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EUTM file information

018878513

Certified Lean Portfolio Manager


May 22, 2023

Trademark Summary

The trademark application Certified Lean Portfolio Manager was filed by Projecta, a corporation established under the laws of the Republic of Bulgaria (the "Applicant"). Application refused.

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

The Refusal with reference B 018878513 was Rejected according to Article 7(1)(b) EUTMR with decision issued on November 28, 2023 by the EUIPO.


Goods And Services

  • The mark was filed in class 36 with following description of goods:
    1. Portfolio management
    2. Management of investment portfolio
    3. Portfolio investment management
    4. Asset and portfolio management
    5. Management of investment portfolios
    6. Financial portfolio management
    7. Development of investment portfolios
    8. Portfolio management services (Investment -)
    9. Investment portfolio management services
    10. Management of investments
    11. Financial management
    12. Management (Financial -)
    13. Investment management
    14. Financial investment
    15. Financial investments
    16. Financing of investments
    17. Acquisition for financial investment
    18. Industrial investment
    19. Capital investment
    20. Investment (Capital -)
    21. Capital investments
    22. Capital investment consulting
    23. Capital investment consultation
    24. Investment consultation
    25. Investment consultations
    26. Investing of funds.
  • The mark was filed in class 41 with following description of goods:
    1. Education and training
    2. Education, teaching and training
    3. Training
    4. Organisation of training
    5. Training and instruction
    6. Coaching [training]
    7. Education and training consultancy
    8. Business training
    9. Accreditation [certifying] of educational achievement
    10. Accreditation of professional competency
    11. Certification in relation to educational awards
    12. Providing training and educational examination for certification purposes
    13. Accreditation of educational services
    14. Awarding of educational certificates.