| Serial Number | 98117615 |
| Word Mark | SUN LIFE |
| Filing Date | Friday, August 4, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 15, 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 | Tuesday, August 20, 2024 |
| Goods and Services | providing personal coaching in the fields of mental health support and diabetes support services |
| Goods and Services | Downloadable mobile application for accessing information in the areas of health and wellness; downloadable software and mobile applications for providing online consultation, information, assessment and referral services between end-users, namely, patients and caregivers and physicians, registered nurses and any other licensed health care providers relating to medicine, healthcare, oral health care, physical and mental health and nutrition |
| Goods and Services | Real estate development services |
| Goods and Services | Management, administration and distribution of investment products, namely, mutual funds; financial services, namely, asset, portfolio, and investment management services; investment of funds for others using a liability driven investment strategy; investment of funds for others in fixed income products; commercial lending services; real estate funds investment and management services; mortgage lending and real estate funds investment services; providing, managing and administering group benefit plans concerning insurance and finance; mutual fund investment services; providing employee health and wellness management solutions, namely, providing counseling and consulting in the context of healthcare insurance benefits; insurance consultancy services in the field of health insurance provided through a stop-loss insurance program which combines clinical experts with programs and tools to proactively identify opportunities to improve the experience and cost of care for self-funded employers and their employees; providing financial information in the field of healthcare cost transparency via a website and downloadable mobile application; pharmacy benefit management services; enrollment and administration of employee benefits plans concerning disability insurance benefits, dental insurance benefits, and healthcare insurance benefits; employee assistance services, namely, administration of employee benefit plans concerning online consultation and information in the field of medical counselling relating to stress, nutrition, psychological counselling and treatment, physical examinations, medical screening and medical and surgical diagnostic services, health risk assessment and medical guidance referral service for physical health, mental health, rehabilitation for substance abuse patients and providing personal support for daily living problems |
| Goods and Services | Enrollment and administration of employee benefits concerning absence management and employee leave and healthcare navigation benefits, other than insurance or financial assistance plans; abstraction services in the nature of extracting and summarizing information from medical records services for the purpose of assisting individuals and a company's employees seeking health care through medical referrals for doctors and medical facilities, scheduling expedited appointments with health care providers, and management of health care records; providing an online searchable database featuring business contact and information of health service providers, namely, name, address, phone number, email addresses, practice hours, specialties, images of their clinics, and links to their appointment booking systems, via a website and downloadable mobile application; appointment scheduling services; medical referral services and online trade directory services, namely, health care provider directory services; providing customer service in the field of health care, namely, arranging for preferred access to health care services by arranging for others to have access to the medical services of others on a preferred basis, but not providing health care itself; health care utilization management services and health care utilization and review services; business data analytics, namely, collecting and reporting pharmacy dispensing data to health plans, third party administrators, and health care providers for business analysis purposes; arranging for preferred access to health care services in the field of health care to individuals, namely, by arranging for others to have access to the medical services of others on a preferred basis, but not providing health care itself |
| Goods and Services | Providing personal support services for patients, namely, help with medical forms and emotional counseling; patient advocate services in the health care field, namely, patient support in the context of complex medical care; medical case management services; providing personal support services in the area of mental health diabetes management and chronic disease management; health analytics and insights |
| Goods and Services | Providing information in the field of health and wellness via a website and downloadable mobile application; providing virtual health care services, namely, providing healthcare and health-related information via telecommunication and internet-based technologies; medical and healthcare services, namely, comprehensive pain management services; medical and healthcare services, namely, medication management; medical consultation; providing medical information and medical assessment services, namely, a series of health-related questions for response from the user that result in a report that provides health-related information in the form of recommended educational resources and treatment information relating to medicine, healthcare, oral health care, physical and mental health, and nutrition; providing telemedicine services; health care services in the nature of administration of a program for mental health support; health care services in the nature of administration of a program for diabetes health support; health care services in the nature of administration of a program for chronic disease management; health care consulting in the field of health care navigation; population health analytics consulting, namely, working with clinicians, business leaders, and analysts within individual health care organizations to aggregate clinical, claims, socioeconomic and behavioral health data for the purpose of improving healthcare providers' evaluation of health conditions and health risks with individual patients, cohorts of patients, and populations; vision care services |
| NOT AVAILABLE | "LIFE" |
| Goods and Services | Providing temporary use of online, non-downloadable software for storing, managing, tracking and analyzing data in the field of employee benefits, namely, health insurance, dental insurance, life and disability insurance benefits and supplemental health insurance; application services provider featuring application programming interface (API) software to facilitate data processing and integrations in the area of employee benefits; providing temporary use of online, non-downloadable computer software and mobile applications for providing online consultation, information, assessment and referral services between end-users, namely, patients and caregivers and physicians, registered nurses and any other licensed health care providers relating to medicine, healthcare, oral health care, physical and mental health and nutrition; platform as a service (PAAS) services featuring secure computer software platforms providing technology for patients and caregivers to communicate with physicians, registered nurses, and other licensed healthcare providers; recording patient data for others on digital media for electronic storage; electronic storage of medical digital images; providing medical research information to individuals and a company's employees |
| 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 | Friday, August 11, 2023 |
| Primary Code | 009 |
| 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 | Friday, August 11, 2023 |
| 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 | Friday, August 11, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 037 - Building construction; repair; installation services. |
| US Class Codes | 100, 103, 106 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 11, 2023 |
| Primary Code | 037 |
| 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 | Friday, August 11, 2023 |
| Primary Code | 041 |
| 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 | Friday, August 11, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 044 - Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 11, 2023 |
| Primary Code | 044 |
| 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 | Friday, August 11, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Sun Life Assurance Company of Canada |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5J0B6 CA |
| Party Name | Sun Life Assurance Company of Canada |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5J0B6 CA |
| Event Date | Event Description |
| Tuesday, August 8, 2023 | NEW APPLICATION ENTERED |
| Friday, August 11, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 5, 2024 | ASSIGNED TO EXAMINER |
| Monday, July 8, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 8, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 10, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 10, 2024 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 10, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 8, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 16, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, July 16, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 16, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 16, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, July 31, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 20, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 20, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 15, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |