UBS WEALTH MANAGEMENT — 1176313
Application number
1176313
Registration number
TMA631558
Type(s)
Word
Category
Trademark
CIPO Status
REGISTERED
TM5 status
LIVE/REGISTRATION/Issued
and Active
The trademark application has been registered with the Office.
Filed
2003-04-28
Registered
2005-01-31
Registration Expiry Date
2030-01-31
Current owner
UBS Group AG
Bahnhofstrasse 45
8001 Zürich
SWITZERLAND
Agent
BAKER & MCKENZIE LLP
BROOKFIELD PLACE
181 BAY STREET, SUITE 2100
P.O. BOX 874
TORONTO
ONTARIO M5J2T3
Registered Owner
UBS AG
Bahnhofstrasse 45
CH-8001
Zurich
SWITZERLAND
Applicant
UBS AG
Bahnhofstrasse 45
CH-8001
Zurich
SWITZERLAND
Documents
Disclaimer text
The right to the exclusive use of the words WEALTH MANAGEMENT is disclaimed apart from the trademark.
Index headings
- UBS WEALTH MANAGEMENT
Services (Nice class & Statement)
- 35
- (1) Preparation of tax-related advisory opinions and assessments, consultancy services for the above-listed services.
- 36
- (2) Insurance and financial affairs, namely underwriting, selling, consulting on insurance and fiscal matters, consulting in financial and banking matters; banking; provision of financial information via computer systems; financial services, namely providing information in the field of finance and banking via the Internet and providing on-line stored value accounts in an electronic environment; electronic banking services via a world-wide computer network (Internet-banking); interactive electronic provision of financial and banking services via global computer networks; stock exchange systems namely trading in securities, derivatives and currencies; trading in foreign currencies; broker or agency services and/or consultancy services in connection with insurance, financial, banking or real estate matters as well as with trading in foreign currencies; financial consultancy services in the field of payment systems; management of provident funds; financial transactions, namely investment fund transfer and transaction services, debit card services, and debit account services via a computer readable card; consultancy services in the field of financial planning and financial management; services in the field of investment and risk management; asset management; real estate services, namely purchase and sales advisement and real estate financing; financial services for trusts; preparation of financial reports; evaluation of financial investments; financial sponsorship in the fields of culture, sport and research; consultancy services for all the above-listed services.
Claims
- Priority Filing Date: November 11, 2002, Country or Office: SWITZERLAND, Application No. 09628/2002 in association with the same kind of services
- Used in SWITZERLAND
- Registered in or for SWITZERLAND on April 30, 2003, under No. 509803
Recordals (known also as Footnotes)
CHANGE IN TITLE / CHANGEMENT EN TITRE: TYPE OF CHANGE / GENRE DE CHANGEMENT: Assignment / Cession DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2017-01-27 DATE OF CHANGE / DATE DE CHANGEMENT: 2016-12-15 COMMENTS / COMMENTAIRES: FROM: UBS AG TO: UBS Group AG Voir Preuve au dossier/See evidence on File No. 1730768Action History
| Action | Action date | Due date | Comments |
|---|---|---|---|
| Filed | 2003-04-28 | ||
| Created | 2003-05-08 | ||
| Formalized | 2003-05-16 | ||
| Search Recorded | 2003-07-08 | ||
| Examiner's First Report | 2003-07-22 | 2003-11-22 | |
| Correspondence Created | 2003-12-22 | 2004-04-22 | |
| Approved | 2004-06-16 | ||
| Advertised | 2004-07-21 | Vol.51 Issue 2595 | |
| Correspondence Created | 2004-09-17 | ||
| Allowed | 2004-10-08 | ||
| Allowance Notice Sent | 2004-10-08 | 2005-04-08 | |
| Registered | 2005-01-31 | 2020-01-31 | |
| Rep for Service Name Changed | 2005-05-25 | ||
| Rep for Service Name Changed | 2005-05-31 | ||
| Rep for Service Changed | 2011-05-30 | From: 5667 To: 5153 | |
| Rep for Service Name Changed | 2011-05-31 | ||
| Rep for Service Name Changed | 2012-01-04 | ||
| Rep for Service Name Changed | 2013-05-29 | ||
| Rep for Service Name Changed | 2013-05-29 | ||
| Rep for Service Name Changed | 2013-06-03 | ||
| Rep for Service Name Changed | 2013-06-03 | ||
| Rep for Service Name Changed | 2013-06-27 | ||
| Change of Title Registered | 2017-01-27 | Assignment / Voir Preuve au dossier/See evidence on File No. 1730768 | |
| Rep for Service Changed | 2018-11-14 | From: 5153 To: 5727 / Voir Preuve au dossier/See evidence on File No. 1731826 | |
| Requirement to Furnish Statement Under Subsection 44.1(1) Sent | 2019-11-04 | 2020-05-04 | |
| Renewed | 2020-01-31 | 2030-01-31 | DP:2019/08/22 RD:2019/08/22 RR:Katie Wait 160 Elgin St Suite 2600 Ottawa Ontario K1P 1C3 Canada |
| Correspondence Created | 2020-06-25 | 2020-12-25 | |
| Nice Class(es) Acceptance Letter Sent | 2021-05-11 | ||
| Adjusted Renewal Fee Notice Sent | 2021-05-11 | 2021-07-11 | Additional Classes:1 |
| Adjusted Renewal Fee Received | 2021-05-14 | ||
| Agent Changed | 2025-05-31 | From/De: 5727 To/A: 3927 |