PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED
on 03 Nov 2021
Last Applicant/ Owned by
1350 RENÉ-LÉVESQUE BOULEVARD WEST
MONTREAL, QUEBEC
CA
H3G 1T4
Serial Number
86057938 filed on 06th Sep 2013
Registration Number
4782533 registered on 28th Jul 2015
Correspondent Address
Adam D. Resnick
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
CGI WEALTH360
(Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
(Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; information, installation, maintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicing, namely, troubleshooting of software and hardware problems and repair of software defects for others; software as a service (SAAS) services featuring software for business accounting, investment portfolio record keeping and financial record keeping; technical support services in the form of troubleshooting of computer software problems; computer network security services in the nature of user authentication, activity logging and disaster recovery services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data
First Use Date in General
31st Oct 2012
First Use Date in Commerce
31st Oct 2012
Class [041]
Education and Entertainment Services
(Based on Use in Commerce) Computer training, namely, training in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managers, administrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, providing training in the use and operation of investment fund record-keeping software
First Use Date in General
31st Oct 2012
First Use Date in Commerce
31st Oct 2012
Class [037]
Construction and Repair Services
[ (Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, installation, maintenance and repair of computer hardware used with an investment accounting and management program ]
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
(Based on Use in Commerce) Investment fund record-keeping services, namely, maintaining and recording positions in stocks, bonds, funds and other securities, financial record-keeping for investment risk management, regulatory compliance purposes, and accounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, providing bookkeeping and administrative accounting services for mutual and investment fund managers, office functions in the nature of maintaining records of ownership of stocks, shares and securities for mutual and investment fund managers
First Use Date in General
31st Oct 2012
First Use Date in Commerce
31st Oct 2012
Class [009]
Computer & Software Products & Electrical & Scientific Products
[ (Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computation, electronic funds transfer, currency exchange management, and generation of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plans, including multi-currency capability for the financial services industry; computer software for conducting inventory control management; computer software for conducting and analyzing risk management in the fields of institutional investment dealers ]
First Use Date in General
31st Oct 2012
First Use Date in Commerce
31st Oct 2012
Mark Details
Serial Number
No 86057938
Mark Type
No Service Mark
Attorney Docket Number
No
44D Filed
Yes
44D Current
No
44E filed
Yes
44E Current
Yes
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 28th Jul 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 03rd Nov 2021 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 03rd Nov 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 03rd Nov 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 28th Jul 2021 | TEAS SECTION 8 & 15 RECEIVED |
| 28th Jul 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 27th Mar 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 28th Jul 2015 | REGISTERED-PRINCIPAL REGISTER |
| 20th Jun 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 19th Jun 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |