downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnersh Read More

Classification Information

Class [009]
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database.

Classification kind code

Class [042]
Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities (term considered too vague by the International Bureau - Rule 13 (2) (b) of the Regulations); providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database (term considered too vague by the International Bureau - Rule 13 (2) (b) of the Regulations).

Classification kind code

Mark Details

Serial Number

2311430

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 257 on 22^nd Feb 2024	Designation Notification - Madrid Protocol
Submitted for opposition 1 on 21^st Feb 2024	Created
Submitted for opposition 31 on 21^st Feb 2024	Formalized
Submitted for opposition 228 on 03^rd Aug 2023	International Registration
Submitted for opposition 30 on 03^rd Aug 2023	Filed