DTCC DESIGN — 1823008
Application number
Registration number
Type(s)
Category
CIPO Status
TM5 status
Filed
Registered
Registration Expiry Date
Registered Owner
Agent
Documents
Index headings
- DTCC
Goods (Nice class & Statement)
- (1) Computer software used for financial transactions in the fields of securities trade processing and trade management; Downloadable electronic publications, namely, articles, whitepapers, reports, presentations, and educational materials in the field of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services and data analytics services.
- (2) Computer software used for financial transactions in the fields of securities trade processing and trade management; Downloadable electronic publications, namely, articles, whitepapers, press releases, reports, presentations, and educational materials in the field of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services.
Services (Nice class & Statement)
(1) Business information services in the nature of issuance, collection, storage, maintenance, management and dissemination of information relating to businesses and legal entities; compilation and systemization of business and legal entity information into computer databases; Business information services in the nature of collection, storage maintenance, management and dissemination of information relating to financial transactions; Clearing reconciling and processing financial transactions via a global computer network; Financial transaction processing services, namely, processing and management of post trade activity, namely clearance and settlement of financial transactions; Financial clearing houses; Financial transaction services, namely, national clearinghouse services for the settlement of trades in securities and other financial products; Financial custody services, namely, maintaining possession and record of securities and other financial instruments for others; Financial information services, namely, providing a website featuring identifiers and financial information for legal entities that engage in financial transactions; Providing financial information via a website to underwriting entities in the field of financial instruments; Financial information processing in the nature of assessing eligibility of securities for underwriting, settlement, and deposit; Tax services, namely, tax withholding services and tax reporting services; Financial services, namely, processing and information services and settlement of commissions payments and invoices in the wealth management field, namely, regarding mutual funds, alternative investments, and insurance and retirement funds and retirement accounts; Financial information services to automate, standardize, and centralize mutual fund, alternative investments, and insurance and retirement funds and retirement accounts; Financial processing services for secure information exchange in the field of wealth management, namely, regarding mutual funds, alternative investments, and insurance and retirement funds and retirement accounts; Financial information services, namely, the creation and dissemination of databases, aggregates, reports, benchmarks, data analytics in the fields of securities trade processing and trade management; Electronic transmission for others of securities trading instruction data via computer networks, the internet and direct lease-line connections; Arranging and conducting live and on-line seminars and conferences in the fields of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services; Development and dissemination of on-line educational materials in the fields of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services; Providing online and non-downloadable electronic publications, namely, articles, whitepapers, reports, presentations, and educational materials in the fields of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services; Providing online, non-downloadable software used to facilitate the processing and management of post trade activity, namely, clearance and settlement of financial transactions; Providing online, non-downloadable software and data feeds in the field of finance used to facilitate access to and use of data, reports and analytics related to clearance and settlement of financial transactions; Developing customized web pages and other data feed formats featuring user-defined information regarding clearance and settlement of financial transactions; Providing online, non-downloadable software used to facilitate the management of securities.
(2) Business information services in the nature of issuance, collection, storage, maintenance, management and dissemination of information relating to businesses and legal entities; compilation and systemization of business and legal entity information into computer databases; Business information services in the nature of collection, storage maintenance, management and dissemination of information relating to financial transactions; Clearing reconciling and processing financial transactions via a global computer network; Financial transaction processing services, namely, processing and management of post trade activity, namely clearance and settlement of financial transactions; Financial clearing houses; Financial transaction services, namely, national clearinghouse services for the settlement of trades in securities and other financial products; Financial custody services, namely, maintaining possession and record of securities and other financial instruments for others; Financial information services, namely, providing a website featuring information for use in connection with underwriting, corporate actions processing, securities processing, tax services, and issuer services; Financial information services, namely, providing a website featuring identifiers and financial information for legal entities that engage in financial transactions; Providing financial information via a website to underwriting entities in the field of financial instruments; Financial information processing in the nature of assessing eligibility of securities for underwriting, settlement, and deposit; Tax services, namely, tax relief services, tax withholding services and tax reporting services; Trade repository services, namely, the collection, storage, maintenance, management, recordkeeping and reporting of information relating to derivatives transactions; Financial services, namely, processing and information services and settlement of commissions payments and invoices in the wealth management field, namely, regarding mutual funds, alternative investments, and insurance and retirement funds and retirement accounts; Financial information services to automate, standardize, and centralize mutual fund, alternative investments, and insurance and retirement funds and retirement accounts; Financial processing services for secure information exchange in the field of wealth management, namely, regarding mutual funds, alternative investments, and insurance and retirement funds and retirement accounts; Financial information services, namely, the creation and dissemination of databases, aggregates, reports, benchmarks, data analytics in the fields of securities trade processing and trade management; Electronic transmission for others of securities trading instruction data via computer networks, the internet and direct lease-line connections; Arranging and conducting live and on-line seminars and conferences in the fields of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services; Development and dissemination of on-line educational materials in the fields of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services; Providing online and non-downloadable electronic publications, namely, articles, whitepapers, reports, press releases, presentations, and educational materials in the fields of institutional trade processing, post-trade financial transaction processing, financial clearing services settlement and asset services, wealth management services, collateral management, derivatives services, and data analytics services; Providing online, non-downloadable software used to facilitate the processing and management of post trade activity, namely, clearance and settlement of financial transactions; Providing online, non-downloadable software and data feeds in the field of finance used to facilitate access to and use of data, reports and analytics related to clearance and settlement of financial transactions; Developing customized web pages and other data feed formats featuring user-defined information regarding clearance and settlement of financial transactions; Providing online, non-downloadable software used to facilitate the management of securities.
Classification data
Disclaimer
The classification data is provided for information and searching purposes only. CIPO does not warrant the accuracy of the classes assigned to the trademark. This data has no legal value of any kind.
- 9 - Electrical, scientific and teaching apparatus and software
- 16 - Paper and printed goods
- 35 - Advertising, marketing, promotional and business
- 36 - Insurance and financial
- 38 - Telecommunications
- 41 - Education and entertainment
- 42 - Computer and scientific
Claims
- Used in CANADA since at least as early as November 2011 on goods (2) and on services (2)
- Priority Filing Date: October 20, 2016, Country or Office: UNITED STATES OF AMERICA, Application No. 87/209,794 in association with the same kind of goods and in association with the same kind of services
- Used in UNITED STATES OF AMERICA on goods (1) and on services (1)
- Registered in or for UNITED STATES OF AMERICA on October 17, 2017, under No. 5309457 on goods (1) and on services (1)
Recordals (known also as Footnotes)
Owner Address Change / Changement d'adresse du propriétaire DATE REGISTERED / DATE DE L'ENREGISTREMENT: 2023-05-29Action History
| Action | Action date | Due date | Comments |
|---|---|---|---|
| Filed | 2017-02-15 | ||
| Created | 2017-02-16 | ||
| Formalized | 2017-02-20 | ||
| Search Recorded | 2018-01-12 | ||
| Examiner's First Report | 2018-01-12 | 2018-07-12 | |
| Approval Notice Sent | 2018-10-12 | 2018-11-09 | |
| Note to file | 2018-11-27 | Amended as per October 25, 2018 | |
| Approved | 2018-12-10 | ||
| Advertised | 2018-12-26 | Vol.65 Issue 3348 | |
| Allowed | 2019-04-12 | ||
| Allowance Notice Sent | 2019-04-12 | 2019-10-12 | |
| Registered | 2019-04-18 | 2034-04-18 | |
| Agent Changed | 2020-04-17 | From: 16863 To: 6208 | |
| Agent Changed | 2021-11-05 | From: 6208 To: 11789 / Voir Preuve au dossier/See evidence on File No. 1823004 | |
| Amendment to Registration | 2023-05-29 | Address/address |