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Registered

on 8 Jan 2020

Last Applicant/ Owned by

Openwork Services Limited

Washington House, Lydiard Fields

Swindon, , SN5 8UB

Serial Number

UK00003456440 filed on 8th Jan 2020

Registration Number

UK00003456440 registered on
9th Aug 2020

Correspondent Information

Withers & Rogers LLP

2 London Bridge

London,

SE1 9RA

CONCERTHUB

computer software for client contact management in the financial advice sector; computer software for storage of client documents in the financial adv Read More

Classification Information

Class [9]
Computer & Software Products & Electrical & Scientific Products

Computer software for client contact management in the financial advice sector; computer software for storage of client documents in the financial advice sector; computer software for the transfer and/or migration of client data in the financial advice sector, including financial information and contact information, between other software solutions; computer software for ensuring GDPR compliance of client contact information in the financial advice sector; computer software for processing wealth advice, client engagement and record keeping in the financial advice sector; computer software for the validation of client contact data in the financial advice sector; computer software for validation of applications for financial products; computer software for auto-generation of suitability reports for financial products; computer software for electronic identity verification in the financial advice sector; computer software for creating client mailshots in the financial advice sector; computer software for transferring client data to other advisors.

Class [42]
Computer & Software Services & Scientific Services

Software as a service featuring a software platform for financial advisors and their clients to upload, share and amend documents, execute documents using electronic signatures, input, access and update financial data and input, access and update personal contact data; software as a service featuring a software platform for applying for financial products.

Mark Details

Serial Number

UK00003456440

Mark Type

Figurative

Kind of mark

Individual