09
Downloadable software for use in connection with finance,
financial planning, wealth management, financial
information, investment, and trading, namely, investment
portfolio management software, electronic trading software,
financial analytical software, financial contact management
software, and financial risk modeling; downloadable software
for individuals and financial service providers to manage
stock options, retirement plans, investment portfolios, and
educational savings accounts; downloadable software to view
financial information, investment strategy, and investment
allocation; downloadable software for enabling order
execution in connection with trading options and other
financial instruments; downloadable software for
communicating directly with financial services
professionals; downloadable interactive software for
managing and monitoring personal financial and investment
accounts; downloadable interactive financial planning
software; downloadable software in the nature of a mobile
application related to finance, financial planning, wealth
management, financial information, investment, and trading,
namely, investment portfolio management software, electronic
trading software, financial analytical software, financial
contact management software, and financial risk modeling
software; voice-enabled software applications for financial
information and investment management, investment and
trading information, and financial exchanges and markets;
digital media, namely, downloadable audio and video
recordings featuring and promoting television news programs;
downloadable webinars in the field of investment and
finances; downloadable multimedia files containing images,
artwork and content relating to television news programs;
downloadable podcasts in the fields of finance, financial
information, financial management, investment, and trading;
downloadable online publications in the nature of magazines,
newsletters and reports in the fields of investing and
investment products; downloadable software for completing
digital currency transactions; software for completing block
chain currency transactions; downloadable software for use
with cryptocurrency, virtual currency, and digital currency;
downloadable cryptocurrency and digital currency;
downloadable software for financial management for use with
cryptocurrency, virtual currency, and digital currency;
downloadable software for use in the administration,
storage, transfer, tracking and managing of decentralized
distributed ledger digital tokens; downloadable software in
the nature of a mobile application to manage cryptocurrency,
virtual currency, and digital currency
16
Printed publications, namely, magazines, newsletters,
reports, guides, manuals, pamphlets, and brochures, all in
the fields of finance, investment, trading, and securities
35
Economic research and economic research services; economic
forecasting and analysis; business advisory and consultancy
services; business analysis and business strategic planning
services in the fintech industry; business administration of
stock option plans, employer stock purchase plans, and
directed share programs for others; providing business
information to financial service providers via the internet;
providing career placement and networking services for
financial firms and advisors; referring independent
registered investment advisors to clients requesting
investment advice; compiling financial, securities, stock
exchange, trade and quote, index value and other financial
market information for business purposes; maintaining and
recording the ownership of shares, stocks and securities
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Regulations); economic research and
economic research services provided via a global computer
network; economic forecasting and analysis; business and
personnel management, business consultation, business
marketing consultation services, and conducting marketing
studies; providing a secured access database through which
digital files and data transactions can be viewed, copied,
and transferred for purposes of verifying a chain of custody
in the nature of business records management services for
maintaining and recording the ownership of digital files and
data, maintaining the integrity of digital files and data,
and providing proof of ownership of digital files and data
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Regulations); business
administration of retirement plans, employee pension plans,
educational savings plans, stock option plans, employer
stock purchase plans, and directed share programs for
others; providing technical support services, namely,
technical advice for the business administration and
management of retirement plans, employee pension plans,
educational savings plans, stock option plans, employer
stock purchase plans, and directed share programs for
others
36
Financial services, namely, providing information and
analysis about investment products, namely, securities and
futures, securities and futures trading; financial and
investment services, namely, management and brokerage in the
fields of stocks, bonds, options, commodities, futures,
forex, exchange-traded funds, mutual funds, and other
securities; providing financial information and analysis
about financial planning, investment, portfolio management,
trading options, analytics, order management, risk modeling,
securities, futures, and forex; investment management
services; mutual fund investment services; providing an
online computer database in the fields of finance,
investing, financial portfolio management, financial
planning, financial decision making, investment research,
monitoring performance of investments, analyzing investment
performance, evaluating asset allocation, risk tolerance,
trading, analytics, order management, risk modeling,
securities, futures, forex, and financial alternative plans
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Regulations); securities brokerage
services; commodity brokerage; financial investment
brokerage services; online discount securities brokerage
services; management of a capital investment fund; financial
services for financial investment advisors, namely, online
financial portfolio management, account administration for
mutual funds, equities, fixed income and options accounts,
financial account management, financial research, providing
stock market data, and stock brokerage services; providing
personalized investment information and investment account
management; financial consulting services, namely, advising
professional financial advisors about financial portfolio
management, wealth management, investment management, and
financial planning; financial services, namely, providing
stock plan services and equity stock plan services in the
nature of stock option plans, retirement plans, and employee
stock purchase plans; financial administration of retirement
plans, employee pension plans, educational savings plans,
stock option plans, employer stock purchase plans, and
directed share programs for others; providing technical
support services, namely, technical advice for the financial
administration of retirement plans, employee pension plans,
educational savings plans, stock option plans, employer
stock purchase plans, and directed share programs for
others; financial planning for retirement; financial
planning and financial account services for college and
educational expenses; individual retirement account
services; retirement fund investment services; financial
administration of retirement plans and employee benefit
plans concerning retirement, finance, and insurance;
financial asset management; cash management services; credit
card services; business acceleration services, namely,
helping businesses develop more rapidly through financial
investment brokerage, financing services and business
capital fundraising for others; stock broking services;
stocks and bonds brokerage; stock exchange information
services; providing stock market information; providing
information in the field of financial stock, equity markets,
and data concerning stock exchanges; financial investment
analysis and stock research; financial services, namely,
assisting others with the completion of financial
transactions for stocks, bonds, securities and equities;
financial services, namely, providing information and
analysis about investment products, namely, securities and
futures; securities and futures trading for others;
providing investment information by means of a global
computer information network; online financial advisory
services in the nature of automated financial robo-advisory
services; online financial management services in the nature
of automated robo-wealth management and portfolio management
and rebalancing; end-point investor services, namely,
capital investment and investment of funds; investment
consultancy and management and financial portfolio
management; investment consultation services in the area of
investment risk assessment; financial services, namely,
administration of donor-advised funds; cryptocurrency and
digital currency trading services; financial consultation in
the field of cryptocurrency, virtual currency, and digital
currency; financial brokerage services for cryptocurrency,
virtual currency, and digital currency trading; providing
financial exchange markets for trading, clearing,
confirmation and financial trading risk management in the
field of digitized assets, namely, cryptocurrency, virtual
currency, and digital currency; financial services, namely,
providing electronic transfer of cryptocurrency, virtual
currency, and digital currency; financial exchange services,
namely, a financial exchange for trading cryptocurrency,
virtual currency, and digital currency
41
Educational services, namely, providing conferences,
webinars, webcasts, conferences, seminars, and workshops in
the fields of finance, investment, financial planning,
wealth management, stock plans, equity compensation,
retirement planning, asset allocation, investment strategy,
and investment portfolio management; providing educational
services to individuals and professional financial advisors,
namely, conducting seminars, classes, and workshops in the
fields of finance, financial planning, wealth management,
retirement planning, and investment; entertainment services,
namely, the production and provision of an ongoing news
program; providing news and commentary in the field of
current events relating to financial information, investing,
and investment products; entertainment services, namely,
providing podcasts in the fields of finance, financial
information, financial management, investment, and trading;
providing a website featuring images, videos, and audio
content in the field of finance, investing, and investment
products (terms too vague in the opinion of the
International Bureau – Rule 13 (2) (b) of the Regulations);
providing online publications in the nature of magazines,
newsletters and reports in the field of financial and
investment advice and information; providing news, and
commentary about investment products, namely, securities and
futures, securities and futures trading; providing news and
commentary about investment products, namely, securities and
futures
42
Providing online non-downloadable software for use in
connection with finance, wealth management, financial
information, investment, and trading, namely, investment
portfolio management software, electronic trading software,
financial analytical software, financial contact management
software, and financial risk modeling software; providing
online non-downloadable software for individuals and
financial service providers to manage stock options,
retirement plans, investment portfolios, and educational
savings accounts; providing online non-downloadable software
to view financial information, investment strategy, and
investment allocation; providing online non-downloadable
software for enabling order execution in connection with
trading options and other financial instruments; providing
online non-downloadable software for communicating directly
with financial services professionals; providing online
non-downloadable interactive software for managing and
monitoring personal financial and investment accounts;
providing online non-downloadable interactive financial
planning software; providing visual and audio content via
global computer networks in the field of financial
information and investment management, investment and
trading information, and financial exchanges and markets
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Regulations); providing online
non-downloadable software application for use in database
management, transmitting electronic messages, and creating
spreadsheets; providing a website featuring technology that
enables financial investment advisors to customize the
presentation of their clients' individual account
information and enables financial investment advisors'
clients to view personalized financial investment and
account information (terms too vague in the opinion of the
International Bureau – Rule 13 (2) (b) of the Regulations);
application service provider (ASP) featuring software for
financial investment advisors in the fields of online
financial portfolio management, account administration for
mutual funds, equities, fixed income and options accounts,
financial account management, financial research, providing
stock market data, and stock brokerage services, integrated
solutions software allowing user access to third party
products, provided as a feature of software for financial
investment advisors; providing online non-downloadable
software for use with cryptocurrency, virtual currency, and
digital currency; providing a web hosting platform featuring
technology for digital file and data transaction services
(terms too vague in the opinion of the International Bureau
– Rule 13 (2) (b) of the Regulations); data encryption
services for electronically transmitted digital currency
transactions and cryptographic assets in the nature of
cryptocurrency, virtual currency, and digital currency;
software as a service (SaaS) featuring software for trading
and managing cryptocurrency, virtual currency, and digital
currency; e-wallet services in the nature of storing of
digital virtual currency in an electronic wallet
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