Mark Identification

IPS INVESTMENT POLICY STATEMENT TOOLKIT

Serial Number

75581945

Filing Date

Nov 3, 1998

Registration Date

May 15, 2001

Trademark by

CHARLES SCHWAB & CO. INC.

Classification Information

COMPUTER SOFTWARE FOR USE BY RETIREMENT PLAN SPONSORS AND ADMINISTRATORS TO CUSTOMIZE AND DOCUMENT THE CREATION AND MAINTENANCE OF INVESTMENT POLICY STATEMENTS FOR USE IN RETIREMENT PLANS, IN THE FIELD OF FINANCIAL SERVICES AND RETIREMENT PLAN ADMINISTRATION

Electrical and Scientific Apparatus