| Serial Number | 79360202 |
| Word Mark | SWISS INSTITUTIONAL INVESTOR |
| Filing Date | Tuesday, October 11, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 18, 2024 |
| Registration Number | 7416321 |
| Registration Date | Tuesday, June 18, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 2, 2024 |
| Goods and Services | Educational services, namely, conferences, non-downloadable webinars, workshops and seminars in the field of asset management for institutional investors; training in the field of asset management for institutional investors featuring presentations by subject matter experts on investment topics and distribution of training material in connection therewith |
| Description of Mark | The mark consists of the wording "SWISS INSTITUTIONAL INVESTOR" in white next to a design of mountains in white. All the foregoing appears against a red background. |
| Goods and Services | Financial services, namely, providing information in the field of wealth management and investment in fixed income and equities and private investment funds for institutional investors and asset owners |
| Indication of Colors claimed | The colors red and white are claimed as a feature of the mark. |
| NOT AVAILABLE | "SWISS INSTITUTIONAL INVESTOR" |
| Goods and Services | Design and development of computer hardware and software for evaluating performance and risk data of investments in fixed income and equities and private investment funds for use by institutional investors |
| 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, January 13, 2023 |
| 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 | Friday, January 13, 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, January 13, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Swiss Institutional Investor GmbH |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 27 - NOT AVAILABLE |
| Address | CH |
| Party Name | Swiss Institutional Investor GmbH |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 27 - NOT AVAILABLE |
| Address | CH |
| Party Name | Swiss Institutional Investor GmbH |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 27 - NOT AVAILABLE |
| Address | CH |
| Event Date | Event Description |
| Thursday, January 12, 2023 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Friday, January 13, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 17, 2023 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, April 18, 2023 | CORRECTION TRANSACTION RECEIVED FROM IB |
| Friday, April 28, 2023 | CORRECTION FROM IB ENTERED - NO REVIEW REQUIRED |
| Wednesday, July 26, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, August 1, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 2, 2023 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Thursday, August 24, 2023 | REFUSAL PROCESSED BY MPU |
| Thursday, August 24, 2023 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Wednesday, September 13, 2023 | REFUSAL PROCESSED BY IB |
| Thursday, February 1, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 1, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 2, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 20, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, February 20, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 20, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 20, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, February 27, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 13, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, March 27, 2024 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Wednesday, March 27, 2024 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Tuesday, April 2, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 2, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, April 15, 2024 | NOTIFICATION PROCESSED BY IB |
| Tuesday, June 18, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 18, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, September 18, 2024 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Monday, November 25, 2024 | FINAL DISPOSITION PROCESSED |
| Monday, November 25, 2024 | FINAL DISPOSITION NOTICE SENT TO IB |
| Saturday, December 14, 2024 | FINAL DECISION TRANSACTION PROCESSED BY IB |