Details for Australian Trade Mark No. 985845 (hide)

Owner IWL Limited ACN/ARBN 078 119 212

Service IWL Limited

Filing Date 23 January 2004

Classes

Class 9 Data processing equipment and computers being a tool available both on-line and desktop which is part of a suite of financial planning tools; it is a psychometric tool that determines an individual's tolerance towards financial risk using psychological, econometric and statistical analysis; it provides a vital component in the financial planning process by utilising a scientific methodology to determine an individual's tolerance towards financial risk; in developing a financial planning strategy that meets the individual's needs and objectives, an individual will need to make decisions based on the gap between the level of investment risk that they are comfortable compared to the level of investment risk required to achieve their needs and objectives; its aim is to provide a multi-dimensional analysis of an individual's situation that considers a number of factors to determine an individual's tolerance towards financial risk; the risk tolerance tools assess clients in regard to their tolerance to financial risk based on a risk tolerance scale from very low to very high

Class 36 Financial affairs, monetary affairs utilising a tool available both on-line and desktop which is part of a suite of financial planning tools, being a psychometric tool that determines an individual's tolerance towards financial risk using psychological, econometric and statistical analysis, and providing a vital component in the financial planning process by utilising a scientific methodology to determine an individual's tolerance towards financial risk, and developing a financial planning strategy that meets the individual's needs and objectives, and providing a multi-dimensional analysis of an individual's situation that considers a number of factors to determine an individual's tolerance towards financial risk and assessing clients in regard to their tolerance to financial risk based on a risk tolerance scale from very low to very high

Class 42 Design and development of computer hardware and software; being a tool available both on-line and desktop which is part of a ste of financial planning tools; it is a psychometric tool that determines an individual's tolerance towards financial risk using psychological, econometric and statistical analysis; it provides a vital component in the financial planning process by utilising a scientific methodology to determine an individual's tolerance towards financial risk; in developing a financial planning strategy that meets the individual's needs and objectives, an individual will need to make decisions based on the gap between the level of investment risk that they are comfortable compared to the level of investment risk required to achieve their needs and objectives; its aim of is to provide a multi-dimensional analysis of an individual's situation that considers a number of factors to determine an individual 's tolerance towards financial risk; the risk tolerance tools assess clients in regard to their tolerance to financial risk based on a risk tolerance scale from very low to very high

Event Publications

6 January 2005 Application Accepted

6 January 2005 Trade Mark Removed from the Register / IR Expired

5 May 2005 Trade Mark Registered/Protected

25 January 2007 Subsequent Owners/Holder Registered - Full Assignment

  IWL Limited ACN/ARBN 078 119 212 is the full asignee of Visiplan Pty Ltd.

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Next and Previous Trademarks/Applications

985846

985844-VISILINK