About 3 Trademarks found for “WealthPortal”
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| Mark | Details | Status | Class/Description | |
|---|---|---|---|---|
 | WealthPortal WealthPortal Pty Ltd 2403770 8 Nov 2023 | Lapsed: Not accepted | Business services related to the taking over and assumption of respons... Class 035 Class 035 Advertising, Business & Retail Services Business services related to the taking over and assumption of responsibility for share and managed investment funds; services of tax return summaries and taxation Class 036 Class 036 Insurance & Financial Services Financial services related to the taking over and assumption of responsibility for share and managed investment funds; management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios and real estate collectables; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effect portfolio management services; provision of advice purchasing securities and managed funds; financial of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; financial valuations of investment portfolios | |
| WealthPortal WealthPortal Pty Limited 1471479 27 Jan 2012 | Removed - Not renewed: Renewal fee not paid | Business services related to the taking over and assumption of respons... Class 035 Class 035 Advertising, Business & Retail Services Business services related to the taking over and assumption of responsibility for share and managed investment funds; services of tax return summaries and taxation Class 036 Class 036 Insurance & Financial Services Financial services related to the taking over and assumption of responsibility for share and managed investment funds; management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios and real estate collectables; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effect portfolio management services; provision of advice purchasing securities and managed funds; financial of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; financial valuations of investment portfolios | |
 | WEALTHPORTAL THE POWER TO DO MORE WealthPortal Pty Ltd 1471482 27 Jan 2012 | Removed - Not renewed: Renewal fee not paid | Business services related to the taking over and assumption of respons... Class 035 Class 035 Advertising, Business & Retail Services Business services related to the taking over and assumption of responsibility for share and managed investment funds; services of tax return summaries and taxation reporting Class 036 Class 036 Insurance & Financial Services Financial services related to the taking over and assumption of responsibility for share and managed investment funds; management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios and real estate collectables; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effect portfolio management services; provision of advice purchasing securities and managed funds; financial of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; financial valuations of investment portfolios |
WealthPortal Pty Ltd
2403770 · 8 Nov 2023
035
Class 035
Advertising, Business & Retail Services
Business services related to the taking over and assumption of responsibility for share and managed investment funds; services of tax return summaries and taxation
036
Class 036
Insurance & Financial Services
Financial services related to the taking over and assumption of responsibility for share and managed investment funds; management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios and real estate collectables; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effect portfolio management services; provision of advice purchasing securities and managed funds; financial of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; financial valuations of investment portfolios
Business services related to the taking over and assumption of respons...
WealthPortal Pty Limited
1471479 · 27 Jan 2012
035
Class 035
Advertising, Business & Retail Services
Business services related to the taking over and assumption of responsibility for share and managed investment funds; services of tax return summaries and taxation
036
Class 036
Insurance & Financial Services
Financial services related to the taking over and assumption of responsibility for share and managed investment funds; management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios and real estate collectables; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effect portfolio management services; provision of advice purchasing securities and managed funds; financial of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; financial valuations of investment portfolios
Business services related to the taking over and assumption of respons...
WealthPortal Pty Ltd
1471482 · 27 Jan 2012
035
Class 035
Advertising, Business & Retail Services
Business services related to the taking over and assumption of responsibility for share and managed investment funds; services of tax return summaries and taxation reporting
036
Class 036
Insurance & Financial Services
Financial services related to the taking over and assumption of responsibility for share and managed investment funds; management, administration, general and personal advice and review of financial affairs and investments, including management and administration of share portfolios, separately managed accounts, direct equity and managed fund portfolios including shares and managed funds; investment management systems providing a variety of investment options, investment advice and annuities; provision and management of online cash accounts; administration and reporting services for shares and managed investments funds, investments of all personal and real property assets including managed direct equities, managed funds, separately managed accounts, share investments, securities investments, share portfolios and real estate collectables; purchase and sale of listed securities and eligible managed funds; transfer of shares services; services of reinvestment of dividends and net proceeds of sales and cash; provision of margin lending products; investment reporting services; financial investment risk assessment services; tax effect portfolio management services; provision of advice purchasing securities and managed funds; financial of rebalancing investment portfolios; financial services of advising on tax implications of rebalancing; services of discretionary management of share funds; financial valuations of investment portfolios
Business services related to the taking over and assumption of respons...
