Legal services, namely, tax law consulting; Providing expert legal opinions; drafting legal documents for third parties; Legal services, namely, providing legal advice for the purpose of legal succession planning and legal estate planning; Supervising the execution of wills; Legal services in the nature of assessing standards and policies to assure compliance with laws and regulations; Providing online information in the field of wills and estates, financial laws and regulations, tax laws and regulations, banking laws and regulations, and financial market laws and regulations; Legal consultancy in the field of taxation

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [042]
Computer & Software Services & Scientific Services

Application service provider (ASP), namely, providing software for banking and financial transactions; Software as a service (SAAS) services featuring software for banking and financial transactions; providing temporary use of non-downloadable computer software that enables banking and financial transactions via an interactive Internet platform; Platform as a service (PAAS) featuring computer software platforms for banking and financial transactions; Providing application software, namely, application service provider (ASP) featuring software that enables investors to select, purchase, issue and monitor financial products tailored to their individual preferences; Providing application software, namely, application service provider (ASP) featuring software for creating financial investment products, managing and monitoring investment portfolios, and receiving and sending information about investment products; Providing the temporary use of non-downloadable online software for use in the financial industry to facilitate the transfer of financial data between electronic trading applications, to analyze corporate financial data for the purpose of evaluating and determining investment opportunities, and to facilitate the purchase and sale of securities via an electronic trading application; Providing temporary use of online non-downloadable software for storing economic information, data, statistics and indices; industrial analysis and research in the field of finance; information technology (IT) consulting relating to installation, maintenance and repair of computer software, updating of computer software, design and development of computer hardware and software, computer system analysis, quality control for others, website maintenance for others, including optimization, analysis and verification; Providing scientific and technical information via a global computer networks, related to computer software, computer hardware, computer networks in the financial field, and local area networks; Computer and Internet-related services, namely, online provision via a global computer network of database online, non-downloadable software in the areas of identity authentication and verification; Issuance of digital certificates; data encryption and decryption in the field of financial information; Digital signature authentication services for third parties, namely, data encryption and data integrity verification; user authentication via blockchain technology; technological services and research and design related to financial instruments, including commodities, futures, options and other derivatives

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [041]
Education and Entertainment Services

Educational services, namely, courses, seminars, workshops, conferences and training in the fields of investments, asset management, financing, businesses, finance, business, insurances, banking and real estate provided online; Organization and conducting conferences, congresses and events in the fields of investments, asset management, financing, businesses, finance, business, banking and real estate; Providing online non-downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters; publishing books; Publishing of texts featuring financial, business, insurance, banking, real estate, investment matters; online publication of electronic books and magazines; Organization of exhibitions for educational, cultural, sports or entertainment purposes; Vocational guidance and career counseling

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services

Banking services; institutional banking services; Financial advisory services; Financial services in the fields of asset and investment management for private and business clients, for financial intermediaries, and for institutional clients; online banking; Financial services, namely, wealth management services; monetary transactions, namely, providing secure transactions in the field of banking and payment options; Insurance services, namely, insurance brokerage services, insurance carrier services; Processing of financial transaction and banking services via global computer networks; Banking and financial transaction services, namely, providing secure transactions in the field of banking and payment options via a software application; Banking and financial transaction services, namely, providing secure transactions in the field of banking and payment options via an interactive Internet platform; Financial services, namely, investment banking and hedge fund investment services; Financial services including financial advisory services, financial transactions, financing, financial analysis and financial expert opinions; Financial market analysis; financial forecasting; Financial and investment services, namely, advice, management, and brokerage in the areas of stocks, bonds, options, commodities, futures, derivatives, structured products, funds, and other securities, and investment of third-party funds; Financial advisory services using blockchain technology; Providing financial information regarding decentralized peer-to-peer communication for buying, trading, and selling cryptocurrencies; Providing financial information by electronic means in the field of cryptocurrencies, namely, information, news and analysis concerning cryptocurrencies and capital investments in cryptocurrencies; Advice in corporate finance; financial valuation of companies; financial estimates and valuations of companies; Financial planning and financial risk management consulting; financial sponsorship of cultural events, conferences, sporting events, political events and financial and economic seminars; brokerage services relating to financial investments; Investment consulting; Investment brokerage and investment management in the fields of banking, finance, and financial investments; venture capital brokerage; Venture capital advisory services and venture capital fund management services; financial risk management; Financial services in the field of investment management and risk management; Provision of financial information via computer systems; Providing financial information, also via a computer application software, that enables investors to select, issue, manage and monitor products composed according to their individual preferences; Providing information related to banking, finance and investment operations via electronic media and computer systems; providing information on the financial market and investment products, by electronic means; Fiduciary services, namely, investment company and trust company services in the nature of fiduciary representative services; Financial services, namely, assisting others with financial transactions for products of all asset classes in connection with public and private offerings; Financial advisory services and financial management services in connection with public and private offerings; debt collection agency services; Brokerage services, namely, insurance brokerage services, financial investment brokerage services, brokerage services for stocks, derivatives, structured products, funds, mutual funds and bonds; Business liquidation services, financial; Financial investment services, namely, execution of and participation in issuance of securities; services of a custodian bank, namely, safeguarding and managing assets for investors; trustee services in the nature of acting as a custodian bank for investment funds; Hedge fund management; Management of funds, namely, investment funds, mutual funds and bonds; issuance of negotiable securities, namely, administering the issuance of negotiable securities; stock exchange services, namely, trading of products of all asset classes; Trading of securities, funds, bonds, structured products, index futures, securities options, financial instruments, commodities and emission rights; Financial services, namely, wealth management via an electronic platform; Leasing of buildings operations; Arranging and guaranteeing loans for third parties; renting bank safe deposit boxes; Debt settlement services, namely, settlement of monetary transactions with credit cards, debit cards and customer cards; Issuing credit cards, providing financial advisory services related to debit cards and customer cards; financial advice in inheritance matters and financial execution of wills and estate liquidations; financial succession planning; Real estate services, namely, real estate agency services, real estate trustee services and real estate management consultation; appraisal, renting, leasing, management, brokerage of real estate; financial management and advice to pension funds; Financial retirement planning services; Financial advice related to retirement planning

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services

Advertising; business management; business administration; Providing office functions; Providing business information and business advice on commercial and business matters; Marketing related to financing; Compilation of business data for marketing research, economic forecasting, business or commercial purposes in computer databases; Systematization of data in computer databases; Entering business information into computer databases; Updating and maintaining data in computer databases; Providing business information via a web site; E-commerce services, namely, providing product information via telecommunications networks for advertising and sales purposes; Preparation of billing and account statements; cost-price analysis; Information in business matters; Analysis of business data; computerized file management; computerized data processing; e-commerce services, namely, advertising via computer networks in the form of data, text, images, sound or any combination thereof for the sale of goods and services of all kinds; business research; online advertising on a computer network; advertising via mobile telephone networks; mail order advertising; economic forecasting; Compilation of statistics in the form of graphs for business or commercial purposes; compilation of business statistics for business or commercial purposes; Preparation and drafting of business reports; provision of information, advice, and consultant services relating to business management and administration, on-line or via the Internet; computer-aided business record keeping; business intermediation services relating to business management analysis, processing of commercial transactions, acquisition and mergers, personnel management, staff placement, accounting, tax preparation, public relations; conclusion of commercial transactions via electronic telecommunication systems; financial controlling in the nature of business management relating to financing; accounting and services provided by consultants relating to accounting; Business consulting in the field of cryptocurrencies; providing business information via using blockchain technology; Organizing and conducting exhibitions and trade fairs for commercial or promotional business purposes; Preparation of financial reports; Tax consulting services

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [016]
Paper Goods and Printed Material

Printed matter, namely, brochures, booklets and books in the field of financial and investment matters; Printed periodicals in the field of financial and investment matters; Printed general feature magazines; Printed pamphlets in the field of financial and investment matters; Printed books in the field of financial and investment matters; Printed manuals in the field of financial and investment matters; printed teaching materials in the field of financial and investment matters; Printed calendars; Printed photographs; Pictures in the nature of paintings; stationery; office requisites, namely, cards, envelopes, notebooks, pads, paper, pens, pencils, document holders

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products

Downloadable computer application software, namely, applications for smartphones, tablet PCs, e-readers and other mobile or stationary IT devices, for the organization, execution and management of financial and monetary transactions of all kinds; downloadable software for mobile end devices for the organization, execution and management of financial and monetary transactions; downloadable computer application software for mobile terminals for investment business and investment transactions, namely, software for making financial investments and other investment services; downloadable computer application software for mobile terminals which enables investors to select, acquire, issue and monitor financial products assembled according to their individual preferences; downloadable computer application software for mobile devices for creating financial investment products, managing and monitoring the investment portfolio, and receiving and sending information about investment products; downloadable computer communication software for client access to banking account information and for transaction processing; electronic databases, namely, software, for investment business and investment transactions; downloadable computer application software for mobile devices in the field of insurance for making financial investments and other investments; downloadable computer software platforms for making financial investments and other investments; Downloadable computer software, namely, a computer software platform in the field of banking business for the provision of banking and financial services; downloadable blockchain solutions software; Downloadable computer software for managing crypto asset transactions using blockchain technology; Downloadable digital files of account statements and reports, product fact sheets and investment related content authenticated by non-fungible tokens (NFTs); Downloadable software for generating cryptographic keys for receiving and spending cryptocurrency; electronic cards, namely, magnetically encoded credit cards, debit cards, bank cards, and customer loyalty cards; Electronic devices for payment services, namely, payment terminals and electronic and magnetic ID cards for use in connection with payment for services; Downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters provided via databases or the Internet; Prerecorded magnetic data carriers featuring account statements and reports, product fact sheets and investment related content; Prerecorded optical disks featuring account statements and reports, product fact sheets and investment related content, machine-readable; and electronic data carriers featuring account statements and reports, product fact sheets and investment related content; Pre-recorded electronic media devices featuring account statements and reports, product fact sheets and investment related content

First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [038]
Communications Services

Telecommunications access services; Electronic transmission, dissemination and sending of documents, messages, data and information via computer networks and other communication networks; Telecommunications services, namely, electronic transmission of electronic media, data, messages, graphics, images, photographs, video, audiovisual content and files; Providing online access to data via the Internet; Providing access to an electronic network for online information research, namely, providing access to a global computer information network; Providing access to online computer databases; Electronic transmission of financial information via global computer networks; Providing online forums for communication on financial topics; Telecommunication services to access to trade transactions via electronic communication networks; Provision of online chat rooms and instant messaging services

First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details

Serial Number

No 98209112

Mark Type

No Service Mark

Attorney Docket Number

No 00518/313208

44D Filed

Yes

44D Current

Yes

44E filed

Yes

44E Current

Yes

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
10^th Dec 2024	TEAS RESPONSE TO OFFICE ACTION RECEIVED
10^th Dec 2024	CORRESPONDENCE RECEIVED IN LAW OFFICE
10^th Dec 2024	TEAS/EMAIL CORRESPONDENCE ENTERED
10^th Sep 2024	APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
10^th Sep 2024	APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
12^th Jun 2024	NOTIFICATION OF NON-FINAL ACTION E-MAILED
12^th Jun 2024	NON-FINAL ACTION E-MAILED
12^th Jun 2024	NON-FINAL ACTION WRITTEN
23^rd May 2024	ASSIGNED TO EXAMINER
13^th Oct 2023	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

VONTOBEL

Classification Information

Class [045]Personal & Legal & Social Services

First Use Date in General

First Use Date in Commerce

Class [042]Computer & Software Services & Scientific Services

First Use Date in General

First Use Date in Commerce

Class [041]Education and Entertainment Services

First Use Date in General

First Use Date in Commerce

Class [036]Insurance & Financial Services

First Use Date in General

First Use Date in Commerce

Class [035]Advertising, Business & Retail Services

First Use Date in General

First Use Date in Commerce

Class [016]Paper Goods and Printed Material

First Use Date in General

First Use Date in Commerce

Class [009]Computer & Software Products & Electrical & Scientific Products

First Use Date in General

First Use Date in Commerce

Class [038]Communications Services

First Use Date in General

First Use Date in Commerce

Mark Details

Serial Number

Mark Type

Attorney Docket Number

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Class [045]
Personal & Legal & Social Services

Class [042]
Computer & Software Services & Scientific Services

Class [041]
Education and Entertainment Services

Class [036]
Insurance & Financial Services

Class [035]
Advertising, Business & Retail Services

Class [016]
Paper Goods and Printed Material

Class [009]
Computer & Software Products & Electrical & Scientific Products

Class [038]
Communications Services