The trademark application WREN INVESTMENT OFFICE was filed by Wren Investment Office Limited, a corporation established under the laws of the United Kingdom of Great Britain and Northern Ireland (the "Applicant"). The application was published for oppositions on September 29, 2016, and it was registered by office on January 8, 2017 without any oppositions.
The application was filed in English (French was selected as the second language).
Appointment and Replacement of representative of the trademark registration was recorded on December 6, 2020.
Goods And Services
The mark was filed in class 35 with following description of goods:
Business management and business consulting services in the field of family wealth
Family office services (including day-to-day administration and management of a family's business affairs, document management and recordkeeping services, bookkeeping services, family business support services and family governance)
Provision of business statistical information (including that which relates to family wealth)
Economic forecasting (including data aggregation, reporting and analysis) for the purposes of family wealth planning
Data processing
Office functions
Accounting
Preparation of statements of accounts
Database management
Computerised file management
Advice, information and consultancy services relating to the aforesaid.
The mark was filed in class 36 with following description of goods:
Financial asset management for families and private individuals
Family office services (including day-to-day administration and management of a family's financial affairs, wealth management services, expense management, providing access to private banking and private trust services, and family financial support services)
Advisory services (financial -) relating to the management of family wealth
Financial management services relating to family wealth
Provision of financial information
Advice, information and consultancy services relating to the aforesaid.
The mark was filed in class 41 with Family office education services, namely providing family member financial education services and provision of advice, education and training on family wealth issues (including family protocol, estate planning and succession planning)..