Wealth Planning Map

Trademark usage description

advisory services relating to business planning; business management planning; tax and taxation planning, advice, information and consultancy services Read More

Classification Information

Class [035]
Advisory services relating to business planning; business management planning; tax and taxation planning, advice, information and consultancy services

Classification kind code

Class [036]
Advisory services relating to financial asset management; advisory services relating to financial planning; advisory services relating to tax planning; estate planning; estate planning advisory services; financial planning; financial planning and financial management services; financial planning and investment advisory services; financial planning and investment portfolio management; financial planning for retirement; financial planning services; financial planning services for retirement; investment counselling, financial planning and portfolio management

Classification kind code

Class [041]
Educational services in the field of financial planning

Classification kind code

Class [042]
Providing temporary use of on-line non-downloadable software for retirement planning; providing temporary use of online educational software containing topics of instruction in financial planning and financial management; providing temporary use of online non-downloadable personal financial advisor software to assist with financial planning and portfolio valuation

Classification kind code

Mark Details

Serial Number

2279928

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 42 on 22^nd Jan 2025	Advertised
Submitted for opposition 26 on 30^th Dec 2024	Approved
Submitted for opposition 27 on 30^th Dec 2024	Approval Notice Sent
Submitted for opposition 22 on 18^th Dec 2024	Search Recorded
Submitted for opposition 30 on 7^th Sept 2023	Filed
Submitted for opposition 1 on 7^th Sept 2023	Created
Submitted for opposition 31 on 7^th Sept 2023	Formalized

Wealth Planning Map

Classification Information

Class [035]Advisory services relating to business planning; business management planning; tax and taxation planning, advice, information and consultancy services

Classification kind code

Classification kind code

Class [041]Educational services in the field of financial planning

Classification kind code

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [035]
Advisory services relating to business planning; business management planning; tax and taxation planning, advice, information and consultancy services

Class [041]
Educational services in the field of financial planning