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Canada

C$
BUILDING BRAVE FUTURES
FORMALIZED

on 28 Jan 2025

Last Applicant/ Owned by

SEI Investments Developments, Inc.

Ridgeley Building, Suite 101C3519 Silverside RoadWilmington, DE 19810

US

Serial Number

2154137 filed on 15th Dec 2021

Correspondent Address

DEETH WILLIAMS WALL LLP

150 YORK STREET, SUITE 400TORONTO

ONTARIO

CA

M5H3S5

BUILDING BRAVE FUTURES

Trademark usage description

downloadable application software for use on mobile devices for providing access to investment and financial information and services; downloadable co Read More

Classification Information


Class [009]
Downloadable application software for use on mobile devices for providing access to investment and financial information and services; Downloadable computer application software for mobile phones and handheld computers, namely, software that provides financial and investment management advice; Downloadable computer software and mobile applications 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 management and investment management; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities; Downloadable computer software for accessing, processing, reporting, and management of trust account information over a global computer network; Downloadable computer software for providing access to investment and financial information and services; Downloadable computer software for providing information concerning securities transactions and holdings; Downloadable computer software for use in investment portfolio analysis; Downloadable computer software to be used in the employee benefit area for reporting, and management of information; Downloadable computer application software for managing investment portfolios


Classification kind code

11

Class [036]
Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services


Classification kind code

11

Class [042]
Providing temporary use of on-line non-downloadable computer software, web applications, and computer software platforms in the field of financial services, namely, financial information, financial management, investment management services, and retirement planning for reporting, and management of information; Providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; Providing temporary use of online non-downloadable interactive financial planning and investment software; Providing temporary use of online non-downloadable computer software for analyzing financial and investment information and for managing financial and investment information and portfolios; Providing temporary use of on-line non-downloadable Computer software for accessing, processing, reporting, and management of information, transactions, and accounts in the financial services field; Providing temporary use of on-line non-downloadable computer software for accessing, processing, reporting, and management of information, transactions, and accounts in connection with trust and investment management activities


Classification kind code

11

Mark Details


Serial Number

2154137

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 22
on 28th Jan 2025
Search Recorded
Submitted for opposition 20
on 28th Jan 2025
Examiner's First Report
Submitted for opposition 287
on 13th Jul 2022
Pre-Assessment Letter Sent
Submitted for opposition 30
on 15th Dec 2021
Filed
Submitted for opposition 1
on 15th Dec 2021
Created
Submitted for opposition 31
on 15th Dec 2021
Formalized