MULTIFONDS

What this means for you

Not registered yet, but its 30 Jul 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

79435826

Mark type

Stylized text

Filed

30 Jul 2025

Goods and services

• Class 009 — Scientific and electric apparatus: Computer software; computer software for fund accounting; computer software for investment management; computer software for managing the investment lifecycle of traditional and alternative funds; computer software for automating client onboarding, providing real-time access to financial data, and for document management; computer software for financial transaction processing, cash management and pricing; computer software for valuation of assets and tax management.
• Class 036 — Insurance and financial services: Financial services, including such services provided via a global computer network or the Internet; investment management services including such services provided via a global computer network or the Internet; consultancy, information and advisory services relating to the aforesaid.
• Class 042 — Scientific and technological services: Platform as a service [PaaS] services featuring a software platform for investment management, automating client onboarding, providing real-time access to financial data, providing a document management system and providing fund accounting services; platform as a service [PaaS] services featuring a software platform for financial transaction processing, cash management and pricing, valuation of assets and tax management; software as a service [SaaS] featuring software for investment management, automating client onboarding, providing real-time access to financial data, providing a document management system and providing fund accounting services; software as a service [SaaS] featuring software for financial transaction processing, cash management and pricing, valuation of assets and tax management; consultancy, information and advisory services relating to the aforesaid.

Owner

• IGEFI Group Sárl, XP

Prosecution history

• 12 Feb 2026 — REFUSAL PROCESSED BY IB
• 23 Jan 2026 — NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
• 23 Jan 2026 — REFUSAL PROCESSED BY MPU
• 20 Dec 2025 — NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
• 19 Dec 2025 — NON-FINAL ACTION WRITTEN
• 15 Dec 2025 — ASSIGNED TO EXAMINER
• 03 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 03 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 30 Oct 2025 — SN ASSIGNED FOR SECT 66A APPL FROM IB