The trademark application PHOENIX was filed by Phoenix Life Limited, 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 June 14, 2023, and it was registered by office on September 21, 2023 without any oppositions.
The application was filed in English (German was selected as the second language).
Licences granted of the trademark registration was recorded on November 16, 2023. Appointment and Replacement of representative of the trademark registration was recorded on June 16, 2024.
Goods And Services
The mark was filed in class 9 with following description of goods:
Downloadable computer software, programs, platforms, applications all for use in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Computer software, programs, platforms, applications for the provision of information on financial products, pensions, insurance, assurance, savings, financial securities, investments
Downloadable computer software, programs, platforms, applications for the provision of information on financial products, pensions, insurance, assurance, savings, financial securities, investments
Downloadable software applications for smart devices for use in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Application software for mobile devices and wireless devices all for use in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers all for use in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in online security and authentication, including account and identity management, security measures, receiving and making electronic payments and electronic safeguards protecting online accounts relating to financial products, pensions, insurance, assurance, savings, financial securities, investments
Downloadable digital content in the form of electronic publications of brochures relating to financial products, pensions, insurance, assurance, savings, financial securities, investments, financial product information and policy documents.
The mark was filed in class 35 with following description of goods:
Accounting services and auditing services
Accounting for pension funds and investment funds
Compilation and management of data and information into databases
Compilation and management of legal information into databases
Marketing and promotion of financial products and services via global networks
Management of an online database where users may store financial, retirement and investment related data
Financial, pensions, savings and investments record management services, namely, organizing and indexing electronic databases of such data
Business management
Provision of business information
Business research, analysis and reporting services in relation to business and organisational governance including in relation to the social and economic impact of businesses, organisations and governments on individuals, markets, sectors and a wider national economies
Economic forecasting and analysis
Economic forecasting and analysis for business purposes
Human resources services
Administration of business payroll for others
Administration of employee benefit plans
Data collection services, namely, collection of information in relation to, financial services, financial products, financial security and financial planning, retirement, employment, learning and skills, education, health, healthcare, work the environment and sustainable initiatives, homes and communities, poverty, equality, economic and socioeconomic issues and public policies
Research in connection with economic forecasting issues and public relations policies
Research in connection with employment
Information, advisory and consultancy services relating to all of the aforesaid.
The mark was filed in class 36 with following description of goods:
Financial services
Assurance services
Insurance services
Indemnity insurance
Insurance services including life insurance, health care and medical insurance, income protection insurance, critical illness insurance
Providing prepaid funeral expense schemes
Reinsurance services
Insurance services relating to pension funds
Life insurance and annuity services
Financial introductory services
Lifetime mortgage services
Loan services
Mortgage lending
Acquisition of mortgage loans
Mortgage banking services
Mortgage brokerage services
Insurance management services
Life and pension services administration
Insurance administration of closed businesses
Pension services
Financial services relating to pensions and pension funds
Administration of pension schemes and financial products
Financial management of pensions, pension funds and financial products
Pension valuation services
Provision of pension schemes
Pension planning services
Financial planning for retirement
Retirement payment plans
Equity release services
Home equity loans
Financial services relating to equity plans
Governance of workplace pensions
Financial advisory services relating to retirement
Financial services relating to savings
Insurance underwriting
Reinsurance underwriting
Actuarial services
Financial administration and management of insurance and insurance portfolios
Insurance claims processing
Insurance claims adjustment services
Financial services relating to financial products, savings products, securities products and investment products
Investment management services relating to annuities
Financial services for obtaining, selling, exploitation and management of asset values, as well as the management of pension and annuity obligations
Intermediary services in the purchasing and selling of and placement of bonds, shares, securities and other similar securities
Investment of capital and funds
Services of investment companies and funds
Asset management
Administration of pension schemes
Financial studies, taxations, evaluations, assessments, information, research and reports
Insurance research
Research services relating to investment
Compilation and management of information relating to financial products, pensions, insurance, assurance, savings, securities, investments
Compilation and management of individual personal finances and financial portfolios
Financial research and analysis services
Consultancy and advice in the fields of financial planning, analysis, policy and organisation
Economic forecasting and analysis for personal financial purposes
Economic research
Consultancy and advice in the fields of financial planning, analysis, policy and organisation
Financial management of employee benefit plans
Financial management of employee benefit plans concerning insurance and finance
Economic research services [financial]
Research in connection with finance, financial services, financial security and financial planning
Financial research in connection with retirement
Consultancy and advice with regard to all the afore-mentioned services.
The mark was filed in class 38 with following description of goods:
Telecommunications services in the fields of financial services, financial security and financial planning, retirement, the environment, and sustainable initiatives, economic and socioeconomic issues and public policies
Providing access to website and internet portals containing information relating to financial products, financial services, pensions, insurance, assurance, savings, financial securities, investments, loans, mortgages
Services for the electronic transmission of documents relating to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Online document delivery via global computer network in the fields of financial services, financial security and financial planning, retirement, the environment, and sustainable initiatives, economic and socioeconomic issues and public policies
Electronic transmission of mail and messages in the fields of financial services, financial security and financial planning, retirement, the environment, and sustainable initiatives, economic and socioeconomic issues and public policies
Provision of access to data or documents in the fields of financial services, financial security and financial planning, retirement, the environment, and sustainable initiatives, economic and socioeconomic issues and public policies stored electronically in central files for remote consultation
On-line bulletin boards and chat rooms for transmission of computer messages among computer users concerning finance pensions, insurance, assurance, savings, financial securities, investments
Information, advisory and consultancy services relating to all of the aforesaid.
The mark was filed in class 41 with following description of goods:
Education and training services relating to pensions, savings, financial affairs, financial services, financial products, monetary affairs, retirement planning, financial planning, insurance services, assurance services, employment, learning and skills in later life, retirement, economic and socioeconomic issues, the environment, and sustainable initiatives
Publication of educational and training material relating to pensions, savings, financial affairs, financial services, financial products, monetary affairs, retirement planning, financial planning insurance services, assurance services
Research in connection with learning and skills in later life, education
Information, advisory and consultancy services relating to all of the aforesaid.
The mark was filed in class 42 with following description of goods:
Providing online, non-downloadable software for viewing, downloading and distributing electronic files, images, audio, video, data, and documents in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Providing online, non-downloadable software for online security and authentication, including account and identity management, security measures, receiving and making electronic payments and electronic safeguards protecting online accounts in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Software as a service (Saas) in the fields of finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Platform as a service (Paas) in the fields of finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Application service provider (ASP) services in the fields of finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Encryption services in the fields of finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Electronic signature verification and authorisation services in the fields of finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Digital signature verification and authorisation services
All of the aforesaid all for use in connection with finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Providing temporary use of online non-downloadable software and applications for use in the field of financial services, financial products, personal finance, pensions, insurance, assurance, savings, financial securities, investments
Providing temporary use of online non-downloadable software and applications to enable users to engage in financial planning and management, investments, and retirement planning and related services
Research in the reduction of carbon emissions
Scientific research in connection with health, healthcare
Research in connection with the environment
Socioeconomic research, namely, research in connection with homes and communities, poverty, equality
Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial and investment data on a global computer network
Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of financial services, financial products, personal finance, pensions, insurance, assurance, savings, financial securities, retirement planning and investments
Socioeconomic research, forecasting and analysis
Information, advisory and consultancy services relating to all of the aforesaid.