| Serial Number | 79251821 |
| Word Mark | ALVARIUM |
| Filing Date | Tuesday, October 9, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 7, 2020 |
| Registration Number | 5952319 |
| Registration Date | Tuesday, January 7, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 22, 2019 |
| Goods and Services | Magnetically encoded cards for carrying data, namely, identity cards; multi-function cards for financial services, namely, magnetically encoded blank bank cards for issuance by financial institutions; magnetically encoded charge cards, cash cards, bank cards, cheque cards, credit cards, debit cards; downloadable computer software for secure transmission of financial data; computer software for the provision of banking services, financial services, financial analysis and financial reports, financial management services, and information services relating to banking and finance; downloadable publications, namely, newsletters, magazines, periodicals, pamphlets and leaflets, all in the field of financial management, banking and financial services, all in electronic form, supplied on-line from databases or from facilities provided on the Internet including web sites; downloadable publications, namely, newsletters, magazines, periodicals, pamphlets and leaflets, all in the field of financial management, banking and financial services, all in digital or electronic format, provided by CD-ROM or diskette; structural parts and fittings for all the aforesaid goods |
| Goods and Services | Paper; printed matter, namely, newspapers, periodicals, magazines, newsletters, pamphlets and leaflets all in the field of financial management, banking and financial services; pens; pencils, pen sets; stationery; address books; diaries; personal organisers; notepads; money clips for holding bank notes made from precious metal; conference folders for holding stationery notes |
| Goods and Services | Insurance services, namely, insurance brokerage and agency services in the field of credit insurance, life insurance, home insurance and medical insurance; financial affairs, namely, banking, merchant banking and investment services, payment processing services, namely, credit card and debit card transaction processing services; monetary affairs, namely, banking, merchant banking and investment banking services, investment advice to individuals, families, foundations and charities; real estate affairs, namely, real estate agency and brokerage services, including rental, leasing, management, sales and purchase of real estate; real estate affairs, namely, real estate consulting and advisory services, real estate portfolio management services, real estate conveyancing services in the nature of mortgage brokerage, real estate capital development services, real estate appraisal and valuation services; investment services in the field of real estate; preparation of financial reports and analysis, namely, financial management and analysis services; financial investment planning and management services; financial investment in the field of real estate; financial asset management services, namely, providing financial analysis in the field of financial information; administration of financial funds, namely, providing portfolio management services to others; brokerage of stocks, bonds and futures; provision of and dissemination of financial information and indices, namely, providing financial analysis in the field of financial information; financial management services, financial analysis services; Stock Exchange quotation services; valuation services, namely, valuing financial instruments; financial asset management services; financial unit trust management services; financial fund management services; financial hedge fund management services; financial pension fund management services; financial off-shore fund management services; financial private client fund management services; corporate finance services, namely, advice and inquiries regarding credit, issuing letters of credit and providing credit agency services for businesses; share dealing services, namely, brokerage of shares or stocks and other securities; currency exchange services; advise, consultancy and information services relating to finance, banking and insurance |
| Goods and Services | Accountancy services; book-keeping services; business appraisals, enquiries, investigations, research and management services; business management consultancy; business and commercial information agency services; business advisory services; business planning services; business administration services; advertising and promotional services; market analysis and research services; compilation of data into computer databases and data processing for business purposes; payroll services, namely, administration and management thereof for business |
| Goods and Services | Company registration services, namely, legal services relating to company formation and registration; legal services; fraud prevention services, namely, forensic analysis of surveillance video for fraud and theft prevention purposes |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 25, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 25, 2019 |
| Primary Code | 016 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 25, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 25, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, February 25, 2019 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Alti Asset Management Holdings 2 Limited |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | GB |
| Party Name | Alvarium Investments Limited |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | GB |
| Party Name | LJ GP Partnership Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | GB |
| Event Date | Event Description |
| Friday, March 1, 2024 | CHANGE OF NAME/ADDRESS REC'D FROM IB |
| Friday, March 3, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, March 3, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, March 3, 2023 | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS |
| Friday, March 3, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, March 3, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, March 3, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, February 17, 2023 | NEW REPRESENTATIVE AT IB RECEIVED |
| Friday, May 8, 2020 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Saturday, April 18, 2020 | FINAL DISPOSITION NOTICE SENT TO IB |
| Saturday, April 18, 2020 | FINAL DISPOSITION PROCESSED |
| Tuesday, April 7, 2020 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Friday, January 10, 2020 | NOTIFICATION PROCESSED BY IB |
| Tuesday, January 7, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Friday, January 3, 2020 | CHANGE OF NAME/ADDRESS REC'D FROM IB |
| Tuesday, October 22, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 22, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 2, 2019 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Wednesday, October 2, 2019 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, October 2, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, September 18, 2019 | ASSIGNED TO LIE |
| Monday, September 16, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 13, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Friday, September 13, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, September 13, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Friday, September 13, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 5, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 5, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 5, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 26, 2019 | NEW REPRESENTATIVE AT IB RECEIVED |
| Friday, April 5, 2019 | REFUSAL PROCESSED BY IB |
| Wednesday, March 20, 2019 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Wednesday, March 20, 2019 | REFUSAL PROCESSED BY MPU |
| Tuesday, March 12, 2019 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Monday, March 11, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, March 1, 2019 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 26, 2019 | ASSIGNED TO EXAMINER |
| Monday, February 25, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 14, 2019 | SN ASSIGNED FOR SECT 66A APPL FROM IB |