SEI ACCESS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98780559
Word Mark
SEI ACCESS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-10-01
Filing Date
2024-10-01
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Provision of an online marketplace for the buyers and sellers of alternative investment products
Goods and Services
Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions; Financial services, namely, raising equity capital for others; Collective investment trust services
Goods and Services
Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations; Providing a website that gives financial intermediaries, financial advisors, investors, asset managers, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to complete onboarding documentation and to manage, store and track documentation; Providing temporary use of online, non-downloadable software and applications for the purpose of completing onboarding documentation and for managing, storing and tracking documentation; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to track the buying and selling of securities; Platform as a services (PAAS) featuring computer software platforms for transactions processing, namely, vendor workflow management and document routing, countersigning service subscriptions and communicating with internal and external stakeholders regarding transactions; Platform as a services (PAAS) featuring computer software platforms for tracking downloads of documentation, tracking subscription status, exporting CSV data for transactions and storing documentation
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2024-10-01
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2024-10-01
Primary Code
036
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2024-10-01
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Kristin H. Altoff Morgan, Lewis & Bockius LLP
Address
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Trademark Events
Event Date | Event Description |
2024-10-01 | NEW APPLICATION ENTERED |