The trademark application TAOAM was filed by Creutz & Partners The Art of Asset Management Société Anonyme (S.A.), a corporation established under the laws of the Grand Duchy of Luxembourg (the "Applicant"). The application was published for oppositions on September 17, 2024, and still open for oppositions.
The application was filed in French (German was selected as the second language).
Goods And Services
The mark was filed in class 36 with following description of goods:
Finance services
Financial strategy consultancy
Financial consultancy relating to risk management
Financial advice relating to pensions
Business finance consultancy
Investment portfolio management services
Development of investment portfolios being financial services
Management of investment portfolio
Conservation, in relation to the following goods: Securities
Analysis of financial assets and stock research
Brokerage of financial assets in funds
Conducting of financial investment operations, in relation to the following fields: Securities
Providing financial information via a web site
Computerised financial services, in relation to the following fields: Trading in securities and Financial investment
Providing of computerised financial information
Brokerage, in relation to the following fields: Financial investments in securities
Capital investment management and Asset management, for others
Financial advice, in relation to the following fields: Financial investment, Brokerage relating to the aforesaid
Investment fund brokerage and Financial services for trading and conducting investment transactions
Financial advice, in relation to the following fields: Retirement (pension), preparing financial analysis and financial retirement plans
Investment affairs
Preparing analysis, in relation to the following fields: Finance
Conducting company assessments, namely: Conducting financial and economic expertise for company assessments
Intermediation and Financial advice, in relation to the following fields: Purchase of enterprises and acquisition and disposal of holdings
Financial consultancy (loan advice), Including, in particular in relation to the following fields: Acquisition of own funds or funds of others, Investment fund management
Financial consultancy with regard to the real estate sector and real estate administration
Financial affair and Monetary activities, notably, Banking activities
Savings banks
Sale of financial products, Financial advice
Funding
Providing of loans and credit
Granting of instalment loans, Credit intermediation
Return of deposits
Issuing of guarantees
Hire-purchase financing
Lombard transactions
Issuing of bank cards, Issuing of debit and credit cards
Rent collection and Collection of farm rent
Disposal of valuables
Storage in safes, in relation to the following goods: Valuables
Financial analysis
Financial advisory services
Conducting of surveys and appraisals, in relation to the following fields: Taxation
Trading in securities
Brokerage, in relation to the following fields: Investment, Including, in particular Fund services, Securities, Shares, precious metals, commodities and derivative products
Wealth management
Currency trading and exchange services
Stock exchange price quotations
Collection of donations, For charitable or other purposes
Antique, work of art and jewellery appraisal
Holding in real estate companies, in property funds and in real estate service companies and Brokerage, in relation to the following fields: Holdings in real estate companies, in property funds and in real estate service companies
Capital investment management
Financial planning
Financial portfolio management
Financial risk management
Financial investment consultancy and advisory services
Financial consultancy
Fundraising and financial sponsorship
Stockbroking
Processing of securities transactions
Securitization deposits
Electronic funds transfer, notably Electronic funds transfer Via mobile applications
Electronic funds transfer, notably Electronic funds transfer Via mobile applications
Protected transfer of funds by computer
Funds transfer services
Online banking
Management, in relation to the following fields: Private equity funds
Private client investment transactions
Investment club services
Investment affairs, for others
Mutual funds
Investment fund management
Advice relating to investments
Fund investment consultation
Asset management, On-line
Online wealth management
Providing of data online, in relation to the following fields: Finance and Capital markets
Processing of securities transactions
Advisory, Information, Consultancy, research and Valuation, in relation to the following fields: Finance, Financial and investment information
Financial data and stock research
Risk management
Providing of financial information, research and analysis, in relation to the following fields: Companies, industries and countries for financial investments via a worldwide computer network
Online information and valuation, in relation to the following fields: Finance and Investing
Appraisal, Including, in particular in relation to the following fields: Development of securities and investments and solvency
Providing information on financial indexes and investment concepts
Providing financial information based on different asset class indexes
Analysis of transactions and financial information based on financial indexes
Providing, calculation and updating of financial indexes reflecting the performance of markets measured by those indexes
Providing, calculation and updating of financial indexes in the form of quantitative measurements, for use in the following fields: investment evaluation, market analytics and Assessment of stock exchange trends
Providing, calculating and updating financial indices for others and Providing rules for index creation
Providing, calculating, and updating financial indices tailored to the specifications of others
Providing business analysis and financial information based on indexes, securities indexes
Index futures trading
Providing index-based financial products, namely: Brokerage of investments in funds, exchange-listed funds, futures and exchange-listed options and off-exchange futures, options and swaps, credit derivatives, contracts for differences, smart contracts, digital contracts
Finance services and Asset management, including the following services: Production, management and publication of financial indexes for use in measuring the performance of invested capital and production, management and publication of financial instruments for use in futures investments
Providing information, in relation to the following fields: Trusteeship of financial futures
Futures, for others
Providing information, in relation to the following fields: Stock markets
Providing investors with financial information
Financial services provided on the Internet
Providing of financial investment information and analysis via the internet
Organisation of fundraising activities for businesses, In the field of finance
Financial sponsorship
Fundraising
Providing information and advice, in relation to the following fields: Financial evaluation
Providing warranties, In the field of finance
Financial advice, in relation to the following fields: Securities
Financial analysis, in relation to the following fields: Securities
Consultancy services relating to credit
Financial risk management consultancy
Investment consultancy
Computerised analysis, In the field of finance
Computer information services relating to financial management
Provision of computerised financial information
Financial consultancy relating to asset management
Providing financial indexes enabling consumers to evaluate investments and market trends in the securities market
Stock exchange securities brokerage
Providing online computer databases featuring information, in relation to the following fields: Finance and Investing
Providing real-time information relating to the financial markets
Counseling and information, in relation to the following fields: Finance and Investing
Providing information, in relation to the following fields: financial indices, Stock indexes, securities indexes, commodities indexes and investment plans
Capital raising, Strategic planning and Capital management in relation to the following fields: Private holdings and Venture capital
Investment services, namely Financial investment and investment consultancy, in relation to the following fields: Fund services, Open-ended investment funds, Real estate, Merchandise, Capital, Securities, bonds, Annuities
Financial advice, namely: Assistance relating to mergers and acquisitions, in the economic field, for the financial sector
Providing an on-line electronic database over a global network in the field of financial information
Valuation, in relation to the following goods: Securities
Providing real-time financial market data
Risk assessment and Risk management
Index futures trading
Financial products based on indices, namely: Open-ended investment funds, Exchange traded funds, Forward contracts and Exchange-listed options contracts and Forward contracts, options and Over-the-counter swaps
Providing of websites featuring non-downloadable documents, in relation to the following fields: Finance, Providing financial information, Financial market research, Investment, Research and evaluation of financial companies and stocks, share prices, credit reporting, Research on securities, Fund services, financial indices, risk solutions and investment data
Information, consultancy and advice relating to the aforesaid services, Including, in particular, via a worldwide computer network.