| Serial Number | 97055799 |
| Word Mark | FIDANTE PARTNERS |
| Filing Date | Friday, October 1, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 2, 2023 |
| Registration Number | 7039944 |
| Registration Date | Tuesday, May 2, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 14, 2023 |
| Description of Mark | The mark consists of the word "FIDANTE" appearing above the word "PARTNERS" to the right of a broken circle formed by two curved elements, with one end being a straight line and one end coming to a point, and each element containing a curved line. The circle contains a curved band around the top. |
| Goods and Services | Downloadable electronic publications in the nature of e-books, journal articles, magazines, booklets, fact sheets in the fields of business, finance, investment, administration, tax and currencies; downloadable electronic reports including annual reports, fund reports and mandate reports in the fields of business, finance, investment, administration, tax and currencies; downloadable electronic newsletters, journals, leaflets, brochures and questionnaires in the fields of business, finance, investment, administration, tax and currencies |
| Goods and Services | Printed publications namely books, fact sheets, workbooks in the fields of business, finance, investment, administration, tax and currencies; stationery; printed reports including annual reports, fund reports and mandate reports in the fields of business, finance, investment, administration, tax and currencies; printed newsletters in the fields of business, finance, investment, administration, tax and currencies; printed reports namely, product disclosure statements; printed journals in the fields of business, finance, investment, administration, tax and currencies; printed business cards; printed leaflets in the fields of business, finance, investment, administration, tax and currencies; printed brochures in the fields of business, finance, investment, administration, tax and currencies; printed questionnaires on business, finance, investment, administration, tax and currency issues |
| Goods and Services | Financial services, namely, financial consultancy and advice; financial management, planning, analysis and research services; financial evaluation of real estate; financial wealth planning; fund investments; investment services, namely, real estate investment services, investment risk assessment services, hedge fund investment services; capital and private equity fund investment services; venture capital and private equity funds management and financial investment management, planning and annuity administration services including in respect of listed and unlisted investment vehicles, listed and unlisted trusts and stapled securities; investment fund support services, namely, annuity fund administration, credit reporting and investment administration of superannuation benefits and investment arrangements; providing venture capital and private equity funds management and investment management services and advice to clients; establishment and management of financial products being financial asset management; financial asset management and investment, namely, brokerage, consultation, management, advice and their related activities and services, namely, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; sub-underwriting equity and debt funding all being financing services; financial dealing, namely, financial, currency, securities, and commodities trading for others in financial products including listed and unlisted equity securities, listed and unlisted debt securities, other securities, shares, derivatives, futures contracts, superannuation, pension, retirement and savings products or accounts, life products, general insurance, managed funds, fixed interest securities, convertible notes, hybrid securities including preference shares, convertible securities and cash; financial and monetary services and affairs, namely, lending for commercial, money investment or residential real estate purposes, mortgage financing services, mortgage loan origination; debt financing services; mortgage aggregation being mortgage brokerage, mortgage lending; financial management of loan assets, refinancing, debt reconstruction, bridging finance, asset backed lending; provision of financial services, in particular, providing venture capital, underwriting equity and debt funding, sourcing equity and debt funding from banks, capital markets and institutional markets, financial advice on the creation of equity, debt and hybrid financial instruments, loan asset origination; sourcing, advising and managing infrastructure funding and assets, namely, financial civil infrastructure asset management; facilitating and arranging for the financing of fiscal and real estate loans, mortgages and real estate leasing; corporate finance structuring services, namely, consultation in the field of capital structure; management of commercial, office, retail, industrial and social infrastructure real estate; Financial analysis of financial reports; unit trust services, namely, fiscal assessment and valuation advice; unit pricing, namely, investment calculation advice; valuation services, namely, fiscal and real estate, portfolio valuation services; financial investment custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial investment brokerage services; consultancy, information and advisory services in relation to all the aforementioned services, namely, financial information; financial sponsorship of education, training, entertainment, sporting or cultural activities, in particular financial education event sponsorship |
| Goods and Services | Providing business administration services including in relation to investment fund business support services; business consulting services; business planning; business management and advisory services; commercial administration of the licensing of the goods and services of others; marketing services; accounting services; tax administration, namely, tax assessment, tax preparation, tax filing services; preparation of tax returns being tax preparation services; human resource management; payroll processing services for others; payroll assistance, namely, payroll processing and preparation services; preparation and business data analysis of commercial and business reports; registry services, namely, business administration services being recording and maintaining lists and information for others; providing business information services via a call centre in the fields of business, accounting and financial matters; account auditing; company secretarial services |
| Disclaimer with Predetermined Text | "PARTNERS" |
| 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 | Thursday, October 28, 2021 |
| 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 | Thursday, October 28, 2021 |
| 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 | Thursday, October 28, 2021 |
| 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 | Thursday, October 28, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Challenger Group Holdings Ltd. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Sydney NSW2000 AU |
| Party Name | Challenger Group Holdings Ltd. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Sydney NSW2000 AU |
| Party Name | Challenger Group Holdings Ltd. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sydney NSW2000 AU |
| Event Date | Event Description |
| Friday, January 19, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 19, 2024 | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS |
| Friday, January 19, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 19, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 2, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 2, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 14, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 14, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 25, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, January 11, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 11, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, January 11, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 11, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 11, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, December 21, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 20, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 20, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 13, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 13, 2022 | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED |
| Tuesday, December 13, 2022 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, December 13, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, December 13, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 6, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 6, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 6, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 5, 2022 | ASSIGNED TO EXAMINER |
| Friday, October 29, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, October 28, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 5, 2021 | NEW APPLICATION ENTERED |