| Serial Number | 79341127 |
| Word Mark | CLMI |
| Filing Date | Wednesday, October 27, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 5, 2023 |
| Registration Number | 7152899 |
| Registration Date | Tuesday, September 5, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 20, 2023 |
| Goods and Services | Downloadable software in the field of client and customer data and relationship management; Downloadable computer software for use in customer relationship management; downloadable computer software, Downloadable computer software applications and downloadable computer software platforms for data and relationship management; Downloadable computer software, downloadable computer software applications and downloadable computer software platforms for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; downloadable computer software, downloadable computer software applications and downloadable computer software platforms specifically for use in the field of wealth management and private banking; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship; Downloadable computer software for regulatory and compliance assurance and checks |
| Goods and Services | Management of sales and marketing leads and prospective client pipelines in the field of banking, financial services, investments, wealth management and asset management; Customer relationship management |
| Goods and Services | Software-as-a-Service (SaaS) services utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) services for client and customer relationship management; Software-as-a-Service (SaaS) services for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; Software-as-a-Service (SaaS) services for use in the field of wealth management and private banking; Software-as-a-Service (SaaS) services for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; Software-as-a-Service (SaaS) services for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) services in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management; Software-as-a-Service (SaaS) services for regulatory and compliance assurance and checks |
| 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 | Friday, May 27, 2022 |
| Primary Code | 009 |
| 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 | Friday, May 27, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Friday, May 27, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Wealth Dynamics Limited |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | GB |
| Party Name | Wealth Dynamics Limited |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | GB |
| Party Name | Wealth Dynamics Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | GB |
| Event Date | Event Description |
| Thursday, May 26, 2022 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Friday, May 27, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 31, 2022 | APPLICATION FILING RECEIPT MAILED |
| Friday, August 5, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, September 7, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, September 8, 2022 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Friday, November 4, 2022 | REFUSAL PROCESSED BY MPU |
| Friday, November 4, 2022 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Sunday, November 27, 2022 | REFUSAL PROCESSED BY IB |
| Friday, March 24, 2023 | NEW REPRESENTATIVE AT IB RECEIVED |
| Thursday, May 4, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 4, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 4, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, May 4, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, May 4, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, May 4, 2023 | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS |
| Thursday, May 4, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, May 4, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, May 5, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 12, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 31, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 31, 2023 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, May 31, 2023 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Monday, June 19, 2023 | NOTIFICATION PROCESSED BY IB |
| Tuesday, June 20, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 20, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 5, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 5, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 5, 2023 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Wednesday, December 6, 2023 | FINAL DISPOSITION NOTICE SENT TO IB |
| Wednesday, December 6, 2023 | FINAL DISPOSITION PROCESSED |
| Wednesday, May 22, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 22, 2024 | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS |
| Wednesday, May 22, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, May 22, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 22, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 22, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 26, 2023 | FINAL DECISION TRANSACTION PROCESSED BY IB |