The trademark P PHOENIX LIFE / dash was filed by Phoenix Group Management Services 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 November 13, 2023, and received one opposition filed on February 11, 2024 by ALLIANZ, COMPAÑIA DE SEGUROS Y REASEGUROS, S.A. on Likelihood of confusion. the opponent was represented by HERRERO & ASOCIADOS and proceedings were handled in English, and the oppositon was dismissed by the Euorpean Union Intellectual Property Office with decision issued February 11, 2024
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 June 16, 2024.
Goods And Services
The mark was filed in class 9 with following description of goods:
Computer software, computer programs, computer software applications, downloadable computer software, downloadable computer programmes, mobile telephone software, computer application software, downloadable software applications for smart devices, application software for mobile devices and wireless devices for use in connection with financial products, pensions, insurance, assurance, savings, financial securities, investments
Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers and devices and computer software platforms for the provision of information on financial products, pensions, insurance, assurance, savings, financial securities, investments
Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers and devices and computer software platforms to compare, manage and monitor financial portfolios, financial products, pensions, insurance, assurance, savings, financial securities, investments and to make applications on behalf of others for financial products, pensions, insurance, assurance, savings, financial securities, investments
Computer software and computer software platforms for the collection, verification, storage and processing of personal and business financial information
Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers and devices and computer software platforms for economic forecasting and analysis for business and personal financial purposes
Collaboration software in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Computer software to enable the searching of data in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Computer software for authorising access to databases and stored information in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Computer software computer programs, computer software applications, downloadable computer software, downloadable computer programmes, mobile telephone software, computer application software, downloadable software applications for smart devices, application software for mobile devices and wireless devices in relation to 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 and devices for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modelling and portfolio rebalancing
Computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers and devices for use in online security and authentication, including account and identity management, security measures, and electronic safeguards protecting online accounts
Electronic payment software
Downloadable digital content in the form of electronic publications of brochures, financial product information and policy documents
None of the above relating to delivery or logistics services.
The mark was filed in class 35 with following description of goods:
Compilation and management of data and information into databases in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
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 and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others
None of the above relating to delivery or logistics services.
The mark was filed in class 36 with following description of goods:
Financial services
Pension services
Savings products
Insurance services
Assurance services
Investment services
Monetary affairs
Information, advice and consultancy services relating to the aforesaid services
Provision of information for financial advisors on the topics of finance, financial products, pensions, insurance, assurance, savings, financial securities, investments
Providing financial information about financial instruments and of commodities products to enable users to evaluate investments and trends in the securities market
Providing web-based, automated and customized financial management services, namely, customized management of an individual’s investment, banking and other personal financial accounts
Provision of financial services, namely, enabling users to retrieve, aggregate, and analyse financial accounts, transactions, and balance information
Providing information relating to personal finance, investments and retirement planning, through electronic means
Providing financial product policy information
Providing information consisting of financial news, information, opinion and advice via computer and communication networks, including global computer networks, mobile devices and online services
Compilation and management of information relating to financial products, pensions, insurance, assurance, savings, financial securities, investments
Compilation and management of individual personal finances and financial portfolios
None of the above relating to delivery or logistics services.
The mark was filed in class 38 with following description of goods:
Telecommunications services in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Providing access to website and internet portals containing information relating to financial products, pensions, insurance, assurance, savings, financial securities, investments
Services for the electronic transmission of document in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Online document delivery via global computer network in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Electronic transmission of mail and messages in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
Provision of access to data or documents stored electronically in central files for remote consultation in relation to finance, financial services, financial products, savings, investments, financial securities, pensions, loans, mortgages, assurance or insurance
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
None of the above relating to delivery or logistics services.
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 relation to financial services and products
Software as a service (Saas) in relation to financial services and products
Platform as a service (Paas) in relation to financial services and products
Application service provider (ASP) services in relation to financial services and products
Encryption services in relation to financial services and products
Electronic signature verification and authorisation services in relation to financial services and products
Digital signature verification and authorisation services in relation to financial services and products
Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, pensions, insurance, assurance, savings, financial securities, investments
Providing temporary use of online non-downloadable software and applications to enable users to provide financial planning and management, investments, and retirement planning and related services
Bling 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 personal finance, pensions, insurance, assurance, savings, securities, investments
Information, advisory and consultancy services relating to all of the aforesaid
None of the above relating to delivery or logistics services.