SHIFT FINANCIAL GROUP

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 07 Feb 2025)

What this means for you

Registered since 14 May 2019. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: [ Consulting and information concerning insurance; ] financial advice, namely, budget planning; financial consultancy [ and insurance consultancy ] ; [ financial evaluation for insurance purposes; ] financial planning; financial planning and investment advisory services; financial planning consultation; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting [ , as well as life, disability, and long-term care insurance, ] as well as portfolio investment analysis and management; financial portfolio analysis services; financial portfolio management; insurance administration; [ insurance administration in the field of life, disability, and long-term care; insurance and financial information and consultancy services; insurance consultation; insurance information; insurance information and consultancy; ] management of portfolios of transferable securities; management of securities portfolios