U.S. federal trademark · Serial No. 76557914 · Reg. No. 3182180
Outsourcing in the fields of document management, accounting, and associated administrative services for investment managers and administrators, namely, maintaining financial books and records, assisting in documentation and fund set-up, paying fees, and performing "back office" functions such as calculating net asset values, preparing monthly account statements, processing transactions from broker equity statements, producing year-end financial statement sand tax statements, as well as performance information, for reporting to the clients of the managers and administrators
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