| Serial Number | 79356816 |
| Word Mark | SYMINVEST |
| Filing Date | Monday, August 8, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 23, 2024 |
| Registration Number | 7362190 |
| Registration Date | Tuesday, April 23, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 6, 2024 |
| Goods and Services | Financial management of investments, funds, stocks, bonds and commodities; financial advice and consultancy, namely, providing financial and investment information and data; loan, credit and leasing financing services; trust services, namely, investment and trust company services; charitable fundraising services; preparation and supply of financial reports and information for others; preparation and supply of financial credit ratings and credit reports; financial data analysis; financial and investment database services, namely, providing an online searchable database featuring financial and investment information; provision of financial, investment and fund information by means of a computerized database; financial forecasting; financial strategy consulting, namely, creating personalized strategies for achieving financial independence; credit rating services, namely, providing credit rating of companies and individuals; financial transaction services, namely, providing secure online transaction options; financial intermediation services, namely, facilitating the channeling of funds between lenders and borrowers; financial asset management; financial risk management; management of securities and shares portfolios, namely, registration of securities and shares; information and consultancy relating to the aforesaid services; all the above services whether by electronic means or not, in particular the Internet |
| Goods and Services | Consultancy in the field of business strategies; consultancy in the field of business management, strategy, organization and economics; evaluation of business opportunities; online management, processing, collection, transcription, compilation, updating of data for business purposes; analysis of business data; administrative data processing services; database management; economic forecasting and analysis; economic forecasting in connection with projects in developing countries; market research and analysis services; preparation of business reports in the nature of drafting and compilation of business and commercial reports and information; accounting services; bookkeeping; mediation in establishing business contacts; mediation in establishing business contacts between companies and investors; information and consultancy in relation to the above services; all the above services whether by electronic means or not, in particular the Internet |
| Goods and Services | Software as a service (SAAS) services featuring software for investment, fund and risk management; platform as a service (PAAS) featuring computer software platforms for investment, fund and risk management; provision of online, non-downloadable computer software for use in predictive analytics and data science, data mining, data collection, data analysis, data visualization, computer modelling, predictive modelling and machine learning; providing online, non-downloadable software for investment, fund and risk management; providing online, non-downloadable software for monitoring transactions, payments and debts; providing online, non-downloadable software for fraud detection and credit checks; providing online, non-downloadable software for managing and monitoring files, portfolios and processes; providing online, non-downloadable artificial intelligence software for investment, fund and risk management; providing technical data analysis services; providing cloud computing services, namely, providing a cloud-based software platform for investment, fund and risk management; providing computer software advisory services related to data analysis; computer services in the nature of database development, namely, providing configuration and customization of computer databases containing financial, fund and investment information; computer services in the nature of database development, namely, synchronization of data and information in computer databases; information and consultancy relating to the aforesaid services; all the above services whether by electronic means or not, in particular the Internet |
| Goods and Services | Legal advice concerning finance, funds and investments; legal compliance services, namely, due diligence, regulatory reporting; legal services and advice relating to the drafting of deeds, agreements, contracts, legal instruments and documents; legal due diligence services; information and consultancy relating to the aforesaid services; all the above services whether by electronic means or not, in particular the Internet |
| 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, December 8, 2022 |
| 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, December 8, 2022 |
| 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 | Thursday, December 8, 2022 |
| Primary Code | 042 |
| 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 | Thursday, December 8, 2022 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Symbiotics Group SA |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | CH |
| Party Name | Symbiotics Group SA |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | CH |
| Party Name | Symbiotics Group SA |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | CH |
| Event Date | Event Description |
| Thursday, December 8, 2022 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Thursday, December 8, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 13, 2022 | APPLICATION FILING RECEIPT MAILED |
| Thursday, May 25, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, May 30, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 31, 2023 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Saturday, July 8, 2023 | REFUSAL PROCESSED BY MPU |
| Saturday, July 8, 2023 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Tuesday, August 1, 2023 | REFUSAL PROCESSED BY IB |
| Thursday, December 21, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 21, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 22, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, January 17, 2024 | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB |
| Wednesday, January 17, 2024 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Tuesday, February 6, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 6, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 6, 2024 | NOTIFICATION PROCESSED BY IB |
| Tuesday, April 23, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 23, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, July 24, 2024 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Thursday, October 24, 2024 | FINAL DISPOSITION PROCESSED |
| Thursday, October 24, 2024 | FINAL DISPOSITION NOTICE SENT TO IB |
| Sunday, November 17, 2024 | FINAL DECISION TRANSACTION PROCESSED BY IB |
| Friday, November 14, 2025 | NEW REPRESENTATIVE AT IB RECEIVED |