USPTO serial 98770902
AMUNDI INVESTMENT SOLUTIONS TRUST MUST BE EARNED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- ALAO, OREOLUWA
- Law office
- INTENT TO USE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
G MATHEW LOMBARD
G MATHEW LOMBARD LOMBARD & GELIEBTER LLP1325 AVENUE OF THE AMERICAS28 FLOORNEW YORK, NY 10019Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Insurance agencies, insurance consultancy and information on insurance, insurance underwriting consultation, life insurance agencies, credit insurance agencies; banking services, namely, providing savings bank services; fiscal valuations and assessments; actuarial services; financial affairs and monetary affairs, namely, financial information, management and analysis services, banking operations, namely, banking services; financial consultancy, financial information, analyses and evaluations, financing services, financial trust operations and financial transactions services in the nature of providing secure commercial transactions and payment options, credit agencies; financing of pledge loans, financing of collateral loans, financial credit guarantees; debt recovery services; raising and investing capital for others, savings bank services; home banking; financial asset management for companies; holding company services performed for third parties, namely, investment management in the nature of management of personal and real estate holdings, fortunes, financial portfolios, financial products, open-end investment companies, mutual funds, real estate investment trusts, collective investment schemes, collective investment schemes in the nature of transferable securities, and collective real estate investment schemes; foreign exchange bureau, security deposit services, safe deposit box services; electronic funds transfer; monetary transactions in the nature of electronic cash transactions, currency exchange services, financial clearing operations; stock exchange quotations, securities brokerage; issue of tokens of value in the nature of issuing pre-paid vouchers exchangeable for goods or services, issuing letters of credit and traveler's cheques; debit and credit card transaction processing services; real estate affairs, namely, rental property management, real estate appraisal, and real estate agency services relating to the sale and rental of business assets and buildings; financial sponsorship and patronage of sporting events, cultural events, art exhibitions, charitable and art foundations, and health research | ACTIVE | — |
| 038 | Telecommunication transmission of electronic financial information and data; provision of access to computer and telecommunications networks for downloading software, software applications and information for use by others, for the provision of financial services, namely, provision of access to telecommunications and computer networks for placing and executing orders for the purchase or sale of financial instruments and products, provision of financial information, analyses and research, provision of services for financial risk management, constitution and financial management of investment portfolios; provision of access to a global computer network to access software for use by others for the provision of financial services, namely, provision of access to a global computer network to access software for placing and executing orders for the purchase or sale of financial instruments and products, provision of financial information, analyses and research, provision of services for financial risk management, constitution and financial management of investment portfolios; provision of access to a global computer network to access platforms on the Internet, providing Internet forums, in particular on the mobile Internet, for the transmission of messages, comments and content among users in the field of finance; provision of access to computerized databases and provision of access to a global computer network to access servers in the field of finance | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring software for use by others for the provision of financial services or related thereto, namely for placing and executing orders for the purchase or sale of financial instruments and products, provision of financial and extra-financial information, analyses and research, provision of services for financial risk management, provision of asset services, constitution and financial management or advice of investment or wealth portfolios; provision of services in management and administration of saving plans and retirement plans; design and development and updating of computer software for investors, accountants and financial services professionals; providing temporary use of online, non-downloadable software relating to the financial field for namely, building simulated or actual portfolios, monitoring risks metrics, managing and manipulating data for financial and wealth management or advice purposes, keeping and manipulating data of investors in savings or retirement plans; application service provider (ASP), namely, hosting computer software applications of others in the nature of software for use by others for the provision of financial services or related thereto, namely, placing and executing orders for the purchase or sale of financial instruments and products, provision of financial and extra-financial information, analyses and research, provision of services for financial risk management, provision of asset services, constitution and financial management or advice of investment or wealth portfolios; platform as a service (PaaS) featuring computer software platforms for running all the programs necessary to provide the services described above, namely, for combining the use of a database and programs for sending and receiving financial and extra-financial data flows, for offering a modular view or manipulation capabilities of those data; computer services, namely, providing temporary use of online, non-downloadable software for the provision of user - customized sources regarding financial services; provision of temporary use of online, non-downloadable computer applications in the nature of computer software for providing information in the field of finance | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by AMUNDI ASSET MANAGEMENT
- Other trademarks owned by AMUNDI ASSET MANAGEMENT
- Other trademarks in Class 036
- Other trademarks in Class 038
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 3, 2026 | DP1B | 1(B) BASIS DELETED; PROCEED TO REGISTRATION | — |
| Nov 2, 2026 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 3, 2026 | IUCN | NOTICE OF ALLOWANCE CANCELLED | — |
| Feb 3, 2026 | D1BR | TEAS DELETE 1(B) BASIS RECEIVED | — |
| Dec 2, 2025 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Oct 7, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 7, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 1, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 8, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 8, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 8, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 8, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 8, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 2, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 2, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 2, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 2, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 31, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 23, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 23, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 23, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 4, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 4, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 4, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 2, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 1, 2025 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 1, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 26, 2024 | NWAP | NEW APPLICATION ENTERED | — |