mobile application software for use in accessing and managing financial investments and financial services; software for use by mortgage brokers, loan Read More

Classification Information

Class [009]
Mobile application software for use in accessing and managing financial investments and financial services; Software for use by mortgage brokers, loan brokers, borrowers, guarantors, financial lenders, bankers, loan administrators, risk management companies and professionals, loan investors, legal professionals, real estate agents, real estate appraisers, insurers, government, and other real estate orientated stakeholders in taking applications for loans, underwriting loans, and administration of loans, all in the area of real estate mortgages, and all of the foregoing excluding computer software for customer service management and management of customer relations in the fields of customer support, customer relationship management, customer service, customer engagement, and helpdesk functionality.

Classification kind code

Class [035]
Loyalty program services namely the operation of a credit card program involving discounts, incentives or points for the purchase of selected goods or services; online business center services namely a fully integrated business portal to provide customers with business tools customizable by industry, integrated enablement of business processes, physical and virtual procurement and access to horizontal and vertical markets for the development and operation of all aspects of their business; business assistance services; loyalty programs and services.

Classification kind code

Class [036]
Financial and investment services, namely lending and financing, providing on-line access to trading software, securities clearing, underwriting, financial advisory services, futures trading, currency trading, commodities trading; software development services, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; Brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and on-line trading; Securities market research services, namely constructing model portfolios of securities; trading of securities; Financial services namely: wealth management services, credit services, namely credit cards, debit and payment card services; debit card transaction processing services; credit card transaction processing services; deposit services; currency services, namely money market, clearing trade and foreign exchange; lending and currency management services; investment and portfolio management services, investment counselling and advisory services; guaranteed investment certificates, financial planning and tax registered plans; financial advice; mutual fund services namely mutual fund brokerage; mutual fund investment and mutual fund distribution; securities brokerage services; services related to the management of pooled funds and pension funds; custodial and pension services; services related to administration of assets namely custody and settlement, securities administration, financial reporting, securities lending and securities financing; syndicated loans, asset securitization and structured finance; trust and estate services; fixed income research, sales and trading; trading of equities, equity derivatives, swaps and options; trading of contracts for difference (CFDs); currency (FX) options; Financial services, namely: financial information processing, financial reporting and expense management, financial investment management and administration services, investment consultation, brokerage services, namely, full service brokerage, investment brokerage, brokerage accounts and services, segregated funds and accounts and pooled investment funds; asset management services; investment of funds for others; mergers and acquisitions advice and execution; securities investment services; financial portfolio management, financial investment brokerage services, namely, providing portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; investment management services; family office services, namely, financial planning; estate and trust management services; financial analysis and consultation services; financial and investment advisory services; insurance consulting services; financial asset protection consulting services; financial asset management; estate planning advisory services; succession planning, financial and retirement planning; philanthropic planning; business marketing and business management consulting services; tax advisory and consultation services, home purchasing services; other property acquisition services; travel access and purchasing services; Financial services, namely investment counseling and advisory services; investment advice and management; automated investment management; financial information provided by electronic means; providing stock market information; providing stock/securities market information; investment fund services, namely, management, dealing in, administration and distribution of investment funds, investment counselling and the provision of information relating thereto and the supervision of sub-advisors; account management services, namely automated fee processing, and statement production; Financial services namely: banking services; investment banking; merchant banking; venture capital investment; real estate investment advice and property management services; real estate advisory services; real estate brokerage; internet-secure electronic transaction solutions for e-commerce namely processing electronic custody, banking, trade finance transactions and payments; rental of point-of-sale terminals; insurance services namely, insurance administration, insurance agencies in the fields of life, accident and sickness, insurance claim administration, insurance claim processing, and reinsurance services; Cryptocurrency services; financial services, namely, providing a network for exchange and transfer of virtual, digital, and cryptocurrency currencies; virtual currency exchange transaction services for transferable electronic cash equivalent units having a specified cash value; currency exchange services; digital currency exchange and transaction services for transferable electronic cash equivalent units having a specified cash value; Financial services, namely mortgage services, mortgage banking and lending services, mortgage syndication, and deposit taking; securitization and brokerage of mortgage loans; mortgage planning, trust company services including trustee services for and administration of registered accounts, investment administration; Financial services, namely the provision of deposit accounts, chequing and savings account services, savings certificates and comparable instruments, namely, term deposits, and index-linked deposits; loans, lines of credit, guarantees, letters of credit, acceptances and other credit facilities, money orders, travellers cheques, safety deposit boxes, financial transaction cards and financial electronic transaction services, and trustee services with respect to property; real estate services, namely, real estate development, real estate equity sharing, real estate investment, real estate management and real estate financing services; trust services; credit services; investment services; investment and financial management services; securitization services, and corporate leasing; Lending services; origination, acquisition, servicing, financial planning and refinancing services; loan financing, consumer lending services, and providing financial information on loans; financial services pertaining to personal financial accounts, daily monitoring of financial transactions and account balances, budget and spending loan financing, loan qualification and loan approval; financing of vehicles and vehicle loan services; commercial lending services; providing working capital financing to small businesses; student loan services; bill payment services; electronic processing (ACH) services; cash management, namely, facilitating transfers of electronic cash equivalents; financial consultation services provided to consumers; financial advice; financial investment services in the fields of securities, mutual funds, and certificates of deposit; investment consultation, credit consulting services; credit information services, namely, providing credit information relating to consumer applicants for credit; issuing letters of credit; providing a website featuring information in the field of finances, loans, credit scoring and credit management; providing consumers with information about loans and information that lenders and others use to make credit decisions; insurance and warranty services; providing underwriting warranty and extended warranty contracts; third-party extended warranty services for vehicles; insurance underwriting and claims administration of extended motor vehicle service contracts for the repair and maintenance of motor vehicles; Provision of financial services, namely: registered retirement savings plan services; registered retirement income fund services; automated teller machine services; financial electronic transaction services namely, electronic payment, namely, electronic processing and transmission of bill payment data, electronic processing of insurance claims and payment data, and electronic funds transfer; utility and bill payment services; money order services; wire transfer services; foreign exchange services namely, financial exchange and currency exchange services, travellers cheque services; trust services, information processing services, namely financial information in the nature of rates of exchange; management, maintenance and custodial services regarding real properties; life insurance and disability insurance services; Financial and investment services, namely financial investments in the field of securities; Digital mortgage brokerage; advisory services relating to mortgages; Financial services, namely, daily monitoring of financial transactions and account balances; student loan services; bill payment services; providing web-based, automated and customized personal financial management services, namely, user-directed management reporting; financial consultation services provided to consumers; investment consultation, investment brokerage service.

Classification kind code

Class [038]
Telecommunications

Comment text

CIPO Classification Code

Classification kind code

Nice

Class [041]
Entertainment access and purchasing services.

Classification kind code

Class [042]
Online platform for the transfer and exchange of virtual currencies, digital currencies, and cryptocurrencies, and digitized assets in market transactions; the provision of advisory services in the design, development or implementation of information management systems; designing, developing or marketing, namely, selling, computer software.

Classification kind code

Class [045]
Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments.

Classification kind code

Mark Details

Serial Number

1988422

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 135 on 02^th Oct 2024	Amendment to Application
Submitted for opposition 67 on 27^th Sep 2024	Agent Name Changed
Submitted for opposition 22 on 14^th Jun 2024	Search Recorded
Submitted for opposition 20 on 14^th Jun 2024	Examiner's First Report
Submitted for opposition 287 on 25^th May 2022	Pre-Assessment Letter Sent
Submitted for opposition 31 on 17^th Oct 2019	Formalized
Submitted for opposition 30 on 04^th Oct 2019	Filed
Submitted for opposition 1 on 04^th Oct 2019	Created

QUEST

Classification Information

Classification kind code

Classification kind code

Classification kind code

Class [038]Telecommunications

Comment text

Classification kind code

Class [041]Entertainment access and purchasing services.

Classification kind code

Classification kind code

Class [045]Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments.

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [038]
Telecommunications

Class [041]
Entertainment access and purchasing services.

Class [045]
Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments.