The trademark CARTAX was filed by EShares, Inc. DBA Carta, Inc., a U.S. corporation (the "Applicant"). The application was published for oppositions on December 7, 2021, and received one opposition filed on February 10, 2022 by DATEV eG on Likelihood of confusion. the opponent was represented by MENOLD BEZLER Rechtsanwälte Steuerberater Wirtschaftsprüfer Partnerschaft mbB and proceedings were handled in English, and the oppositon was dismissed by the Euorpean Union Intellectual Property Office with decision issued February 10, 2022
The application was filed in English, and English was also language of all opposition proceedings (German was selected as the second language).
Appointment and Replacement of representative of the trademark registration was recorded on January 26, 2023. Appointment and Replacement of representative of the trademark registration was recorded on February 18, 2024.
The Refusal with reference B 018432787 was partially rejected according to Article 7(1)(b) EUTMR with decision issued on September 26, 2021 by the EUIPO.
Goods And Services
The mark was filed in class 9 with following description of goods:
Downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance
Downloadable computer software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance
Downloadable computer software for communicating directly with financial services professionals
Downloadable electronic publications, namely, brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance.
The mark was filed in class 36 with following description of goods:
Providing escrow agent, paying agent, and broker-dealer services to issuers of investment securities and private investors and shareholders
Financial advice
Provision of a financial exchange for the trading of securities, shares, stocks, and options and other derivative products
Financial services, namely, broker/dealer services on securities exchanges
Broker/dealer services in the fields of securities, shares, stocks, and options and other derivative products.
The mark was filed in class 38 with Electronic transmission for others of securities and financial information via computer linking services, namely, communicating and routing trade information involving orders, entry and execution services, to others via a global computer network.
The mark was filed in class 41 with Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances and Providing online, non-downloadable electronic publications in the nature of brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance..
The mark was filed in class 42 with following description of goods:
Providing software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields investments and finance
Providing software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance
Providing software as a service (SAAS) services featuring software for communicating directly with financial services professionals.
The mark was filed in class 45 with Regulatory compliance auditing and Regulatory compliance consulting in the fields of investments and finance..