Serial 79181367

What this means for you

Registered since 04 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

79181367

Registration number

5051982

Mark type

Design / logo

Filed

07 Dec 2015

Published for opposition

19 Jul 2016

Registered

04 Oct 2016

Attorney of record

Stacey J. Watson, Esq.

Goods and services

• Class 035 — Advertising and business services: Business records management, namely, management, maintenance and updating of shareholder and fund holder records for business purposes; advisory services relating to customer service management; economic forecasting and analysis; providing business information and analysis relating to economic market data; business advice and information services; market analysis services; fund holder and shareholder record keeping services; providing business information, analysis and advice in the field of retail and institutional financial investment opportunities and development; providing business and market research services to individuals and institutional financial investors and financial professionals; providing business management analysis and advice relating to investment opportunities and development; business consulting services in the field of investment opportunities, development and management; business consulting services relating to risk management
• Class 036 — Insurance and financial services: Online financial services, namely, investment fund transfer and transaction services, financial planning and financial research; monetary affairs, namely, financial information, management and analysis services; investment advice; financial services, namely, financial advisory and investment services relating to fund management, pension funds, securities, options, futures, shares, foreign exchange and other financial instruments; providing financial risk management services; financial management services and securities trading; financial research services; provision of financial analysis and consultation services; provision of financial information; financial administration of stock exchange trading of shares and other financial securities in financial markets; management and analysis of financial trading; investment management, portfolio management and administration; pension fund management and administration; investor relation services, namely, provision of financial information to shareholders, potential investors and financial analysts; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; financial administration and management of financial funds, pensions, securities, options, futures, foreign exchange and other financial instruments; provision of statements of account, namely, provision of portfolio reports for clients; provision of financial information relating to shares, share prices, funds, fund prices, pension funds, securities, options, futures, foreign exchanges and other financial instruments and financial market conditions to customers, investors and financial analysts; financial information relating to investment portfolios and pension funds; provision of financial transaction services, namely, investment fund transfer and dealing services relating to investment funds, pension funds, futures, securities, options, derivatives and other financial instruments; brokerage services relating to stocks and shares; stock brokerage services; securities and financial investment brokerage services; mutual fund brokerage services; mutual fund development services; financial asset management; fiscal assessment and evaluation; capital investment; business brokerage; real-estate investment services; trust services, namely, investment and trust company services; financial analyses; brokerage of shares of investment companies or other pooled investment vehicles, namely, of collateralized debt obligations, collateralized loan obligations, mutual funds, hedge funds and variable insurance funds; financial management and financial planning; financial administration of stock exchange trading of shares in financial markets; advisory, information and consultancy services relating to the aforesaid services including all the aforesaid services provided online, via the Internet, electronic links and networks, databases or platforms

Owner

• First Sentier Investors UK Holdings Limited, GB
• First Sentier Investors Europe Holdings Limited, London, GB
• First State Investments (UK Holdings) Limited, GB
• First State Investments (UK Holdings) Limited, GB

Prosecution history

• 04 Oct 2025 — COURTESY REMINDER - SEC. 71 (10-YR) E-MAILED
• 25 Sept 2025 — CHANGE OF NAME/ADDRESS REC'D FROM IB
• 25 Sept 2025 — INTERNATIONAL REGISTRATION RENEWED
• 28 Aug 2025 — NEW REPRESENTATIVE AT IB RECEIVED
• 18 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 71 & 15 - E-MAILED
• 18 Aug 2023 — REGISTERED - SEC. 71 ACCEPTED & SEC. 15 ACK.
• 15 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 27 Jan 2023 — TEAS SECTION 71 & 15 RECEIVED
• 27 Jan 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 27 Jan 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 27 Jan 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 27 Jan 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 27 Jan 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 19 Dec 2022 — CHANGE OF NAME/ADDRESS REC'D FROM IB
• 04 Oct 2021 — COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED