Goods & Services
Class 9:
Data processing equipment and computer hardware; computer software; CD-ROMs; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs
Class 16:
Printed materials, including booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications pertaining to investments; posters; computer software user's manuals; printed reports providing information and analysis in the field of investing
Class 36:
Brokerage services, Investment services and investment advice and management, including the aforementioned services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; credit card and debit card services; cheque writing and bill payment services; variable annuity services; variable insurance investment services; investment account information services; retirement plan services including trustee services and retirement plan recordkeeping services; trust company custody services; financial planning services; insurance services; insurance brokerage services; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services and tools and/or account information; providing decision making tools and investment research tools; providing news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures; options, and indices of any of them, by online means; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy by online means
Class 41:
Educational services in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation
Class 42:
Providing access by the internet and electronic communication networks to portfolio management services and tools and/or account information, decision making-tools and investment research tools, news, information, research, data bases, and to analysis in the fields of investing, finance, financial planning, business, current events, government and economics
