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CIRCULAR DESIGN
FORMALIZED

on 11 Sep 2024

Last Applicant/ Owned by

CFA INSTITUTE

915 East High StreetCharlottesville VA 22902

US

Serial Number

2348942 filed on 24th Jan 2024

CIRCULAR DESIGN

Vienna Information


1 . 15 . 23

Vortices, rotary movements, tornadoes -- Note: Not including astronomic orbits (1.13.1), atomic orbits (1.13.1), concentric circles (26.1.4 or 26.1.5) and spirals (26.1.5).Tourbillons, mouvements rotatifs, tornade -- Note: Non compris les orbites astronomiques (1.13.1), les orbites atomiques (1.13.1), les cercles concentriques (26.1.4 ou 26.1.5) et les spirales (26.1.5).

15 . 1 . 13

Propellers, ventilators, blowers, turbines, burners -- Note: Includes all kinds of propellers, including those for aircraft or ships.Hélices, ventilateurs, souffleries, turbines, brûleurs -- Note: Comprend tous les genres d'hélices, y compris les hélices d'avions ou de bateaux.

25 . 7 . 20

Surfaces or backgrounds covered with lines or bandsSurfaces ou fonds couverts de lignes ou de bandes

25 . 7 . 21

Surfaces or backgrounds covered with straight lines or bandsSurfaces ou fonds couverts de lignes ou de bandes droites

26 . 1 . 1

CirclesCercles

26 . 1 . 3

One circle or ellipseUn cercle ou une ellipse

26 . 1 . 12

Circles or ellipses containing one or more other geometrical figures -- Note: Including circles or ellipses containing bent or straight lines (except 26.1.10).Cercles ou ellipses contenant une ou plusieurs autres figures géométriques -- Note: Y compris les cercles ou ellipses contenant des lignes courbées ou droites (excepté 26.1.10).

26 . 1 . 26

Circles or ellipses with cutout areasCercles ou ellipses avec des zones découpées

26 . 11 . 3

More than two lines or two bandsPlus de deux lignes ou de deux bandes

26 . 11 . 9

Oblique lines or bandsLignes ou bandes obliques

26 . 11 . 10

Straight lines or bandsLignes ou bandes droites

Trademark usage description

downloadable electronic publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio co Read More

Classification Information


Class [009]
Downloadable electronic publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the fields of investment management and financial analysis; downloadable electronic publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content, all in the field of reporting on how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategies.


Classification kind code

12

Class [016]
Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of investment management and financial analysis and in support of the interests of investment professionals and financial analysts.


Classification kind code

12

Class [035]
Association services, namely, the promotion of professional standards and practices and providing career information in the fields of investment management and financial analysis; promoting the interests of investment professionals and financial analysts; providing business information regarding how investment products consider environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategy, all via a global computer network; association services, namely, the promotion of professional standards and practices and providing career information relating to the development, use and maintenance of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto; business services, namely, providing information relating to the use of sustainability and diversity, equity and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related thereto.


Classification kind code

12

Class [036]
Providing information in connection with financial analysis impact measurement services, and environmental, social and governance (ESG) ratings and advisory, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information in connection with financial services, namely, tax planning; providing information in connection with financial services, namely, environmental, social and governance (ESG) investment planning; providing information in connection with financial management in the field of environmental, social and governance (ESG) investing.


Classification kind code

12

Class [041]
Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the fields of investment management and financial analysis and distributing course materials in connection therewith; providing online non-downloadable electronic publications in the nature of newsletters, magazines, books, digest books, and monographs in the field of investment management and financial analysis; providing online non-downloadable visual and audio recordings featuring topics in investment management and financial analysis; educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences to investment industry professionals demonstrating how to embrace and realize diversity, equity, and inclusion (DEI), and distributing course materials in connection therewith; educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) goals, and its performance related thereto; providing online non-downloadable electronic publications in the nature of journals, articles, and podcasts in the field of reporting on the sustainable development of a financial services organization, or its ability to meet environmental, social and governance (ESG) needs, and its performance related thereto; arranging professional workshops and training courses; training services in the field of reporting on sustainable development and sustainability performance of a financial services organization; business training in the field of workplace diversity, equity, and inclusion (DEI).


Classification kind code

12

Mark Details


Serial Number

2348942

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 257
on 12th Sep 2024
Designation Notification - Madrid Protocol
Submitted for opposition 1
on 11th Sep 2024
Created
Submitted for opposition 31
on 11th Sep 2024
Formalized
Submitted for opposition 228
on 24th Jan 2024
International Registration
Submitted for opposition 30
on 24th Jan 2024
Filed