downloadable computer software and downloadable mobile application software for use by others in rendering financial services, namely, software for co Read More

Classification Information

Class [009]
Downloadable computer software and downloadable mobile application software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Downloadable computer software and downloadable mobile application software used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, retirement planning, personal savings and loans; Downloadable computer software and downloadable mobile application software to search and display information relating to financial trading in securities, options, futures, stocks, shares, foreign exchange and other financial instruments; Downloadable computer software trading platforms for placing and executing orders to purchase or sell securities, options, futures, foreign exchange and other financial instruments

Classification kind code

Class [035]
Providing financial indices of financial and investment instruments, namely, select securities to enable consumers to evaluate investments and market trends in the securities market; Accounting services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products

Classification kind code

Class [036]
Financial services in the nature of financial and investment instruments and providing indices of financial and investment instruments; investment management services; funds investment; financial services, namely, financial asset evaluation; financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice, and financial and investment analysis; funds evaluation and performance monitoring; financial risk management; financial investment services, namely, evaluation, analysis, and comparison of investment funds for others; providing financial information in the field of investment opportunities; providing an interactive website featuring information and links relating to investment advisory services, investment management services, and financial risk management; financial and investment information provided by electronic means; mutual fund investment and financial management, investment, analysis and consultation in the field of securities, real estate, funds and mutual funds; financial advisory services, namely, the structuring, sale, distribution, management and administration of investments, namely, target date funds, exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, sales, advisory, distribution, administration, management, accounting, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; providing information and advice in the field of financial management, financial services, investment, financial risk management, financial planning, retirement, personal savings and loans

Classification kind code

Class [042]
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms for providing information in the field of financial services, namely, risk management, financial information, financial management, securities trading, investment management services, retirement planning, personal savings and loans

Classification kind code

Mark Details

Serial Number

2035539

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 22 on 14^th Aug 2024	Search Recorded
Submitted for opposition 20 on 14^th Aug 2024	Examiner's First Report
Submitted for opposition 67 on 10^th May 2024	Agent Name Changed
Submitted for opposition 67 on 09^th May 2024	Agent Name Changed
Submitted for opposition 287 on 17^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 48 on 14^th Sep 2021	Agent Changed
Submitted for opposition 30 on 22^nd Jun 2020	Filed
Submitted for opposition 1 on 22^nd Jun 2020	Created
Submitted for opposition 31 on 22^nd Jun 2020	Formalized