| ATRIUM RISK TARGETED INVESTING FTZ Pty Ltd 2352497 27 Apr 2023 | Accepted: In opposition period | Insurance; real estate affairs; advice on finance for retirement; advi... Class 036 Class 036 Insurance & Financial Services Insurance; real estate affairs; advice on finance for retirement; advisory services relating to finance; advisory services relating to investment finance; consultancy services relating to finance; consultancy services relating to personal finance; corporate finance consultancy; corporate finance services; management of finances; personal finance services; project finance; raising of finance; research services relating to finance; acquisition for financial investment; administration of capital investment services; administration of fund investment; administration of investment funds; administration of investments; administrative services relating to investments; advice relating to investment for retirement; advice relating to investments; advisory services relating to financial investment; advisory services relating to investment finance; advisory services relating to investments; capital fund investment; capital investment; capital investment advisory services; capital investment in real estate; capital investments; commercial property investment services; commodities investment advisory services; commodities investment consultation services; consultancy services relating to investment; consultations relating to investment; credit character investigations and reporting; financial investigation services; financial investment; financial investment advisory services; financial investment fund services; financial investment management services; financial investment research services; financing of investments; fund investments; industrial investment; insurance investigations; international fund investment; investing of funds; investment; investment account services; investment advice; investment analysis; investment asset management; investment bank services; investment banking; investment brokerage; investment business services; investment consultancy; investment consultations; investment custody; investment fund management; investment information; investment management; ; investment management of funds; investment performance monitoring; investment planning; investment portfolio management services; investment research; investment trust management; investment trust services; investment trusteeship; loan services for property investment; management of investments; monitoring of investment funds; mortgage investment management; pension fund investment management; portfolio investment management; provision of investment capital; provision of investment information; provision of investment savings plans; provision of investment services; real estate investment; real estate investment advice; real estate investment management; real estate investment services; research services relating to investment; residential investment advice; school fees investment services; securities investment services; stock investment management; trust investment services; unit trust investment | |
| SIMPLE INVEST "INVESTING MADE SIMPLE" PARTNERVEST PTY LTD Australia 2531397 18 Mar 2025 | Published: Under examination | investment management; fund investment; fund investment consultancy; i... Class 036 Class 036 Insurance & Financial Services investment management; fund investment; fund investment consultancy; investment advisory services; investment portfolio management services; investment services; investment consultation; administration of financial affairs; financial affairs | |
| DISABILITY HOUSING AUSTRALIA FUNDS MANAGEMENT POSITIVE SOCIAL IMPACT INVESTING Disability Housing Australia Funds Management Pty Ltd 2535093 2 Apr 2025 | Accepted: Awaiting publication | asset and portfolio management; financial management of property portf... Class 036 Class 036 Insurance & Financial Services asset and portfolio management; financial management of property portfolios; property portfolio management; financial, investment and real estate asset management; asset and portfolio management services; management of capital investment funds; management of investment portfolios; portfolio management and investment services; capital investment fund management; management of private equity funds; multi-family property management services; multi-family property management; investment management of pension funds; management of securities portfolios; securities portfolio management; investment portfolio management; funds management; pension fund investment management; financial management of capital investment funds; financial management of pension schemes; financial portfolio management; financial management of pensions schemes; public equity investment management; financial management of building projects; management of investment assets; real estate and housing management; financial management of pension funds; pension fund management; management of pension funds; management of a capital investment fund; pension fund financial management; management relating to funds and investments; private equity investment management; management of investment funds; investment portfolio management services; financial administration of property portfolios; management of portfolios comprising securities; financial management and brokerage of futures funds; disability insurance services; management of portfolios of transferable securities; financial management of insurance portfolios | |
| PIE REWARDS INVESTING JUST BECAME AS EASY AS PIE Pie Rewards Pty Ltd 2319663 12 Dec 2022 | Published: Under examination | Application software; Apparatus for the transmission of sound or image... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Application software; Apparatus for the transmission of sound or images; Computer software; Computer software applications (downloadable); Computer software programs; Communication software; Computer programs, downloadable; Computer software platforms, recorded or downloadable; Interactive computer software; Computer software for analysing market information; Downloadable e-wallets; Data processing software; Electronic cards; Electronic cards containing information; Cards bearing electronically recorded data; Encoded cards; Cash cards (encoded); Encoded cash cards; Encoded gift cards; Cash cards (magnetic); Cards bearing magnetic or encoded data for input; Cards carrying magnetically, optically or electronically recorded or encoded information; Magnetic cards; Value cards for financial purposes (machine readable or magnetic) Class 035 Class 035 Advertising, Business & Retail Services Administration of consumer loyalty programs; Organisation and administration services in relation to the supply of benefits for customer loyalty and frequent buyer or frequent flyer schemes; Organisation and management of discount card loyalty schemes; Organisation, operation and supervision of an incentive scheme; Organisation, operation and supervision of customer loyalty schemes; Organisation and management of customer loyalty programmes; Sales promotion through customer loyalty programmes (for others); Compiling indexes of information for commercial or advertising purposes; Dissemination of advertising material; Production of advertising material; Promotion (advertising) of business; Business data analysis; Business organisation and management of discount services; Business management; Business referrals services; Business finding services; Business networking services; Compilation and provision of online directories; Advertising; Advertising services provided over the internet; Computerised business information retrieval; Computerised database management; Data management; Market intelligence services; Market forecasting; Market survey analysis; Market research; Promotional services; Providing commercial information and advice for consumers in the choice of products and services; Provision of trade information; Provision of an online marketplace for buyers and sellers of goods and services; Point of purchase promotions (for others); Sales promotion services; Sales promotions by issuing redeemable coupons (for others); Sales promotions at point of purchase or sale (for others) Class 036 Insurance & Financial Services Cash card services; Payment transaction card services; Providing rebates at participating establishments of others through use of a membership card; Card operated financial services; Discount card services (financial services); Financial advisory services; Financial advisory services for companies; Financial advisory services for individuals; Financial services; Personal financial planning advisory services; Provision of information relating to financial services; Advice relating to investments; Investment advice; Investment analysis; Investment consultancy; Investment information; Financial investment advisory services; Financial investment management services; Financial investment research services; Investment services; Provision of investment information; Provision of investment services; Providing financial information; Providing financial information via a website; Preparation and analysis of financial reports; Financial analysis; Advisory services relating to financial matters; Financial market information services; Financial management advisory services; Financial transaction services; Share exchange schemes; Financial portfolio management; Issuance of tokens of value; Issuing of tokens of value in relation to customer loyalty schemes; Issuing of tokens of value in relation to incentive schemes; Issuing of vouchers or tokens of value in relation to the supply of benefits for customer loyalty and frequent buyer schemes; Issuing of vouchers or tokens of value in relation to the supply of benefits for frequent flyer schemes; Advisory services relating to financial investment; Advisory services relating to investments
Class 042 Computer & Software Services & Scientific Services Creating and designing web pages for others; Hosting computer websites; Hosting of weblogs (blogs); Online provision of web-based applications (non-downloadable); Platform as a Service (PaaS); Hosting of software as a service (SaaS); Software as a service (SaaS); Provision of online non-downloadable software (application service provider); Online provision of web-based software (non-downloadable); Provision of online non-downloadable web-based software; Temporary use of online non-downloadable software; Computerised business information storage | |
| Discretionary Peg IEX Group, Inc. 1802476 25 Jul 2016 | Cancelled: Cancelled at the request of IB | Financial administration of stock exchange trading of shares and other... Class 036 Class 036 Insurance & Financial Services Financial administration of stock exchange trading of shares and other financial securities in financial markets; financial securities exchange services; securities trade execution services | |
| RETHINK INVESTING RETHINK HOLDINGS PTY LTD 2357868 18 May 2023 | | Advisory services relating to real estate ownership; Real estate advis... Class 036 Class 036 Insurance & Financial Services Advisory services relating to real estate ownership; Real estate advisory services | |
| Rethink Investing RETHINK HOLDINGS PTY LTD 2357869 18 May 2023 | | Advisory services relating to real estate ownership; Real estate advis... Class 036 Class 036 Insurance & Financial Services Advisory services relating to real estate ownership; Real estate advisory services | |
| Investing academy 2212023 18 Sept 2021 | | Life coaching services (training or education services) Class 041 Class 041 Education and Entertainment Services Life coaching services (training or education services) | |
| PROPER INVESTING OpenInvest Holdings Limited 2127622 12 Oct 2020 | | Computer programs and recorded software distributed online; Computer p... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer programs and recorded software distributed online; Computer programs for commercial transactions; Computer programs for data processing; Computer programs for financial management; Computer programs for financial reporting; Computer programs for office use; Computer programs for processing data; Computer programs for processing information; Computer programs for project management; Computer programs for sales purposes; Computer programs for scientific data analysis; Computer programs for simulating the trading in futures and options; Computer programs for the management of sales; Computer programs for use as searching directories; Computer programs for use in communications; Computer programs for use in database management; Computer programs for use in desk top publishing; Computer programs for use in developing computer programs; Computer programs for use with structured system analysis; Computer programs relating to financial matters; Computer programs relating to the training of personnel; Electronic publications including those sold and distributed online; Application software; Communication software; Computer software downloaded from the internet; Computer software for analysing market information; Computer software for authorising access to data bases; Computer software for business purposes; Computer software programs for database management; Computer software programs for spreadsheet management; Agitating apparatus (laboratory or scientific) Class 035 Class 035 Advertising, Business & Retail Services Business monitoring services; Company monitoring; Computerised database management; Database management; Provision of an online marketplace for buyers and sellers of goods and services; Business information agency services; Collecting business information; Compilation of business information; Computer assisted business information; Computerised business information services; Dissemination of business information; Providing business information via a web site; Provision of business information; Research of business information; Systemization of information into computer databases; Updating and maintenance of data in computer databases; Updating and maintenance of information in registries; Advertising Class 036 Insurance & Financial Services Advisory services relating to unit trusts; Trust management; Unit trust management; Unit trust services; Bonds brokerage services; Brokerage; Brokerage advisory services relating to insurance; Brokerage of bonds; Brokerage of building society savings agreements; Brokerage of carbon credits; Brokerage of currency; Brokerage of futures; Brokerage of futures contracts; Brokerage of insurance; Brokerage of real estate; Brokerage of securities; Brokerage of shares; Brokerage of stocks; Brokerage or underwriting of warranties and guarantees; Brokerage services relating to debt instruments; Brokerage services relating to financial instruments; Brokerage services relating to municipal bonds; Brokerage services relating to mutual funds; Brokerage services relating to the securities markets; Financial brokerage; Financial information services; Financial investment advisory services; Financial investment fund services; Financial portfolio management; Financial services; Financial trust management; Pension and retirement and superannuation plans and funds; Capital fund investment; Investing of funds; Investment; Capital fund management; Financial asset management; Financial fund management; Financial management; Pension fund management; Portfolio management; Real estate investment management; Real estate management; Risk management (financial); Risk management consultancy (financial); Securities management; Share management; Share portfolio management; Stock investment management; Stock portfolio management; Venture capital fund management; Venture capital management; Providing financial information via a web site; Provision of financial information; Provision of financial information via an online calculator; Providing information, including online, about insurance, financial and monetary affairs and real estate affairs; Advice relating to investments; Advisory services relating to financial investment; Consultancy services relating to investment; Financial investment; Financial investment management services; Financial investment research services; Investment account services; Investment advice; Investment analysis; Investment appraisal services; Investment asset management; Investment brokerage; Investment business services; Investment fund management; Investment information; Investment management; Investment performance monitoring; Investment planning; Investment portfolio management services; Investment trust management; Monitoring of investment funds; Portfolio investment management; Provision of investment information; Provision of investment services; Provision of tax advice (financial); Tax financial planning; Tax services (financial); Accident insurance
Class 038 Communications Services Providing access to databases; Providing access to online computer databases; Providing online forums; Advisory services relating to telecommunications
Class 042 Computer & Software Services & Scientific Services Hosting of software as a service (SaaS); Platform as a Service (PaaS); Software as a service (SaaS); Online provision of web-based software (non-downloadable); Provision of online non-downloadable software (application service provider); Advisory services relating to scientific products | |
| ACTUAL INVESTING Baillie Gifford & Co (a Partnership) 2111284 23 Jun 2020 | Not protected: Not accepted | Company administration and secretarial services; operation and managem... Class 035 Class 035 Advertising, Business & Retail Services Company administration and secretarial services; operation and management of companies and other legal entities; advisory, consultancy and information services relating to corporate governance; accounting services; business administration services; business and commercial information services; compilation and systemisation of information into databases; database management; business enquiries; business administration services for the processing of transactions and customer information; financial market and marketing research and studies; advisory, consultancy and information services relating to all the aforesaid services. Class 036 Class 036 Insurance & Financial Services Financial services; asset management and advisory services; investment management and advisory services; fund management and advisory services; operation and management of investment trusts; provision of investment trust share plans and children's savings plans; provision of saving account services; insurance and reinsurance; issue and administration of life insurance and annuity contracts; reinsurance of life insurance and annuity contracts of other licensed insurers; administration of investment accounts which fund the benefits underlying life insurance and annuity contracts; management and administration of pension funds; provision, management and administration of collective investment schemes, open ended investment companies, unit trusts and mutual funds; provision, management and administration of life funds; provision of personal equity plans and investment savings accounts; pensions management and advisory services; financial management and advisory services; financial valuations, financial sponsorship; structured investment and investment product management and advisory services; guaranteed investment and investment product management and advisory services; designing, developing, arranging and managing structured investments and investment products; economic, financial and investment analysis and research services; savings and investment management consultancy services; administration of investment funds, investment products and investment services; financial and investment management, consultancy and advisory services for institutional clients including charities, local authority pension funds, company pension funds and family trusts; dealing in financial instruments, securities, equities, bonds, derivatives, swaps, futures and options; personal financial planning; private portfolio investment management and advice services; provision of investment, financial, fund and pensions services; investment risk management, analysis and services; investment performance management, analysis and services; alternative investment management and advisory services; alternative structured investment management and advisory services; quantitative investment management and advisory services; derivatives based investment management and advisory services; derivatives consultancy services; investment consultancy; share registrar services; financial transfer agent services; investment underwriting services; tax advisory and financial advisory services relating to taxation; investment risk analysis and financial risk analysis services; financial information services provided by access to a computer database; technology based portfolio management services; advisory, consultancy and information services relating to all the aforesaid services. Class 041 Education and Entertainment Services Education, training, tuition and teaching services relating to financial and investment matters; provision of seminars, conferences and symposiums on financial and investment matters; advisory, consultancy and information services relating to all the aforesaid services. | |