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Client-Connect

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Examination

on 3 Jun 2025

Last Applicant/ Owned by

Efficient Paraplanning LTD

Unit 1, Messenger Centre, Crown Lane, Tinwell

STAMFORD, Lincolnshire, PE9 3UF

Serial Number

UK00004213173 filed on 3rd Jun 2025

Client-Connect

provision of business support services to financial advisers, planners, and mortgage brokers, including client administration, paraplanning, complianc Read More

Classification Information

Class [35]
Advertising, Business & Retail Services

Provision of business support services to financial advisers, planners, and mortgage brokers, including client administration, paraplanning, compliance oversight, and operational consultancy. Subscription-based delivery of outsourced office functions, namely diary management, client communications, document preparation, meeting scheduling, and post-meeting workflow management. Management and execution of annual review servicing, including pre-meeting preparation, report generation, and follow-up actions. Business process optimisation, client servicing system implementation, and management of back-office operations to support regulatory compliance and improve business efficiency.

Class [36]
Insurance & Financial Services

Provision of financial administration services and client servicing support to financial advisers, planners, and mortgage brokers. Delivery of subscription-based solutions covering the full administration and oversight of annual financial reviews, including client file preparation, documentation collation, and implementation of advice outcomes. Management of client portfolios, financial data processing, and compliance reporting. Services to support Consumer Duty obligations, client communication workflows, and ongoing operational support to maintain financial services standards and regulatory requirements.

Class [42]
Computer & Software Services & Scientific Services

Provision of online, non-downloadable software as a service (SaaS) for use by financial advisers, planners, and mortgage brokers to manage client servicing, annual review processes, compliance workflows, and administrative tasks. Development and implementation of cloud-based tools for data management, task automation, report generation, and operational oversight in regulated financial environments. Digital platforms designed to support Consumer Duty compliance, vulnerability tracking, client engagement, and performance reporting.

Mark Details

Serial Number

UK00004213173

Mark Type

Figurative

Kind of mark

Individual