Produits et services

Downloadable podcasts in the field of finance and banking; downloadable mobile applications for playing podcasts and audio-based online content about finance and banking. Providing entertainment via non-downloadable podcasts in the field of finance and banking; providing entertainment via continuing audio-only shows including podcasts, all featuring information about finance and banking delivered via computer networks and the Internet; providing entertainment information in the fields of podcasts and other audio-based content about finance and banking via a website; production of podcasts.

Produits et services

Business development services, namely, providing start-up support for businesses in the financial services industry; business support services, namely, business consulting to freelancers, start-ups, existing businesses, and non-profit organizations; business management consultancy in the field of leadership development and business management; business administration consultancy in the field of leadership development and business management; business management consultation in the field of executive and leadership development. Incubation services, namely, providing financing to freelancers, start-ups, existing businesses, and non-profits; financial analysis; financial information; financial research; financial consultation; financial advice.

Produits et services

Business development services, namely, providing start-up support for businesses in the financial services industry; business support services, namely, business consulting to freelancers, start-ups, existing businesses, and non-profit organizations; business consultation in the field of business leadership development; business management consultancy in the field of leadership development; business management consultation in the field of executive and leadership development. Incubation services, namely, providing financing to freelancers, start-ups, existing businesses, and non-profits; financial analysis; financial information; financial research; financial consultation; financial advice.

Produits et services

Providing financial information; financial analysis; providing information in the field of finance and financial investments; providing information in the field of securities; providing personalized financial investment information; providing financial services with respect to securities, namely, providing financial market news and commentary. Providing temporary use of online non-downloadable computer software for accessing financial information, financial analysis, investment information, and securities information.

Produits et services

Providing online non-downloadable software, namely, artificial intelligence software for use in identifying potential investors for specific investment opportunities; providing platform as a service featuring non-downloadable computer software platforms for artificial intelligence use in identifying potential investors for specific investment opportunities via a global computer network.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice; wealth management services; estate planning; providing on-line information in the field of finances, investments and wealth management; financial consulting to small businesses in the field of working capital financing; providing on-line information in the field of charitable monetary giving through financial and estate planning; financial planning services, namely, financing of development and financial management of charitable programs on behalf of individuals or families.

Produits et services

Providing online non-downloadable software, namely, artificial intelligence software for use in identifying potential investors for specific investment opportunities; providing platform as a service featuring non-downloadable computer software platforms for artificial intelligence use in identifying potential investors for specific investment opportunities via a global computer network.

Produits et services

Providing business information relating to commercial transaction data, sales account management, preparation of financial statements, accounting features and related reference information, via a website; administration, billing and reconciliation of accounts on behalf of others; accounting services; accounting services, namely, negotiation and conclusion of commercial transactions for third parties. Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers and payment card transactions.

Produits et services

Financial analysis; providing financial information by electronic means; investment management; providing research in the field of financial investments and finance; providing financial information and investment account financial information by means of the Internet; financial market information services, namely, compiling and providing financial information regarding securities; providing financial market data and analysis; automated securities trade execution services; providing online information about securities exchange price quotations; commodities exchange services; foreign exchange information services and transactions; financial research; brokerage services in the field of financial assets, capital market financial investments, securities, specialty financial assets, and alternative financial investments; money management services; providing personalized financial investment information; providing financial investment account information; providing financial information about fund performances; providing personalized financial investment information by electronic mail; mutual fund investment; debt settlement and equity settlement services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; transfer services, namely, currency, electronic funds, and money transfer; investment fund and investment securities transfer services; automated financial clearing houses.

Produits et services

Financial services in the nature of an investment security; securities brokerage; trading of securities options; securities brokerage services; financial services, namely, the trading of financial instruments, securities, shares, options, and other derivative products; providing financial services with respect to securities and other financial instruments and products, namely, trading of investments in securities and financial instruments and products for others; financial information provided by electronic means in the field of securities trading; and providing investors with financial information.

Produits et services

Downloadable computer software programs for use in connection with banking, financial, investment and insurance services, and related materials. Financial affairs and monetary affairs, namely, financial information, management and analysis services; banking services; financial services, namely, wealth management services, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial analysis; financial management and consulting; capital investment services; providing financial information; financial services in the nature of investment services; credit and debit card services; financial research and provision of these services through an online global computer network; investment and financial banking research and analysis. Provision of non-downloadable online computer software for accessing financial information and services through an online global computer network.

Produits et services

Financial services in the nature of an investment security; securities brokerage; trading of securities options; securities brokerage services; financial services, namely, the trading of financial instruments, securities, shares, options, and other derivative products; providing financial services with respect to securities and other financial instruments and products, namely, trading of investments in securities and financial instruments and products for others; financial information provided by electronic means in the field of securities trading; and providing investors with financial information.

Produits et services

Downloadable computer software and mobile applications for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, social networking, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, and electronic funds transfers; downloadable mobile application that provides interactive tools for obtaining financial information, managing accounts, and conducting transactions relating to banking, investment, retirement and savings strategies and goals. Banking services; banking services provided by mobile telephone connections; providing banking information; providing financial information by electronic means; investment management; financial analysis; providing research in the field of financial investments and finance; providing financial information and investment account financial information by means of the Internet; financial research; brokerage services in the field of financial assets, capital market financial investments, securities, specialty financial assets, and alternative financial investments; money management services; providing personalized financial investment information; providing financial investment account information; providing financial information about fund performances; providing personalized financial investment information by electronic mail; providing information on financial applications and tools.

Produits et services

Downloadable podcasts in the field of environmental, social, and corporate governance issues.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment management; investment advice; banking services; trading of foreign exchange; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers. Providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Electronic financial trading services; investment of funds for others; financial services in the nature of providing an algorithmic trading strategy; providing financial information.

Produits et services

Electronic financial trading services; investment of funds for others; financial services in the nature of providing an algorithmic trading strategy; providing financial information.

Produits et services

Financial information; financial analysis; financial planning; financial management; providing electronic processing of electronic funds transfer, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers; providing foreign trade transaction services, namely, foreign exchange transaction; providing financial information on import and export trade transactions; letter of credit services, namely, issuing letters of credit; supply chain finance transaction processing services, namely, pertaining to the issuance and settling of commercial letters of credit.

Produits et services

Automatic teller machines; magnetically encoded plastic access cards for use in banking, financial, investment and insurance industries; computer software for use in banking, financial, investment and insurance industries, namely, software for accessing and conducting electronic banking services via global computer networks and telecommunication networks; software for automated clearance house processing; software enabling banking customers to transmit payment and collection orders directly and automatically accept account reconciliation information from the bank; software for use in connection with electronic funds transfers; software for accessing data from one or more mainframes and other computer systems in presenting the data in a uniform format to other types of computer applications; software for educating mortgage lending personnel about fair lending practices; software for use in communication of data between computers and other computers or computer peripherals; software for use in connection with foreign exchange financial services. Banking and financing services; financial services, namely, providing financial analysis, consultation, planning and management, commercial and consumer lending and leasing services, mortgage lending, and loan financing; credit card authorization, payment processing, and transaction processing services; debit authorization, payment processing, and transaction processing card services; electronic payment, namely, electronic processing and transmission of bill payment data; financial information in the nature of rates of exchange; security services, namely, guaranteeing loans; cash management; mortgage banking; safety deposit box services; savings account services; providing educational and college scholarships; automated teller machine services; investment services, namely, providing investment analysis, consultation, planning, management, advisory, brokerage, banking, and research services with respect to stocks, mutual funds, securities, bonds, commodities, real estate brokerage and other instruments of investment; insurance services, namely, providing insurance and annuity brokerage services, insurance agencies and insurance consultation services in the fields of life, property and casualty, accident, health and credit insurance services; providing banking, financial, investment and insurance consultation and information via global computer networks, internal computer information networks and telecommunication networks for the electronic, telephonic and telefacsimile transmission of voice, data, multi-media, graphics, video, photo and audio information; providing interactive banking, financial, investment and insurance consultation and information via global computer networks, internal computer information networks and telecommunication networks for the electronic, telephonic and telefacsimile transmission of voice, data, multi-media, graphics, video, photo and audio information; providing information on international finance and foreign exchange rates via global computer networks, internal computer information networks and telecommunication networks for electronic, telephonic and telefacsmile transmission of such information. Providing temporary use of on-line non-downloadable computer software for accessing financial information and services through an online global computer network; providing online non-downloadable computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; providing temporary use of online non-downloadable computer software for bank, bank mortgage, home equity loan, and home equity line of credit customer use for storing, processing, transmitting, receiving, printing and managing real estate information, and information related to real estate transactions, namely, mortgage, home equity loan, and home equity line of credit application status information; providing temporary use of online non-downloadable computer software for uploading and submission of mortgage, home equity loan, and home equity line of credit documentation.

Produits et services

Downloadable podcasts in the field of environmental, social, and corporate governance issues.

Produits et services

Computer software, downloadable computer software and mobile applications for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers. Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network. Computer programming; computer software consultancy; computer systems analysis; provision of online computer software; providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; downloadable computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; downloadable software in the nature of a mobile application for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers. Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network. Computer programming; computer software consultancy; computer systems analysis; provision of online computer software; providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Banking and financing services; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice, banking advice and analysis; wealth management services; capital investment services; financial services, namely, wealth management services, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; issuance of credit cards and debit cards; credit card and debit card transaction processing services; estate planning; providing on-line information in the field of finances, investments and wealth management; providing information, news and commentary in the field of finances, investments and wealth management; financial consulting services in the field of planned giving.

Produits et services

Computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; downloadable computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; downloadable software in the nature of a mobile application for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers. Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network. Computer programming; computer software consultancy; computer systems analysis; provision of online computer software; providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Computer software, downloadable computer software and mobile applications for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Computer software, downloadable computer software and mobile applications for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network.

Produits et services

Downloadable computer software and mobile applications for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, social networking, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, and electronic funds transfers; downloadable mobile application that provides interactive tools for obtaining financial information, managing accounts, and conducting transactions relating to banking, investment, retirement and savings strategies and goals. Banking services; banking services provided by mobile telephone connections; providing banking information; providing financial information by electronic means; investment management; financial analysis; providing research in the field of financial investments and finance; providing financial information and investment account financial information by means of the Internet; financial research; brokerage services in the field of financial assets, capital market financial investments, securities, specialty financial assets, and alternative financial investments; money management services; providing personalized financial investment information; providing financial investment account information; providing financial information about fund performances; providing personalized financial investment information by electronic mail; providing information on financial applications and tools.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice, banking advice and analysis; wealth management services; capital investment services; financial services, namely, wealth management services, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; credit and debit card services; estate planning; providing on-line information in the field of finances, investments and wealth management; providing information, news and commentary in the field of finances, investments and wealth management; financial consulting services in the field of planned giving.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice, banking advice and analysis; wealth management services; capital investment services; financial services, namely, wealth management services, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; credit and debit card services; estate planning; providing on-line information in the field of finances, investments and wealth management; providing information, news and commentary in the field of finances, investments and wealth management; financial consulting services in the field of planned giving.

Produits et services

Electronic financial trading services; investment of funds for others; financial services in the nature of providing an algorithmic trading strategy; providing financial information.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment advice; wealth management services; estate planning; providing on-line information in the field of finances, investments and wealth management; financial consulting services in the field of planned giving for small businesses; providing on-line information in the field of charitable monetary giving through financial and estate planning; financial planning services, namely, developing and managing charitable giving programs on behalf of individuals or families.

Produits et services

Financial information; financial analysis; financial planning; financial management; providing electronic processing of electronic funds transfer, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers; providing financial transaction services relating to foreign trade (terms considered too vague by the International Bureau - rule 13.2.b) of the Common Regulations); providing financial information on import and export trade transactions; letter of credit services; supply chain finance services.

Produits et services

Financial information; financial analysis; financial planning; financial management; providing electronic processing of electronic funds transfer, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers; providing financial transaction services relating to foreign trade (terms considered too vague by the International Bureau - rule 13.2.b) of the Common Regulations); providing financial information on import and export trade transactions; letter of credit services; supply chain finance services.

Produits et services

Providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Providing online non-downloadable software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers; design, maintenance, development and updating of computer software for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, electronic funds transfers.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment management; investment advice; banking services; trading of foreign exchange; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers.

Produits et services

Financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments via a global computer network; providing financial services, namely, facilitating financial transactions in the field of payment services, namely, electronic funds transfers and payment card transactions.

Produits et services

Banking services; financial information; cash management services.

Produits et services

Insurance affairs; financial affairs; monetary affairs; real estate affairs; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; banking services; credit card and debit card services; trading of securities, shares, foreign exchange, commodities, options and other derivative products for others; financial planning for retirement; financial information and services provided online from a computer database or global computer network.

Produits et services

Banking services; credit and loan services; securities deposit services; brokerage services in the field of financial assets, capital market investments, securities, specialty assets, and alternative investments; investment management services; wealth structuring services; providing estate planning advice; trust management services; estate planning; estate trust management; fiduciary services, namely, fiduciary representative services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; investment portfolio custody services; providing financing for entrepreneurial transactions and specialized asset transfers; real estate financing services; specialty asset management; financial analysis; money management; providing financial information by electronic means; providing personalized investment information, investment account management; research in the field of investments and finance; investment account information; information about fund performances; providing financial information in the field of retirement planning; providing financial news and information and investment account information by means of the Internet; financial market information services, namely, compiling and providing information regarding securities; providing personalized investment information by electronic mail; mutual fund investment services; automated securities trade execution services; electronic bill payment; transfer services, namely, currency, electronic funds, money, investment fund and investment securities transfer services; providing online information about securities prices; automated financial clearing house services for mutual funds.

Produits et services

Computer financial management software; downloadable computer financial management software.

Produits et services

Mutual fund investment services; investment management services; securities brokerage services; money management; financial analysis; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; research in the field of investments and finance; investment account information, and information about mutual fund performance; automated securities trade execution services; providing financial information in the field of retirement planning; providing financial news and information and investment account information by means of the Internet; financial market information services, namely, compiling and providing information regarding securities; electronic bill payment; transfer services; providing personalized investment information by electronic mail; providing online information about securities prices; automated mutual fund clearinghouse services.