018826149

Invest IQ

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January 19, 2023

Trademark Summary

The trademark application invest IQ was filed by Schroders PLC, a corporation established under the laws of the United Kingdom of Great Britain and Northern Ireland (the "Applicant"). The application was published for oppositions on March 28, 2023, and it was registered by office on July 5, 2023 without any oppositions.

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

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Goods And Services

• The mark was filed in class 35 with following description of goods:
  
  1. Business consultancy services
  2. Providing business advice and information in the field of investments, financial analysis, financial information, investment management, wealth management and investment banking
  3. Provision of business information, computer assisted business information and business research services in the field of investments, financial management, financial analysis, financial information, investment management, wealth management and investment banking
  4. Data processing relating to financial and investment services, asset management, financial appraisals and analysis, financial modelling and market research and analysis
  5. Market research and market analysis services relating to financial and investment services, asset management, financial appraisals and analysis, financial modelling and market research and analysis
  6. Consumer research
  7. Consumer response analysis
  8. Providing business advice relating to the analysis of consumer investing habits
  9. Psychometric testing for the selection of personnel
  10. Personality testing for recruitment purposes
  11. Analysis of market research data and statistics
  12. Business research services
  13. Business risk assessment services
  14. Business intermediary services
  15. Business intermediary services relating to the matching of potential investors with businesses
  16. Management, research, information, consultancy and advice relating to all of the aforesaid
  17. The aforesaid services also being provided via a website.
• The mark was filed in class 36 with following description of goods:
  
  1. Financial services
  2. Venture capital services
  3. Asset management services
  4. Investment management services
  5. Real estate investment management services
  6. Fund investments
  7. Financing services
  8. Providing investment advice
  9. Asset and investment administration services
  10. Financial analysis services
  11. Financial analysis services relating to investments
  12. Financial analysis services for the purpose of identifying financial investment opportunities
  13. Financial data analysis
  14. Providing financial advice relating to the analysis of consumer investing habits
  15. Financial risk assessment services
  16. Financial appraisals
  17. Financial evaluations
  18. Financial profiling in relation to investments
  19. Financial modelling
  20. Financial modelling in relation to investments and financial investment opportunities
  21. Personality testing for the purpose of assessing the risk profile of investors towards financial investment opportunities
  22. Psychometric testing for the purpose of assessing the risk profile of investors towards financial investment opportunities
  23. Conducting online questionnaires for the purpose of assessing the risk profile of investors towards financial investment opportunities
  24. Research and analysis in the field of financial and investment services
  25. Preparation of financial analyses relating to investments and investment opportunities
  26. Preparation of financial appraisals and analyses
  27. Financial information services
  28. Information services relating to investments
  29. Financial reporting
  30. Investment research
  31. Financial research and assessment services, namely assessing the risk profile of investors towards financial investment opportunities
  32. Financial intermediary services
  33. Management, research, information, consultancy and advice relating to all the aforesaid
  34. The aforesaid services also being provided via a website.
• The mark was filed in class 41 with following description of goods:
  
  1. Educational services
  2. Educational services in the field of finance, investments and the risk profiling of investors
  3. Research, information, consultancy and advice relating to all the aforesaid
  4. The aforesaid services also being provided via a website.
• The mark was filed in class 42 with following description of goods:
  
  1. Design and development of computer software for use in financial and investment services, asset management, financial appraisals and analysis, financial modelling, market research and analysis
  2. Providing temporary use of non-downloadable software for use in financial and investment services, asset management, financial appraisals and analysis, financial modelling, market research and analysis
  3. Providing temporary use of non-downloadable software for investor risk profiling
  4. Design and development of computer software for the import, management and analysis of data
  5. Design, development and hosting of computer software for use in relation to financial services
  6. Design, development and hosting of computer software relating to financial modelling
  7. Design, development and hosting of computer software for assessing financial risk
  8. Design, development and hosting of computer software for investor risk profiling
  9. Management, research, information, consultancy and advice relating to all the aforesaid
  10. The aforesaid services also being provided via a website.