| Serial Number | 79369883 |
| Word Mark | VONTOBEL. EMPOWERING INVESTORS TO BUILD BETTER FUTURES. |
| Filing Date | Thursday, November 10, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 6, 2024 |
| Registration Number | 7464573 |
| Registration Date | Tuesday, August 6, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 21, 2024 |
| Goods and Services | Downloadable electronic publications in the nature of newsletters and magazines in the field of financial services and investment matters; Downloadable electronic data files featuring information on financial and investment matters; prerecorded magnetic, optical and electronic data media files and recorded media files featuring information on financial and investment matters; downloadable and recorded computer software for banking purposes; downloadable and recorded computer application software for mobile phones, portable media players, handheld computers, namely, mobile applications for banking purposes; data processing apparatus in the nature of card readers for credit cards, debit cards, and bank cards, computer mice; electronic apparatus for payment services in the nature of payment terminals and electronic and magnetic ID cards for use in connection with payment for services; downloadable electronic newsletters in the field of financial and investment matters |
| Goods and Services | Printed matter, namely, brochures, booklets and books in the field of financial and investment matters; printed periodicals in the field of financial and investment matters; printed general feature magazines; printed pamphlets in the field of financial and investment matters; printed books in the field of financial and investment matters; printed manuals and handbooks in the field of financial and investment matters; printed teaching materials in the field of financial and investment matters; printed calendars; printed photographs; stationery; office requisites, namely, cards, envelopes, notebooks, pads, paper, pens, pencils, document holders |
| Goods and Services | Banking services; Processing of financial and banking services via global computer networks; online banking services accessible by means of downloadable mobile applications; electronic banking via a global computer network in the nature of monetary exchange services; financial advice; financial transaction services, namely, providing secure transactions in the field of banking and payment options; financial services, namely, financial management of investments, namely, stocks, derivatives, structured products, funds, mutual funds and bonds; financial analysis; corporate finance services, namely, consultation in the fields of mergers and acquisitions, asset sales and capital; financial evaluation in the field of mergers and acquisitions and in the field of brokerage of stocks, derivatives, structured products, funds, mutual funds and bonds; preparation of financial reports; financial sponsorship of cultural events, conferences, sporting events, political events and financial and economic seminars; financial investment brokerage services; investment management; investment brokerage and investment consultation; providing information in the field of banking, finance, and financial investments via the internet; debt collection agency services; brokerage services for stocks, derivatives, structured products, funds, mutual funds and bonds; business liquidation services; financial investment services, namely, administering the issuance of securities; trustee services in the nature of acting as a custodian bank for investment funds; financial services, namely, the trading of securities and derivatives, and currency exchange services; financial management; lease-purchase financing; arranging and guaranteeing of loans for others; rental of bank safes; financial advice relating to tax matters; financial advice relating to inheritance matters as well as the financial execution of wills and the financial liquidation and distribution of estates; financial estate planning; real estate affairs, namely, real estate agency services, real estate trustee services and real estate management consultation; appraisal of buildings, rental of buildings for permanent occupancy, building leasing; financial management of employee pension funds; insurance services, namely, insurance brokerage services, life insurance settlement services, insurance carrier services; Financial calculation services for others, namely, calculation of stock indices and stock market indices |
| Goods and Services | Commercial business management; Office work, namely, providing secretarial services; business management and organization consultancy; providing business advice in the field of processing of commercial transactions; professional business consultancy relating to acquisition and mergers; commercial activity appraisal services, namely, business appraisals; estate planning and economic estate planning; business investigations; business development consulting services; preparation of business reports specifically for commercial and industrial businesses, private individuals, public and private institutions; providing business information via global computer networks; business appraisals and business efficiency advice; business management analysis, namely, assessing and analyzing the structure of companies and company procedures; business evaluation of employee productivity and preparing business reports relating to the same; compiling and providing statistical information for business purposes; marketing research; economic forecasting; compilation, processing, systemization and administration of data in databases; tax preparation; public relations; telephone answering for unavailable subscribers; arranging and conducting exhibitions for trade and industry for business purposes; arranging and conducting exhibitions for business and advertising purposes; accounting and services provided by consultants relating to accounting; account auditing, namely, review of customer accounts of business accounts; staff placement; services provided by consultants in the field of personnel management; placement of external asset managers, namely, financial advisers; payroll preparation; document reproduction; cost price analysis |
| Goods and Services | Legal services; Provision of expert legal opinions; legal services, namely, providing legal advice for the purpose of estate succession planning; supervising the execution of wills; assessing standards and practices to assure compliance with financial laws and regulations, tax laws and regulations, banking laws and regulations, and financial market laws and regulations |
| Goods and Services | Providing temporary use of non-downloadable computer software that enables a user to perform financial and banking transactions via an interactive Internet platform; Application service provider (ASP) featuring software that enables a user to perform banking and financial transactions; design and development of computer hardware and software; updating of computer software; installation and maintenance of computer software; computer system analysis; rental of computers and computer software; technical project studies in the nature of conducting scientific feasibility studies in the field of new technologies; quality control for others; website maintenance for others, including optimization, analysis and verification |
| 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, May 26, 2023 |
| 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 | Friday, May 26, 2023 |
| 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 | Friday, May 26, 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, May 26, 2023 |
| 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 | Friday, May 26, 2023 |
| 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 | Friday, May 26, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Vontobel Holding AG |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 25 - NOT AVAILABLE |
| Address | CH |
| Party Name | Vontobel Holding AG |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 25 - NOT AVAILABLE |
| Address | CH |
| Party Name | Vontobel Holding AG |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 25 - NOT AVAILABLE |
| Address | CH |
| Event Date | Event Description |
| Thursday, May 18, 2023 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Wednesday, May 24, 2023 | LIMITATION FROM ORIGINAL APPLICATION ENTERED |
| Friday, May 26, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 30, 2023 | APPLICATION FILING RECEIPT MAILED |
| Thursday, August 24, 2023 | ASSIGNED TO EXAMINER |
| Friday, August 25, 2023 | NON-FINAL ACTION WRITTEN |
| Saturday, August 26, 2023 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Friday, September 15, 2023 | REFUSAL PROCESSED BY MPU |
| Friday, September 15, 2023 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Wednesday, October 11, 2023 | REFUSAL PROCESSED BY IB |
| Tuesday, November 7, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 7, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 7, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, November 19, 2023 | ASSIGNED TO EXAMINER |
| Monday, December 11, 2023 | FINAL REFUSAL WRITTEN |
| Monday, December 11, 2023 | FINAL REFUSAL E-MAILED |
| Monday, December 11, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Saturday, February 3, 2024 | NEW REPRESENTATIVE AT IB RECEIVED |
| Sunday, March 17, 2024 | CORRECTION TRANSACTION RECEIVED FROM IB |
| Friday, April 12, 2024 | CORRECTION FROM IB ENTERED - ATTORNEY REVIEW REQUIRED |
| Tuesday, April 16, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 16, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 16, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 16, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 1, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 21, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 6, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 6, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, November 6, 2024 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |