| Serial Number | 87895699 |
| Word Mark | MERIAN |
| Filing Date | Thursday, April 26, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 29, 2019 |
| Registration Number | 5894208 |
| Registration Date | Tuesday, October 29, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 12, 2019 |
| Goods and Services | Provision of education, instruction, and training in the nature of educational services, namely, providing classes, seminars, workshops and conferences in the field of financial, investment, financial planning, tax, pension planning and retirement planning; educational services, namely, providing classes, seminars, workshops and conferences in the field of financial, investment, financial planning, tax, pension planning and retirement planning; production, presentation and distribution of audio, video, still and moving images and data, namely, production and distribution of television shows and movies; the provision of discussion forums, namely, providing an in-person educational forum in the field of financial, investment, financial planning, tax, pension planning and retirement planning; vocational guidance; organisation, production and presentation of shows, awards ceremonies, competitions, workshops, exhibitions and events, in the nature of organization of cultural shows, entertainment, namely, production of television shows, stage performances in the nature of theater performances and concerts, and online videos; educational services, namely, providing incentives to people, sales persons and organisations to demonstrate excellence in the field of financial, investment, financial planning, tax, pension planning and retirement planning through the issuance of awards; conducting of sports competitions; workshops in the field of art appreciation, art exhibitions, and organizing cultural and arts events; arranging and conducting of tutorials in the nature of education services, namely, providing tutorial sessions in the field of financial, investment, financial planning, tax, pension planning and retirement planning; information, advice and consultancy services in relation to the aforesaid services, namely, consulting services about education and providing advice and information in the field of educational and entertainment activities and events for children; all the aforesaid in relation to the insurance, investment or financial industry only |
| Goods and Services | Computer software and computer firmware for operating system programs; computer application software for mobile phones, portable media players, handheld computers, namely, software for creating, authoring, downloading, transmitting, receiving, editing, extracting, encoding, decoding, displaying, storing and organising text, graphics, images, and electronic publications; computer software for making e-commerce transactions and accessing downloadable magazines or downloadable publications; data recordings, namely, audio, video, still and moving images and text; downloadable electronic publications, magazines, periodicals, multi-media publications and other publications in the nature of audio and video recordings featuring information regarding financial products and services; downloadable electronic publications in the nature of magazines, newsletters, periodicals, books, handouts and workbooks in the field of financial, investment, financial planning, tax, pension planning and retirement planning; computer, electronic and video games programmes, namely, recorded computer operating programs and computer game programs; computer software and computer application software for mobile phones, portable media players, handheld computers for accessing, browsing and searching online databases; computer software relating to financial, investment, financial planning, tax, pension planning and retirement planning services for storing, managing and analysing electronic data; downloadable electronic data files featuring financial, investment, financial planning, tax, pension planning and retirement planning services forms recorded in electronic form; digital materials, namely, CDs and DVDs featuring financial products and services; parts and fittings for the aforesaid goods, and accessories in the nature of CD cases, DVD cases, and digital disc drives; all the aforesaid in relation to the insurance, investment or financial industry only |
| Goods and Services | Providing an Internet website portal featuring information in the field of telecommunications; electronic communication services for preparing financial information, namely, communication by electronic computer terminals; providing multiple-user access to data on the internet in the field of financial, investment, financial planning, tax, pension planning and retirement planning services; electronic data transmission relating to financial, investment, financial planning, tax, pension planning and retirement planning; arranging access to databases via the internet, namely, providing access to databases; distribution of data via the internet; internet based telecommunications, namely, providing telecommunication connections to the internet; electronic data transmission relating to financial, investment, financial planning, tax, pension planning and retirement planning services; provision of online forums for financial, investment, financial planning, tax, pension planning and retirement planning; information, advice and consultancy services in relation to the aforesaid services, namely, telecommunications consultation; all the aforesaid in relation to the insurance, investment or financial industry only |
| Goods and Services | Paper and cardboard; instructional and training materials, namely, manuals in the field of financial products and services; manuals in the field of financial products and services; photographs; stationery; posters; greeting cards; printed advertising materials, namely, printed advertising boards of cardboard; newsletters about financial products and services; printed annual reports featuring information on financial products and services; printed reports featuring information on financial products and services; brochures about financial products and services; calendars; pamphlets in the field of financial products and services; printed guides for information on financial products and services; all the aforesaid in relation to the insurance, investment or financial industry only |
| Goods and Services | Financial services, namely, money lending; insurance brokerage services; insurance brokering, namely, insurance brokerage; banking and building society services in the nature of building management; pension services, namely, financial management in the field of employee pension plans; life assurance services, namely, guarantee assurance underwriting; stocks and bonds brokerage; stockbroking agency services; share underwriting, namely, securities underwriting; investment trust services, namely, financial trust administration; financial services relating to investment and savings, namely, investment management and investment advice; life insurance underwriting services; unit trust services, namely, financial trust planning; fiscal assessments; credit rating services; issuance of travellers' cheques; financing of credit and loans, namely, credit bureau services; securities brokerage; securities deposits; safe deposit box services; financial evaluation; financial sponsorships of theatre events, dance events, cultural events, sports events, sporting activities, e-sports activities, visual arts events, films and radio programmes; commodities brokerage; foreign exchange transactions services; banking services; financial management, trust administration and valuation services; mortgage lending and loan financing services; investment management, trustee and financial advisory services; pension fund management and administration, namely, financial management of employee pension plans; financial services, namely, management of wealth; investment advice in the field of public and private equity financing; provision of finance, money exchange and money transmission services, namely, financing services, money exchange services, and money wiring services; financing services for the securing of funds for others and for the financing of loans, namely, mortgage lending and financing of loans; electronic fund transfer services; financial affairs and monetary affairs, namely, financial information, management, and analysis services; real estate brokerage business; medical insurance schemes, namely, medical insurance underwriting; health insurance underwriting services; savings schemes relating to health, namely, administration of health savings accounts; issuing of tokens of value in relation to customer loyalty schemes; investment advice services; mutual fund investments; capital investments; information services relating to finance, investment and insurance, provided online from a computer database or the internet, namely, providing information in the field of finance and insurance; tax advisory services; fund investments consultation; individual savings accounts services; savings account services; financial asset management services; financial and investment planning advisory services for retirement; financial advisory services; financial intermediation services, namely, financial consultancy; provision of tuition, namely, providing educational scholarships; information, advice and consultancy services in relation to the aforesaid services, namely, financial consultancy |
| Goods and Services | Advertising services; business management consultancy; business consultancy; business management advice; market research; marketing services; business promotion, namely, promotion of business opportunities; business management; business administration services; business research; commercial evaluation services, namely, brand evaluation services; business forecasting services, namely, economic forecasting and analysis; market opinion polling studies; public relations; loyalty scheme services, namely, business administration of consumer loyalty programs; accounting; business appraisals; business information management; providing office functions; business organization consultancy; computerized file management; sales promotion for others; arrangement, presentation, promotion, organisation and holding of trade fairs, shows, markets, expositions, exhibitions and displays for commercial or advertising purposes, namely, conducting, arranging, and organizing trade fairs, trade shows, exhibitions, and presentations for commercial, economic, and advertising purposes; preparation of business plans, namely, business planning; preparation of business reports; business investigations; evaluation of business opportunities, namely, business appraisals and evaluations in business matters; market analysis; business development; collection of market research information; preparation and reporting of business statistics, namely, compilation of statistics and providing statistical information; information, advice and consultancy services in relation to the aforesaid services, namely, professional business consulting; all the aforesaid in relation to the insurance, investment or financial industry only |
| International Class | 038 - Services allowing people to communicate with another by a sensory means. |
| US Class Codes | 100, 101, 104 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, May 5, 2018 |
| Primary Code | 038 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, May 5, 2018 |
| 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 | Saturday, May 5, 2018 |
| 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 | Saturday, May 5, 2018 |
| 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 | Saturday, May 5, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, May 5, 2018 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | MERIAN GLOBAL INVESTORS HOLDINGS LIMITED |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | LONDON EC4V 4GG GB |
| Party Name | MERIAN GLOBAL INVESTORS HOLDINGS LIMITED |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 99 - Other |
| Address | LONDON EC4V 4GG GB |
| Party Name | Old Mutual Global Investors Holdings Limited |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | London EC4V4GG GB |
| Party Name | Old Mutual Global Investors Holdings Limited |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | London EC4V4GG GB |
| Event Date | Event Description |
| Monday, April 30, 2018 | NEW APPLICATION ENTERED |
| Saturday, May 5, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 16, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, August 21, 2018 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 21, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 21, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 10, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 16, 2019 | ASSIGNED TO LIE |
| Friday, January 18, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 18, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 4, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 4, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 4, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, February 4, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 4, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 20, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 12, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 12, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 2, 2019 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Wednesday, September 4, 2019 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, September 19, 2019 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Tuesday, October 29, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 29, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |