09
Downloadable software in the fields of financial management,
retirement planning and management, money management, debt
and asset management, investments, insurance, portfolio
management, estate planning; downloadable software for
uploading, integrating, collecting, accessing and managing
bank account, credit card, loan accounts, investment
accounts and financial information from different sources to
facilitate analyses of debt, assets, and financial
positions; downloadable software for providing financial
information, management and advisory services; downloadable
software for managing finances, tracking investments,
portfolio analysis, portfolio management, investment
reporting, investment performance measurement; downloadable
software for creating, managing, tracking, and implementing
budgets, savings, investment and retirement plans, and
finance strategies; downloadable software for configuring
and receiving alert messages regarding goals, account
changes and transactions; downloadable software for
monitoring, performing queries, modeling and forecasting
financial data and creating reports; downloadable software
for brokerage and trading of investments, securities,
stocks, bonds, exchange traded funds (etfs), and equities;
downloadable software in the nature of a mobile application
for brokering and trading investments, securities, stocks,
bonds, capital investments, cryptocurrencies and equities;
downloadable software in the nature of a mobile application
for providing information in the field of finance,
securities trading, investments; downloadable software for
processing electronic payments and transferring funds and
financial assets to and from financial institutions;
downloadable software for providing text, audio,
audiovisual, videos, audio and video recordings featuring
instruction and information in the fields of financial and
retirement planning, money management, debt and asset
management, investments, insurance, tax, estate planning;
downloadable software in the field of personal finance for
searching, viewing and comparing credit cards, checking
accounts, savings accounts, investment accounts, mortgages,
auto insurance, life insurance and health insurance;
downloadable software featuring chatbot software for
simulating conversations; downloadable software for enabling
users to register for live- video conference events;
downloadable software for virtual communities to participate
in discussions and engage in social, business and community
networking; downloadable software for managing a loyalty and
awards program
35
Advertising, marketing and promotion services; advertising,
marketing and promotional services for the purpose of
facilitating networking opportunities for business purposes;
administration of consumer loyalty program; incentive award
programs designed to reward users for participation,
engaging and completing goals and tasks; providing business
profiles of businesses, merchants, and service providers via
a website; provision of an online marketplace for buyers and
sellers of goods and services; providing business reviews
and ratings of the services of others via a website
36
On-line financial evaluation and planning services;
providing on-line information in the fields of financial and
retirement planning, money management, debt and asset
management, investments, insurance, estate planning;
providing on-line financial planning tools in the nature of
financial calculators, questionnaires and information to
assist in making investment and financial planning decisions
via an online searchable database; financial and investment
services, namely, financial information, management and
advisory services; information, advisory, consultancy and
financial research services using artificial intelligence
(ai) relating to finance, money management and investments;
management and brokerage in the fields of stocks, bonds,
options, commodities, futures and other securities, and the
investment of funds of others; providing information in the
field of personal finance
38
Streaming of audio, visual and audiovisual material via a
global computer network; telecommunications services,
namely, electronic transmission, broadcasting, distribution
of data, images, graphics, sound, video, messages, and
documents by means of the internet or wireless communication
networks; computer services, namely, providing online
facilities for real-time interaction with others; video
on-demand transmission services; video conferencing
services; telecommunications services, namely, providing
video conferencing services via an online searchable
database; telecommunications services, namely, providing
electronic messages, alerts and notifications
41
Arranging, conducting and organization of seminars,
workshops, trainings, classes, exhibitions, presentations
and conferences; education services, namely, providing
online non-downloadable videos, audio and video recordings
featuring instruction and information in the fields of
financial and retirement planning, money management, debt
and asset management, investments, insurance, tax, estate
planning; providing online non-downloadable educational
content and information in the fields of financial and
retirement planning, money management, debt and asset
management, investments, insurance, tax, estate planning;
providing online non-downloadable blogs and non-downloadable
publications in the fields of financial management,
retirement planning and management, money management, debt
and asset management, investments, insurance, portfolio
management and estate planning (term considered too vague by
the International Bureau - Rule 13 (2) (b) of the
Regulations)
42
Software as a services (saas) in the fields of financial
management, retirement planning and management, money
management, debt and asset management, investments,
insurance, portfolio management, estate planning; providing
online non-downloadable software for uploading, integrating,
collecting, accessing and managing bank account, credit
card, loan accounts, investment accounts and financial
information from different sources to facilitate analyses of
debt, assets, and financial positions; providing online
non-downloadable software for providing financial
information, management and advisory services; providing
online non-downloadable software for use in the field of
personal finance for searching, viewing and comparing credit
cards, checking accounts, savings accounts, investment
accounts, mortgages, auto insurance, life insurance and
health insurance; providing online non-downloadable software
for managing finances, tracking investments, portfolio
analysis, portfolio management, investment reporting,
investment performance measurement; providing online
non-downloadable software for creating, managing, tracking,
and implementing budgets, savings, investment and retirement
plans, and finance strategies; providing online
non-downloadable software for configuring and receiving
alert messages regarding goals, account changes and
transactions; providing online non-downloadable software for
monitoring, performing queries, modeling and forecasting
financial data and creating reports; providing online
non-downloadable software for brokerage and trading of
investments, securities, stocks, bonds, exchange traded
funds (etfs), and equities; providing temporary use of
online non-downloadable computer chatbot software for
simulating conversations; providing online non-downloadable
software for enabling users to register for or attend online
and in person conference events; computer services, namely,
creating online virtual communities for registered users to
participate in discussions and engage in social, business
and community networking; providing online non-downloadable
software for managing a loyalty and awards program