MISCELLANEOUS DESIGN

Trademark usage description

funds investment; investment management financial advisory and consultancy services; financial research and information services; financial evaluatio Read More

Vienna Information

9 . 1 . 10

Ribbons, bowsRubans, noeuds

26 . 11 . 1

One line or one bandUne ligne ou une bande

26 . 11 . 6

Thick lines, bandsLignes épaisses, bandes

26 . 11 . 8

Horizontal lines or bandsLignes ou bandes horizontales

26 . 11 . 13

Wavy lines or bands, zigzag lines or bandsLignes ou bandes ondulées, en dents de scie

27 . 3 . 1

Letters or numerals 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 objectLettres ou chiffres 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

27 . 3 . 15

Letters or numerals representing an objectLettres ou chiffres représentant un objet

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.

27 . 5 . 21

One letterUne lettre

Classification Information

Class [036]
Financial advisory and consultancy services; financial research and information services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers.

Classification kind code

Class [042]
Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage.

Classification kind code

Mark Details

Serial Number

2288587

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 2^th Nov 2023	Pre-Assessment Letter Sent
Submitted for opposition 30 on 23^rd Oct 2023	Filed
Submitted for opposition 1 on 23^rd Oct 2023	Created
Submitted for opposition 31 on 23^rd Oct 2023	Formalized