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SCHWAB PERFORMANCE TECHNOLOGIES

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SCHWAB PERFORMANCE TECHNOLOGIES
REGISTERED

on 8 Nov 2006

Last Applicant/ Owned by

CHARLES SCHWAB & CO. INC.

3000 Schwab WayWestlake, TX 76262

US

Serial Number

1152513 filed on 12th Sept 2002

Registration Number

TMA676613 registered on 8th Nov 2006

Registration expiry Date

8th Nov 2031

Correspondent Address

BORDEN LADNER GERVAIS LLP

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

CA

M5H4E3

SCHWAB PERFORMANCE TECHNOLOGIES

Trademark usage description

computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communication Read More

Classification Information

Class [009]
Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; computer software for securities trading for use by investment advisors and investment management firms; computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation.

Classification kind code

11

Class [035]
Data management services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, and investment strategy, development, and marketing.

Classification kind code

11

Class [036]
Providing online support services for investment professionals, namely, financial portfolio accounting, securities trade order management, reporting of investment performance, and online reporting of client account information.

Classification kind code

11

Class [041]
Educational services, namely, providing training for investment advisors in the fields of client communications, client management and electronic commerce.

Classification kind code

11

Class [042]
Computer services, namely consultation regarding website development; computer services, namely providing content for websites for others; and computer services, namely technical support services provided via the internet and in person; Data hosting services for others.

Classification kind code

11

Mark Details

Serial Number

1152513

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 26
on 19th Jan 2006		Approved
Submitted for opposition 12
on 17th Jun 2005		Extension of Time
Submitted for opposition 12
on 6th Dec 2004		Extension of Time
Submitted for opposition 12
on 8th Jun 2004		Extension of Time
Submitted for opposition 12
on 19th Dec 2003		Extension of Time
Submitted for opposition 20
on 12th Aug 2003		Examiner's First Report
Submitted for opposition 22
on 23rd Jun 2003		Search Recorded
Submitted for opposition 31
on 4th Oct 2002		Formalized
Submitted for opposition 1
on 18th Sept 2002		Created
Submitted for opposition 30
on 12th Sept 2002		Filed