EUTM file information

015812779

FRANKLIN NEXTSTEP FUNDS

September 6, 2016

Trademark Summary

The trademark application FRANKLIN NEXTSTEP FUNDS was filed by Franklin Templeton Luxembourg Holdings S.A., a corporation established under the laws of the Grand Duchy of Luxembourg (the "Applicant"). The application was published for oppositions on October 24, 2016, and it was registered by office on January 31, 2017 without any oppositions.

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

Change of name and address of the trademark registration was recorded on September 7, 2016. Appointment and Replacement of representative of the trademark registration was recorded on January 4, 2021. Appointment and Replacement of representative of the trademark registration was recorded on January 19, 2021. Change of name and professional address of the trademark registration was recorded on September 5, 2021. Change of name and professional address of the trademark registration was recorded on May 23, 2022.

Goods And Services

  • The mark was filed in class 36 with following description of goods:
    1. Advice relating to investments
    2. Establishing mutual funds for others
    3. Financial advisory and consultancy services
    4. Financial analysis and consultation
    5. Financial planning and investment advisory services
    6. Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
    7. Financial services, namely, investment fund transfer and transaction services
    8. Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities
    9. Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
    10. Financial information and advisory services
    11. Fund investment consultation
    12. Funds investment
    13. Hedge fund investment services
    14. Investment advisory services
    15. Investment consultation
    16. Investment management
    17. Mutual fund advisory services
    18. Mutual fund distribution
    19. Mutual fund investment
    20. Mutual funds and capital investment
    21. Transfer agency services rendered to issuers of investment securities.