U.S. federal trademark · Serial No. 99252709
Funds sponsorship, being financial sponsorship of the formation, administration, distribution, and investment management of collective investment funds; Financial services, namely, provision of trustee and administrative services to collective investment funds in the nature of investment design, management and oversight, financial trust administration, financial trust planning, and financial administration of collective investment funds; Financial services, namely, operation and management of collective investment vehicles; Financial investment products services, namely, distribution of, financial administration of, financial management of, and trustee services for, target date funds and separately managed accounts; Financial custody services, namely, maintaining possession of financial assets in the nature of target date funds and separately managed accounts for others for financial investment and management purposes; Financial administration and trustee services for pooled funds, target date funds, and collective investment funds; Financial services to retirement plans, their financial advisors and other service providers, in the nature of providing financial information in connection with the retirement plans' investments in collective investment funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.