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UK Trademark — IPO
Intelligent Wealth Management
Application UK00003239656 · Refused
Quick Facts
| Application Number | UK00003239656 |
| Status | Refused |
| Owner | iWealth Ltd |
| Company Number | 09714076 |
| Filed | 2017-06-26 |
| Type | Individual |
| Feature | Word |
Is this trademark active?
Intelligent Wealth Management has a current status of Refused.
Goods & Services
The specification below is taken directly from the filed record at the UK IPO for each Nice class this trademark is registered in.
Class 35 — Advertising & Business
Financial marketing;Financial marketing.
Class 36 — Financial Services
Administration of employee benefit plans;Administration of financial affairs;Administration of fund investment;Administration of funds and investments;Administration of insurance business;Administration of insurance plans;Administration of insurance portfolios;Administration of investment funds;Administration of mortgage business;Administration of mutual funds;Administration of pension schemes;Administration of property portfolios;Administration of savings accounts;Administration of shares;Administration of trusts;Administrative services relating to investments;Advice on finance during retirement;Advice on finance for retirement;Advice regarding lending services;Advice relating to insurance;Advice relating to investment during retirement;Advice relating to investment for retirement;Advice relating to investments;Advice relating to mortgages for residential properties;Advice relating to pensions;Advisory services relating to finance;Advisory services relating to financial asset management;Advisory services relating to financial investment;Advisory services relating to financial investments;Advisory services relating to financial matters;Advisory services relating to financial planning;Advisory services relating to investments;Advisory services relating to investments and finance;Advisory services relating to life insurance;Advisory services relating to mortgages;Advisory services relating to mutual funds;Advisory services relating to unit trusts;Arranging of financial investments;Arranging of investments;Arranging of life insurance;Arranging of mortgages;Arranging of mortgages and loans;Asset and portfolio management;Asset management for third parties;Asset management services;Financial advice;Financial advice and consultancy services;Financial advice relating to income tax;Financial advice relating to inheritance;Financial advice relating to investment;Financial advice relating to pensions;Financial advice relating to tax planning;Financial advice relating to taxation;Financial advice relating to trusts;Financial advisory and consultancy services;Financial advisory and management services;Financial advisory services;Financial advisory services for companies;Financial advisory services for individuals;Financial advisory services relating to life assurance;Financial advisory services relating to retirement plans;Financial advisory services relating to tax;Advisory services relating to financial investment;Advisory services relating to financial investments;Advisory services relating to financial matters;Advisory services relating to financial planning;Advisory services relating to insurance contracts;Advisory services relating to investments;Advisory services relating to life insurance;Advisory services relating to mortgages;Advisory services relating to mutual funds;Advisory services relating to unit trusts;Administration of financial affairs;Advisory services relating to financial investment;Advisory services relating to financial investments;Advisory services relating to financial matters;Advisory services relating to financial planning;Arranging financial transactions;Arranging of financial investments;Financial advice;Financial advice and consultancy services;Financial advice relating to income tax;Financial advice relating to inheritance;Financial advice relating to investment;Financial advice relating to pensions;Financial advice relating to tax planning;Financial advice relating to taxation;Financial advice relating to trusts;Financial advice relating to wills;Financial advisory and consultancy services;Financial advisory and management services;Financial advisory services;Financial advisory services for companies;Financial advisory services for individuals;Financial advisory services relating to assets management;Financial advisory services relating to life assurance;Financial advisory services relating to retirement plans;Financial advisory services relating to tax;Financial analysis services relating to investments;Financial and investment consultancy services;Financial consultancy;Financial consultancy and advisory services;Financial consultancy and information services;Financial consultancy and insurance consultancy;Financial consultancy for lottery winners;Financial intermediary services;Financial investment advisory services;Financial investment management services;Financial investment services;Financial management;Financial management advisory services;Financial management and planning;Financial management for businesses;Financial management services;Financial planning;Financial planning and investment advisory services;Financial planning and management;Financial planning for retirement;Financial planning services;Financial planning services relating to taxation;Financial portfolio management;Financial services;Financial services relating to insurance;Financial services relating to investment;Financial services relating to mortgages;Financial services relating to pensions;Financial services relating to savings;Financial services relating to stocks;Financial services relating to wealth management;Independent financial planning advice;Personal financial planning advisory services;Personal financial planning services;Provision of financial advice;Financial trust planning.
Timeline
- Filed: 2017-06-26
About This Trademark
'Intelligent Wealth Management' is a refused trademark on the UK IPO register, owned by iWealth Ltd. The application (UK00003239656) was filed on 26 June 2017.
This mark is recorded under multiple classes: Class 35 (advertising, business management & retail services); Class 36 (insurance & financial services).
Frequently Asked Questions
Who owns UK trademark UK00003239656 ('Intelligent Wealth Management')?
UK trademark UK00003239656 for the mark 'Intelligent Wealth Management' in Class 35, 36 is recorded on the UK IPO register as owned by iWealth Ltd. This covers one specific UK trademark record only — the same brand name may be owned by different parties in other classes, other countries, or as separate registrations.
Is UK trademark UK00003239656 currently a registered trademark?
No — the UK IPO records the status of UK trademark UK00003239656 for the mark 'Intelligent Wealth Management' as refused.
Which Nice classes is UK trademark UK00003239656 registered under?
UK trademark UK00003239656 for the mark 'Intelligent Wealth Management' is recorded in Class 35 (advertising, business management & retail services); Class 36 (insurance & financial services). The filed specification reads: Class 35: Financial marketing;Financial marketing. | Class 36: Administration of employee benefit plans;Administration of financial affairs;Administration of fund investment;Administration of funds and investments;Administration of insurance business;Administration of insurance plans;Administration of insurance port…
When was UK trademark UK00003239656 filed?
UK trademark UK00003239656 for the mark 'Intelligent Wealth Management' was filed at the UK IPO on 26 June 2017.
Cross-Register Filings
Trademarks matching "Intelligent Wealth Management" have been found on the following foreign registers. Exact matches appear first; where the name also appears inside longer filings, those are listed below as similar marks. A “Same applicant” badge appears next to a mark when the applicant name aligns with the source filing.
US — United States (USPTO)
| Mark | Ref | Status | Filed |
|---|---|---|---|
| INTELLIGENT WEALTH MANAGEMENT | 88371507 | 700 | 2019-04-04 |
Similar names
| Mark | Ref | Status | Filed |
|---|---|---|---|
| TRANSPARENCY CHANGES EVERYTHING INTELLIGENT WEALTH MANAGEMENT | 88371490 | 700 | 2019-04-04 |
Data Source
United Kingdom (Intellectual Property Office)
UK trademark data is supplied by the Intellectual Property Office under the Open Government Licence v3.0.
United States (USPTO)
US trademark data is supplied by the United States Patent and Trademark Office. Works of the US federal government are in the public domain under 17 U.S.C. §105.
The “About This Trademark” summary and FAQ above are AI-generated from the register data shown on this page. They are factual summaries only — always verify details against the official register before making legal decisions.