018273434

AI-Driven Investment Strategy

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July 15, 2020

Trademark Summary

The trademark application AI-Driven Investment Strategy was filed by MDOTM, a corporation established under the laws of the Italian Republic (the "Applicant"). Application refused.

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

The Refusal with reference B 018273434 was Rejected according to Article 7(1)(b) EUTMR with decision issued on December 15, 2020 by the EUIPO.

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Goods And Services

• The mark was filed in class 9 with following description of goods:
  
  1. Artificial intelligence software
  2. Machine learning software
  3. Artificial intelligence software for analysis
  4. Computer software for producing financial models
  5. Data and file management and database software
  6. Machine learning software for finance
  7. Artificial intelligence and machine learning software.
• The mark was filed in class 36 with following description of goods:
  
  1. Insurance underwriting
  2. Investment portfolio management services
  3. Mutual funds
  4. Information services relating to finance, provided on-line from a computer database or the Internet
  5. Portfolio management
  6. Advisory services relating to investments and finance
  7. Financial consultancy
  8. Investment business services
  9. Financial research
  10. Financial planning and management
  11. Financial portfolio management
  12. Financial analysis and consultancy
  13. Investment services
  14. Administration of funds and investments
  15. Development of investment portfolios
  16. Financial data analysis
  17. Financial advice relating to investment
  18. Investment research
  19. Investment management
  20. Raising of funds for financial purposes
  21. Computerised financial analysis
  22. Computerised financial advisory services
  23. Asset allocation
  24. Investment analysis
  25. Fund investment services.