SWISS FINANCE INSTITUTE

Live / Registered — Registered and renewed (as of 07 Nov 2022)

What this means for you

Registered since 12 Mar 2013. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 12 Mar 2023).

Record

Serial number
85688723
Registration number
4301404
Mark type
Stylized text
Filed
27 Jul 2012
Published for opposition
25 Dec 2012
Registered
12 Mar 2013
Next maintenance due
12 Mar 2023
Attorney of record
Elias Hantula

Goods and services

  • Class 036 — Insurance and financial services: Capital investment services; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; financial advisory and financial consultancy services in connection with financial engineering, financial modeling and financial structuring of investment instruments in the nature of securities, options, futures, derivatives, debt instruments and commodities; providing financial due diligence and wealth management for high net worth individuals; providing financial risk management for others; providing investment portfolio management; providing consultation in connection with public and private equity offerings; financial advisory and financial consultancy services in the fields of private banking, corporate banking, commercial banking, investment banking, merchant banking, Swiss banking and offshore banking; financial advisory and wealth management services in connection with tax and insurance planning strategies; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial forecasting; Financial investment analysis and stock research; Financial management; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Hedge fund investment services; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance

Owner

Prior registrations

Prosecution history

  • 07 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 07 Nov 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 07 Nov 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 07 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 May 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Mar 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 30 Apr 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 30 Apr 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Apr 2018 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 20 Mar 2018 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 20 Mar 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Mar 2018 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Mar 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 12 Mar 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 12 Mar 2013 — REGISTERED-PRINCIPAL REGISTER

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