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| Application Number | 5337306 |
| Trademark Status | Accepted & Advertised |
| Trademark Class | 99 |
| Application Date | 2021-06-11 |
| Proprietor Name | Wealthsimple Technologies Inc. |
| Appropriate Office | IR DIVISION |
| State | STATE NOT SPECIFIED |
| Trademark Type | DEVICE |
| User Details | Proposed to be used |
| Agent Name | LALL & SETHI[9459] |
| Agent Address | D-17, SOUTH EXTENSION- II, NEW DELHI - 110 049 |
| Goods And Services Details | [CLASS : 9] Mobile application software for use in accessing and managing financial investments; mobile application software for wealth management, financial planning, investment counseling and advisory services; mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; mobile application software for automated investment management; mobile application software for financial consultation in the field of cryptocurrency; mobile application software for financial asset management, namely maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; mobile application software for financial lending and financing services, capital investment services, brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading, online trading of securities, namely managing orders and monitoring account balances, securities market research services, namely constructing model portfolios of securities, account management services, namely automated fee processing, statement production, and investment management; mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (gic), foreign exchange (fx) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (gic), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to trading software, securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; mobile application software for financial trust and estate services, namely trust company services, estate planning, estate management; mobile application software for mortgage services and providing mortgage information; mobile application software, for insurance services and providing insurance information; mobile application software for management of tax registered plans; mobile application software for securities brokerage account services and margin loan services; mobile application software for tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing.[CLASS : 35] Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services.[CLASS : 36] Financial and investment services, namely financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services; money wiring services; money exchange services; wealth management; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services financial services, namely provision of a cryptocurrency blockchain for digital currency exchange and trading services; brokerage services, namely discount brokerage services, on-line brokerage services, day trading services, and online trading; online trading of securities, namely managing orders and monitoring account balances; securities market research services, namely constructing model portfolios of securities; account management services, namely automated fee processing, statement production, and investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (gic), foreign exchange (fx) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (gic), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services via an online computer database; online financial research services, namely providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely trust company services, estate planning, estate management; mortgage services and providing mortgage information; insurance services and providing insurance information; management of tax registered plans; payroll tax debiting; tax payment processing services; securities brokerage account services and margin loan services.[CLASS : 41] Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency.[CLASS : 42] Providing software as a service [SaaS] featuring temporary use of non-downloadable software to simulate securities market activity in order to permit user to practice the skills of trading securities; software as a service [SaaS] featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service [SaaS] featuring financial software for financial advisory services.[CLASS : 45] Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments. |
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