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EUTM file information

018559357

BUDGET INSIGHT


September 14, 2021

Trademark Summary

The trademark application BUDGET INSIGHT was filed by BUDGET INSIGHT, a corporation established under the laws of the French Republic (the "Applicant"). The application was published for oppositions on November 2, 2021, and it was registered by office on February 9, 2022 without any oppositions.

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


Goods And Services

  • The mark was filed in class 9 with following description of goods:
    1. Magnetic data carriers, recording discs
    2. Optical readers
    3. Cash registers, calculating machines, data processing equipment and computer
    4. Purchase vouchers (electronic)
    5. Promotional vouchers (electronic)
    6. Gift certificates (electronic)
    7. Gift cards (electronic)
    8. Gift vouchers (electronic)
    9. Money-off vouchers (electronic)
    10. Money-off coupons (electronic)
    11. Promotional coupons (electronic)
    12. Credit notes (electronic) for the purchase of goods or services
    13. Vouchers (electronic) to be exchanged for goods or services
    14. Promotional codes downloadable from a global computer network
    15. Promotional cards (electronic)
    16. Loyalty cards (electronic)
    17. Membership cards (electronic)
    18. Electronic tickets
    19. Data downloadable onto computers and mobile telephones, in particular ringtones, sound, music, photographs, videos, films, images, logos, text
    20. Electronic publications, downloadable
    21. Magnetic encoded cards or smart cards
    22. Debit cards
    23. Credit cards
    24. Electronic cash cards
    25. Software in the field of finance
    26. Computer software in the field of wealth management
    27. Software enabling individuals to plan expenditure and revenues from a bank statement
    28. Software enabling individuals to analyse planned expenditure and revenues and to define expenditure and revenue goals
    29. Financial management software for individuals
    30. Financial management software for businesses
    31. Recording substrates [magnetic]
    32. Phonograph records
    33. Data processing and computers
    34. Software packages (recorded programs)
    35. Diskettes
    36. Compact discs [read-only memory]
    37. Computers
    38. Apparatus and accessories for financial transaction data usage
    39. Costumer relationship management computer software
    40. Financial management software
    41. Software for banking data centralisation
    42. Software for defining a user's consumer profile and offering them financial products adapted to their profile
    43. Software for defining a user's financial profile and offering them financial products adapted to their profile
    44. Software for defining a customer profile and offering them suitable offers
    45. All the aforesaid goods, in relation to the following fields: Finance and Combining of documents.
  • The mark was filed in class 35 with following description of goods:
    1. Advertising
    2. Business management
    3. Business administration
    4. Office functions
    5. Corporate consulting
    6. Customer loyalty schemes for commercial purposes
    7. Management of customer loyalty schemes
    8. Organisation of promotional and advertising operations to encourage, promote and develop customer and staff loyalty
    9. Organisation and conducting of systems and programmes of rewards and discounts, In the nature of vouchers, promotional vouchers, gift certificates, gift cards, gift vouchers, discount vouchers, discount coupons, promotional coupons, credit notes for the purchase of goods or services, vouchers to be exchanged for goods or services, promotional codes, promotional cards, loyalty cards
    10. Organisation and conducting of systems and programmes of rewards and discounts, In the nature of membership cards
    11. Opinion polling
    12. Business investigations
    13. Business investigations
    14. Direct mail advertising
    15. Business management consultancy
    16. Book-keeping
    17. Information and forecasting
    18. Marketing studies and market research
    19. Economic information and knowledge for business, accounting, statistical and commercial purposes on the financial, monetary and stock markets
    20. Administration and management of accounts of financial products and portfolios of stock exchange securities
    21. Administrative management of discretionary portfolios
    22. Document reproduction
    23. Employment agency services
    24. Computerized file management
    25. Systemisation and compilation of economic information and data into computer databases
    26. Compilation of banking data into computer databases
    27. Database management on electronic networks, namely collection and updating of information
    28. Organization of exhibitions for commercial or advertising purposes
    29. Drawing up of statements of account
    30. Presentation of financial goods on communication media, for retail purposes
    31. Data search in computer files for others
    32. All the aforesaid services, in relation to the following fields: Finance and Combining of documents.
  • The mark was filed in class 36 with following description of goods:
    1. Insurance underwriting
    2. Insurance brokerage, Brokerage of savings products and Investment brokerage
    3. Stockbroking agency services
    4. Credit bureau
    5. Banking
    6. Monetary affairs
    7. Real estate affairs
    8. Banking
    9. Financial evaluation [insurance, banking, real estate]
    10. Real estate management
    11. Accounts receivable managament
    12. Payment card services
    13. Debit card services
    14. Financing and funding services
    15. Financial analysis
    16. Mutual funds or capital investments
    17. Consultancy services relating to investment
    18. Financial consultancy and information
    19. Auditing in the field of finance
    20. Consultancy relating to wealth management, Consultancy relating to wealth management
    21. Wealth management
    22. Portfolio management
    23. Portfolio management
    24. Mutual funds
    25. Fund investment services
    26. Financial and banking management
    27. Financial management
    28. Banking
    29. Loans (financing)
    30. Savings banks
    31. Home banking
    32. Issuing of travellers' cheques or credit cards
    33. Issuing of payment certificates
    34. Fiscal valuation
    35. Fiscal valuation
    36. Compiling of real estate reports
    37. Banking
    38. Electronic funds transfer
    39. Currency trading and exchange services
    40. Actuarial services
    41. Selection of financial support
    42. Advice relating to tax
    43. Online banking, financial, monetary, insurance and real estate services on telecommunications networks (including mobile telephones), data transmission networks and computerised communications networks such as the Internet and intranets, via electronic sites
    44. Financial services consisting of gaining customer loyalty by enabling them to receive vouchers, promotional vouchers, gift certificates, gift cards, gift vouchers, discount vouchers, discount coupons, promotional coupons, credit notes for the purchase of goods or services, vouchers to be exchanged for goods or services, promotional codes, promotional cards, loyalty cards
    45. Financial services consisting of gaining customer loyalty by enabling them to receive membership cards, tickets, debit and credit cards
    46. Financial research
    47. All the aforesaid, in relation to the following fields: Finance and Combining of documents
    48. All the aforesaid services, in relation to the following fields: Finance and Combining of documents.
  • The mark was filed in class 41 with following description of goods:
    1. Teaching
    2. Training
    3. Providing of training with regard to financial
    4. Providing of training relating to wealth management
    5. Providing of training in software use, In relation to the following fields: finance, asset administration
    6. Providing of training in the operation of asset management software for individuals and enterprises
    7. Providing of training in the operation of data featured in finance management software
    8. Publication of books
    9. Lending library services
    10. Organization of competitions [education or entertainment]
    11. Arranging and conducting of conferences, congresses and symposiums, especially In relation to the following fields: finance, Taxation and Asset-based management
    12. All the aforesaid services, In relation to the following fields: finance and Combining of documents.
  • The mark was filed in class 42 with following description of goods:
    1. Engineering evaluations, estimates and research in the field of science and technology
    2. Design and development of computer hardware and software, Especially, in relation to the following fields: Finance, Expenditure and revenue planning
    3. Design and development of computers and software for financial planning of expenditure and revenues from a bank statement
    4. Design and development of computers and software for analysis of planned expenditure and revenues and for defining expenditure and revenue goals
    5. Design and development of finance management software for individuals
    6. Design and development of finance management software for enterprises
    7. Design of wealth management computer software, Development of wealth management software
    8. Design and development of software for defining a user's consumer profile and offering them financial products adapted to their profile
    9. Design and development of software for defining a user's financial profile and offering them financial products adapted to their profile
    10. Design and development of software for managing data from loyalty cards
    11. Design and development of management software for banking data centralisation
    12. Research and development of new products for others
    13. Conducting technical project studies
    14. Design, installation, maintenance, updating and rental of computer software
    15. Computer programming
    16. Consultancy in the field of computers
    17. Conversion of computer programs and data, other than physical conversion.