| Serial Number | 86858372 |
| Word Mark | ASSET VANTAGE |
| Filing Date | Monday, December 28, 2015 |
| Status | 704 - PARTIAL SECTION 8 ACCEPTED |
| Status Date | Tuesday, June 20, 2023 |
| Registration Number | 5106427 |
| Registration Date | Tuesday, December 20, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 31, 2016 |
| NOT AVAILABLE | "ASSET" |
| Goods and Services | Computer software for use in uploading, importing, storing, accessing, data management and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; computer software for automating the process of global investment management; computer software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into financial portfolio performance charts; computer software for performing investment analytics; computer software for integrated accounting; computer software containing back office solutions; computer software for market watch; computer software for consolidating individual or family wealth data; computer software to sync investments, banking transactions and all related documents on a single platform |
| Goods and Services | [ Personal and small business financial and investment management services; personal investment management services; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; financial services, namely, tracking of personal and business expenses; forecasting and analysis of financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; financial administration and management services for the administration of credit and debit cards, loans, mortgages, investments and financial accounts; providing information, news, opinions and advice in the fields of banking, financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, and social media; providing information and news regarding investment opportunities; providing research reports on investment ] |
| Goods and Services | Software as a service (SaaS) for the provision of use of online non-downloadable software for use in uploading, importing, storing, accessing, and using financial related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing temporary use of online non-downloadable software for use in electronically searching, reading, and pulling information and data from electronic documents and automatically analysing such information and data into portfolio information; hosting and providing a website that features technology that enables users to upload, import, store, access, and use finance related documents and electronic files for financial transaction data, account management, financial reporting, accounting features and related reference information; providing a website that features technology that enables users to electronically search, read, and pull information and data from electronic documents and automatically enter such information and data into tax forms; software as a service for providing real-time access to an individual or family's wealth assets; software as a service (SaaS) for use by individuals or companies for purposes of accounting, preparing tax returns and tax planning |
| 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 | Wednesday, January 6, 2016 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, September 30, 2013 |
| First Use In Commerce Date | Thursday, June 2, 2016 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Tuesday, June 20, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 30, 2013 |
| First Use In Commerce Date | Thursday, June 2, 2016 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 6, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, September 30, 2013 |
| First Use In Commerce Date | Thursday, June 2, 2016 |
| Party Name | ASSET VANTAGE PTE LTD. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 24 - NOT AVAILABLE |
| Address | SINGAPORE 048695 SG |
| Party Name | FINTECH PTE. LTD. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Singapore 188976 SG |
| Party Name | FINTECH PTE. LTD. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Singapore 188976 SG |
| Party Name | FINTECH PTE. LTD. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Singapore 188976 SG |
| Event Date | Event Description |
| Thursday, December 31, 2015 | NEW APPLICATION ENTERED |
| Wednesday, January 6, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 14, 2016 | ASSIGNED TO EXAMINER |
| Monday, April 25, 2016 | NON-FINAL ACTION WRITTEN |
| Monday, April 25, 2016 | NON-FINAL ACTION E-MAILED |
| Monday, April 25, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 25, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 25, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 26, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 27, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 11, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 31, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 31, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 26, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 27, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Friday, October 14, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, September 27, 2016 | USE AMENDMENT FILED |
| Friday, October 14, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, November 14, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 15, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 20, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 20, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, December 20, 2022 | TEAS SECTION 8 RECEIVED |
| Wednesday, January 25, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, June 15, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, June 20, 2023 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED |
| Tuesday, June 20, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, December 20, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |