C

Trademark usage description

downloadable software for managing personal finances, savings and budgeting; downloadable software for tracking personal finances, personal savings, a Read More

Vienna Information

24 . 17 . 18

Currency symbolsSymboles monétaires

25 . 5 . 3

Backgrounds divided into two, diagonallyFonds partagés en deux en oblique

27 . 5 . 1

Letters presenting a special form of writingLettres présentant un graphisme spécial

27 . 5 . 8

Letters linked to or containing a figurative element -- Note: Letters representing a human being or a part of the human body, an animal or a part of an animal's body, a plant, a heavenly body, a natural phenomenon or an object are classified in division 27.3.Lettres liées à un élément figuratif ou contenant un élément figuratif -- Note: Les lettres représentant un être humain ou une partie du corps humain, un animal ou une partie du corps d'un animal, un végétal, un corps céleste, un phénomène naturel ou un objet sont classées dans la division 27.3.

Classification Information

Class [009]
Downloadable software for managing personal finances, savings and budgeting; downloadable software for tracking personal finances, personal savings, and personal finance well-being; downloadable computer application software used by financial advisors and downloadable software for mobile devices used by consumers and clients, namely, a digital financial management platform for consumers and their financial advisors to use in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; downloadable software for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving.

Classification kind code

Class [036]
Financial information services; financial consultancy services; financial planning services; investment services in the nature of capital investment services, investment banking services, and investment advisory services; banking services; financial planning in the nature of cash flow planning services; financial services, namely, coordination, within a single investment account used to manage an individual's cash inflows and outflows and reallocation of capital to facilitate achievement of savings and free cash flow goals; financial services, namely, wealth management services; financial advice and consultancy services; financial advisory and consultancy services; financial consulting services, namely, expert analysis in finance and savings; financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals; financial counseling services, namely, helping others build a better working relationship with their money; financial information and advisory services; financial investment brokerage services; financial retirement plan consulting services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; strategic financial advisory services; providing information, metrics, advice, and guidance in the field of personal finance well-being; providing information, metrics, advice, and guidance in the field of personal finance status; providing financial information to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving.

Classification kind code

Mark Details

Serial Number

2218257

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 22 on 31^st Oct 2023	Search Recorded
Submitted for opposition 20 on 31^st Oct 2023	Examiner's First Report
Submitted for opposition 223 on 31^st Oct 2023	Total Provisional Refusal
Submitted for opposition 256 on 28^th Aug 2023	Notification of Possible Opposition Sent
Submitted for opposition 80 on 12^th Jan 2023	Change of Title Registered
Submitted for opposition 257 on 27^th Oct 2022	Designation Notification - Madrid Protocol
Submitted for opposition 1 on 26^th Oct 2022	Created
Submitted for opposition 31 on 26^th Oct 2022	Formalized
Submitted for opposition 30 on 3^rd Aug 2022	Filed
Submitted for opposition 228 on 3^rd Aug 2022	International Registration