IA

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 14 Dec 2023)

What this means for you

Registered since 20 Jun 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86589642
Registration number
5225700
Mark type
Design + words
Filed
07 Apr 2015
Published for opposition
20 Sept 2016
Registered
20 Jun 2017
Attorney of record
Fan Cheng

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Retirement planning tools, namely, software allowing users to calculate disposable income in retirement; computer programs for document management; computer programs for generating portfolio reports in the field of financial securities, investment and financial services; software for the management and calculation of credit insurance premiums and loans; software for evaluating the performance of companies; ] software to analyze financial profits [ ; certificates of securities, prospectus and pocket memoranda ]
  • Class 016 — Paper goods and printed matter: Printed publications, namely, newsletters, brochures, pamphlets [ and books ] all in the field of financial securities, investment and financial service
  • Class 036 — Insurance and financial services: [ General insurance services, also known as insurance services of individual and collective person, namely, life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance and travel insurance; mortgage insurance services, namely, issuing and administering mortgage insurance; credit insurance services, namely, financial guarantee and surety services; special risks insurance services, also known as international and national risk insurance services, builder's risk insurance services, credit risk insurance services in the nature of factoring agency services; Administration of workplace savings and retirement products, namely, registered retirement savings plans, non-registered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, life income funds, annuities, fixed-term annuities; Financial advice and consultancy services regarding investment options, namely, guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds, securities; Brokerage of mutual funds for third parties; Advisory services relating to loan services, namely, investment loans, Registered Retirement Savings Plan lines of credit and Registered Education Savings Plans loans; administration of residential and commercial mortgage loans for third parties; damage insurance administration services in the fields of car insurance, home insurance, liability insurance, travel insurance; Investment advice; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely, investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; ] Distribution, also known as underwriting of products for motor vehicles, namely, extended warranties, [ replacement insurance, credit insurance, ] appearance products, anti-theft coverage and roadside assistance; financing after-sales service of products for motor vehicles, also known as underwriting extended warranty contracts in the field of extended warranties, replacement insurance, credit insurance, appearance products, anti-theft coverage and roadside assistance; administration of extended warranties and insurance policies for the motor vehicles of others [ ; Management, administration and distribution of investment funds for others; Mortgage brokerage services ]

Owner

Prosecution history

  • 14 Dec 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 14 Dec 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 14 Dec 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Jun 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 20 Jun 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 20 Jun 2017 — REGISTERED-PRINCIPAL REGISTER
  • 17 May 2017 — 1(B) BASIS DELETED; PROCEED TO REGISTRATION
  • 24 Apr 2017 — NOTICE OF ALLOWANCE CANCELLED
  • 15 May 2017 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 24 Apr 2017 — TEAS DELETE 1(B) BASIS RECEIVED
  • 15 Nov 2016 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 20 Sept 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 20 Sept 2016 — PUBLISHED FOR OPPOSITION
  • 31 Aug 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Aug 2016 — LAW OFFICE PUBLICATION REVIEW COMPLETED

View this trademark record on Marksy