CGI WEALTH360 Trademark

Trademark Overview


On Friday, September 6, 2013, a trademark application was filed for CGI WEALTH360 with the United States Patent and Trademark Office. The USPTO has given the CGI WEALTH360 trademark a serial number of 86057938. The federal status of this trademark filing is PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED as of Wednesday, November 3, 2021. This trademark is owned by CGI Group Inc.. The CGI WEALTH360 trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Construction & Repair Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

(Based on Use in Commerce) Computer training, namely, training in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managers, administrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, providing training in the use and operation of investment fund record-keeping software

[ (Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computation, electronic funds transfer, currency exchange management, and generation of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plans, including multi-currency capability for the financial services industry; computer software for conducting inventory control management; comput...

[ (Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, installation, maintenance and repair of computer hardware used with an investment accounting and management program ]

(Based on Use in Commerce) Investment fund record-keeping services, namely, maintaining and recording positions in stocks, bonds, funds and other securities, financial record-keeping for investment risk management, regulatory compliance purposes, and accounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, providing bookkeeping and administrative accounting services for mutual and investment fund managers, office functions in the nature of maintaining records of ownership of stocks, shares and securities for mutual and investment fund managers

(Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; information, installation, maintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicing, namely, ...
cgi wealth360

General Information


Serial Number86057938
Word MarkCGI WEALTH360
Filing DateFriday, September 6, 2013
Status705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, November 3, 2021
Registration Number4782533
Registration DateTuesday, July 28, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 30, 2014

Trademark Statements


Goods and Services(Based on Use in Commerce) Computer training, namely, training in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managers, administrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, providing training in the use and operation of investment fund record-keeping software
Goods and Services[ (Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computation, electronic funds transfer, currency exchange management, and generation of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plans, including multi-currency capability for the financial services industry; computer software for conducting inventory control management; computer software for conducting and analyzing risk management in the fields of institutional investment dealers ]
Pseudo MarkCGI WEALTH 360
Goods and Services[ (Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, installation, maintenance and repair of computer hardware used with an investment accounting and management program ]
Goods and Services(Based on Use in Commerce) Investment fund record-keeping services, namely, maintaining and recording positions in stocks, bonds, funds and other securities, financial record-keeping for investment risk management, regulatory compliance purposes, and accounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, providing bookkeeping and administrative accounting services for mutual and investment fund managers, office functions in the nature of maintaining records of ownership of stocks, shares and securities for mutual and investment fund managers
Goods and Services(Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; information, installation, maintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicing, namely, troubleshooting of software and hardware problems and repair of software defects for others; software as a service (SAAS) services featuring software for business accounting, investment portfolio record keeping and financial record keeping; technical support services in the form of troubleshooting of computer software problems; computer network security services in the nature of user authentication, activity logging and disaster recovery services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateWednesday, November 3, 2021
Primary Code009
First Use Anywhere DateWednesday, October 31, 2012
First Use In Commerce DateWednesday, October 31, 2012

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 9, 2014
Primary Code035
First Use Anywhere DateWednesday, October 31, 2012
First Use In Commerce DateWednesday, October 31, 2012

International Class037 - Building construction; repair; installation services.
US Class Codes100, 103, 106
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateWednesday, November 3, 2021
Primary Code037
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, September 16, 2013
Primary Code041
First Use Anywhere DateWednesday, October 31, 2012
First Use In Commerce DateWednesday, October 31, 2012

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, September 16, 2013
Primary Code042
First Use Anywhere DateWednesday, October 31, 2012
First Use In Commerce DateWednesday, October 31, 2012

Trademark Owner History


Party NameCGI INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressMONTREAL, QUEBEC H3G 1T4
CA

Party NameCGI Group Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMontreal, Quebec H3G1T4
CA

Party NameCGI Group Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMontreal, Quebec H3G1T4
CA

Party NameCGI Group Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMontreal, Quebec H3G1T4
CA

Trademark Events


Event DateEvent Description
Tuesday, September 10, 2013NEW APPLICATION ENTERED
Wednesday, December 18, 2013EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Monday, September 16, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 17, 2013NOTICE OF PSEUDO MARK E-MAILED
Tuesday, December 17, 2013ASSIGNED TO EXAMINER
Wednesday, December 18, 2013COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Wednesday, December 18, 2013EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, December 18, 2013NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, August 13, 2014EXAMINERS AMENDMENT -WRITTEN
Monday, June 9, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 9, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 9, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 14, 2014FINAL REFUSAL WRITTEN
Monday, July 14, 2014FINAL REFUSAL E-MAILED
Monday, July 14, 2014NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, August 13, 2014EXAMINERS AMENDMENT E-MAILED
Wednesday, August 13, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, August 13, 2014EXAMINER'S AMENDMENT ENTERED
Tuesday, November 25, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, August 13, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 21, 2014ASSIGNED TO LIE
Tuesday, August 26, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 10, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 30, 2014PUBLISHED FOR OPPOSITION
Tuesday, September 30, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, June 15, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, June 19, 2015SU-EXAMINER'S AMENDMENT WRITTEN
Friday, June 19, 2015EXAMINERS AMENDMENT E-MAILED
Friday, June 19, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, June 19, 2015EXAMINER'S AMENDMENT ENTERED
Saturday, June 20, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 28, 2015REGISTERED-PRINCIPAL REGISTER
Wednesday, March 27, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 28, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 28, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, May 19, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, May 19, 2015USE AMENDMENT FILED
Friday, June 19, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, June 19, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, November 3, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 3, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, November 3, 2021REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, July 28, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED