of real estate investment, real estate rehabilitation or renovation, real estate marketing, real estate property management, planning, operations and strategy advice for businesses in the field of rehabilitating and renovating residential and commercial properties, and analyzing potential real estate transactions and real estate investment opportunities; [ Social networking services in the fields of real estate investment, real estate rehabilitation and renovation, real estate marketing and real estate property management provided via a website ]
