Word

VONTOBEL. EMPOWERING INVESTORS TO BUILD BETTER FUTURES.

Status

Pending

Status Code

681

Status Date

Thursday, April 18, 2024

Serial Number

79369883

Mark Type

4

Filing Date

Thursday, November 10, 2022

Published for Opposition

Tuesday, May 21, 2024

Trademark Owner History

Vontobel Holding AG

Classifications

9 Downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters; Downloadable electronic data files featuring information on financial and investment matters; prerecorded magnetic, optical and electronic data media files and recorded media files featuring information on financial and investment matters; downloadable and recorded computer software for banking purposes; downloadable and recorded computer application software for mobile phones, portable media players, handheld computers, namely, mobile applications for banking purposes; data processing apparatus in the nature of card readers for credit cards, debit cards, and bank cards, computer mice; electronic apparatus for payment services in the nature of payment terminals and electronic and magnetic ID cards for use in connection with payment for services; downloadable electronic newsletters in the field of financial and investment matters

16 Printed matter, namely, brochures, booklets and books in the field of financial and investment matters; printed periodicals in the field of financial and investment matters; printed general feature magazines; printed pamphlets in the field of financial and investment matters; printed books in the field of financial and investment matters; printed manuals and handbooks in the field of financial and investment matters; printed teaching materials in the field of financial and investment matters; printed calendars; printed photographs; stationery; office requisites, namely, cards, envelopes, notebooks, pads, paper, pens, pencils, document holders

36 Banking services; Processing of financial and banking services via global computer networks; online banking services accessible by means of downloadable mobile applications; electronic banking via a global computer network in the nature of monetary exchange services; financial advice; financial transaction services, namely, providing secure transactions in the field of banking and payment options; financial services, namely, financial management of investments, namely, stocks, derivatives, structured products, funds, mutual funds and bonds; financial analysis; corporate finance services, namely, consultation in the fields of mergers and acquisitions, asset sales and capital; financial evaluation in the field of mergers and acquisitions and in the field of brokerage of stocks, derivatives, structured products, funds, mutual funds and bonds; preparation of financial reports; financial sponsorship of cultural events, conferences, sporting events, political events and financial and economic seminars; financial investment brokerage services; investment management; investment brokerage and investment consultation; providing information in the field of banking, finance, and financial investments via the internet; debt collection agency services; brokerage services for stocks, derivatives, structured products, funds, mutual funds and bonds; business liquidation services; financial investment services, namely, administering the issuance of securities; trustee services in the nature of acting as a custodian bank for investment funds; financial services, namely, the trading of securities and derivatives, and currency exchange services; financial management; lease-purchase financing; arranging and guaranteeing of loans for others; rental of bank safes; financial advice relating to tax matters; financial advice relating to inheritance matters as well as the financial execution of wills and the financial liquidation and distribution of estates; financial estate planning; real estate affairs, namely, real estate agency services, real estate trustee services and real estate management consultation; appraisal of buildings, rental of buildings for permanent occupancy, building leasing; financial management of employee pension funds; insurance services, namely, insurance brokerage services, life insurance settlement services, insurance carrier services; Financial calculation services for others, namely, calculation of stock indices and stock market indices

35 Commercial business management; Office work, namely, providing secretarial services; business management and organization consultancy; providing business advice in the field of processing of commercial transactions; professional business consultancy relating to acquisition and mergers; commercial activity appraisal services, namely, business appraisals; estate planning and economic estate planning; business investigations; business development consulting services; preparation of business reports specifically for commercial and industrial businesses, private individuals, public and private institutions; providing business information via global computer networks; business appraisals and business efficiency advice; business management analysis, namely, assessing and analyzing the structure of companies and company procedures; business evaluation of employee productivity and preparing business reports relating to the same; compiling and providing statistical information for business purposes; marketing research; economic forecasting; compilation, processing, systemization and administration of data in databases; tax preparation; public relations; telephone answering for unavailable subscribers; arranging and conducting exhibitions for trade and industry for business purposes; arranging and conducting exhibitions for business and advertising purposes; accounting and services provided by consultants relating to accounting; account auditing, namely, review of customer accounts of business accounts; staff placement; services provided by consultants in the field of personnel management; placement of external asset managers, namely, financial advisers; payroll preparation; document reproduction; cost price analysis

45 Legal services; Provision of expert legal opinions; legal services, namely, providing legal advice for the purpose of estate succession planning; supervising the execution of wills; assessing standards and practices to assure compliance with financial laws and regulations, tax laws and regulations, banking laws and regulations, and financial market laws and regulations

42 Providing temporary use of non-downloadable computer software that enables a user to perform financial and banking transactions via an interactive Internet platform; Application service provider (ASP) featuring software that enables a user to perform banking and financial transactions; design and development of computer hardware and software; updating of computer software; installation and maintenance of computer software; computer system analysis; rental of computers and computer software; technical project studies in the nature of conducting scientific feasibility studies in the field of new technologies; quality control for others; website maintenance for others, including optimization, analysis and verification

Trademark Events

Aug 24, 2023

Assigned To Examiner

May 18, 2023

Sn Assigned For Sect 66a Appl From Ib

May 24, 2023

Limitation From Original Application Entered

May 26, 2023

New Application Office Supplied Data Entered

May 30, 2023

Application Filing Receipt Mailed

Aug 25, 2023

Non-Final Action Written

Aug 26, 2023

Non-Final Action (Ib Refusal) Prepared For Review

Sep 15, 2023

Refusal Processed By Mpu

Sep 15, 2023

Non-Final Action Mailed - Refusal Sent To Ib

Oct 11, 2023

Refusal Processed By Ib

Nov 7, 2023

Teas Response To Office Action Received

Nov 7, 2023

Correspondence Received In Law Office

Nov 7, 2023

Teas/Email Correspondence Entered

Nov 19, 2023

Assigned To Examiner

Dec 11, 2023

Final Refusal Written

Dec 11, 2023

Final Refusal E-Mailed

Dec 11, 2023

Notification Of Final Refusal Emailed

Mar 17, 2024

Correction Transaction Received From Ib

Feb 3, 2024

New Representative At Ib Received

Apr 12, 2024

Correction From Ib Entered - Attorney Review Required

Apr 16, 2024

Examiners Amendment -Written

Apr 16, 2024

Examiners Amendment E-Mailed

Apr 16, 2024

Notification Of Examiners Amendment E-Mailed

Apr 16, 2024

Examiner's Amendment Entered

Apr 17, 2024

Approved For Pub - Principal Register

May 1, 2024

Notification Of Notice Of Publication E-Mailed