U.S. federal trademark · Serial No. 87933804 · Reg. No. 5824260
Administrative services, namely, shareholder record keeping and reporting of transactions, ownership, distributions, and tax matters for commercial or business purposes; communications to or from investors in the nature of providing a secured access database via the Internet through which shareholder documents and images of investment or business transaction records can be viewed, copied and printed for purposes of conducting corporate transactions; administrative processing of shareholder distribution payments; and business consultation services, namely, consultation for tax compliance in the field of securities issued in private placements
Regulatory compliance consulting in the field of tax compliance as it relates to securities issued in private placements
Communication to or from investors in the nature of providing investors with financial information; processing of shareholder distribution payments in the nature of transferring of funds to shareholders; tax compliance in the nature of tax payment financial management in the field of securities issued in private placements
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