U.S. federal trademark · Serial No. 77481266 · Reg. No. 3685021
Management of Investment monies; Financial information provided by electronic means; Financial Advisory and Consultancy, Management of Unit Trusts, Financial analysis and consultation, Financial portfolio tracking and analysis services, intermediary services for investments, asset administration and management services for private, institutional and business clients, and providing financial information regarding the foregoing; financial planning; financial planning consultation; financial management, financial planning, namely, the creation of personalized strategies to achieve financial independence; financial portfolio management; financial services, namely, investment fund transfer and transaction services; financial trust operations; fund investment consultation; investment advisory services; investment management; investment services, namely, asset acquisition, consultation, development and management services; management of portfolios comprising securities; management of portfolios of transferable securities; providing stock/securities market information; trust management accounts; cash management; estate trust management; financial administration of retirement plans; financial consultation in the field of administration of savings accounts; fund investment services
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