| Serial Number | 79312287 |
| Word Mark | EQUITY PRESERVATION MORTGAGE |
| Filing Date | Monday, May 3, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 13, 2022 |
| Registration Number | 6920098 |
| Registration Date | Tuesday, December 13, 2022 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 27, 2022 |
| Description of Mark | The mark consists of the wording "EQUITY PRESERVATION MORTGAGE" in teal. Above the wording is a shaded abstraction of a bird in purple and a smaller shaded abstraction of a bird in teal. The white in the mark is for transparent purposes and is not claimed as a feature of the mark. |
| Goods and Services | Downloadable computer programs for use in making commercial transactions; downloadable computer programs for financial management; downloadable computer programs for financial reporting; downloadable computer programs relating to tracking and recording financial transactions; downloadable computer programs for use in insurance brokerage; downloadable computer application software for mortgage brokerage; downloadable computer software for estimating insurance and mortgage payments; downloadable computer software for business purposes for financial management; computer software platforms, recorded or downloadable for use in financial management; downloadable computer software for use in financial management; downloadable computer software programs for financial management; downloadable software applications for financial management; downloadable interactive computer software for financial management |
| Goods and Services | Advisory services relating to insurance; brokerage advisory services relating to insurance; advisory services relating to financial investment; advisory services relating to financial matters; advisory services relating to financial planning; advisory services relating to obtaining mortgages for residential properties; advisory services relating to obtaining mortgages; financial investment brokerage services relating to financial instruments; brokerage of insurance; computerised financial services, namely, insurance and mortgage brokerage; consultation services relating to financial matters; consultancy services relating to insurance; equity financing services; financial advice; financial advisory services; financial advisory services for companies; financial advisory services for individuals; financial advisory services relating to retirement plans; financial risk assessment services; financial asset management; financial investment brokerage; financial consultancy; financial consultation services; financial evaluation of insurance and real estate; financial fund management in the nature of in the nature of management of a capital investment fund; financial information services; financial investment advisory services; financial investment management services; financial services, namely, money lending; financial loan services; financial management advisory services; financial management of financial assets; financial management of funds; financial management of investments; financial planning; financial portfolio management; financial risk management; financial strategy consultancy services in the nature of creating personalized strategies to achieve financial independence; insurance brokerage; insurance consultation services; insurance services in the nature of insurance brokerage relating to pension funds; personal financial planning advisory services; personal financial planning services; providing financial information via a website; providing information and online information about insurance, financial and monetary affairs and real estate affairs; provision of information relating to financial services; commercial mortgage brokerage; mortgage banking and brokerage; mortgage brokerage services; mortgage financing services; processing mortgage insurance policy refunds; mortgage financial investment management; provision of information relating to financing of mortgages; provision of mortgage loan insurance; financial service, namely, provision of mortgage loans; financial services, namely, provision of mortgages; advisory services relating to financial risk management; financial management of pension funds; mortgage loan services, namely, origination, acquisition, servicing and brokerage of mortgage loans; financial services in the nature of money lending, namely, provision of mortgage funds; insurance advisory services |
| Indication of Colors claimed | The color(s) purple and teal is/are claimed as a feature of the mark. |
| Goods and Services | Licensing of computer programs in the framework of software publishing; licensing of intellectual property; licensing of computer software; licensing of financial management technology |
| NOT AVAILABLE | "EQUITY PRESERVATION MORTGAGE" |
| Goods and Services | Computer software programming services; development of computer software; development of computer software applications; development of software; application services provider (ASP) namely, hosting of software as a service (saas) of others; software as a service (saas) services for financial management; providing temporary use of online non-downloadable software for financial management; provision of temporary use of online non-downloadable software for financial management ; provision of temporary use of online non-downloadable web-based software for financial management |
| 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 | Saturday, June 5, 2021 |
| Primary Code | 009 |
| 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 | Saturday, June 5, 2021 |
| Primary Code | 036 |
| 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 | Saturday, June 5, 2021 |
| Primary Code | 042 |
| 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 | Saturday, June 5, 2021 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Futureproof Financial Group Limited |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 83 - NOT AVAILABLE |
| Address | CN |
| Party Name | Futureproof Financial Group Limited |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 83 - NOT AVAILABLE |
| Address | CN |
| Party Name | Futureproof Financial Group Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 83 - NOT AVAILABLE |
| Address | CN |
| Event Date | Event Description |
| Tuesday, January 11, 2022 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Thursday, June 3, 2021 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Saturday, June 5, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 9, 2021 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, January 5, 2022 | ASSIGNED TO EXAMINER |
| Saturday, January 8, 2022 | NEW REPRESENTATIVE AT IB RECEIVED |
| Monday, January 10, 2022 | NON-FINAL ACTION WRITTEN |
| Sunday, February 20, 2022 | REFUSAL PROCESSED BY IB |
| Monday, January 31, 2022 | REFUSAL PROCESSED BY MPU |
| Monday, January 31, 2022 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Friday, July 29, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 29, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 29, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 24, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 24, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 24, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 24, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 24, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 7, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, September 7, 2022 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, September 7, 2022 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Tuesday, September 27, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 27, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, October 3, 2022 | NOTIFICATION PROCESSED BY IB |
| Wednesday, November 9, 2022 | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB |
| Wednesday, November 9, 2022 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Sunday, November 27, 2022 | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB |
| Tuesday, December 13, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, December 13, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Monday, March 13, 2023 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Friday, August 16, 2024 | NEW REPRESENTATIVE AT IB RECEIVED |
| Saturday, August 10, 2024 | NEW REPRESENTATIVE AT IB RECEIVED |
| Friday, March 31, 2023 | FINAL DISPOSITION PROCESSED |
| Friday, March 31, 2023 | FINAL DISPOSITION NOTICE SENT TO IB |
| Monday, April 24, 2023 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Saturday, August 5, 2023 | NEW REPRESENTATIVE AT IB RECEIVED |