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SMART SWITCH DCA
SEARCHED

on 11 Sep 2024

Last Applicant/ Owned by

CI INVESTMENTS INC.

15 York Street8th FloorToronto

ONTARIO

CA

M6J0A3

Serial Number

2268788 filed on 11th Jul 2023

Correspondent Address

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

CA

M5H4E3

SMART SWITCH DCA

Trademark usage description

electronic publications stored on cd rom, hard drive, flash drive, and pre-recorded audio and video discs and tapes not comprising computer software, Read More

Classification Information


Class [009]
Electronic publications stored on CD Rom, hard drive, flash drive, and pre-recorded audio and video discs and tapes not comprising computer software, all in the field of financial securities, investment and financial services.


Classification kind code

12

Class [016]
Printed publications namely books, manuals, brochures and booklets, all in the field of financial securities, investment and financial services.


Classification kind code

12

Class [036]
Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; wealth planning; investment advice; comprehensive life management services in the fields of investment, cash management products and services, debt management, insurance, estate and succession planning, tax planning, contract negotiation and business management; management and distribution of pooled investment funds and segregated securities; services in the fields of investment, namely: securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; personal support services, namely: assisting clients with personal administrative matters such as bill payment, asset leasing and engagement of services to assist with property maintenance; Investment fund services, namely, retirement investment counseling, retirement investment portfolio management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio management; investment counseling.


Classification kind code

12

Mark Details


Serial Number

2268788

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 22
on 11th Sep 2024
Search Recorded
Submitted for opposition 20
on 11th Sep 2024
Examiner's First Report
Submitted for opposition 287
on 27th Jul 2023
Pre-Assessment Letter Sent
Submitted for opposition 30
on 11th Jul 2023
Filed
Submitted for opposition 1
on 11th Jul 2023
Created
Submitted for opposition 31
on 11th Jul 2023
Formalized