| Serial Number | 79418449 |
| Word Mark | IT'S NOT AN ASSET CLASS, IT'S AN ACCESS CLASS. |
| Filing Date | Monday, January 13, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, March 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | IT IS NOT AN ASSET CLASS IT IS AN ACCESS CLASS |
| Goods and Services | Financial controlling [analysis of and reports on financial affairs]; finance services; monetary affairs; financial management; financial consulting; financial investment advisory services; investment advice; wealth management for third parties; financial advisory services relating to family financial investments; financial planning as holistic strategic planning including tax planning and succession planning in financial matters; financial risk management services, namely investment risk assessment services and financial risk monitoring services; finance services; financial services, namely providing advice relating to strategic financial portfolio and asset structure development; financial and investment consultancy services on strategic portfolio allocation and investment strategy implementation; financial advisory services in the nature of providing financial information for the selection of custodian banks and asset managers, including debt settlement negotiation services and refund management services; financial asset management, namely coordination and control of custodian banks and asset managers [settlements, costs, securities selection, liquidity management, credit ratings, performance, benchmark indices]; financial services, namely monitoring compliance with investment guidelines; financial analysis and advice on mandating asset managers; providing support and advice relating to current and saving accounts; financial services, namely investment management including representation in relation to investment companies and preparation of votes; safe deposit services for all contract, bank account and deposit documents; preparation of investment reports and transaction overviews; financial valuation of shareholdings and illiquid investments; financial management of shareholdings including financial evaluation; analyses of total assets including scenario analysis [financial service]; arranging of financial investments in private equity sector, agriculture and forestry, as well as investments in the development of infrastructure; administration of alternative types of investments in private equity, development of infrastructure, forestry and agriculture [financial service]; financial advice and consultancy services; property investment services; real estate management; appraisal and evaluation of real estate; advisory services on foundation and foundation management with regard to finances; insurance services; estate planning services [financial service]; trusteeship; escrow services; financial trust management; trusteeship; trust investment services; administration of trusts; trusteeship of financial futures contracts; estate trust management; trusteeship of money; trusteeship of fund assets; trustee services; trust management; investment trusteeship; financial trust planning; investment trust advisory services. |
| Goods and Services | Business management; business administration; preparation of tax reports; business assistance, management and administrative services; business analysis, research and information services; business accountancy services [document entry and audit, balance control and inventory audit]; takeover of secretarial duties; asset controlling [accountancy services in asset affairs]; accountancy services for assets [document entry and audit, permanent balance control and inventory audit]; controlling for shareholdings/illiquid investments; controlling of equity holdings. |
| 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, March 6, 2025 |
| 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, March 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Matterhorn Beteiligungs GmbH |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 27 - NOT AVAILABLE |
| Address | DE |
| Event Date | Event Description |
| Thursday, March 6, 2025 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Sunday, March 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, March 9, 2025 | APPLICATION FILING RECEIPT MAILED |