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Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 07 Oct 2023

Last Applicant/ Owned by

Gotthardstrasse 43

Zürich

CH

8002

Serial Number

98209112 filed on 04th Oct 2023

Registration Number

N/A

Correspondent Address

MATTHEW FRISBEE

LEASON ELLIS LLP

ONE BARKER AVENUE, 5TH FLOOR

WHITE PLAINS, NY 10601

Filing Basis

No Filing Basis

Disclaimer

NO DATA

VONTOBEL

Providing software for banking and financial transactions (application service provider); Providing software (software as a service, SaaS) for banking and financial transactions; providing software that enables banking and financial transactions via an interactive Internet platform; platform as a service (PAAS) with software for banking and financial transactions; Providing application software (eRead More

Classification Information


Class [045]
Personal & Legal & Social Services


Legal services, in particular tax law consulting; Providing expert legal opinions; drafting legal documents for third parties; legal succession planning and legal estate planning; execution of wills; assessing standards and policies to assure compliance with laws and regulations; Providing online information in the legal field

Class [042]
Computer & Software Services & Scientific Services


Providing software for banking and financial transactions (application service provider); Providing software (software as a service, SaaS) for banking and financial transactions; providing software that enables banking and financial transactions via an interactive Internet platform; platform as a service (PAAS) with software for banking and financial transactions; Providing application software (especially for mobile devices) that enables investors to select, purchase, issue and monitor financial products tailored to their individual preferences; Providing application software for creating financial investment products, managing and monitoring investment portfolios, and receiving and sending information about investment products; Providing the temporary use of non-downloadable online software for use in the financial industry to facilitate the transfer of financial data between electronic trading applications, to analyze corporate financial data for the purpose of evaluating and determining investment opportunities, and to facilitate the purchase and sale of securities via an electronic trading application; Storing economic information, data, statistics and indices; industrial analysis and research; information technology (IT) consulting; Providing scientific and technical information via a global computer networks, related to computer software, computer hardware, computer networks in the financial field, and local area networks; Computer and Internet-related services, namely, online provision via a global computer network of database software in the areas of identity authentication and verification; Issuance of digital certificates; data encryption and decryption in the field of financial information; Digital signature authentication services for third parties, namely, data encryption and data integrity verification; user authentication via blockchain technology; technological services and research and design related to financial instruments, including commodities, futures, options and other derivatives

Class [041]
Education and Entertainment Services


Educational services, including courses, seminars, workshops, conferences and training in the fields of investments, asset management, financing, businesses, finance, business, insurances, banking and real estate; all the above services also provided online; Organization and conducting conferences and congresses; Providing electronic publications (non-downloadable); publishing books; Publishing of texts (except advertising texts); online publication of electronic books and magazines; Organization and conducting of competitions; entertainment services; Organization of exhibitions for educational, cultural, sports or entertainment purposes; Vocational guidance and career counseling

Class [038]
Communications Services


Telecommunications; Transmission, dissemination and sending of documents, messages, data and information via computer networks and other communication networks; Telecommunications services, namely, electronic transmission of electronic media, data, messages, graphics, images, photographs, video, audiovisual content and files; Providing online access to data; Providing access to an electronic network for online information research; Providing access to online computer databases; Transmission of financial information via global computer networks; Providing online forums for communication on financial topics; Telecommunication services to access trade transactions via electronic communication networks; Provision of online chat rooms and instant messaging services

Class [036]
Insurance & Financial Services


Banking services; institutional banking services; Financial services; Financial services in the fields of asset and investment management for private and business clients, for financial intermediaries, and for institutional clients; online banking; Wealth management; monetary transactions; Insurance services; Processing of financial and banking services via global computer networks; Banking and financial transactions via a software application; Banking and financial transactions via an interactive Internet platform; Financial services, namely, investment banking and hedge fund investment services; Financial services including financial advisory services, financial transactions, financing, financial analysis and financial expert opinions; Financial market analysis; financial forecasting; Financial and investment services, namely, advice, management, and brokerage in the areas of stocks, bonds, options, commodities, futures, derivatives, structured products, funds, and other securities, and investment of third-party funds; Financial services using blockchain technology; Providing financial information regarding decentralized peer-to-peer communication for buying, trading, and selling cryptocurrencies; Providing financial information by electronic means in the field of cryptocurrencies, namely, information, news and analysis concerning cryptocurrencies and capital investments in cryptocurrencies; Advice in corporate finance; financial valuation of companies; financial estimates and valuations; Financial planning and financial management consulting; Preparation of financial reports; financial sponsorship; brokerage services relating to financial investments; Investment consulting; Investment brokerage and investment management; venture capital brokerage; Venture capital services and venture capital management services; financial risk management; Financial services in the field of investment management and risk management; Provision of financial information via computer systems; Providing financial information, also via an application software, which enables investors to select, issue, manage and monitor products composed according to their individual preferences; Providing information related to banking, finance and investment operations via electronic media and computer systems; providing information on the financial market and investment products, including via an application software; Fiduciary services, namely, investment company and trust company services; Financial services, namely, assisting others with financial transactions for products of all asset classes in connection with public and private offerings; Financial advisory services and financial management services in connection with public and private offerings; debt collection services; Brokerage services; Business liquidations (financial services); Execution of and participation in issuance of securities; services of a custodian bank; services of an underwriting agent and of a custodian bank of investment funds; Fund management; Management of funds; issuance of negotiable securities; stock exchange services including trading of products of all asset classes; Trading of securities, funds, bonds, structured products, index futures, securities options, financial instruments, commodities and emission rights; wealth management via an application software and via an electronic platform; Leasing operations; Arranging and guaranteeing loans for third parties; renting bank safe deposit boxes; Settlement of monetary transactions with credit cards, debit cards and customer cards; Issuing credit cards, providing financial services related to debit cards and customer cards; consulting in tax matters; financial advice in inheritance matters and financial execution of wills and estate liquidations; financial succession planning; Real estate services; appraisal, renting, leasing, management, brokerage of real estate; financial management and advice to pension funds; Financial retirement planning services; Financial advice related to retirement planning

Class [035]
Advertising, Business & Retail Services


Advertising; business management; business administration; Office functions; Providing information and advice on commercial and business matters; Marketing related to financing; Compilation of data in computer databases; Systematization of data in computer databases; Entering information into databases; Updating and maintaining data in computer databases; Providing business information via a web site; E-commerce services, namely, providing product information via telecommunications networks for advertising and sales purposes; Preparation of billing and account statements; cost-price analysis; Information in business matters; Analysis of business data; computerized file management; computerized data processing; e-commerce services, namely, advertising via computer networks in the form of data, text, images, sound or any combination thereof for the sale of goods and services of all kinds; business research; online advertising on a computer network; advertising via mobile telephone networks; mail order advertising; economic forecasting; establishing statistics, including graphs; compilation of business statistics; Preparation and drafting of business reports; provision of information and advice as well as consultant services relating to business management and administration, on-line or via the Internet; computer-aided business record keeping; business intermediation services; conclusion of commercial transactions via electronic telecommunication systems; financial controlling; accounting; Business consulting in the field of cryptocurrencies; providing business information via using blockchain technology; Organizing and conducting exhibitions and trade fairs for commercial or promotional purposes

Class [016]
Paper Goods and Printed Material


Printed matter; Periodicals; magazines; pamphlets; books; manuals; teaching materials (except apparatus); calendars; photographs; pictures; stationery; office requisites (except furniture)

Class [009]
Computer & Software Products & Electrical & Scientific Products


Apps (software), namely, applications for smartphones, tablet PCs, e-readers and other mobile or stationary IT devices (downloadable), for the organization, execution and management of financial and monetary transactions of all kinds; downloadable software (in particular for mobile end devices) for the organization, execution and management of financial and monetary transactions of all kinds; Application software (especially for mobile terminals) for investment business and investment transactions; Application software (in particular for mobile terminals) which enables investors to select, acquire, issue and monitor financial products assembled according to their individual preferences; Application software (in particular for mobile devices) for creating financial investment products, managing and monitoring the investment portfolio, and receiving and sending information about investment products; Communication software for client access to banking account information and for transaction processing; electronic databases, namely, software, for investment business and investment transactions; Computer software and application software (in particular for mobile devices) in the field of insurance; Computer software platforms; Downloadable computer software, namely, a computer software platform in the field of banking business for the provision of banking and financial services; Blockchain solutions (software); Downloadable computer software for managing crypto asset transactions using blockchain technology; Downloadable digital files authenticated by non-fungible tokens (NFTs); Downloadable cryptographic keys for receiving and emitting crypto-assets; electronic cards, in particular, credit cards, debit cards, bank cards, and customer cards; Electronic devices for payment services; Downloadable electronic publications provided via databases or the Internet; Electronic publications stored on computer media; prerecorded magnetic, optical and electronic data media and recording media

Mark Details


Serial Number

No 98209112

Mark Type

No Service Mark

Attorney Docket Number

No 00518/313208

44D Filed

Yes

44D Current

Yes

44E filed

Yes

44E Current

Yes

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
13th Oct 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07th Oct 2023NEW APPLICATION ENTERED