| Serial Number | 98780559 |
| Word Mark | SEI ACCESS |
| Filing Date | Tuesday, October 1, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, October 1, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions; Financial services, namely, raising equity capital for others; Collective investment trust services |
| Goods and Services | Provision of an online marketplace for the buyers and sellers of alternative investment products |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations; Providing a website that gives financial intermediaries, financial advisors, investors, asset managers, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to complete onboarding documentation and to manage, store and track documentation; Providing temporary use of online, non-downloadable software and applications for the purpose of completing onboarding documentation and for managing, storing and tracking documentation; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to track the buying and selling of securities; Platform as a services (PAAS) featuring computer software platforms for transactions processing, namely, vendor workflow management and document routing, countersigning service subscriptions and communicating with internal and external stakeholders regarding transactions; Platform as a services (PAAS) featuring computer software platforms for tracking downloads of documentation, tracking subscription status, exporting CSV data for transactions and storing documentation |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 1, 2024 |
| 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 | Tuesday, October 1, 2024 |
| 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 | Tuesday, October 1, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | SEI Investments Developments, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Wilmington, DE 19810 |
| Event Date | Event Description |
| Tuesday, October 1, 2024 | NEW APPLICATION ENTERED |