SIMPLY WEALTH Group — 2250442
Application number
2250442
Registration number
TMA1379892
International Registration Number
1723269
Type(s)
Design
Category
Trademark
CIPO Status
REGISTERED
TM5 status
LIVE/REGISTRATION/Issued
and Active
The trademark application has been registered with the Office.
Filed
2023-03-09
International Registration
2023-03-09
Registered
2026-01-23
Registration Expiry Date
2033-03-09
Registered Owner
Simply Wealth Group Pty Ltd
8 Coram Ct
Meadow Heights VIC 3048
AUSTRALIA
Agent
DELEGATUS SERVICES JURIDIQUES INC.
500-438 rue McGill
Montréal
QUEBEC H2Y2G1
Documents
Index headings
- SIMPLY WEALTH GROUP
Vienna information (Code & Description)
- 7.1.6
- Towers or masts, derricks (except 7.1.16) -- Notes: (a) Including transmitting masts. -- (b) Not including Eiffel Tower (7.5.2).
- 7.1.8
- Houses, skyscrapers
- A 7.1.12
- Urban houses, skyscrapers
- 7.1.24
- Dwellings or buildings stylized
- 26.11.1
- One line or one band
- A 26.11.8
- Horizontal lines or bands
- A 26.11.10
- Straight lines or bands
- 6.7.4
- Built-up areas
- A 6.7.5
- Built-up areas composed of skyscrapers
- 29.1.8
- Black
- 29.1.2
- Yellow, gold
Colour claim
Colour is claimed as a feature of the trademark. The words SIMPLY WEALTH Group are black, and the buildings are yellow.
Services (Nice class & Statement)
- 36
- (1) Acquisition for financial investment, namely, real property acquisition, acquisition of real estate for others, acquisition of land for others; advisory services relating to financial matters, namely, advisory services relating to financial asset management, advisory services relating to financial planning; agencies for the exchange of financial operations, namely, management of portfolios comprising securities, exchange-traded funds and mutual funds, financial securities exchange services; brokerage services relating to financial instruments; consultancy and provision of information to investors in the field of financial investment services; financial advisory services relating to financial goal planning; estimates for financial purposes, namely, financial and investment market risk analysis, appraisal and projection; financial advice relating to taxation; financial advice relating to wills; financial advisory services relating to credit, business acquisitions and mergers, tax planning; financial advisory services for companies in the field of franchising, business acquisitions and mergers, joint ventures; financial advisory services for individuals, namely, financial advisory services relating to insolvency, pension planning, income tax, insurance contracts; financial advisory services relating to retirement plans; financial advisory services relating to tax; financial advisory services relating to taxation; financial affairs, namely, financial information, management and analysis services; financial analysis; financial assessment of company credit, financial guarantee assessment services, financial guarantee assessment services; financial guarantee assessment services, financial consultancy in the field of risk management, financial consultancy relating to infrastructure investment, financial consultancy relating to loans, financial consultancy relating to real estate investment; financial evaluations for insurance purposes; providing financial information in the field of mortgage investment, investment of funds and financial planning; providing information in the field of financial investments; financial investment advisory services; financial investment management services; financial investment research services; financial management advisory services; financial management; financial management of investments; financial research; financial services, namely, financial and estate planning services, financial asset management, financial administration of real estate, financial consultancy relating to real estate investment; financial strategy consultancy services; financial trust management; financial trust administration services; financial valuation services, namely, fiscal valuations and assessments, real estate valuation services; tax financial planning; taxation financial consultancy services; taxation financial planning services; financial risk management; financial evaluation of real property; providing information relating to payment processing services, acceptance, management, and payout of funds via a computer network, daily monitoring of financial transactions and account balances; agency services for the selling on commission of real property; commercial property investment services; domestic property finding services; financial research services relating to real estate; financial assessment of real estate; agency services for the leasing of real estate property; advisory services relating to real estate ownership; advisory services relating to real estate valuations; appraisal of real estate; brokerage of real estate; brokerage of virtual real estate; capital investment in real estate; commercial real estate agency services; consultation services relating to real estate; evaluation of real estate; financing of real estate developments; insurance services relating to real estate; leasing of real estate; providing information in the field of residential real estate, insurance, monetary exchange; provision of information in relation to real estate; provision of information relating to real estate; real estate advisory services; assessment and management of real estate; real estate agencies; real estate agency services; real estate agents services; real estate appraisal; real estate brokerage; real estate consultancy; real estate financing; real estate insurance services; real estate investment; real estate investment advice; real estate investment management; real estate investment services; real estate leasing; real estate management; real estate services relating to property development; real estate services relating to real estate development; real estate valuations; financial portfolio management; investment portfolio management services; portfolio counselling services, namely, investment counselling, financial planning and portfolio management; portfolio investment management; property portfolio management; advisory services relating to financial risk management; advisory services relating to financial investment; advisory services relating to banking, namely, providing advisory and consulting services in the field of obtaining bank loan approvals for commercial building construction projects; financial advisory services relating to credit; advice relating to mortgages for residential properties; advice services relating to enhancement of mortgages; advisory services relating to mortgages; agency services for lending on mortgage; commercial mortgage brokerage; online mortgage repayment calculation services; arranging of mortgages; mortgage services; mortgage repayment calculation, provided online; mortgage protection policies; mortgage lending; mortgage investment management; mortgage financing services; mortgage brokering; mortgage brokerage services; mortgage banking; mortgage advice; provision of real estate loans; financial loan services; advisory services relating to loan services; advice relating to loan recovery services; financing of home loans; financing of personal loans; mortgage loans; mortgage loan services; secured loan services; provision of secured loans; provision of mortgage loans; provision of loans; provision of home loans; personal loan services; loan services; loan financing; loans against securities; rental of real estate; real property rental; apartment rental agency; accommodation rental agency; apartment rental services; rental of residential and commercial buildings; rental of buildings; rental of commercial premises; rental of office space; rental of offices.
Claims
- Priority Filing Date: September 13, 2022, Country or Office: AUSTRALIA, Application No. 2300092 in association with the same kind of services
Action History
| Action | Action date | Due date | Comments |
|---|---|---|---|
| International Registration | 2023-03-09 | 2033-03-09 | |
| Filed | 2023-03-09 | Registration | |
| Created | 2023-04-05 | ||
| Formalized | 2023-04-05 | ||
| Designation Notification - Madrid Protocol | 2023-04-06 | 2024-10-06 | |
| Notification of Possible Opposition Sent | 2024-02-06 | ||
| Search Recorded | 2024-07-12 | ||
| Examiner's First Report | 2024-07-12 | 2025-01-12 | |
| Total Provisional Refusal | 2024-07-12 | 2025-01-12 | |
| Agent Changed | 2024-10-01 | From/De: To/A: 23468 | |
| Extension of Time | 2024-10-07 | 2025-07-12 | Request Letter Date: 2024/10/03 |
| Approval Notice Sent | 2025-08-26 | APPROVED BY PROGRAM EX200M1 | |
| Approved | 2025-08-26 | APPROVED BY PROGRAM EX200M1 | |
| Advertised | 2025-11-05 | Vol.72 Issue 3706 | |
| Opposition Start Date Notice Sent | 2025-11-05 | Requested on 2025/11/05 00:30:04 in program jr500m1 | |
| Registration Pending | 2026-01-23 | ||
| Registered | 2026-01-23 | ||
| Statement of Grant of Protection Sent (following a Provisional Refusal) | 2026-01-23 |