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Canada

C$
SUITABILITYPRO
REGISTERED

on 15 Nov 2021

Last Applicant/ Owned by

MORNINGSTAR INC.

22 West Washington StreetChicago, IL 60602

US

Serial Number

1922084 filed on 26th Sept 2018

Registration Number

TMA1113971 registered on 15th Nov 2021

Registration expiry Date

15th Nov 2031

Correspondent Address

MCCARTHY TETRAULT LLP

745 Thurlow Street, Suite 2400Vancouver

BRITISH COLUMBIA

CA

V6E0C5

SUITABILITYPRO

Trademark usage description

computer software that generates risk profiles for individuals in the fields of financial planning and investments; computer software that generates f Read More

Classification Information


Class [009]
Computer software that generates risk profiles for individuals in the fields of financial planning and investments; Computer software that generates financial plans for individuals; Computer software that monitors the implementation of financial plans for individuals, and recommends strategies based on the risk profile of the individual


Classification kind code

11

Class [036]
Personalized investment counselling; personalized risk assessment services in the fields of financial planning and investments


Classification kind code

11

Class [042]
Software as a services (SAAS) provider providing access to software that generates risk profiles for individuals in the fields of financial planning and investments; Software as a services (SAAS) provider providing access to software that generates financial plans for individuals; Software as a services (SAAS) provider providing access to software that monitors the implementation of financial plans for individuals and the performance of financial products, namely investments, insurance, and loans, and provides notifications and recommendations based on an analysis of monitored implementation and performance


Classification kind code

11

Mark Details


Serial Number

1922084

Mark Type

Trademark

Legal History


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Action TakenStatus
Submitted for opposition 26
on 16th Jul 2021
Approved
Submitted for opposition 27
on 16th Jul 2021
Approval Notice Sent
Submitted for opposition 22
on 7th Dec 2020
Search Recorded
Submitted for opposition 20
on 7th Dec 2020
Examiner's First Report
Submitted for opposition 48
on 23rd Nov 2020
Agent Changed
Submitted for opposition 15
on 23rd Nov 2020
Correspondence Created
Submitted for opposition 80
on 5th Nov 2020
Change of Title Registered
Submitted for opposition 31
on 4th Oct 2018
Formalized
Submitted for opposition 1
on 27th Sept 2018
Created
Submitted for opposition 30
on 26th Sept 2018
Filed