financial and investment services, namely, investment management, portfolio management, wealth management, namely, financial planning and investment p Read More

Classification Information

Class [036]
Financial and investment services, namely, investment management, portfolio management, wealth management, namely, financial planning and investment portfolio management, asset management, mutual fund sales and management, exchange-traded fund sales and management, pooled fund sales and management, segregated fund sales and management, discretionary investment management, private client investment management, investment counselling, institutional investment management, mutual fund dealing, securities dealer services; transfer agency services for mutual funds and pooled funds; retirement investment planning and advisory services; providing stock market investment information and research in the field of financial planning and financial investments; financial planning services; investment advice and analysis; financial services, namely, the development, sale and management of alternative asset funds; financial investments in the fields of infrastructure, real estate, and private equity; investment of funds for others; fund investment consultation; financial advice and consultancy services, namely, financial analysis and research services; financial sponsorship of cultural events for others, namely, theatrical, film, music, and dance performances and festivals, art and museum exhibitions; financial sponsorship of film festivals for others; charitable organization services relating to fundraising, sponsorship relating to fundraising; financial sponsorship of educational programmes in the field of business; financial sponsorship of medical research

Classification kind code

Class [041]
Educational services in the field of economics, financial planning and investment strategies; educational services namely, conducting classes, conferences and workshops in the field of investment planning, retirement planning, investment strategies and financial planning strategies; conducting seminars in the field of estate and retirement planning

Classification kind code

Mark Details

Serial Number

2057145

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 42 on 09^th Oct 2024	Advertised
Submitted for opposition 26 on 10^th Sep 2024	Approved
Submitted for opposition 27 on 10^th Sep 2024	Approval Notice Sent
Submitted for opposition 22 on 30^th Aug 2024	Search Recorded
Submitted for opposition 135 on 16^th Sep 2022	Amendment to Application
Submitted for opposition 287 on 21^st Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 13^th Oct 2020	Filed
Submitted for opposition 1 on 13^th Oct 2020	Created
Submitted for opposition 31 on 13^th Oct 2020	Formalized