018194168

LIA PATRIMOINE

---

February 6, 2020

Trademark Summary

The trademark application LIA PATRIMOINE was filed by Lombard International Distribution Holdings S.à r.l., a corporation established under the laws of the Grand Duchy of Luxembourg (the "Applicant"). The application was published for oppositions on February 23, 2020, and it was registered by office on June 2, 2020 without any oppositions.

The application was filed in English (French was selected as the second language).

A transfer of the trademark registration was recorded on April 7, 2024.

---

Goods And Services

• The mark was filed in class 35 with following description of goods:
  
  1. Advertising
  2. Publication of advertising texts
  3. Commercial business management
  4. Commercial administration
  5. Office functions
  6. Business management and organization consultancy
  7. Business appraisals
  8. Market study services
  9. Business information, investigations and research
  10. Commercial business appraisal
  11. Economic forecasting
  12. Cost price analysis
  13. Compilation of statistics
  14. Tax preparation
  15. Drawing up of statements of accounts
  16. Updating of advertising material
  17. Collection and systematization of data in a central file
  18. Computerized file management
  19. Book-keeping
  20. Administrative management of investment companies, investment funds, insurance companies and insurance and investment funds
  21. Administrative management of companies [for third parties], administrative management of investment funds [for third parties]
  22. Administrative services as regards corporate domiciliation
  23. Information research in computer files [for others]
  24. Projects [business management assistance].
• The mark was filed in class 36 with following description of goods:
  
  1. Banking matters
  2. Insurances
  3. Financial matters
  4. Monetary affairs
  5. Real estate matters
  6. Consultations and information in the field of banking, financial, monetary and insurance matters
  7. Consultations and investment information, more in particular financial investments
  8. Financial transactions
  9. Financial operations
  10. Monetary operations
  11. Pawnbrokerage
  12. Electronic transfer of funds
  13. Financial sponsorship
  14. Banking matters
  15. Direct banking [home banking]
  16. Credit and debit card services
  17. Issuance of credit and debit cards
  18. Currency exchange operations
  19. Clearing (financial)
  20. Cheque verification
  21. Issuing of travellers' cheques
  22. Financial analysis
  23. Financial valuation (insurances, banking, real estate)
  24. Saving
  25. Services of investment funds
  26. Creation of new capital
  27. Capital investment
  28. Provision of funds
  29. Funds investment
  30. Pension funds
  31. Pension fund services
  32. Provident funds
  33. Indemnities [warranties]
  34. Evaluation [valuation] of real estate
  35. Brokerage
  36. Stock market quotation
  37. Securities brokerage
  38. Insurance brokerage
  39. Real estate brokerage
  40. Deposit of valuables
  41. Safe deposit services
  42. Issuing of vouchers
  43. Instalment loans
  44. Fiscal assessment and examination
  45. Trusteeship services
  46. Financial services relating to the election of domicile of companies
  47. Fund raising for charity
  48. Fire insurance
  49. Health insurance
  50. Life insurance
  51. Business insurance in relation to life insurance
  52. Asset acquisition services in relation to life insurance
  53. All of the aforesaid services are not intended to include the following: all types of consumer finance services including loan services, credit and debit card services, and all types of asset finance including mortgage services, leasing services, hire purchase services, contract hire services and sale leaseback services.
• The mark was filed in class 38 with following description of goods:
  
  1. Telecommunications
  2. Electronic bulletin board services [telecommunications services]
  3. Radio communications
  4. Telephone communications
  5. Communications by computer terminals
  6. Computer-aided transmission of messages and images
  7. Electronic messaging
  8. Communication of financial, monetary, banking or insurance information and inquiries relating to financial, monetary, banking or insurance matters by any means of telecommunication, including via computers, computer or electronic networks
  9. Transmission of data by all telecommunication means, including transmission of financial data or payment authorizations between payment terminals and a processing center
  10. Rental of access time to a database server center.
• The mark was filed in class 41 with following description of goods:
  
  1. Education
  2. Training
  3. Entertainment
  4. Sporting and cultural activities
  5. Organization and conducting of training workshops, colloquiums, conferences, congresses, seminars and/or symposiums
  6. Organization and conducting of training workshops, colloquiums, conferences, congresses, seminars and/or symposiums in the financial, banking, monetary and insurance fields
  7. Practical training [demonstration], including in the financial, banking, monetary and insurance fields
  8. Providing online electronic publications [not downloadable]
  9. Electronic publication of books and journals online
  10. Publication of books, booklets and brochures
  11. Publication of texts [other than advertising texts].
• The mark was filed in class 45 with following description of goods:
  
  1. Legal services
  2. All kinds of legal or judicial research
  3. Legal or judicial assistance services
  4. Legal or judicial information
  5. Legal analyses for third parties, and particularly for insured persons or clients
  6. Legal analyses and legal services in the financial, banking, monetary and insurance fields.