ID MANUAL · NICE 13-2026
Class 36 — Insurance and Financial
Every entry the USPTO has published for Class 036 (Insurance and Financial): 1532 entries, of which 1378 are accepted wording — 0 goods and 1532 services. Copy this wording into your application rather than paraphrasing it; a free-form description adds $200 per class to the filing fee.
Searches all 75,121 ID Manual entries, not just this class. Matches jump to the row and keep this class first.
Class 36 of 45 — jump to another class
Looking for the class scope and official note? Class 36 in the WIPO Nice Classification sets out 111 official indications plus the heading and what the class covers: Class 36 · Nice Classification →
- A — Accepted wording — cleared for use in an application (1378 entries)
- D — Deleted entry in the official export — no longer current wording (41 entries)
- M — Modified entry — the official export records an amendment (see Notes) (61 entries)
- X — Other non-current or annotated entry in the official export (52 entries)
| Term ID | Accepted wording | Status | Type | Effective | TM5 | Notes |
|---|---|---|---|---|---|---|
| 036-1151 | Providing financial information, news, and commentary in the field of political campaigns | A | SERVICES | 06/11/2015 | ||
| 036-1152 | Providing financial information about political elections | A | SERVICES | 06/11/2015 | ||
| 036-1097 | Charitable services, namely, providing office space to those in need | M | SERVICES | 06/20/2013 | On 06-20-2013, this 07-01-2004 entry was modified by replacing "facilities" with "space" and transferring the services from Class 35 to Class 36 because this service is comparable to rental or leasing of office space, but it is provided on a charitable or pro bono basis. | |
| 036-867 | Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services | M | SERVICES | 01/01/2015 | On 01-01-2015, this 04-29-2010 entry was amended to add the word "financial" to clarify the nature of the services and the justification for classifying them as financial services in Class 36. Under Nice Classification, Tenth edition, version 2015, effective 01-01-2015, "Business management of reimbursement programs for others" was added to the Nice Alphabetical List in Class 35 and "Financial management of reimbursement payments for others" was added in Class 36. | |
| 036-1149 | Financial administration of patient reimbursement programs | X | SERVICES | 01/01/2015 | ||
| 036-1145 | Investment of funds | X | SERVICES | 01/01/2015 | ||
| 036-1154 | Rent payment services provided via {indicate the method by which the payment services are offered, e.g., mobile applications, a website, etc.} | X | SERVICES | 10/22/2015 | Rent payment services is acceptable wording; further specification is acceptable but is not required. | |
| 036-1166 | Bail-bonding | X | SERVICES | 12/24/2015 | ||
| 036-1168 | Financial analysis | X | SERVICES | 12/24/2015 | ||
| 036-1170 | Online banking | X | SERVICES | 12/24/2015 | ||
| 036-1156 | Investment advice in the fields of {specify, e.g., municipal bonds, securities, retirement, private and public equity, etc.} | A | SERVICES | 11/19/2015 | Investment advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1157 | Investment consultation in the fields of {specify, e.g., municipal bonds, securities, retirement, private and public equity, etc.} | A | SERVICES | 11/19/2015 | Investment consultation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1138 | Providing home equity lines of credit (HELOC) | A | SERVICES | 09/18/2014 | ||
| 036-584 | Credit card and debit card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 11-22-2007 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-1178 | Payment and funds verification services | A | SERVICES | 01/21/2016 | ||
| 036-395 | Cruise ship property services, namely, listing, leasing, brokerage, and management of residential and commercial units aboard cruise ships and financing of same | D | SERVICES | 01/01/2016 | On 01-01-2016, this 01-04-2006 entry was deleted because the identification includes wording which is broad enough to encompass services in other classes, such as marketing services for temporary accommodations, in Class 35. | |
| 036-124 | Debit card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 04-02-1991 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-999 | Charitable services, namely, providing financial assistance in the form of vouchers to disadvantaged persons for {indicate purpose of assistance, e.g., food, rent, health care, etc.} | A | SERVICES | 10/27/2011 | ||
| 036-998 | Charitable services, namely, providing financial assistance to disadvantaged persons for {indicate purpose of assistance, e.g., food, rent, health care, etc.} | A | SERVICES | 09/29/2011 | ||
| 036-994 | Trading of securities options | A | SERVICES | 08/18/2011 | T | |
| 036-993 | Trading of securities index futures | A | SERVICES | 08/18/2011 | T | |
| 036-99 | Administration of preferred provider plans in the field of {indicate specific field} | A | SERVICES | 04/02/1991 | ||
| 036-986 | Maintaining escrow accounts for {specify purpose, e.g., sales transactions, mortgages, etc.} | A | SERVICES | 06/09/2011 | ||
| 036-980 | Financial planning, namely, {indicate specific Class 36 activities, e.g., creating personalized strategies for achieving financial independence, etc.} | A | SERVICES | 04/07/2011 | Financial planning is acceptable wording in Class 36; further specification is acceptable, but it is not required. | |
| 036-979 | Administration of {insert particular type, e.g., employee, retiree, etc.} plans concerning insurance and finance | A | SERVICES | 04/07/2011 | ||
| 036-977 | Providing grants for {indicate purpose or activity} | A | SERVICES | 03/31/2011 | ||
| 036-975 | Financial services, namely, microfinance lending services | A | SERVICES | 03/24/2011 | ||
| 036-974 | Providing information in the field of employee financial benefit plans | A | SERVICES | 03/24/2011 | 11-28-2013: Administration of employee benefit plans, other than plans concerning insurance and finance, is classified in Class 35 because the services involve only the organizing and coordination of business functions. | |
| 036-971 | Redeeming the vouchers of others for payment of goods or services | A | SERVICES | 03/03/2011 | ||
| 036-970 | Issuing prepaid debit cards | A | SERVICES | 02/24/2011 | ||
| 036-968 | Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of {indicate specific area of business, e.g., restaurants, shoe stores, car washes} | A | SERVICES | 02/24/2011 | ||
| 036-957 | Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts | A | SERVICES | 01/06/2011 | In this identification the e-mail notification alerts are considered to be only the means by which content provider services are rendered. The subject matter of the content controls the service classification. | |
| 036-948 | Charitable fundraising services for promoting research, education and other activities relating to {indicate field or subject matter} | A | SERVICES | 11/25/2010 | ||
| 036-946 | Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines | A | SERVICES | 11/18/2010 | ||
| 036-945 | Charitable services, namely, providing financial support to disadvantaged individuals in the United States and other countries for the purpose of facilitating health, wellness and economic development | A | SERVICES | 11/11/2010 | 3-28-2013. The services of providing financial support are equivalent to providing monetary donations and are thus properly classified in Class 36. | |
| 036-944 | Investment banking services in the field of Employee Stock Ownership Plans (ESOP) | A | SERVICES | 11/04/2010 | ||
| 036-943 | Evaluating real estate to assess feasibility for use as a property self-storage facility | X | SERVICES | 11/04/2010 | 11-28-2013: Entry status changed from "A" added to "X" example. | |
| 036-941 | Financial trust planning | A | SERVICES | 10/28/2010 | T | |
| 036-939 | Providing information in the field of finance | A | SERVICES | 10/21/2010 | ||
| 036-938 | Employee stock plan administration services | A | SERVICES | 10/21/2010 | T | |
| 036-937 | Debt management services | A | SERVICES | 10/21/2010 | T | |
| 036-935 | Assessing insurance claims | A | SERVICES | 10/21/2010 | T | |
| 036-934 | Underwriting, issuance and administration of annuities | A | SERVICES | 10/14/2010 | ||
| 036-930 | Providing grants for research in the arts | A | SERVICES | 09/30/2010 | ||
| 036-928 | Provision and financial administration of a debit card savings program | M | SERVICES | 09/23/2010 | 09-23-10 Inserted the word "financial" before "administration" to distinguish it from program administration services in Class 35. | |
| 036-926 | Financing of loans | A | SERVICES | 09/16/2010 | T | |
| 036-922 | Providing student loans | A | SERVICES | 09/16/2010 | T | |
| 036-920 | Securities brokerage services | A | SERVICES | 09/09/2010 | T | |
| 036-919 | Insurance consulting in the field of {specify field, e.g., automobile, life, health, fire} insurance | A | SERVICES | 09/09/2010 | ||
| 036-916 | Foreign exchange bureaux | A | SERVICES | 08/26/2010 | T | |
| 036-912 | Merchant banking services | A | SERVICES | 08/26/2010 | T | |
| 036-911 | Providing financial services with respect to securities and other financial instruments and products, namely, money management services | A | SERVICES | 08/26/2010 | ||
| 036-91 | Commodity investment advice | A | SERVICES | 04/02/1991 | ||
| 036-909 | Currency trading | A | SERVICES | 08/26/2010 | T | |
| 036-908 | Currency exchange services | A | SERVICES | 08/26/2010 | T | |
| 036-903 | Repossession services in the nature of debt collection | A | SERVICES | 08/19/2010 | ||
| 036-901 | Insurance services, namely, writing multi-peril crop insurance, crop hail insurance and re-insurance underwriting in the fields of crop and international business | A | SERVICES | 08/12/2010 | ||
| 036-900 | Money wiring services | A | SERVICES | 08/12/2010 | T | |
| 036-9 | Pre-paid funeral expense services | A | SERVICES | 04/02/1991 | ||
| 036-899 | Financial administration of {specify Class 36 subject matter to keep the ID in Class 36 e.g., retirement plans, credit card accounts} | A | SERVICES | 07/22/2010 | ||
| 036-898 | Providing monetary exchange services, namely, exchanging vehicles of others for cash | A | SERVICES | 07/15/2010 | ||
| 036-89 | Commodity brokerage | A | SERVICES | 04/02/1991 | ||
| 036-889 | Trading of carbon dioxide and greenhouse gas emission credits, allowances or offsets of others | A | SERVICES | 06/03/2010 | ||
| 036-886 | Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning | A | SERVICES | 05/20/2010 | ||
| 036-882 | Financial investment brokerage services | A | SERVICES | 05/20/2010 | ||
| 036-877 | Providing investors with financial information | A | SERVICES | 05/20/2010 | T | |
| 036-875 | Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of disabled persons | A | SERVICES | 05/13/2010 | ||
| 036-874 | Conducting financial feasibility studies | A | SERVICES | 05/13/2010 | T | |
| 036-872 | Real estate investment trust management services | A | SERVICES | 05/13/2010 | ||
| 036-868 | Providing information in the field of personal finance | A | SERVICES | 04/29/2010 | ||
| 036-866 | Charitable fundraising services by means of running and walking events | A | SERVICES | 04/22/2010 | ||
| 036-863 | Marine accidents insurance underwriting | A | SERVICES | 04/01/2010 | T | |
| 036-860 | On-line trading of options on the options exchange market | A | SERVICES | 03/25/2010 | ||
| 036-859 | Financial management via the Internet | A | SERVICES | 03/11/2010 | T | |
| 036-856 | Services of a stockbroker | A | SERVICES | 03/11/2010 | T | |
| 036-855 | Stock broking services | A | SERVICES | 03/11/2010 | T | |
| 036-854 | Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services | M | SERVICES | 03/04/2010 | 3-4-10 - The 2-21-10 entry for "Financial services, namely, services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services" was amended to the current wording to eliminate the double "namely" which was found to be awkward by some users. | |
| 036-853 | Financial investment analysis and stock research | A | SERVICES | 03/04/2010 | T | |
| 036-845 | Loyalty program payment processing services | A | SERVICES | 02/25/2010 | ||
| 036-624 | Providing post-compliance financial reviews for the mortgage industry | A | SERVICES | 01/03/2008 | 11-24-2011: This activity involves review of mortgage documents to make sure that the borrower meets the applicable financial requirements. | |
| 036-622 | Individual retirement account services | A | SERVICES | 01/03/2008 | ||
| 036-618 | Insurance administration services, namely, assisting others with collecting insurance premiums | A | SERVICES | 12/13/2007 | ||
| 036-617 | Charitable foundation services, namely, providing financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints | X | SERVICES | 12/13/2007 | 3-28-2013. The services of providing financial support are equivalent to providing monetary donations and are thus properly classified in Class 36. 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-615 | Electronic loan preparation services | A | SERVICES | 12/13/2007 | ||
| 036-608 | Financial research and information services | A | SERVICES | 11/22/2007 | T | |
| 036-607 | Insurance information and consultancy | A | SERVICES | 11/22/2007 | T | |
| 036-603 | Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder | A | SERVICES | 11/22/2007 | ||
| 036-600 | Issuing of letters of credit | A | SERVICES | 11/22/2007 | T | |
| 036-595 | Provision of funds for hire purchase and for leasing | A | SERVICES | 11/22/2007 | T | |
| 036-592 | Art appraisal | A | SERVICES | 11/22/2007 | T | |
| 036-591 | Arranging of loans | A | SERVICES | 11/22/2007 | T | |
| 036-587 | Charitable fundraising services | A | SERVICES | 11/22/2007 | T | |
| 036-583 | Credit bureaux | A | SERVICES | 11/22/2007 | T | |
| 036-582 | Banking and financing services | A | SERVICES | 11/22/2007 | T | |
| 036-370 | Leveraged buy outs and investments in financially distressed or underperforming companies | A | SERVICES | 05/01/2005 | ||
| 036-368 | Business, stock option and pension valuation services | A | SERVICES | 04/01/2005 | ||
| 036-365 | 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 | A | SERVICES | 11/01/2004 | ||
| 036-359 | Collecting license fees on behalf of independent writers and publishers and making payments to the copyright owners of the music | A | SERVICES | 08/01/2004 | ||
| 036-358 | Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates | A | SERVICES | 08/01/2004 | ||
| 036-353 | Agencies for commodity futures trading | A | SERVICES | 07/20/2004 | T | |
| 036-352 | Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures | A | SERVICES | 07/20/2004 | T | |
| 036-348 | Financial evaluation for insurance purposes | A | SERVICES | 07/20/2004 | T | |
| 036-346 | Evaluation of real property | A | SERVICES | 07/20/2004 | T | |
| 036-345 | Equity capital investment | A | SERVICES | 07/20/2004 | T | |
| 036-344 | Electronic transfers of money | A | SERVICES | 07/20/2004 | T | |
| 036-342 | Electronic funds transfer by telecommunications | A | SERVICES | 07/20/2004 | T | |
| 036-340 | Precious stone appraisal | A | SERVICES | 07/20/2004 | T | |
| 036-339 | Cash and foreign exchange transactions | A | SERVICES | 07/20/2004 | T | |
| 036-332 | Acquisition and transfer of monetary claims | A | SERVICES | 07/20/2004 | T | |
| 036-331 | Rental of cash dispensers or automated-teller machines | A | SERVICES | 07/20/2004 | T | |
| 036-329 | Consultancy concerning financing of energy projects | A | SERVICES | 07/20/2004 | T | |
| 036-327 | Issuance of bank checks | A | SERVICES | 07/20/2004 | T | |
| 036-323 | Financing relating to automobiles | A | SERVICES | 07/20/2004 | T | |
| 036-322 | Financing of purchases | A | SERVICES | 07/20/2004 | T | |
| 036-321 | Financing of industrial activities | A | SERVICES | 07/20/2004 | T | |
| 036-320 | Financially-guaranteed financing | A | SERVICES | 07/20/2004 | T | |
| 036-319 | Financial trust operations | A | SERVICES | 07/20/2004 | T | |
| 036-318 | Real estate consultancy | A | SERVICES | 07/20/2004 | T | |
| 036-890 | Financial administration of a scholarship program that promotes education through the granting of scholarships, the recipients being selected in local, state and national contests based on such facts as scholastics, talent, poise and fitness | X | SERVICES | 06/03/2010 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-837 | Providing monetary exchange services, namely, exchanging gold of others for cash | A | SERVICES | 01/28/2010 | 3-4-10 - The 1-28-10 entry was amended to make this more clearly a service in 36 and not a "buy-back" service in 35 by changing "Providing exchange services for gold into cash" to the current language. | |
| 036-836 | Consulting services in the field of state and federal employee benefit plans concerning insurance and finance | M | SERVICES | 01/28/2010 | 1-28-10 - The 7-3-08 entry was modified to add "concerning insurance and finance" in order to avoid confusion with administration of other benefit plans like fitness club memberships the administration of which would be in 35. | |
| 036-832 | Administration of employee welfare benefit plans concerning insurance and finance | M | SERVICES | 01/28/2010 | 1-28-10 - The 6-1-01 entry was modified to add "concerning insurance and finance" in order to avoid confusion with administration of other benefit plans like fitness club memberships the administration of which would be in 35. | |
| 036-830 | Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities | A | SERVICES | 01/14/2010 | ||
| 036-828 | Intellectual property venture fund management services | A | SERVICES | 01/14/2010 | ||
| 036-827 | Intellectual property venture fund development and formation services for others | A | SERVICES | 01/14/2010 | ||
| 036-825 | Financial consulting services, namely, advising others regarding intellectual property investments | A | SERVICES | 01/14/2010 | ||
| 036-818 | Management of securities portfolios | A | SERVICES | 01/07/2010 | T | |
| 036-817 | Telephone banking services | A | SERVICES | 01/07/2010 | T | |
| 036-815 | Personal and corporate tax saving club in the nature of a saving program for funds that will be used to pay taxes | A | SERVICES | 12/24/2009 | ||
| 036-81 | Cash replacement rendered by credit card | A | SERVICES | 04/02/1991 | ||
| 036-809 | Providing information and research in the field of finance and financial investments | A | SERVICES | 11/26/2009 | ||
| 036-805 | Providing scholarships for musicians, dancers, artists, and scientists | A | SERVICES | 10/29/2009 | ||
| 036-804 | Brokerage services in the field of securities and commodities investing | A | SERVICES | 10/22/2009 | ||
| 036-803 | Financial services, namely, gold trading | A | SERVICES | 10/22/2009 | ||
| 036-802 | Financial services, namely, commodity trading and managed futures advisory and management services | A | SERVICES | 10/01/2009 | ||
| 036-800 | Financing loans for security and surveillance systems | A | SERVICES | 09/24/2009 | ||
| 036-576 | Financial information and evaluations | A | SERVICES | 11/22/2007 | T | |
| 036-575 | Financial information and advisory services | A | SERVICES | 11/22/2007 | T | |
| 036-572 | Financial advisory and consultancy services | A | SERVICES | 11/22/2007 | T | |
| 036-571 | Financial advice and consultancy services | A | SERVICES | 11/22/2007 | T | |
| 036-566 | Securities brokerage | A | SERVICES | 11/22/2007 | T | |
| 036-563 | Renting of apartments | A | SERVICES | 11/22/2007 | T | |
| 036-558 | Providing working capital financing to small businesses and small business owners | A | SERVICES | 10/18/2007 | ||
| 036-557 | Cash advance services for businesses and merchants | A | SERVICES | 10/18/2007 | ||
| 036-556 | Credit card factoring services | A | SERVICES | 10/18/2007 | ||
| 036-555 | Charitable fundraising services by means of stationary bicycle races | A | SERVICES | 10/11/2007 | ||
| 036-553 | On-line escrow service for exchange of services | A | SERVICES | 10/11/2007 | ||
| 036-551 | Charitable services, namely, providing financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities | A | SERVICES | 10/04/2007 | 3-28-2013. The services of providing financial support are equivalent to providing monetary donations and are thus properly classified in Class 36. | |
| 036-55 | Housing agencies | A | SERVICES | 04/02/1991 | ||
| 036-549 | Financial planning and investment advisory services | A | SERVICES | 10/04/2007 | T | |
| 036-548 | Financial consulting | A | SERVICES | 10/04/2007 | ||
| 036-547 | College counseling services, namely, assisting students in applying for scholarships and financial aid | A | SERVICES | 09/27/2007 | ||
| 036-546 | Social security and Medicare claims administration and consulting services rendered to individuals | A | SERVICES | 09/27/2007 | ||
| 036-541 | Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement | A | SERVICES | 09/27/2007 | ||
| 036-537 | Real estate services in the form of providing physical access to available properties via a remote call-in locking device | A | SERVICES | 09/13/2007 | ||
| 036-535 | Banking services | A | SERVICES | 09/13/2007 | T | |
| 036-533 | Futures commission merchant services, namely, clearing trades for commodities, futures and foreign exchange | A | SERVICES | 09/13/2007 | ||
| 036-531 | Insurance services in the nature of loss control management for others | A | SERVICES | 09/13/2007 | ||
| 036-316 | Organization of stock exchanges for the benefit of the trade of stocks and other financial values | A | SERVICES | 07/20/2004 | T | |
| 036-309 | Leasing or renting of buildings | A | SERVICES | 07/20/2004 | T | |
| 036-306 | Providing stock/securities market information | A | SERVICES | 07/20/2004 | T | |
| 036-305 | Providing stock market information | A | SERVICES | 07/20/2004 | T | |
| 036-301 | Issuing of cheques | A | SERVICES | 07/20/2004 | T | |
| 036-290 | Insurance agency and brokerage | A | SERVICES | 06/01/2004 | ||
| 036-287 | Providing information via a global computer network on the subject of non-residential building and facilities management | A | SERVICES | 08/01/2003 | ||
| 036-280 | Providing information in the field of real estate by means of linking the web site to other web sites featuring real estate information | A | SERVICES | 06/01/2001 | ||
| 036-271 | Real estate appraisal | A | SERVICES | 04/02/1991 | T | |
| 036-268 | Life insurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-264 | Accident insurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-259 | Assuming financial risk of others by entering into options and swaps | A | SERVICES | 10/01/2001 | ||
| 036-257 | Financial services, namely, investment fund transfer and transaction services | A | SERVICES | 09/04/2001 | ||
| 036-256 | Formation, brokerage and management of time share interests in aircraft | A | SERVICES | 09/04/2001 | ||
| 036-254 | Financial services, namely, providing on-line stored value accounts in an electronic environment | A | SERVICES | 09/04/2001 | ||
| 036-252 | Energy brokerage services | A | SERVICES | 08/06/2001 | ||
| 036-8 | Philanthropic services concerning monetary donations | A | SERVICES | 04/02/1991 | ||
| 036-799 | Venture capital advisory services | A | SERVICES | 09/17/2009 | ||
| 036-798 | Charitable fundraising by means of conducting book drives wherein the books are later sold and proceeds donated to charity | A | SERVICES | 09/17/2009 | ||
| 036-795 | Financial services, namely, raising money for the hedge funds of others | A | SERVICES | 09/17/2009 | ||
| 036-794 | Financial restructuring services | A | SERVICES | 09/17/2009 | ||
| 036-790 | Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products | A | SERVICES | 09/10/2009 | ||
| 036-784 | Financial counseling services, namely, helping others build a better working relationship with their money | A | SERVICES | 08/20/2009 | ||
| 036-782 | Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities | A | SERVICES | 08/13/2009 | ||
| 036-781 | Financial administration of stock exchange trading of shares and other financial securities in financial markets | A | SERVICES | 08/13/2009 | ||
| 036-780 | Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities | A | SERVICES | 08/13/2009 | ||
| 036-779 | Financial securities exchange services | A | SERVICES | 08/13/2009 | ||
| 036-777 | Providing an on-line computer database in the field of stock/securities market information | A | SERVICES | 08/13/2009 | ||
| 036-775 | Securities trading services for others via the Internet and the global information network | A | SERVICES | 08/13/2009 | ||
| 036-771 | Charitable fundraising services by means of a golf event | A | SERVICES | 08/06/2009 | ||
| 036-766 | Issuing of travelers' cheques | A | SERVICES | 07/30/2009 | T | |
| 036-762 | Providing warranties on goods manufactured by others, namely, {specify items being warrantied} | A | SERVICES | 07/23/2009 | ||
| 036-760 | Yacht appraisal and valuation services | A | SERVICES | 07/16/2009 | ||
| 036-529 | Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments | A | SERVICES | 08/30/2007 | ||
| 036-524 | Mailing list brokerage services | A | SERVICES | 08/16/2007 | ||
| 036-522 | Providing cash and other rebates for credit card use as part of a customer loyalty program | A | SERVICES | 08/02/2007 | 04-21-2011: This service involves the payment of money in the form of cash and rebates as part of a customer loyalty program. Because there is actual transfer of funds involved, it is in 36 - not 35. | |
| 036-521 | Providing information regarding workers' compensation insurance policy rates | A | SERVICES | 07/26/2007 | ||
| 036-519 | Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicaid eligibility status and related information | A | SERVICES | 07/12/2007 | ||
| 036-518 | Providing electronic processing of ACH and credit card transactions and electronic payments via a global computer network | A | SERVICES | 07/05/2007 | ||
| 036-512 | Administration of employee benefit plans concerning insurance and finance | M | SERVICES | 06/14/2007 | Modified to add "concerning insurance and finance" in order to avoid confusion with administration of other benefit plans like fitness club memberships the administration of which would be in 35. | |
| 036-510 | Providing project grants for environmental and HIV/AIDS projects | A | SERVICES | 06/14/2007 | ||
| 036-507 | On-line financial planning services | A | SERVICES | 05/24/2007 | ||
| 036-505 | Cash flow services, namely, providing cash to mortgage holders or other notes at a discounted rate in return for ownership of the mortgage or note | X | SERVICES | 04/26/2007 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-503 | Rental of buildings for permanent occupancy | A | SERVICES | 04/26/2007 | ||
| 036-502 | Fraud reimbursement services in the field of credit card purchases | A | SERVICES | 04/19/2007 | ||
| 036-501 | Providing home warranty administration | A | SERVICES | 04/19/2007 | ||
| 036-5 | Organizing pre-paid health care plans | A | SERVICES | 04/02/1991 | ||
| 036-497 | Land valuation | A | SERVICES | 03/22/2007 | ||
| 036-494 | Private equity fund investment services | A | SERVICES | 03/08/2007 | T | |
| 036-491 | Financial planning for retirement | A | SERVICES | 02/22/2007 | T | |
| 036-488 | Claims administration in the field of workers' compensation | A | SERVICES | 02/22/2007 | ||
| 036-485 | Financial administration of retirement plans | A | SERVICES | 02/01/2007 | ||
| 036-245 | Insurance underwriting services for all types of insurance | A | SERVICES | 07/01/2001 | ||
| 036-244 | Brokerage of energy, namely, gas and electricity | A | SERVICES | 07/01/2001 | ||
| 036-241 | Electronic commerce payment services, namely, establishing funded accounts used to purchase goods and services on the Internet | A | SERVICES | 07/01/2001 | ||
| 036-233 | Credit consultation | A | SERVICES | 06/01/2001 | ||
| 036-232 | Real estate acquisition services | A | SERVICES | 06/01/2001 | ||
| 036-231 | Apartment locating services for others | A | SERVICES | 06/01/2001 | ||
| 036-221 | Insurance subrogation | A | SERVICES | 06/01/2001 | ||
| 036-220 | Insurance agencies | M | SERVICES | 06/01/2001 | T | |
| 036-219 | Home appraisal services | A | SERVICES | 06/01/2001 | ||
| 036-214 | Venture capital services, namely, providing financing to emerging and start-up companies | A | SERVICES | 06/01/2001 | ||
| 036-212 | Financial services in the field of money lending | D | SERVICES | 02/25/2010 | 2-25-10 - The 6-1-01 entry has been deleted because "financial services" is broad even if the field is indicated. It can include many activities that are not specified and could make it difficult to determine likelihood of confusion. | |
| 036-198 | Commodity quotations | M | SERVICES | 01/02/1997 | ||
| 036-189 | Providing multiple payment options by means of customer-operated electronic terminals available on-site in retail stores | A | SERVICES | 02/20/1996 | ||
| 036-188 | Financial sponsorship of {indicate specific event or activity} | A | SERVICES | 02/20/1996 | 05-02-2013 - Please note that sponsorship alone is an indefinite term. Promotional sponsorship of {indicate specific event or activity} is in Class 35. Financial sponsorship of {indicate specific event or activity} is in Class 36. | |
| 036-182 | Real estate escrow services | A | SERVICES | 09/01/1995 | ||
| 036-758 | Private equity consultant services | A | SERVICES | 06/25/2009 | ||
| 036-755 | Lending consultant services | A | SERVICES | 06/25/2009 | ||
| 036-752 | Underwriting and administration of commercial collateral liability insurance | A | SERVICES | 06/18/2009 | ||
| 036-751 | Real estate brokerage services specializing in restaurants and other food service related businesses | A | SERVICES | 06/18/2009 | ||
| 036-750 | Money exchange services | A | SERVICES | 06/04/2009 | T | |
| 036-75 | Land acquisition, namely, real estate brokerage | A | SERVICES | 04/02/1991 | ||
| 036-749 | Financial investment brokerage | A | SERVICES | 06/04/2009 | T | |
| 036-747 | Incubation services, namely, providing financing to freelancers, start-ups, existing businesses and non-profits | A | SERVICES | 05/14/2009 | ||
| 036-746 | Financial services, namely, providing an investment option available for variable annuity and variable life insurance products | A | SERVICES | 05/07/2009 | ||
| 036-745 | Financial services, namely, real estate note brokerage | A | SERVICES | 05/07/2009 | ||
| 036-743 | Collection of rents | A | SERVICES | 04/30/2009 | T | |
| 036-738 | Providing information on government financial assistance programs | A | SERVICES | 04/16/2009 | ||
| 036-737 | Processing, administering and managing employee benefit plans concerning insurance and finance | M | SERVICES | 04/16/2009 | 4/16/09 - The 7-19-07 entry was modified to add "concerning insurance and finance" in order to avoid confusion with administration of other benefit plans like fitness club memberships the administration of which would be in 35. | |
| 036-736 | Real estate services, namely, condominium management services | A | SERVICES | 04/09/2009 | ||
| 036-735 | Real estate services, namely, property management services for condominium associations, homeowner associations and apartment buildings | A | SERVICES | 04/09/2009 | ||
| 036-722 | Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure | A | SERVICES | 02/19/2009 | ||
| 036-440 | Credit card verification | A | SERVICES | 04/02/1991 | T | |
| 036-719 | Insurance services, namely, underwriting {specify field, e.g. life, health, accident, fire} insurance | A | SERVICES | 02/05/2009 | ||
| 036-718 | Credit union services provided by mobile telephone connections | A | SERVICES | 02/05/2009 | ||
| 036-717 | Consulting and information concerning insurance | A | SERVICES | 02/05/2009 | T | |
| 036-716 | Providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web based computer network | A | SERVICES | 02/05/2009 | ||
| 036-480 | Charitable fundraising services by means of collecting and reselling used automobiles | A | SERVICES | 11/02/2006 | ||
| 036-472 | Charitable fundraising in view of disaster precautions and prevention | A | SERVICES | 07/20/2004 | ||
| 036-465 | Safe deposit box services | A | SERVICES | 07/01/2001 | T | |
| 036-464 | Financial information processing | A | SERVICES | 06/01/2001 | T | |
| 036-459 | Political fundraising services | A | SERVICES | 06/01/2001 | ||
| 036-447 | Mortgage brokerage | A | SERVICES | 04/02/1991 | T | |
| 036-443 | Real estate brokerage | A | SERVICES | 04/02/1991 | T | |
| 036-441 | Real estate management services | A | SERVICES | 04/02/1991 | T | |
| 036-438 | Financial forecasting | A | SERVICES | 04/02/1991 | T | |
| 036-434 | Funds investment | A | SERVICES | 04/02/1991 | T | |
| 036-432 | Appraisals for insurance claims of personal property | A | SERVICES | 04/02/1991 | T | |
| 036-430 | Automated teller machine services | A | SERVICES | 04/02/1991 | T | |
| 036-425 | Providing real estate listings and real estate information via the Internet | A | SERVICES | 12/21/2006 | ||
| 036-424 | Providing information in the field of real estate via the Internet | A | SERVICES | 12/21/2006 | ||
| 036-422 | Consultation in art as an investment | A | SERVICES | 11/30/2006 | ||
| 036-421 | Public equity investment management | A | SERVICES | 11/23/2006 | ||
| 036-42 | Loan financing | A | SERVICES | 04/02/1991 | ||
| 036-181 | Debit account services featuring {indicate medium for debiting, e.g., a computer readable card, a scannable wrist band, etc.} | A | SERVICES | 09/01/1995 | ||
| 036-175 | Travel agency services, namely, issuing traveler's checks | A | SERVICES | 03/15/1993 | ||
| 036-167 | Real estate equity sharing, namely, managing and arranging for co-ownership of real estate | A | SERVICES | 04/02/1991 | ||
| 036-160 | Underwriting warranty programs in the field of {indicate specific field, e.g. appliances, automobiles} | A | SERVICES | 04/02/1991 | ||
| 036-159 | Underwriting insurance for pre-paid legal services | A | SERVICES | 04/02/1991 | ||
| 036-155 | Temporary loans | A | SERVICES | 04/02/1991 | ||
| 036-153 | Stock exchange price quotations | A | SERVICES | 04/02/1991 | ||
| 036-148 | Security brokerage | A | SERVICES | 04/02/1991 | ||
| 036-146 | Savings and loan services | A | SERVICES | 04/02/1991 | ||
| 036-144 | Safety deposit box services | A | SERVICES | 04/02/1991 | ||
| 036-141 | Rental of cabins | A | SERVICES | 04/02/1991 | ||
| 036-139 | Rent collection agencies | A | SERVICES | 04/02/1991 | ||
| 036-132 | Fiscal assessment and evaluation | A | SERVICES | 04/02/1991 | ||
| 036-130 | Estate planning | A | SERVICES | 04/02/1991 | ||
| 036-13 | Providing extended warranties on {specify items} | A | SERVICES | 04/02/1991 | This language applies only to the service of providing the warranty. Services related to the warranties, such as, arranging for repair and replacements pursuant to the warranty, are in Class 35. | |
| 036-129 | Eleemosynary services in the field of monetary donations | A | SERVICES | 04/02/1991 | ||
| 036-128 | Electronic processing of insurance claims and payment data | A | SERVICES | 04/02/1991 | ||
| 036-125 | Debt recovery and collection agencies | A | SERVICES | 04/02/1991 | ||
| 036-712 | Real estate services, namely, ad valorem appraisals | A | SERVICES | 01/08/2009 | ||
| 036-709 | Mortgage foreclosure services | A | SERVICES | 11/20/2008 | ||
| 036-708 | Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicaid and Medicare eligibility status and related information | A | SERVICES | 11/13/2008 | ||
| 036-707 | Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicare eligibility status and related information | A | SERVICES | 11/13/2008 | ||
| 036-706 | Brokerage services for stocks and bonds | A | SERVICES | 11/06/2008 | T | |
| 036-705 | Financial services, namely, loss mitigation services for under- or non-performing mortgage loans | A | SERVICES | 11/06/2008 | ||
| 036-703 | Management of apartments | A | SERVICES | 11/06/2008 | T | |
| 036-701 | Brokerage services for capital investments | A | SERVICES | 11/06/2008 | T | |
| 036-699 | Loyalty coupon payment processing services | A | SERVICES | 10/23/2008 | ||
| 036-697 | Real estate services, namely, leasing and management for others of residential condominiums located within hotel developments | A | SERVICES | 09/25/2008 | ||
| 036-695 | Real estate listing services for housing rentals and apartment rentals | A | SERVICES | 09/18/2008 | ||
| 036-694 | Classified real estate listings of apartment rentals and housing rentals | A | SERVICES | 09/18/2008 | ||
| 036-692 | International collections finance, open account finance and supply chain finance, namely, the settling of international and commercial transactions through obtaining the proceeds of a sale in cash or in exchange for formal debt instructions | A | SERVICES | 09/11/2008 | ||
| 036-690 | Accepting and administering monetary charitable contributions to fund medical research | A | SERVICES | 09/04/2008 | ||
| 036-689 | ATM banking services | A | SERVICES | 09/04/2008 | T | |
| 036-687 | Financial due diligence services in the field of real estate | A | SERVICES | 08/21/2008 | ||
| 036-686 | Healthcare insurance services for lasik surgery | A | SERVICES | 08/21/2008 | ||
| 036-684 | Real estate insurance underwriting services | A | SERVICES | 08/21/2008 | ||
| 036-683 | Wholesale lending services | A | SERVICES | 08/14/2008 | 10-03-2013 - Wholesale lending services involving wholesale mortgage lenders responsible for processing loan applications and conducting risk analysis underwriting and independent brokers responsible for finding lenders to originate the loan. | |
| 036-681 | Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders | A | SERVICES | 07/31/2008 | ||
| 036-68 | Insurance underwriting in the field of {specify field, e.g. life, health, accident, fire} | A | SERVICES | 04/02/1991 | ||
| 036-675 | Bill payment services provided through a website | A | SERVICES | 07/03/2008 | T | |
| 036-674 | Providing a database of residential real estate listings within neighborhoods and communities specifically identified by users | A | SERVICES | 07/03/2008 | ||
| 036-673 | Financial guarantees [surety services] | A | SERVICES | 07/03/2008 | T | |
| 036-672 | Providing a database of information about residential real estate listings in different neighborhoods and communities | A | SERVICES | 07/03/2008 | ||
| 036-671 | Trustee services | A | SERVICES | 07/03/2008 | T | |
| 036-670 | Charitable services, namely, raising money for animal welfare organizations through promotions and/or incentives | A | SERVICES | 07/03/2008 | ||
| 036-418 | Financing of development and operation of medical imaging centers | A | SERVICES | 10/19/2006 | ||
| 036-413 | Insurance services, namely, underwriting, issuing and administration of life insurance | A | SERVICES | 08/17/2006 | ||
| 036-412 | Prepaid card services in the nature of making payment for adding airtime to prepaid or pay-as-you-go wireless services | A | SERVICES | 07/27/2006 | ||
| 036-411 | Automobile appraisal | A | SERVICES | 07/27/2006 | ||
| 036-410 | Making payments on pre-paid long distance calling cards for recharging minutes | A | SERVICES | 07/27/2006 | ||
| 036-402 | Corporate savings account services | A | SERVICES | 05/01/2006 | ||
| 036-398 | Debt cancellation services using proceeds of life, disability and unemployment insurance | A | SERVICES | 03/01/2006 | ||
| 036-396 | Providing electronic processing of credit card transactions and electronic payments via a global computer network | A | SERVICES | 02/01/2006 | ||
| 036-393 | Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities | A | SERVICES | 11/01/2005 | ||
| 036-391 | Real estate multiple listing services | A | SERVICES | 09/01/2005 | ||
| 036-390 | Student loan services | A | SERVICES | 09/01/2005 | ||
| 036-39 | Leasing of real property | A | SERVICES | 04/02/1991 | ||
| 036-388 | Financial due diligence | A | SERVICES | 08/01/2005 | ||
| 036-384 | Insurance underwriting consultation | A | SERVICES | 08/01/2005 | ||
| 036-382 | Financial planning consultation | A | SERVICES | 08/01/2005 | ||
| 036-377 | Real estate management consultation | A | SERVICES | 08/01/2005 | ||
| 036-373 | Consumer credit consultation | A | SERVICES | 08/01/2005 | ||
| 036-114 | Credit agencies | A | SERVICES | 04/02/1991 | ||
| 036-1134 | Issuance of {specify field, e.g., life, health, accident, fire, etc.} insurance | A | SERVICES | 07/03/2014 | ||
| 036-1131 | Agencies for collecting electric power utility payments | A | SERVICES | 07/03/2014 | T | |
| 036-1130 | Brokerage for securities liquidation | A | SERVICES | 07/03/2014 | T | |
| 036-1127 | Charitable fundraising by means of directing a portion of a customer's fees to a charity of the customer's choice | X | SERVICES | 05/15/2014 | ||
| 036-1126 | Motor vehicle damage appraisal services | A | SERVICES | 05/01/2014 | ||
| 036-1125 | Insurance administration of prescription drug benefit plans | A | SERVICES | 05/01/2014 | ||
| 036-112 | Bonding services | A | SERVICES | 04/02/1991 | ||
| 036-1113 | Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems | X | SERVICES | 12/05/2013 | ||
| 036-1112 | Providing fundraising information regarding charitable or humanitarian organizations | X | SERVICES | 11/28/2013 | ||
| 036-1108 | Personal property appraisal and valuation | A | SERVICES | 10/31/2013 | ||
| 036-1106 | Providing information, commentary and advice in the field of finance, financial investments and financial valuations | A | SERVICES | 09/26/2013 | ||
| 036-1099 | Payment processing services in the field of {indicate specific field, e.g., credit card, tax, insurance} payments | A | SERVICES | 08/29/2013 | ||
| 036-1098 | Aircraft appraisal and valuation services | A | SERVICES | 07/25/2013 | ||
| 036-667 | Corporate finance services, namely, consultation in the field of capital structure | A | SERVICES | 06/26/2008 | ||
| 036-666 | Housing services, namely, rental of student housing | A | SERVICES | 06/26/2008 | ||
| 036-664 | Brokerage of carbon dioxide and other greenhouse gas emission credits, allowances or offsets on behalf of offset producers | A | SERVICES | 06/19/2008 | ||
| 036-661 | Financial consultancy services in the area of healthcare | A | SERVICES | 06/12/2008 | ||
| 036-66 | Insurance services, namely, underwriting extended warranty contracts in the field of {indicate specific field, e.g. automobiles, stores} | A | SERVICES | 04/02/1991 | ||
| 036-657 | Aircraft financing services | A | SERVICES | 06/05/2008 | ||
| 036-654 | Land acquisition services | A | SERVICES | 06/05/2008 | ||
| 036-651 | Real estate services to stop foreclosure, namely, mortgage debt management | A | SERVICES | 05/29/2008 | ||
| 036-648 | Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families | A | SERVICES | 05/08/2008 | ||
| 036-647 | Financial services, namely, electronic remote check deposit services | A | SERVICES | 05/08/2008 | ||
| 036-645 | Financial consulting services, namely, expert analysis in finance | A | SERVICES | 05/01/2008 | ||
| 036-644 | Financial services, namely, business fundraising provided over a computer network such as the Internet | A | SERVICES | 05/01/2008 | ||
| 036-641 | Electronic banking via a global computer network [internet banking] | A | SERVICES | 04/17/2008 | T | |
| 036-640 | Real property reappraisal services | A | SERVICES | 04/10/2008 | ||
| 036-638 | Fiduciary services, namely, fiduciary representative services | A | SERVICES | 03/13/2008 | ||
| 036-637 | Financial investment services, namely, administering the issuance, underwriting and distribution of securities | A | SERVICES | 03/13/2008 | ||
| 036-636 | Providing vouchers for payment of transportation expenses | A | SERVICES | 03/13/2008 | 11-10-2011: Amended the 03-13-2008 entry by deleting "Travel voucher services, namely" to make the ID more succinct. | |
| 036-635 | Appraisal services, namely, providing a computer database for the purpose of appraising repairs to damaged automobiles | X | SERVICES | 03/13/2008 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-634 | Financial advisory and consultancy services relating to micro credits, micro finance and energy products | A | SERVICES | 03/06/2008 | ||
| 036-631 | Discount securities brokerage services | M | SERVICES | 02/14/2008 | Inserted "securities" before "brokerage" to make the nature of the brokerage service clear. | |
| 036-630 | On-line discount securities brokerage services | A | SERVICES | 02/14/2008 | ||
| 036-628 | Automobile lease financing | A | SERVICES | 01/31/2008 | T | |
| 036-1095 | Financial trust administration | A | SERVICES | 05/23/2013 | T | |
| 036-1092 | Financial information provided by electronic means in the field of {indicate specific field, e.g., securities trading, investments, commercial lending, etc.} | A | SERVICES | 04/11/2013 | ||
| 036-1088 | Charitable foundation services, namely, providing financial support to {indicate intended recipients, e.g., families, the homeless, veterans, etc.} for {indicate purpose, e.g., veterinary care of their pets, payment of utility bills, obtaining medications, etc.} | A | SERVICES | 03/28/2013 | The services of providing financial support are equivalent to providing monetary donations and are thus properly classified in Class 36. | |
| 036-1087 | Gift card transaction processing services | A | SERVICES | 03/21/2013 | ||
| 036-1084 | Processing mortgage insurance policy refunds | A | SERVICES | 02/07/2013 | ||
| 036-1083 | Financial retirement plan consulting services | A | SERVICES | 01/24/2013 | ||
| 036-1064 | Automotive club services, namely, providing reimbursement for legal fees related to traffic offenses | A | SERVICES | 01/03/2013 | ||
| 036-1061 | Charitable services, namely, fundraising services by means of organizing special events for {indicate purpose of activities, subject matter or recipient of funds, e.g., helping animals, disadvantaged children, etc.} | M | SERVICES | 12/13/2012 | On 12-13-2012 this 10-29-2009 entry was modified from "Charitable services, namely, organizing fundraising services and events to raise funds in the field of {indicate subject matter or field}," to "Charitable services, namely, fundraising by means of organizing special events for {indicate subject matter or recipient of funds, e.g., animals, disadvantaged children, etc.}" to highlight the underlying service as that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. In contrast, if the underlying service is that of organizing and conducting charitable programs or events, rather than fundraising, classification is dictated by the nature of the service, e.g., organizing and conducting a charity auction in Class 35. | |
| 036-106 | Art brokerage | A | SERVICES | 04/02/1991 | ||
| 036-1057 | Chargeback recovery services | A | SERVICES | 12/13/2012 | This service refers to the collecting of revenue for merchants stemming from credit card charges refunded/charged back to consumers. | |
| 036-1049 | Providing an on-line searchable database featuring financial information about {specify, e.g., commercial lending, factoring agencies, etc.} | A | SERVICES | 11/08/2012 | ||
| 036-1046 | Mutual fund planning services | A | SERVICES | 09/27/2012 | ||
| 036-1042 | Electronic payment services involving electronic processing and subsequent transmission of bill payment data | M | SERVICES | 09/27/2012 | On 09-27-2012, this 04-02-1991 entry, "Electronic payment, namely, electronic processing and transmission of bill payment data," was modified to "Electronic payment services involving electronic processing and subsequent transmission of bill payment data" because electronic transmission of payment data alone, is considered a telecommunications service in Class 38. | |
| 036-1038 | Electronic check acceptance services | A | SERVICES | 08/16/2012 | T | |
| 036-1036 | Providing a database featuring information and statistics about patient reimbursement and insurance coverage for pharmaceuticals and medical devices | M | SERVICES | 08/09/2012 | On 08-09-2012, this 04-19-2007 entry was modified by deleting "for tracking, monitoring, and generating reports on" and inserting "featuring" because computer database services are classified according to subject matter and the description of the database function created ambiguity. | |
| 036-1035 | Rent-to-own financing | A | SERVICES | 07/26/2012 | ||
| 036-1034 | Financial management of employee pension plans | A | SERVICES | 07/12/2012 | T | |
| 036-1029 | Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes | A | SERVICES | 03/01/2012 | ||
| 036-1028 | Financial evaluation of wool | A | SERVICES | 01/01/2012 | T | Pursuant to the 10th Edition of the Nice Agreement, financial evaluation of wool is in Class 36, and quality evaluation of wool is in Class 42. |
| 036-1027 | Financial evaluation of standing timber | A | SERVICES | 01/01/2012 | T | Pursuant to the 10th Edition of the Nice Agreement, financial evaluation of standing timber is in Class 36, and quality evaluation of standing timber is in Class 42. |
| 036-1024 | Leasing of farms | A | SERVICES | 04/02/1991 | T | |
| 036-1023 | Leasing of real estate | A | SERVICES | 04/02/1991 | T | |
| 036-1021 | Stamp appraisal | A | SERVICES | 04/02/1991 | T | |
| 036-1015 | Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment | X | SERVICES | 11/12/2009 | 10-03-2013: Entry status changed from "A" added to "X" example. 11-28-2013: Administration of employee benefit plans, other than plans concerning insurance and finance, is classified in Class 35 because the services involve only the organizing and coordination of business functions. Providing advice or consultation regarding insurance or financial employee benefit plans is in Class 36, the same class as providing or administration of such plans. | |
| 036-1014 | Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network | A | SERVICES | 10/02/2008 | ||
| 036-1013 | Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network | A | SERVICES | 08/28/2008 | ||
| 036-1012 | College consulting services, namely, assisting students in applying for scholarships and financial aid | A | SERVICES | 12/06/2007 | ||
| 036-1011 | Charitable fundraising services for sending underprivileged children to one of several camps around the United States which accept these children at discounted rates for one or more weeks | X | SERVICES | 04/26/2007 | 04-17-2014: Acceptable entry status changed from "A" added to "X" example. "Charitable fundraising" is an acceptable identification in Class 36. Indication of the purpose for fundraising is permissible, but is not required. | |
| 036-1009 | Savings bank services | A | SERVICES | 04/02/1991 | T | |
| 036-611 | Home banking | A | SERVICES | 11/22/2007 | ||
| 036-347 | Evaluation of the credit worthiness of companies and private individuals | A | SERVICES | 07/20/2004 | ||
| 036-338 | Building management | A | SERVICES | 07/20/2004 | This refers to the real estate management of building, e.g., renting space. Note that hotel management for others is in Class 35. | |
| 036-469 | Credit rating services | A | SERVICES | 09/04/2001 | ||
| 036-579 | Financial consultancy and insurance consultancy | A | SERVICES | 11/22/2007 | ||
| 036-1163 | Rental of real estate | A | SERVICES | 01/01/2016 | T | |
| 036-1161 | Processing of credit card payments | X | SERVICES | 01/01/2016 | T | |
| 036-1160 | Financial customs brokerage services | A | SERVICES | 01/01/2016 | T | |
| 036-740 | Valuations in real estate matters | A | SERVICES | 04/30/2009 | ||
| 036-560 | Providing a web site that assists financial professionals in the management of retirement accounts | D | SERVICES | 03/10/2016 | On 03-10-2016, this 10-25-2007 entry was deleted because the service activity, "Providing a web site that assists," is ambiguous for purposes of determining classification. | |
| 036-300 | Issuing of checks and letters of credit | A | SERVICES | 07/20/2004 | ||
| 036-109 | Bail bonding | A | SERVICES | 04/02/1991 | T | |
| 036-1184 | Broker-dealer financial services in the field of {indicate field e.g., securities, stocks, bonds, mutual funds, etc.} | A | SERVICES | 06/23/2016 | ||
| 036-133 | Formation, offering and management of limited partnerships | D | SERVICES | 10/20/2016 | On 10-20-2016, this 04-02-1991 entry was deleted because it is indefinite and overbroad. As worded, the identification encompasses services in other classes, such as Class 45 legal services. | |
| 036-351 | Advice relating to investments | A | SERVICES | 07/20/2004 | ||
| 036-741 | Apartment and office rentals | A | SERVICES | 04/30/2009 | ||
| 036-988 | Appraisal of personal property for others | A | SERVICES | 06/16/2011 | ||
| 036-355 | Agencies or brokerage for renting land | A | SERVICES | 07/20/2004 | ||
| 036-602 | Merchant banking and investment banking services | A | SERVICES | 11/22/2007 | ||
| 036-1022 | Real estate time-sharing | A | SERVICES | 04/02/1991 | ||
| 036-307 | Real estate valuation services | A | SERVICES | 07/20/2004 | ||
| 036-733 | Rental of flats, studios and rooms | A | SERVICES | 03/26/2009 | ||
| 036-1174 | Charitable fund raising | X | SERVICES | 12/24/2015 | T | |
| 036-601 | Management of buildings | A | SERVICES | 11/22/2007 | This refers to the real estate management of building, e.g., renting space. Note that hotel management for others is in Class 35. | |
| 036-604 | Insurance and financial information and consultancy services | A | SERVICES | 11/22/2007 | ||
| 036-317 | Investment by electronic means | A | SERVICES | 07/20/2004 | ||
| 036-895 | Investment consultancy | A | SERVICES | 07/01/2010 | ||
| 036-442 | Providing educational scholarships | A | SERVICES | 04/02/1991 | ||
| 036-446 | Pawn shops | A | SERVICES | 04/02/1991 | ||
| 036-1202 | Futures brokerage | A | SERVICES | 10/26/2017 | T | |
| 036-1197 | Advice on fiscal assessments | A | SERVICES | 06/22/2017 | T | |
| 036-1196 | Advice on finance during retirement | A | SERVICES | 06/22/2017 | T | |
| 036-1199 | Advisory services relating to mutual funds | A | SERVICES | 06/22/2017 | T | |
| 036-1198 | Advice on fiscal valuations | A | SERVICES | 06/22/2017 | T | |
| 036-1205 | Financial appraisals in responding to requests for proposals (RFPs) | A | SERVICES | 01/01/2018 | ||
| 036-1189 | Providing information in the field of automobile financing | A | SERVICES | 03/02/2017 | ||
| 036-1190 | Providing financing information in the field of automobiles | A | SERVICES | 03/02/2017 | ||
| 036-389 | Issuing prepaid telecommunications calling cards | M | SERVICES | 01/01/2016 | On 01-01-2016, this 09-01-2005 entry was modified from "Prepaid telecommunications calling card services" to "Issuing prepaid telecommunications calling cards" in order to clarify the nature of the activity in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. | |
| 036-823 | Arranging of leases and rental agreements for real estate | A | SERVICES | 01/07/2010 | ||
| 036-1194 | Accepting and administering monetary charitable contributions for {indicate purpose of contributions, e.g., medical research, natural disaster relief funds, etc.} | A | SERVICES | 06/08/2017 | Accepting and administering monetary charitable contributions is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1193 | Accepting and administering monetary charitable contributions on behalf of {indicate recipients of contributions, e.g., non-profit organizations, hospitals, etc.} | A | SERVICES | 06/08/2017 | Accepting and administering monetary charitable contributions is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1228 | Financial data analysis | A | SERVICES | 09/06/2018 | T | |
| 036-573 | Credit and debit card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 11-22-2007 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-1103 | Providing financial consultation services to {indicate specific group or individual, e.g., employees, elderly, military, etc.} | A | SERVICES | 09/19/2013 | Providing financial consultation services is acceptable in Class 36; further specifying the intended consumer is acceptable, but it is not required. | |
| 036-1101 | Providing financial information services to {indicate specific group or individual, e.g., employees, elderly, military, etc.} | A | SERVICES | 09/19/2013 | Providing financial information services is acceptable in Class 36; further specifying the intended consumer is acceptable, but it is not required. | |
| 036-1093 | Debt advisory services | A | SERVICES | 05/16/2013 | T | |
| 036-1226 | Loan origination services | A | SERVICES | 07/12/2018 | ||
| 036-48 | Mortgage banking | A | SERVICES | 04/02/1991 | T | |
| 036-1191 | Providing banking information | A | SERVICES | 03/16/2017 | T | |
| 036-1164 | Rental of farms | A | SERVICES | 01/01/2016 | T | |
| 036-482 | Advisory services relating to credit and debit control, investment, grants and financing of loans | A | SERVICES | 01/17/2007 | ||
| 036-702 | Rental of apartments and offices | A | SERVICES | 11/06/2008 | ||
| 036-906 | Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary | A | SERVICES | 08/26/2010 | ||
| 036-380 | Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans | A | SERVICES | 08/01/2005 | ||
| 036-1211 | Financing of fractionally-owned real property | A | SERVICES | 01/18/2018 | Financing services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1210 | Financing of fractionally-owned goods | A | SERVICES | 01/18/2018 | Financing services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-31 | Financing services | A | SERVICES | 04/02/1991 | T | |
| 036-32 | Fire insurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-843 | Issuance of credit cards | A | SERVICES | 02/25/2010 | T | |
| 036-1111 | Credit counseling services | A | SERVICES | 11/21/2013 | T | |
| 036-1136 | Financial risk assessment services | A | SERVICES | 09/18/2014 | T | |
| 036-847 | Financial information | A | SERVICES | 02/25/2010 | T | |
| 036-498 | Offering aircraft fractional ownership programs to others | D | SERVICES | 01/11/2018 | On 01-11-2018, this 04-05-2007 entry was deleted because it is indefinite and potentially overbroad. This wording is no longer acceptable. If accurate, the services may be identified as "aircraft brokerage" or "aircraft financing services" in Class 36. | |
| 036-1110 | Debt consolidation services | A | SERVICES | 11/21/2013 | T | |
| 036-1122 | Providing financial information via a web site | A | SERVICES | 03/27/2014 | T | |
| 036-1218 | Real estate brokerage of {indicate type of real estate, e.g., commercial properties, etc.} | A | SERVICES | 06/07/2018 | Real estate brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1232 | Rental of automated-teller machines | A | SERVICES | 05/02/2019 | T | |
| 036-1233 | Rental of cash dispensers | A | SERVICES | 05/02/2019 | T | |
| 036-1186 | Rental of offices for co-working | A | SERVICES | 01/01/2017 | T | |
| 036-230 | Administration of savings accounts | A | SERVICES | 06/01/2001 | T | |
| 036-1206 | Maintaining mortgage impound accounts | A | SERVICES | 01/04/2018 | "Maintaining mortgage impound accounts" is synonymous with "maintaining mortgage escrow accounts." | |
| 036-247 | Accounts payable debiting services | A | SERVICES | 07/01/2001 | T | |
| 036-1224 | Automated Clearing House (ACH) transaction processing services | A | SERVICES | 07/05/2018 | ||
| 036-1225 | Automated Clearing House (ACH) transaction processing services provided via {indicate the method by which the services are offered, e.g., mobile applications, a website, etc.} | A | SERVICES | 07/05/2018 | Automated Clearing House (ACH) transaction processing services is acceptable; further specification is also acceptable, but it is not required. | |
| 036-1169 | Jewellery appraisal | X | SERVICES | 12/24/2015 | T | |
| 036-568 | Stock exchange quotation and listing services | A | SERVICES | 11/22/2007 | ||
| 036-1215 | Financial brokerage services for cryptocurrency trading | A | SERVICES | 05/17/2018 | ||
| 036-680 | Financial consultation in the field of fuels, diesel fuel, biofuel and biodiesel fuel | A | SERVICES | 07/24/2008 | ||
| 036-50 | Mortgage lending | A | SERVICES | 04/02/1991 | T | |
| 036-215 | Venture capital funding services to emerging and start-up companies | A | SERVICES | 06/01/2001 | T | |
| 036-1256 | Paperless electronic checking account services | A | SERVICES | 04/23/2020 | T | Checking account services is acceptable wording; further specification is acceptable but it is not required. |
| 036-1258 | Charitable fundraising services by means of organizing and conducting galas | A | SERVICES | 06/04/2020 | T | |
| 036-237 | Debt counseling services | A | SERVICES | 06/01/2001 | T | |
| 036-913 | Collection of money owed from settlements | A | SERVICES | 08/26/2010 | T | |
| 036-192 | Savings account services | A | SERVICES | 01/02/1997 | T | |
| 036-116 | Credit bureau services | M | SERVICES | 01/01/2016 | T | On 01-01-2016, this 04-02-1991 entry was amended from "Credit bureaus" to "Credit bureau services" in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. |
| 036-200 | Checking account services | A | SERVICES | 01/02/1997 | T | |
| 036-83 | Check cashing | A | SERVICES | 04/02/1991 | T | |
| 036-1251 | Financial services in the nature of precious metals trading | A | SERVICES | 01/09/2020 | ||
| 036-963 | Providing a website featuring educational information in the field of business insurance | A | SERVICES | 02/10/2011 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-1273 | Internet banking services | A | SERVICES | 02/18/2021 | T | |
| 036-1275 | Stock option valuation services | A | SERVICES | 02/18/2021 | T | |
| 036-1257 | Consultancy services relating to insurance | A | SERVICES | 05/07/2020 | T | |
| 036-1264 | Providing advice and information in the field of collegiate scholarships via a website | A | SERVICES | 01/01/2021 | ||
| 036-483 | Providing a web site that features information on the options markets | A | SERVICES | 01/18/2007 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-284 | Duty drawback services | A | SERVICES | 03/01/2003 | T | |
| 036-1058 | Charitable fundraising services by means of sharing profits from newspaper subscription sales with not-for-profit organizations | M | SERVICES | 12/13/2012 | On 12-13-2012 this 07-01-2001 entry was modified from "Charitable fundraising services, namely, sharing profits from newspaper subscription sales with not-for-profit organizations," to "Charitable fundraising services by means of sharing profits from newspaper subscription sales with not-for-profit organizations" in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1060 | Charitable fundraising services by means of organizing and conducting fundraising events to encourage intercollegiate athletic programs | M | SERVICES | 12/13/2012 | On 12-13-2012 this 06-12-2008 entry was modified from "Charitable fundraising services, namely, organizing and conducting fundraising events to encourage intercollegiate athletic programs," to "Charitable fundraising services by means of organizing and conducting fundraising events to encourage intercollegiate athletic programs" in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1059 | Charitable fundraising services by means of raising funds for college education costs | M | SERVICES | 12/13/2012 | On 12-13-2012 this 02-21-2008 entry was modified from "Charitable fundraising services, namely, raising funds for college education costs," to "Charitable fundraising services by means of raising funds for college education costs" in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1063 | Fundraising services by means of raising funds for the preservation of an historical site | M | SERVICES | 12/13/2012 | On 12-13-2012 this 09-27-2007 entry was modified from "Fundraising services, namely, raising funds for the preservation of an historical site," to "Fundraising services by means of raising funds for the preservation of an historical site" in order to be consistent with other fundraising entries. This change emphasizes that the underlying service is that of "fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1052 | Fundraising services by means of organizing, arranging and conducting fundraising programs for the benefit of schools and non-profit organizations | M | SERVICES | 12/13/2012 | On 12-13-2012 this 02-21-2008 entry was modified from "Fundraising services, namely, organizing, arranging and conducting fundraising programs for the benefit of schools and non-profit organizations," to "Fundraising services by means of organizing, arranging and conducting fundraising programs for the benefit of schools and non-profit organizations" in order to be consistent with other fundraising entries. This change emphasizes that the underlying service is that of "fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1025 | Charitable fundraising services by means of organizing and conducting fundraising food tasting events | M | SERVICES | 07/01/2011 | On 07-01-2011 this 02-26-2009 entry was modified from "Charitable fundraising services, namely, organizing and conducting fundraising food tasting events," to "Charitable fundraising services by means of organizing and conducting food tasting events," in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising it is accomplished does not impact the classification. | |
| 036-1252 | Real estate investment consultancy | A | SERVICES | 03/05/2020 | T | |
| 036-1271 | Holding company services performed for third parties, namely, investment management | A | SERVICES | 01/01/2021 | Holding company services are not recognized as services under the Trademark Act, unless the services are clearly provided to entities other than those being held by the holding company. The activity must also meet all criteria for services set forth in TMEP §1301.01(a). Identifications for services in applications filed by holding companies must clearly indicate that the services are performed for third parties and not merely for the holding company's own subsidiaries. It is insufficient to merely indicate that the services are "for others," because said wording is ambiguous and may refer to entities held by the holding company rather than third parties. See TMEP §1402.11. | |
| 036-1263 | Providing information in the field of financial appraisals via a website | A | SERVICES | 01/01/2021 | ||
| 036-1100 | Providing an interactive website featuring advice and information in the field of collegiate scholarships | X | SERVICES | 06/13/2013 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-835 | Providing an Internet website portal offering information in the fields of real estate concerning the purchase and sale of new and resale of homes and condos | A | SERVICES | 01/28/2010 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-643 | Providing a web site featuring personal financial information and financial advice | A | SERVICES | 04/24/2008 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-1266 | Providing information in the field of personal finance via a website | A | SERVICES | 01/01/2021 | ||
| 036-1267 | Providing financial advice via a website | A | SERVICES | 01/01/2021 | ||
| 036-1244 | Financial valuation of intellectual property assets | A | SERVICES | 01/01/2020 | T | |
| 036-1133 | Crowdfunding services in the nature of providing financing from money collected from individuals | A | SERVICES | 07/03/2014 | T | 01-01-2020 - Crowdfunding is acceptable wording; further specification is acceptable, but it is not required. |
| 036-72 | Investment management | A | SERVICES | 04/02/1991 | T | |
| 036-481 | Repair cost evaluation | M | SERVICES | 12/03/2020 | On 12-03-2020, this 01-01-2007 entry "Repair cost evaluation [financial appraisal]" was modified by deleting the bracketed wording "[financial appraisal]." | |
| 036-1250 | Development of insurance policies for others | A | SERVICES | 01/01/2020 | ||
| 036-1272 | Providing ratings, reviews, and recommendations of rental properties and apartments posted by renters via a website | A | SERVICES | 01/07/2021 | ||
| 036-1259 | Providing financial information in the field of cryptocurrency | A | SERVICES | 06/11/2020 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1243 | Electronic transfer of virtual currencies | A | SERVICES | 01/01/2020 | ||
| 036-1245 | Preparation of quotes for cost estimation purposes | A | SERVICES | 01/01/2020 | ||
| 036-559 | Currency transfer services | A | SERVICES | 10/25/2007 | T | |
| 036-1132 | Crowdfunding services in the nature of accepting and administering monetary contributions from a group of individuals | X | SERVICES | 07/03/2014 | 01-01-2020 - Crowdfunding is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1240 | Fundraising services by means of organizing, arranging and conducting fundraising programs for the benefit of {indicate recipients of funding, e.g., youth sports programs, schools, non-profit organizations, etc.} | A | SERVICES | 08/15/2019 | ||
| 036-1237 | Rental of machines for counting or sorting banknotes and coins | A | SERVICES | 06/20/2019 | T | |
| 036-28 | Financial research | A | SERVICES | 04/02/1991 | T | 07-14-2011 Scientific research and research services directly related to tangible items, such as cosmetics, pharmaceuticals, or new products, are classified in 42 because those research activities generally involve the science-based testing and analysis of the physical properties of the item. On the other hand, research services relating to an intangible subject matter are classified according to the nature of the intangible. For example, business research, research related to financial instruments, and legal research are classified in Classes 35, 36, and 45 respectively. 01-01-2022 - Pursuant to Nice 11-2022, the classification policy regarding research related to tangible items and intangible subject matter referenced in the prior Note of 07-14-2011 is no longer in effect. Services are in principle classified according to the branches of activities specified in the Nice Class Headings and Explanatory Notes of the service classes, or, if not specified, by analogy with other comparable services in the Nice Alphabetical List. See TMEP §1402.11(e). Most research services are classified in Class 42 based on the wording "Scientific and technological services and research…relating thereto" and "industrial research" in the Nice Class 42 Heading. Research services in classes other than Class 42 are classified by analogy with comparable research services in Classes 35, 36, 41, and 45 in the Nice Alphabetical List. In particular, "Business research" and "Marketing research" are classified in Class 35, "Financial research" is classified in Class 36, "Research in the field of education" is classified in Class 41, and "Genealogical research" and "Legal research" are classified in Class 45. Please consult the ID Manual regarding classification of specific identifications for research services. |
| 036-17 | Financial analysis and consultation | A | SERVICES | 04/02/1991 | T | |
| 036-298 | Issue of traveller's cheques | D | SERVICES | 11/10/2011 | 11-10-2011: While this wording is still acceptable, the 07-20-2004 entry is being deleted from the Manual because it is already covered by the existing entries "Issuing of travellers' checks" and "Issuing of travelers' cheques" in Class 36. | |
| 036-1002 | Issuing traveler's checks by travel agencies | D | SERVICES | 11/10/2011 | 11-10-2011: While this wording is still acceptable, the 01-07-2010 entry is being deleted from the Manual because it is already covered by the existing entries "Issuing of travellers' checks" and "Issuing of travelers' cheques" in Class 36. | |
| 036-565 | Savings banks | D | SERVICES | 01/01/2012 | 1-1-2012 This entry of 11-22-2007 has been deleted. It has been replaced with then entry "savings bank services" pursuant to a translation issue in the 10th Edition of the Nice Agreement. | |
| 036-1235 | Cryptocurrency exchange services featuring blockchain technology | A | SERVICES | 06/06/2019 | ||
| 036-1280 | Charitable fund raising in view of disaster precautions and prevention | A | SERVICES | 07/01/2021 | T | |
| 036-1287 | Gift certificate transaction processing services | A | SERVICES | 01/01/2022 | ||
| 036-1290 | Issuing of gift certificates | A | SERVICES | 01/01/2022 | ||
| 036-1279 | Conducting fundraising campaigns to support {indicate purpose of the campaigns and/or recipients of funding, e.g., cancer research, disabled veterans, etc.} | A | SERVICES | 06/17/2021 | ||
| 036-1293 | Time-share property management services | A | SERVICES | 01/01/2022 | ||
| 036-1276 | Trade credit services, namely, financing services and lines of credit for business customers | A | SERVICES | 04/01/2021 | ||
| 036-801 | Charitable fundraising and financing of research for finding a cure for spinal cord injuries, brain injuries and neurological disorders | M | SERVICES | 01/01/2022 | On 01-01-2022, this 10-01-2009 entry was modified from "financing research" to "financing of research" to clarify the nature of the services. | |
| 036-119 | Credit inquiry and consultation | A | SERVICES | 04/02/1991 | T | |
| 036-727 | Real estate services, namely, vacation home rental management services | D | SERVICES | 01/01/2022 | On 01-01-2022, this 03-05-2009 entry was deleted because the nature of the service activity is unclear. This wording is no longer acceptable. Real estate management of vacation homes is classified in Class 36. Rental of vacation accommodation is classified in Class 43. | |
| 036-962 | Rental of cash registers | D | SERVICES | 01/01/2022 | On 01-01-2022, this 02-03-2011 entry was deleted because it is misclassified under Nice 11-2022. This wording is no longer acceptable in Class 36. This entry was replaced by "Rental of cash registers" in Class 35. | |
| 036-161 | Vacation real estate time-sharing | D | SERVICES | 01/01/2022 | On 01-01-2022, this 04-02-1991 entry was deleted because the nature of the service activity is unclear. This wording is no longer acceptable. Rental of vacation accommodation is classified in Class 43. Time-share property management services are classified in Class 36. | |
| 036-1296 | Financial consultancy relating to civil infrastructure investment | A | SERVICES | 03/17/2022 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-808 | Financial research and equity research brokerage services | A | SERVICES | 11/26/2009 | 01-01-2022 - Equity research is the analysis and interpretation of financial statistics for investment purposes. | |
| 036-878 | Information, advisory, consultancy and financial research services relating to finance and investments | M | SERVICES | 01/01/2022 | On 01-01-2022, this 05-20-2010 entry was modified in compliance with Nice 11-2022 from "research services" to "financial research services." | |
| 036-493 | Management of private equity funds | A | SERVICES | 03/08/2007 | T | |
| 036-137 | Real estate trustee services | A | SERVICES | 04/02/1991 | T | |
| 036-400 | Real estate services, namely, rental of vacation homes, condominiums, cabins, and villas using pay per click advertising on a global computer network | D | SERVICES | 01/01/2022 | On 01-01-2022, this 04-01-2006 entry was deleted because it is misclassified under Nice 11-2022. This wording is no longer acceptable. This entry was replaced by "Rental of vacation accommodation" in Class 43. Rental of vacation accommodation appears in the Nice Alphabetical List in Class 43. | |
| 036-983 | Design and development of insurance policies for others | D | SERVICES | 01/01/2020 | 05-12-2011 - Design and development of tangible goods and visual displays is in Class 42, but design of intangible goods, such as advertising, insurance policies, and educational curriculum, are classified according to subject matter, and those services are classified in 35, 36, and 41, respectively. On 01-01-2020, this 05-12-2011 entry was deleted because it is indefinite and overbroad under Nice 11-2020. Accordingly, under Nice 11-2020, the policy regarding design and development of tangible and intangible goods referenced in the prior Note is no longer in effect, and this wording must now be clarified because it could identify services in more than one class (e.g., "Development of insurance policies for others" in Class 36 or "Graphic design of insurance policies for others" in Class 42, etc.). | |
| 036-754 | Global investment research services | A | SERVICES | 06/25/2009 | 01-01-2022 – Global investment research services is classified in Class 36 by analogy to "financial research" in the Nice Alphabetical List in Class 36. | |
| 036-1298 | Stablecoin payment processing | A | SERVICES | 03/31/2022 | A stablecoin is a type of cryptocurrency where the price is pegged to an external asset such as the U.S. Dollar, Euro, or gold. | |
| 036-1299 | Stablecoin trading services | A | SERVICES | 03/31/2022 | A stablecoin is a type of cryptocurrency where the price is pegged to an external asset such as the U.S. Dollar, Euro, or gold. | |
| 036-1297 | Stablecoin exchange services | A | SERVICES | 03/31/2022 | A stablecoin is a type of cryptocurrency where the price is pegged to an external asset such as the U.S. Dollar, Euro, or gold. | |
| 036-1277 | Home equity insurance administration services | A | SERVICES | 05/27/2021 | Insurance administration is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-70 | Investment brokerage | A | SERVICES | 04/02/1991 | T | |
| 036-23 | Financial information provided by electronic means | A | SERVICES | 04/02/1991 | T | |
| 036-27 | Financial portfolio management | A | SERVICES | 04/02/1991 | T | |
| 036-1324 | Providing financial information in the field of virtual currency | A | SERVICES | 04/20/2023 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-3 | Mutual fund distribution | A | SERVICES | 04/02/1991 | T | |
| 036-1321 | Electronic funds transfer services | A | SERVICES | 04/20/2023 | ||
| 036-183 | Maintaining mortgage escrow accounts | A | SERVICES | 09/01/1995 | T | |
| 036-185 | Payroll tax debiting services | A | SERVICES | 09/01/1995 | T | |
| 036-240 | Transfer agency services rendered to issuers of investment securities | A | SERVICES | 06/01/2001 | T | |
| 036-527 | Equine appraisals | A | SERVICES | 08/30/2007 | T | |
| 036-1312 | Financial credit rating services | A | SERVICES | 01/26/2023 | T | |
| 036-1328 | Credit reporting services provided via {indicate means, e.g., downloadable mobile applications, a website, etc.} | A | SERVICES | 06/22/2023 | ||
| 036-1300 | Yacht appraisal | A | SERVICES | 09/22/2022 | T | |
| 036-34 | Lease-purchase loans | A | SERVICES | 04/02/1991 | T | |
| 036-599 | Issue of tokens of value | D | SERVICES | 12/22/2022 | On 12-22-2022, this 11-22-2007 entry was deleted because it was causing confusion. This wording is no longer acceptable. "Issuing pre-paid vouchers exchangeable for goods or services" and "Issuing pre-paid vouchers exchangeable for {indicate goods or services, e.g., clothing, restaurant services, arcade games, etc.}" are classified in Class 36. See also "Issuing of pre-paid gift cards" in Class 36 and "Providing vouchers for payment of transportation expenses" in Class 36. | |
| 036-1337 | Virtual currency trading services | A | SERVICES | 11/09/2023 | ||
| 036-11 | Providing college scholarships | A | SERVICES | 04/02/1991 | T | |
| 036-15 | Factoring agencies | A | SERVICES | 04/02/1991 | T | |
| 036-234 | Providing working capital | A | SERVICES | 06/01/2001 | T | |
| 036-1341 | Providing information in the field of personal finance for {indicate intended users, e.g., club members, employees, etc.} | A | SERVICES | 11/16/2023 | Providing information in the field of personal finance is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1348 | Providing information in the field of estate planning | A | SERVICES | 11/16/2023 | ||
| 036-1347 | Providing information in the field of estate planning for {indicate intended users, e.g., club members, employees, etc.} | A | SERVICES | 11/15/2023 | Providing information in the field of estate planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1345 | Providing information regarding financial investment strategies for {indicate intended users, e.g., club members, employees, etc.} | A | SERVICES | 11/16/2023 | Providing information regarding financial investment strategies is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1230 | Financial evaluation of development costs relating to the oil, gas and mining industries | A | SERVICES | 01/01/2019 | T | |
| 036-1292 | Mobile banking services | A | SERVICES | 01/01/2022 | T | |
| 036-1333 | Credit consultation provided via {indicate means, e.g., downloadable mobile applications, a website, etc.} | A | SERVICES | 08/31/2023 | Credit consultation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1294 | Financial research in the field of economics | A | SERVICES | 01/01/2022 | T | Financial research is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1288 | Issuance of gift certificates | A | SERVICES | 01/01/2022 | T | Issuance of gift certificates appears in the Nice Alphabetical List in Class 36. |
| 036-1260 | Issuing of debit cards | A | SERVICES | 07/09/2020 | T | |
| 036-44 | Medical insurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-1313 | Industrial accident insurance underwriting | A | SERVICES | 02/23/2023 | T | |
| 036-1314 | Charitable fund raising by means of running and walking events | A | SERVICES | 02/23/2023 | T | |
| 036-142 | Rental of office space | A | SERVICES | 04/02/1991 | T | |
| 036-1318 | Charitable fund raising by means of musical concerts | A | SERVICES | 03/09/2023 | T | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. |
| 036-201 | Highway toll collection services | A | SERVICES | 01/02/1997 | T | |
| 036-1018 | Financial evaluation of alpaca fiber | A | SERVICES | 01/01/2012 | T | Pursuant to the 10th Edition of the Nice Agreement, financial evaluation of alpaca fiber is in Class 36, and quality evaluation of alpaca fiber is in Class 42. |
| 036-1165 | Instalment loans | X | SERVICES | 12/24/2015 | T | |
| 036-1171 | Business liquidation services, financial | X | SERVICES | 12/24/2015 | T | |
| 036-1302 | Issuing pre-paid vouchers exchangeable for goods or services | A | SERVICES | 10/27/2022 | ||
| 036-177 | Viatical settlement services | A | SERVICES | 07/01/1994 | T | |
| 036-158 | Underwriting insurance for pre-paid health care | A | SERVICES | 04/02/1991 | T | |
| 036-849 | Rental of coin counting and sorting machines | A | SERVICES | 02/25/2010 | T | |
| 036-1332 | Rental of permanent housing accommodation | A | SERVICES | 07/20/2023 | T | |
| 036-1304 | Long-term care insurance underwriting | A | SERVICES | 11/10/2022 | T | |
| 036-1306 | Real estate agency services for the purchase or sales of buildings | A | SERVICES | 11/17/2022 | T | Real estate agency services is acceptable wording; further specification is acceptable, but it is not required. |
| 036-206 | Dental health insurance administration | A | SERVICES | 06/01/2001 | T | |
| 036-138 | Reinsurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-1320 | Consulting services in the field of employee benefit plans concerning insurance and finance | A | SERVICES | 04/13/2023 | ||
| 036-1367 | Online real estate brokerage rendered in virtual environments | A | SERVICES | 01/25/2024 | ||
| 036-1090 | Financial administration of health reimbursement arrangements | M | SERVICES | 01/01/2015 | T | Health Reimbursement Arrangements (HRAs) are Internal Revenue (IRS)-sanctioned employer-funded, tax advantaged employer health benefit plans that reimburse employees for out of pocket medical expenses and individual health insurance premiums. 01-01-2015: On 01-01-2015, this 04-04-2013 entry was amended to add "Financial" in order to clarify the nature of the services in compliance with related changes under the Nice Classification, Tenth edition, version 2015, effective 01-01-2015. |
| 036-1242 | Providing insurance information | A | SERVICES | 01/01/2020 | T | |
| 036-1370 | Providing financial advisory services in the field of virtual currency | A | SERVICES | 02/15/2024 | Providing financial advisory services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1369 | Providing financial advisory services in the field of digital currency | A | SERVICES | 02/15/2024 | Providing financial advisory services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1176 | Payment verification services | A | SERVICES | 01/21/2016 | T | |
| 036-1374 | Consulting in the field of finance | A | SERVICES | 03/14/2024 | ||
| 036-18 | Financial clearing houses | A | SERVICES | 04/02/1991 | T | |
| 036-285 | Reclamation of import duties for others | A | SERVICES | 03/01/2003 | T | |
| 036-1360 | Car brokerage | A | SERVICES | 01/01/2024 | ||
| 036-1362 | Financial patronage in the nature of financial sponsorship of {indicate specific event or activity} | A | SERVICES | 01/01/2024 | ||
| 036-1363 | Financial patronage in the nature of providing financial assistance to others for {indicate purpose of assistance, e.g., food, rent, health care, tuition, etc.} | A | SERVICES | 01/01/2024 | ||
| 036-1364 | Financial patronage in the nature of financial endowment of {indicate position, activity or organization} | A | SERVICES | 01/01/2024 | ||
| 036-1344 | Providing information in the field of financial planning | A | SERVICES | 11/16/2023 | T | |
| 036-63 | Insurance claims administration | A | SERVICES | 04/02/1991 | T | |
| 036-1286 | Financial exchange of crypto assets | D | SERVICES | 01/01/2024 | On 01-01-2024, this 01-01-2022 entry was deleted because it is indefinite. This wording is no longer acceptable. Crypto assets is broadly defined to encompass a wide array of blockchain-based items incorporating cryptographic protocols, including financial instruments and other items that are not financial instruments. Thus, the wording crypto assets creates ambiguity in the identification. See existing entries for "Cryptocurrency exchange services" and "Cryptocurrency exchange services featuring blockchain technology" in Class 36. | |
| 036-1402 | Agricultural insurance brokerage | A | SERVICES | 11/21/2024 | T | Insurance brokerage is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1405 | Providing online share price information to blockchain-based smart contracts | A | SERVICES | 12/19/2024 | ||
| 036-1366 | Warranty claims administration services in the field of {indicate field of the warranty, e.g., appliances, automobiles, etc.} | A | SERVICES | 01/01/2024 | Warranty claims administration services are classified in Class 36 based on “insurance services” in the Nice Class 36 Heading and because "warranty claims administration services" appears in the Nice Alphabetical List in Class 36. | |
| 036-1410 | Providing auto insurance information | A | SERVICES | 02/06/2025 | ||
| 036-1436 | Deposit account services | A | SERVICES | 03/13/2025 | ||
| 036-1412 | Providing insurance information in the field of {specify field, e.g., disability, liability, renters, etc.} insurance | A | SERVICES | 02/06/2025 | Providing insurance information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1414 | Appraisal of gemstones | A | SERVICES | 02/06/2025 | ||
| 036-1415 | Gemstone appraisal | A | SERVICES | 02/06/2025 | ||
| 036-1419 | Reinsurance brokerage services in the field of {specify field, e.g. accident, home, life, etc.} insurance | A | SERVICES | 02/05/2025 | Reinsurance brokerage services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1420 | Reinsurance settlement services in the field of {specify field, e.g. accident, home, life, etc.} insurance | A | SERVICES | 02/06/2025 | ||
| 036-1422 | Outsource service provider in the field of financial consultancy | A | SERVICES | 02/13/2025 | ||
| 036-1365 | Rental of pastures | A | SERVICES | 01/01/2024 | T | Rental of pastures refers to rental of plots of lands that are used for grazing. Rental services are in principle classified in the same classes as the services provided by means of the rented objects. See Nice General Remarks in TMEP §1401.02(a). Rental of pastures are classified in Class 36 by analogy to "rental of real estate" in the Nice Alphabetical List in Class 36. "Rental of pastures" appears in the Nice Alphabetical List in Class 36. |
| 036-1351 | Financial valuation of diamonds | A | SERVICES | 11/23/2023 | T | |
| 036-1429 | Preneed insurance brokerage | A | SERVICES | 02/27/2025 | ||
| 036-1426 | Annuity claims processing | A | SERVICES | 02/27/2025 | ||
| 036-1434 | Providing information in the field of cryptocurrency exchange price quotations via a data feed | A | SERVICES | 02/27/2025 | ||
| 036-1428 | Preneed insurance underwriting | A | SERVICES | 02/27/2025 | ||
| 036-1385 | Financial exchange of cryptocurrency via decentralized exchanges (DEXs) | A | SERVICES | 05/23/2024 | Decentralized exchanges (DEXs) use blockchain technology to directly connect buyers and sellers. Financial exchange of cryptocurrency is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1389 | Consumer lending services provided via decentralized finance (DeFi) protocols | A | SERVICES | 05/23/2024 | Decentralized finance (DeFi) protocols are standards that govern financial services using blockchain technology. Consumer lending services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1435 | Providing information in the field of cryptocurrency exchange price quotations via a blockchain data feed to smart contracts | M | SERVICES | 02/28/2025 | On 02-28-2025 this 02-27-2025 entry was modified by inserting the term "feed" after "data" to correct a typographical error. | |
| 036-1390 | Insurance underwriting in the field of {specify field, e.g., accident, fire, health, life, etc.} rendered in virtual environments | A | SERVICES | 07/18/2024 | ||
| 036-1391 | Insurance underwriting in the field of {specify field, e.g., accident, fire, health, life, etc.} rendered in virtual worlds | A | SERVICES | 07/18/2024 | ||
| 036-1392 | Online banking rendered in virtual environments | A | SERVICES | 07/18/2024 | "Online banking services rendered in virtual environments" is in the Nice Alphabetical List in Class 36. Banking is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1394 | Appraisal of digital works of art rendered {specify the means of rendering the services, e.g., in person, in virtual environments, online, etc.} | A | SERVICES | 07/18/2024 | Appraisal of digital works of art is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-178 | Issuing prepaid telephone calling cards | M | SERVICES | 01/01/2016 | T | On 01-01-2016, this 07-01-1994 entry was modified from "Telephone calling card services" to "Issuing prepaid telephone calling cards" in order to clarify the nature of the activity in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. |
| 036-821 | Credit card authorization services | A | SERVICES | 01/07/2010 | T | |
| 036-1357 | Medical insurance underwriting for pets | A | SERVICES | 12/14/2023 | T | |
| 036-1398 | Debt management consultancy | A | SERVICES | 07/25/2024 | T | |
| 036-1399 | Cash advance services | A | SERVICES | 07/25/2024 | T | |
| 036-1406 | Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products | A | SERVICES | 01/16/2025 | ||
| 036-1379 | Financial exchange of cryptocurrency | A | SERVICES | 05/02/2024 | ||
| 036-1382 | Cryptocurrency staking services in the nature of cryptocurrency payment and funds verification | A | SERVICES | 05/02/2024 | ||
| 036-1380 | Financial exchange of cryptocurrency via crypto swapping | A | SERVICES | 05/02/2024 | Financial exchange of cryptocurrency is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1381 | Cryptocurrency swapping services | A | SERVICES | 05/02/2024 | Cryptocurrency swapping services are the financial exchange of one cryptocurrency for a different cryptocurrency. | |
| 036-858 | Consultancy of capital investment | D | SERVICES | 12/05/2024 | On 12-05-2024, this 03-11-2010 entry was deleted because the nature of the services is unclear. This wording is no longer acceptable. This entry was replaced by "Capital investment consultancy" in Class 36. | |
| 036-1340 | Real estate consultancy rendered in virtual environments | A | SERVICES | 11/09/2023 | Real estate consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-6 | Pawn brokerage | A | SERVICES | 04/02/1991 | T | |
| 036-1418 | Reinsurance brokerage services | A | SERVICES | 02/06/2025 | T | |
| 036-1453 | Investment fund management services | A | SERVICES | 06/05/2025 | T | |
| 036-1651 | Financial administration of the collection and distribution of royalties | A | SERVICES | 10/02/2025 | ||
| 036-1652 | Financial administration of the collection and distribution of {specify nature of royalties, e.g., book publishing, licensed music, mineral rights, etc.} royalties | A | SERVICES | 10/02/2025 | ||
| 036-1648 | Reverse mortgage lending services | A | SERVICES | 10/02/2025 | ||
| 036-1649 | Collection and distribution of royalties for others | A | SERVICES | 10/02/2025 | ||
| 036-1650 | Collection and distribution of royalties from {specify nature of royalties, e.g., book publishing, licensed music, mineral rights, etc.} for others | A | SERVICES | 10/02/2025 | ||
| 036-1609 | Mortgage brokerage services | A | SERVICES | 08/07/2025 | ||
| 036-1612 | Real estate brokerage services | A | SERVICES | 08/07/2025 | ||
| 036-1637 | Financing services provided by business accelerator programs | A | SERVICES | 08/28/2025 | ||
| 036-1457 | Brokerage of carbon credits relating to biofuels | A | SERVICES | 07/10/2025 | Brokerage of carbon credits is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1458 | Brokerage of carbon credits relating to biocarburants | A | SERVICES | 07/10/2025 | Brokerage of carbon credits is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1460 | Carbon-credit brokerage relating to biocarburants | A | SERVICES | 07/10/2025 | Carbon-credit brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1466 | Financial consultancy in the field of fuel, diesel fuel, biofuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1469 | Financial consultation in the field of fuel, diesel fuel, biofuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1470 | Financial consultancy in the field of fuel, diesel fuel, biocarburants and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1473 | Financial advice in the field of fuel, diesel fuel, biofuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1474 | Financial advice in the field of fuels, diesel fuel, biofuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1475 | Financial advice in the field of fuel, diesel fuel, biocarburants and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1476 | Financial advice in the field of fuel, diesel fuel, biomass fuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1477 | Providing financial information and analysis | A | SERVICES | 07/10/2025 | ||
| 036-1479 | Providing financial information about election campaigns | A | SERVICES | 07/10/2025 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1480 | Provision of financial information about election campaigns | A | SERVICES | 07/10/2025 | Provision of financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1481 | Provision of financial information about political elections | A | SERVICES | 07/10/2025 | Provision of financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1484 | Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes | A | SERVICES | 07/10/2025 | Providing financial risk assessment services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1485 | Providing financial risk assessment services | A | SERVICES | 07/10/2025 | ||
| 036-1486 | Issuance of prepaid telephone calling cards | A | SERVICES | 07/10/2025 | ||
| 036-1489 | Providing financial sponsorship of a charity event | A | SERVICES | 07/10/2025 | ||
| 036-1493 | Charitable fund raising by means of reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1494 | Charitable fundraising services by means of reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1498 | Charitable fund raising services by means of collecting and reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1500 | Charitable fund raising by means of selling goods to raise funds | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1501 | Charitable fund raising services by means of selling goods to raise funds | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1502 | Charitable fundraising by means of selling goods to raise funds | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1503 | Fundraising for charitable purposes | A | SERVICES | 07/10/2025 | ||
| 036-1504 | Fund raising services for charitable purposes | A | SERVICES | 07/10/2025 | ||
| 036-1505 | Fundraising services for charitable purposes | A | SERVICES | 07/10/2025 | ||
| 036-1510 | Charitable fundraising to cover the costs of higher education | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1511 | Charitable fund raising services for tertiary education costs | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1513 | Charitable fundraising services by means of gala events | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1514 | Charitable fundraising services by means of selling t-shirts to raise funds | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1516 | Financial consultancy services in the field of planned donations for non-profit and charitable organizations | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1517 | Financial consultancy in the field of planned donations for non-profit and charitable organisations | A | SERVICES | 07/10/2025 | "Organisations" (British English) is also spelled "organizations" (American English). Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1519 | Insurance brokerage in the field of accident insurance | A | SERVICES | 07/10/2025 | ||
| 036-1633 | Financial valuation of copyright assets | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1636 | Financial valuation | A | SERVICES | 08/21/2025 | ||
| 036-1619 | Financial valuation of industrial design assets | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1622 | Financial evaluation of freehold property | A | SERVICES | 08/21/2025 | Freehold property is real estate where the owner holds title to both the land and the buildings on the land indefinitely. | |
| 036-1626 | Financial valuation of patent assets | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1629 | Investment trusteeship services | A | SERVICES | 08/21/2025 | ||
| 036-1630 | Investment trusteeship | A | SERVICES | 08/21/2025 | ||
| 036-1631 | Real estate loan financing services | A | SERVICES | 08/21/2025 | ||
| 036-1632 | Financial valuation of copyrights | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1451 | Stop-loss insurance brokerage | A | SERVICES | 05/30/2025 | Insurance brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1450 | Stop-loss insurance administration | A | SERVICES | 05/30/2025 | Insurance administration is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1522 | Insurance brokerage in the field of travel insurance | A | SERVICES | 07/10/2025 | ||
| 036-1524 | Trading of securities and securities index futures in international markets | A | SERVICES | 07/10/2025 | Trading of securities and securities index futures is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1525 | Trading of securities and securities index futures | A | SERVICES | 07/10/2025 | ||
| 036-1532 | Trading of international market securities futures | A | SERVICES | 07/10/2025 | ||
| 036-1533 | Home, accident and fire insurance claims administration services | A | SERVICES | 07/10/2025 | Insurance claims administration is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1535 | Dental health insurance claims administration services | A | SERVICES | 07/10/2025 | Insurance claims administration is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1536 | Administration of dental health insurance claims | A | SERVICES | 07/10/2025 | ||
| 036-1543 | Insurance claims administration services | A | SERVICES | 07/10/2025 | Insurance claims administration is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1544 | Administration of insurance claims | A | SERVICES | 07/10/2025 | ||
| 036-1545 | Financial administration of employee welfare benefit plans | A | SERVICES | 07/10/2025 | ||
| 036-1546 | Providing information relating to the issuance of prepaid vouchers | A | SERVICES | 07/10/2025 | ||
| 036-1547 | Provision of information relating to the issue of prepaid vouchers | A | SERVICES | 07/10/2025 | ||
| 036-1548 | Providing information relating to the issue of prepaid vouchers | A | SERVICES | 07/10/2025 | ||
| 036-1549 | Provision of information relating to the issuance of prepaid vouchers | A | SERVICES | 07/10/2025 | ||
| 036-1550 | Financial administration of mutual funds | A | SERVICES | 07/10/2025 | ||
| 036-1552 | Business finance brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1553 | Brokerage of solar renewable energy credits | A | SERVICES | 07/10/2025 | ||
| 036-1554 | Brokerage of renewable energy credits | A | SERVICES | 07/10/2025 | ||
| 036-1555 | Brokerage of carbon offset credits | A | SERVICES | 07/10/2025 | ||
| 036-1560 | Brokerage of building society savings agreements | A | SERVICES | 07/10/2025 | ||
| 036-1561 | Financial administration of group insurance plans | A | SERVICES | 07/10/2025 | ||
| 036-1563 | Providing secure financial transactions and payment options | A | SERVICES | 07/10/2025 | ||
| 036-1564 | Financial securities brokerage services | A | SERVICES | 07/10/2025 | Securities brokerage services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1566 | Securities and commodities brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1569 | Financing services relating to franchising | A | SERVICES | 07/10/2025 | Financing services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1572 | Multifamily property management services | A | SERVICES | 07/10/2025 | ||
| 036-1574 | Funding online cash accounts from bank accounts | A | SERVICES | 07/10/2025 | ||
| 036-1577 | Foreign currency brokerage services | A | SERVICES | 07/10/2025 | ||
| 036-1580 | Lease-purchase financing of cars | A | SERVICES | 07/10/2025 | Lease-purchasing financing is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1581 | Lease-purchase financing of automobiles | A | SERVICES | 07/10/2025 | Lease-purchasing financing is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1584 | Advisory services relating to banking | A | SERVICES | 07/10/2025 | ||
| 036-1590 | Brokerage of unsecured bonds | A | SERVICES | 07/10/2025 | ||
| 036-1592 | Brokerage advisory services relating to insurance | A | SERVICES | 07/10/2025 | ||
| 036-1596 | Currency brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1602 | Charitable fundraising services by means of selling {specify goods, e.g. candy, popcorn, T-shirts, etc.} to raise funds | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1603 | Pet insurance consultancy | A | SERVICES | 07/10/2025 | ||
| 036-1409 | Providing health insurance information | A | SERVICES | 02/06/2025 | T | |
| 036-1408 | Providing life insurance information | A | SERVICES | 02/06/2025 | T | |
| 036-1442 | Appraisals of used watches | A | SERVICES | 05/22/2025 | T | |
| 036-1445 | Family office investment management services | A | SERVICES | 05/22/2025 | ||
| 036-1446 | Family office services in the nature of financial wealth management services | A | SERVICES | 05/22/2025 | ||
| 036-1395 | Appraisal of digital works of art | A | SERVICES | 07/18/2024 | T | |
| 036-1443 | Providing {specify field, e.g., accident, home, life, etc.} insurance rate quotes | A | SERVICES | 05/22/2025 | ||
| 036-1661 | Administration of insurance plans | A | SERVICES | 01/01/2026 | ||
| 036-1658 | Financial asset management in the field of {indicate, e.g., mutual funds, real estate, retirement savings plans, etc.} | A | SERVICES | 12/11/2025 | Financial asset management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1660 | Providing monetary prizes to others based on {indicate, e.g., academic achievement, athletic performance, creative works, etc.} | A | SERVICES | 12/11/2025 | ||
| 036-1675 | Issuance of currency-backed stablecoins for use in financial transactions via blockchain technology | A | SERVICES | 05/07/2026 | ||
| 036-1676 | Issuance of currency-backed deposit tokens using tokenization technology | A | SERVICES | 05/07/2026 | ||
| 036-1645 | Providing information in the field of financial planning for higher education, namely, {specify institution, e.g., college, graduate school, university, etc.} education via a website | A | SERVICES | 09/25/2025 | Providing information in the field of financial planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1642 | Issuing of prepaid electronic gift cards | A | SERVICES | 09/25/2025 | ||
| 036-1655 | Construction planning in the nature of arranging finance for construction projects | A | SERVICES | 01/01/2026 | ||
| 036-1680 | Issuance of payment cards | A | SERVICES | 07/23/2026 | ||
| 036-1684 | Payment card payment processing services | A | SERVICES | 07/23/2026 | ||
| 036-1687 | Virtual payment card transaction processing services | A | SERVICES | 07/23/2026 | ||
| 036-1685 | Processing of virtual credit card payments | A | SERVICES | 07/23/2026 | ||
| 036-1686 | Processing of virtual payment card payments | A | SERVICES | 07/23/2026 | ||
| 036-1607 | Wealth transfer planning | A | SERVICES | 07/31/2025 | T | |
| 036-1656 | Rental of payment terminals | A | SERVICES | 01/01/2026 | "Rental of payment terminals" appears in the Nice Alphabetical List in Class 36. | |
| 036-1665 | Providing surety bond rate quotes | A | SERVICES | 02/12/2026 | ||
| 036-1666 | Underwriting, issuing, and administering of surety bonds | A | SERVICES | 02/12/2026 | ||
| 036-1672 | Reinsurance consultancy | A | SERVICES | 03/12/2026 | ||
| 036-1673 | Reinsurance consultation | A | SERVICES | 03/12/2026 | ||
| 036-1679 | Electronic transfer of digital currencies | A | SERVICES | 07/09/2026 | ||
| 036-1439 | Providing stock market information via social media websites | A | SERVICES | 04/10/2025 | Providing stock market information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1669 | Distribution of royalties to songwriters and composers by music publishing companies | A | SERVICES | 03/12/2026 | ||
| 036-1671 | Real estate property management of {specify type of real estate, e.g., apartments, housing rentals, office space, etc.} | A | SERVICES | 03/12/2026 | Real estate property management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1613 | Financial information in the field of cryptocurrency | A | SERVICES | 08/14/2025 | Financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1559 | Financial advice in the field of {specify, e.g., budgeting, carbon-credits, taxes, etc.} | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1330 | Credit risk management provided via {indicate means, e.g., downloadable mobile applications, a website, etc.} | A | SERVICES | 06/29/2023 | Credit risk management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1606 | Administration of employee benefit plans concerning insurance | A | SERVICES | 07/24/2025 | ||
| 036-1677 | Issuance of electronic gift certificates | A | SERVICES | 06/18/2026 | T | |
| 036-1690 | Advisory services for others in the field of public equity financing | A | SERVICE | 09/03/2026 | <p>Please note that neither “public equity financing” nor “public equity financing for others” is considered a “service” under the Trademark Act because public equity financing is done primarily for the applicant's own benefit and not for the benefit of others. See TMEP §1301.01(a)(ii). To be considered a "service" under the Trademark Act, service activities related to public equity financing must be rendered "for others," as well as meet other criteria set forth in TMEP §1301.01 et seq. See, for example, “Arranging public equity financing for others” in Class 36.</p> | |
| 036-1689 | Arranging public equity financing for others | A | SERVICE | 09/03/2026 | <p>Please note that neither “public equity financing” nor “public equity financing for others” is considered a “service” under the Trademark Act because public equity financing is done primarily for the applicant's own benefit and not for the benefit of others. See TMEP §1301.01(a)(ii). To be considered a "service" under the Trademark Act, service activities related to public equity financing must be rendered "for others," as well as meet other criteria set forth in TMEP §1301.01 et seq. See, for example, “Advisory services for others in the field of public equity financing” in Class 36.</p> | |
| 036-1148 | Financial administration of pharmacy reimbursement programs and services | X | SERVICES | 01/01/2015 | ||
| 036-1140 | Financial management of reimbursement payments for others | A | SERVICES | 01/01/2015 | ||
| 036-1147 | Financial administration of medication reimbursement programs and services | X | SERVICES | 01/01/2015 | ||
| 036-1141 | Issuance of travelers' checks | X | SERVICES | 01/01/2015 | ||
| 036-1150 | Providing lease financing for {specify type of goods, e.g., IT equipment, computer software, automobiles, etc.} | A | SERVICES | 01/22/2015 | ||
| 036-1167 | Clearing-houses, financial | X | SERVICES | 12/24/2015 | ||
| 036-1172 | Financial valuation of standing timber | X | SERVICES | 12/24/2015 | ||
| 036-655 | Website for children with parental controls that promotes and facilitates financial goal setting | D | SERVICES | 04/02/2015 | On 04-02-2015, this 06-05-2008 entry was deleted because it is overbroad and may encompass online financial information services in Class 36 and computer technology services in Class 42. This wording is no longer acceptable under USPTO ID policy. | |
| 036-1153 | Providing information in the field of real estate | A | SERVICES | 08/13/2015 | ||
| 036-1159 | Investment of funds for others in the fields of {specify, e.g., municipal bonds, securities, private and public equity, etc.} | A | SERVICES | 11/19/2015 | Investment of funds for others is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1158 | Investment management in the fields of {specify, e.g., municipal bonds, securities, retirement, private and public equity, etc.} | A | SERVICES | 11/19/2015 | Investment management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-933 | Insurance services, namely, underwriting, issuance and administration of {specify field, e.g., life, health, accident, fire} insurance | M | SERVICES | 02/04/2016 | On 02-04-2016, the 10-14-2010 entry "Insurance services, namely, underwriting, issuance and administration of {specify field, e.g., life, health, accident, fire}" was amended to add "insurance" after the fill-in portion of the identification. | |
| 036-590 | Charge card and credit card payment processing services | M | SERVICES | 01/01/2016 | On 01-01-2016, this 11-22-2007 entry was modified to add "payment processing" in order to clarify the nature of the services in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-927 | Cheque guarantee card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 09-16-2010 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-850 | Fiscal valuation | M | SERVICES | 01/01/2016 | On 01-01-2016, this 02-25-2010 entry was amended from "Fiscal valuations" to "Fiscal valuation" in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. | |
| 036-1175 | Processing of signature debit electronic transactions | A | SERVICES | 01/21/2016 | ||
| 036-677 | Providing stored value card services | D | SERVICES | 01/01/2016 | 11-10-2011: Amending the 07-10-2008 entry by inserting "Providing". 01-01-2016: On 01-01-2016, this 07-10-2008 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-193 | Electronic debit card transaction processing | M | SERVICES | 01/01/2016 | On 01-01-2016, this 01-02-1997 entry was modified to replace "transactions" with "transaction processing" in order to clarify the nature of the activity in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. | |
| 036-585 | Credit card and payment card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 11-22-2007 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-1033 | Charge card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 06-21-2012 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-117 | Credit card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 04-02-1991 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-1070 | Charitable fundraising services using proceeds from CDs, to provide food, blankets, shelter, other relief materials, blood, and financial assistance to victims of diseases and disasters in the United States | A | SERVICES | 04/30/2009 | ||
| 036-123 | Customs brokerage | D | SERVICES | 01/01/2016 | On 01-01-2016, this 04-02-1991 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, the Nice Alphabetical List entry "customs brokerage" was changed to "financial customs brokerage services." Under Nice 10-2016, "customs brokerage" is overly broad because the services are not clearly limited to financial services in Class 36. | |
| 036-953 | On-line prepaid card services | D | SERVICES | 01/01/2016 | On 01-01-2016, this 12-30-2010 entry was deleted in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-997 | Providing financial assistance for rent and utilities, food, travel, prescription cost and other necessities of life | X | SERVICES | 07/25/2013 | 09-29-2011: Deleted the 01-13-2011 entry and replaced it with "Charitable services, namely, providing financial assistance to disadvantaged persons for {indicate purpose of assistance, e.g., food, rent, health care, etc.}" in Class 36. 07-25-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-996 | Trading of overseas market securities futures | A | SERVICES | 08/18/2011 | T | |
| 036-995 | Securities underwriting | A | SERVICES | 08/18/2011 | T | |
| 036-992 | Rental of paper money and coin counting machines | A | SERVICES | 08/11/2011 | T | |
| 036-991 | Charitable services, namely, organizing fundraising services and events to raise funds for research in the field of nephrotic syndrome and focal segmental glomerulosclerosis (FSGS) | D | SERVICES | 07/01/2011 | On 07-01-2011 this 06-05-2008 entry was deleted because it is inconsistent with other charitable fundraising services by not clearly stating that the underlying services is charitable fundraising. This wording implies that the underlying wording is that of event organizing which would be in Class 35 | |
| 036-987 | Charitable fundraising services by means of {specify type of event, e.g., a yoga event, selling goods to raise funds, etc.} | A | SERVICES | 06/09/2011 | ||
| 036-985 | Philanthropic services, namely, financial endowment of {indicate position, activity or organization} | A | SERVICES | 06/09/2011 | ||
| 036-984 | Providing personal loans and lines of credit | A | SERVICES | 05/12/2011 | ||
| 036-981 | Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence | X | SERVICES | 09/26/2013 | 04-07-2011: This 05-13-2010 entry was replaced with the following new entry: "Financial advisory and consultancy services, namely, {indicate specific Class 36 activities, e.g., creating personalized strategies for achieving financial independence, etc.}" 09-26-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-98 | Administration of pre-paid health care plans | A | SERVICES | 04/02/1991 | ||
| 036-978 | Financial advisory and consultancy services, namely, {indicate specific Class 36 activities, e.g., creating personalized strategies for achieving financial independence, etc.} | A | SERVICES | 04/07/2011 | Financial advisory and consultancy services is acceptable wording in Class 36; further specification is acceptable, but it is not required. | |
| 036-973 | Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet | A | SERVICES | 03/24/2011 | 11-28-2013: Administration of employee benefit plans, other than plans concerning insurance and finance, is classified in Class 35 because the services involve only the organizing and coordination of business functions. | |
| 036-972 | Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans | A | SERVICES | 03/17/2011 | ||
| 036-969 | Issuing prepaid credit cards | A | SERVICES | 02/24/2011 | ||
| 036-967 | Charitable foundation services, namely, providing financial assistance for programs and services of others | A | SERVICES | 02/24/2011 | ||
| 036-966 | Providing venture capital, development capital, private equity and investment funding | A | SERVICES | 02/24/2011 | ||
| 036-965 | Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development | A | SERVICES | 02/24/2011 | ||
| 036-964 | Real estate title insurance underwriting services | A | SERVICES | 02/10/2011 | ||
| 036-961 | Financial advice, namely, budget planning | A | SERVICES | 01/27/2011 | ||
| 036-960 | Charitable fundraising to support {indicate purpose of the activities and/or recipients of funding} | A | SERVICES | 01/20/2011 | ||
| 036-959 | 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 | A | SERVICES | 01/13/2011 | ||
| 036-958 | On-line banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount | X | SERVICES | 01/06/2011 | In this identification the electronic alerts are considered to be only the means by which content provider services are rendered. The subject matter of the content controls the service classification. 09-05-2013: Status of entry changed from "A" added to "X" example. | |
| 036-955 | Stored value prepaid card services, namely, processing electronic payments made through prepaid cards | A | SERVICES | 12/30/2010 | ||
| 036-954 | Banking services featuring the provision of certificates of deposit | A | SERVICES | 12/30/2010 | ||
| 036-952 | Residential real estate agency services | A | SERVICES | 12/23/2010 | T | |
| 036-951 | Financial services, namely, vehicle title loans | A | SERVICES | 12/16/2010 | ||
| 036-950 | Charitable fundraising services by means of selling goods to raise funds | A | SERVICES | 11/25/2010 | ||
| 036-949 | Charitable fundraising services by means of selling goods to raise funds for {indicate subject matter or field} | A | SERVICES | 11/25/2010 | ||
| 036-942 | Estate trust planning | A | SERVICES | 10/28/2010 | T | |
| 036-940 | Providing information in the field of financial stock and equity markets | A | SERVICES | 10/21/2010 | ||
| 036-932 | Clearing and reconciling financial transactions via a global computer network | A | SERVICES | 10/14/2010 | ||
| 036-931 | Rental of mobile homes | A | SERVICES | 09/30/2010 | ||
| 036-925 | Pawnbrokerage | A | SERVICES | 09/16/2010 | T | |
| 036-924 | Issuing of travellers' checks | A | SERVICES | 09/16/2010 | T | |
| 036-923 | Issuing of credit cards | A | SERVICES | 09/16/2010 | T | |
| 036-921 | Insurance brokerage services | A | SERVICES | 09/09/2010 | T | |
| 036-92 | Commodity trading for others | A | SERVICES | 04/02/1991 | ||
| 036-917 | Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets | A | SERVICES | 08/26/2010 | ||
| 036-914 | Brokerage of bonds | A | SERVICES | 08/26/2010 | T | |
| 036-910 | Debt recovery services | A | SERVICES | 08/26/2010 | T | |
| 036-907 | Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others | A | SERVICES | 08/26/2010 | ||
| 036-905 | Charitable fundraising services by means of organizing and conducting projects to promote awareness of tree and environmental conservation | X | SERVICES | 09/05/2013 | On 07-01-2011 this 04-02-2009 entry was modified from "Charitable fundraising services, namely, organizing and conducting to promote awareness of tree and environmental conservation," to "Charitable fundraising services, by means of, organizing and conducting projects to promote awareness of tree and environmental conservation," in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not impact the classification. 03-22-2012: While this wording is still acceptable, the 08-19-2010 entry is being deleted from the Manual because the classification principle, i.e., The means by which the charitable fundraising is accomplished does not impact the classification, is adequately covered by other, more clearly worded entries in the Manual. 09-05-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-904 | Providing emergency financial assistance for individuals and families | A | SERVICES | 08/19/2010 | ||
| 036-902 | Financial services, namely, funding research awards in the field of energy | A | SERVICES | 08/19/2010 | ||
| 036-90 | Commodity exchange | A | SERVICES | 04/02/1991 | ||
| 036-897 | Real estate management of {specify type of real estate, e.g. vacation homes, retirement communities} | A | SERVICES | 07/15/2010 | ||
| 036-896 | Financial credit scoring services | A | SERVICES | 07/08/2010 | T | |
| 036-894 | Trading in securities | A | SERVICES | 07/01/2010 | T | |
| 036-893 | Securities deposit services | A | SERVICES | 07/01/2010 | T | |
| 036-892 | Administration of health savings accounts | A | SERVICES | 06/17/2010 | ||
| 036-888 | Bank tendering, namely, tendering of money | A | SERVICES | 05/27/2010 | ||
| 036-887 | Extended warranty services, namely, service contracts | A | SERVICES | 05/27/2010 | ||
| 036-885 | Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments | A | SERVICES | 05/20/2010 | ||
| 036-884 | Venture capital financing | A | SERVICES | 05/20/2010 | T | |
| 036-883 | Financial services, namely, business fundraising for others | A | SERVICES | 05/20/2010 | ||
| 036-881 | Venture capital fund management | A | SERVICES | 05/20/2010 | T | |
| 036-880 | Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations | X | SERVICES | 05/20/2010 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-88 | Collection agencies | A | SERVICES | 04/02/1991 | ||
| 036-876 | Real estate investment trust advisory services | A | SERVICES | 05/13/2010 | ||
| 036-873 | Real estate investment trust services | A | SERVICES | 05/13/2010 | ||
| 036-871 | On-line real-time currency trading | A | SERVICES | 05/07/2010 | T | |
| 036-870 | Insurance services, namely, insurance eligibility review and verification and consultation in the {specify field, e.g. life, health, accident, fire} industry | A | SERVICES | 04/29/2010 | ||
| 036-869 | Real estate funds investment services | A | SERVICES | 04/29/2010 | ||
| 036-862 | Marine fire insurance underwriting | A | SERVICES | 04/01/2010 | T | |
| 036-861 | Marine transportation insurance underwriting | A | SERVICES | 04/01/2010 | T | |
| 036-857 | Insurance brokerage in the field of prize indemnity | A | SERVICES | 03/11/2010 | ||
| 036-851 | Financial transaction services, namely, providing secure commercial transactions and payment options | A | SERVICES | 02/25/2010 | ||
| 036-846 | Merchant services, namely, payment transaction processing services | A | SERVICES | 02/25/2010 | ||
| 036-976 | Prepaid services in the nature of making advance payments to add value to prepaid or pay-as-you-go cards for the purchase of {indicate items being purchased, e.g., digital downloads of music, etc.} | A | SERVICES | 03/31/2011 | ||
| 036-623 | Providing information on trading options and on profiting from the time delay of options | A | SERVICES | 01/03/2008 | ||
| 036-621 | Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers | A | SERVICES | 01/03/2008 | 11-24-2011: Please note that "Mortgage compliance consulting services concerning mortgage-related laws for mortgage lenders and servicers and mortgage brokers" is in Class 45. | |
| 036-620 | Real estate rental services, namely, rental of residential housing | A | SERVICES | 12/20/2007 | ||
| 036-62 | Insurance brokerage in the field of {indicate specific field e.g. home insurance, accident insurance} | A | SERVICES | 04/02/1991 | ||
| 036-619 | Insurance administration services, namely, assisting others with adjusting insurance claims | A | SERVICES | 12/13/2007 | ||
| 036-614 | Insurance consultancy services, namely, providing advice in the field of property and casualty insurance | A | SERVICES | 12/13/2007 | ||
| 036-613 | Claims administration services in the field of health insurance | A | SERVICES | 12/06/2007 | ||
| 036-610 | Health insurance underwriting | A | SERVICES | 11/22/2007 | T | |
| 036-609 | Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder | A | SERVICES | 11/22/2007 | ||
| 036-606 | Insurance information | A | SERVICES | 11/22/2007 | T | |
| 036-605 | Insurance consultancy | A | SERVICES | 11/22/2007 | T | |
| 036-598 | Providing financial information | A | SERVICES | 11/22/2007 | T | |
| 036-597 | Mutual funds and capital investment | A | SERVICES | 11/22/2007 | ||
| 036-596 | Real estate appraisal and valuation | A | SERVICES | 11/22/2007 | T | |
| 036-594 | Provision of financial information | A | SERVICES | 11/22/2007 | T | |
| 036-593 | Rent collection | A | SERVICES | 11/22/2007 | T | |
| 036-59 | Insurance administration | A | SERVICES | 04/02/1991 | ||
| 036-589 | Capital investment services | A | SERVICES | 11/22/2007 | T | |
| 036-581 | Exchanging money | A | SERVICES | 11/22/2007 | T | |
| 036-580 | Electronic transfer of funds | A | SERVICES | 11/22/2007 | T | |
| 036-58 | Insurance administration in the field of {indicate specific field, e.g. home, accident, fire} | A | SERVICES | 04/02/1991 | ||
| 036-578 | Financial consultancy | A | SERVICES | 11/22/2007 | T | |
| 036-371 | Insurance carrier services | A | SERVICES | 08/01/2005 | ||
| 036-369 | Check recovery services | A | SERVICES | 04/01/2005 | ||
| 036-364 | Trust management accounts | A | SERVICES | 11/01/2004 | ||
| 036-363 | Providing on-line financial calculators | A | SERVICES | 11/01/2004 | ||
| 036-362 | Investment services, namely, asset acquisition, consultation, development and management services | A | SERVICES | 11/01/2004 | ||
| 036-361 | Shopping center services, namely, rental of shopping center space | M | SERVICES | 10/01/2004 | "Shopping center services" alone is not an acceptable ID includes services in other classes and must be broken down further, e.g., shopping center maintenance and cleaning services in Class 37, shopping center concierge services in Class 45, rental of wheelchairs, scooters and strollers, in Class 39, etc. | |
| 036-360 | Accepting and administering monetary charitable contributions | A | SERVICES | 08/01/2004 | ||
| 036-357 | Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures | A | SERVICES | 07/20/2004 | T | |
| 036-350 | Collection of debts | A | SERVICES | 07/20/2004 | T | |
| 036-343 | Electronic transfer of money | A | SERVICES | 07/20/2004 | T | |
| 036-341 | Project financing | A | SERVICES | 07/20/2004 | T | |
| 036-336 | Brokerage of shares or stocks and other securities | A | SERVICES | 07/20/2004 | T | |
| 036-335 | Brokerage of shares and other securities | A | SERVICES | 07/20/2004 | T | |
| 036-334 | Brokerage for hire-purchase | A | SERVICES | 07/20/2004 | T | |
| 036-328 | Appraisal of real estate | A | SERVICES | 07/20/2004 | T | |
| 036-326 | Insurance premium rate computing | A | SERVICES | 07/20/2004 | T | |
| 036-325 | Foreign exchange information services | A | SERVICES | 07/20/2004 | T | |
| 036-840 | Financial administration of scholarship programs | A | SERVICES | 02/11/2010 | ||
| 036-84 | Check processing | A | SERVICES | 04/02/1991 | ||
| 036-839 | Provision of information and data concerning stock exchanges | A | SERVICES | 02/04/2010 | T | |
| 036-834 | Financial calculation services for others, namely, royalty calculation | A | SERVICES | 01/28/2010 | ||
| 036-833 | Business credit verification services | A | SERVICES | 01/28/2010 | T | |
| 036-831 | Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services | A | SERVICES | 01/21/2010 | ||
| 036-829 | Consulting on the subject of intellectual property valuation | A | SERVICES | 01/14/2010 | ||
| 036-824 | Processing electronic payments made through prepaid cards | A | SERVICES | 01/14/2010 | T | |
| 036-820 | Debt collection | A | SERVICES | 01/07/2010 | T | |
| 036-819 | Factoring agency services | A | SERVICES | 01/07/2010 | T | |
| 036-816 | Financial services, namely, wealth management services | A | SERVICES | 12/24/2009 | ||
| 036-814 | Electronic payment services by which utility customers may apply money from various sources for payment of energy costs | X | SERVICES | 12/24/2009 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-813 | Charitable fundraising services by means of selling {specify goods, e.g. t-shirts, CDs} to raise funds for {indicate subject matter or field} | A | SERVICES | 12/17/2009 | ||
| 036-812 | Charitable fundraising services by means of organizing and conducting special events | M | SERVICES | 12/10/2009 | 12-10-09 - to be consistent with other entries for charitable fundraising services performed by means of another activity, the 3-26-09 entry was changed from "Organizing and conducting special events for charitable fundraising purposes" to the current language to be consistent with other similar services in Class 36. | |
| 036-810 | Provision of stock market information | A | SERVICES | 12/03/2009 | T | |
| 036-577 | Financial analysis and research services | A | SERVICES | 11/22/2007 | T | |
| 036-574 | Credit and loan services | A | SERVICES | 11/22/2007 | T | |
| 036-570 | Financial advice | A | SERVICES | 11/22/2007 | T | |
| 036-569 | Foreign exchange transactions | A | SERVICES | 11/22/2007 | T | |
| 036-567 | Share price information services | A | SERVICES | 11/22/2007 | T | |
| 036-564 | Renting of flats | A | SERVICES | 11/22/2007 | T | |
| 036-552 | Financial portfolio analysis services | A | SERVICES | 10/04/2007 | ||
| 036-550 | Private placements of hedge funds, private equity funds, securities and derivatives for others | A | SERVICES | 10/04/2007 | ||
| 036-545 | Banking services provided by mobile telephone connections | A | SERVICES | 09/27/2007 | ||
| 036-544 | Credit card payment processing services | A | SERVICES | 09/27/2007 | ||
| 036-543 | Charitable fundraising services by means of an entertainment event | A | SERVICES | 09/27/2007 | ||
| 036-542 | Rental of apartments in an apartment community | A | SERVICES | 09/27/2007 | ||
| 036-540 | Payment processing services, namely, credit card and debit card transaction processing services | A | SERVICES | 09/27/2007 | ||
| 036-538 | Providing information on vehicles for sale via a global communications network, namely, vehicle valuations | A | SERVICES | 09/20/2007 | ||
| 036-536 | Credit union services | A | SERVICES | 09/13/2007 | ||
| 036-534 | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others | A | SERVICES | 09/13/2007 | ||
| 036-315 | Money transfer | A | SERVICES | 07/20/2004 | T | |
| 036-314 | Management of portfolios of transferable securities | A | SERVICES | 07/20/2004 | T | |
| 036-313 | Management of portfolios comprising securities | A | SERVICES | 07/20/2004 | T | |
| 036-312 | Management of a capital investment fund | A | SERVICES | 07/20/2004 | T | |
| 036-310 | Life insurance brokerage | A | SERVICES | 07/20/2004 | T | |
| 036-304 | Providing information in insurance matters | A | SERVICES | 07/20/2004 | T | |
| 036-299 | Issuing of bank cheques | A | SERVICES | 07/20/2004 | T | |
| 036-297 | Automated coin counting, sorting and converting services | A | SERVICES | 07/01/2004 | ||
| 036-296 | Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks | A | SERVICES | 07/01/2004 | ||
| 036-295 | Real estate consultation | A | SERVICES | 07/01/2004 | ||
| 036-294 | Aircraft brokerage | A | SERVICES | 07/01/2004 | ||
| 036-293 | Financial services, namely, savings programs for youths | A | SERVICES | 07/01/2004 | ||
| 036-292 | Electronic financial service for the purchase of savings bonds | A | SERVICES | 07/01/2004 | ||
| 036-291 | Pre-paid purchase card services, namely, processing electronic payments through pre-paid cards | A | SERVICES | 07/01/2004 | ||
| 036-29 | Financial services in the nature of an investment security | A | SERVICES | 04/02/1991 | ||
| 036-289 | Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities | A | SERVICES | 06/01/2004 | ||
| 036-288 | Securities arbitrage services | A | SERVICES | 06/01/2004 | ||
| 036-260 | Credit reporting agency | A | SERVICES | 10/01/2001 | ||
| 036-26 | Financial planning | A | SERVICES | 04/02/1991 | ||
| 036-258 | Financial services, namely, money lending | A | SERVICES | 09/04/2001 | ||
| 036-250 | Telecommunications reseller services, namely, telecommunications air time brokerage services | A | SERVICES | 07/01/2001 | ||
| 036-797 | Strategic corporate financial advisory services | A | SERVICES | 09/17/2009 | ||
| 036-796 | Strategic financial advisory services | A | SERVICES | 09/17/2009 | ||
| 036-793 | Financial services, namely, raising debt and equity capital for others | A | SERVICES | 09/17/2009 | ||
| 036-792 | On-line trading of financial instruments, shares, options and other derivative products | A | SERVICES | 09/10/2009 | ||
| 036-791 | Financial affairs and monetary affairs, namely, financial information, management and analysis services | A | SERVICES | 09/10/2009 | ||
| 036-789 | Provision of a financial exchange for the trading of securities, shares and options and other derivative products | A | SERVICES | 09/10/2009 | ||
| 036-787 | Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others | X | SERVICES | 09/03/2009 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-786 | Providing financial assessments of damages after a disaster | A | SERVICES | 08/20/2009 | ||
| 036-785 | Financial services, namely, conducting a securities and derivatives exchange | A | SERVICES | 08/20/2009 | ||
| 036-778 | Agricultural insurance agency services | A | SERVICES | 08/13/2009 | ||
| 036-776 | Consultation, policy writing and claims processing in the field of crop insurance | A | SERVICES | 08/13/2009 | ||
| 036-774 | Securities trade execution services | A | SERVICES | 08/13/2009 | ||
| 036-773 | Securities exchange price quotations | A | SERVICES | 08/13/2009 | ||
| 036-772 | Annuity services, namely, account and investment administration and the investment and distribution of annuity funds | A | SERVICES | 08/06/2009 | ||
| 036-770 | Quotation of stock market prices | A | SERVICES | 07/30/2009 | T | |
| 036-77 | Brokerage in the field of {indicate specific field, e.g. art, insurance, stocks, commodities} | A | SERVICES | 04/02/1991 | ||
| 036-769 | Cheque verification services | A | SERVICES | 07/30/2009 | T | |
| 036-767 | Consultation services in the field of financial management of yacht operations | A | SERVICES | 07/30/2009 | ||
| 036-765 | Financial valuations | A | SERVICES | 07/30/2009 | T | |
| 036-764 | Hire purchase financing services | A | SERVICES | 07/30/2009 | T | |
| 036-763 | Financial management of yacht operations | A | SERVICES | 07/30/2009 | ||
| 036-761 | Fundraising for others for the purpose of purchasing companies | M | SERVICES | 07/16/2009 | 7-16-09 - 9-13-07 entry transferred from Class 035. Services are correctly in Class 36. | |
| 036-76 | Brokerage houses in the field of stocks, commodities, and futures | A | SERVICES | 04/02/1991 | ||
| 036-759 | Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need | X | SERVICES | 07/16/2009 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-528 | Horse appraisals | A | SERVICES | 08/30/2007 | ||
| 036-526 | Charitable fundraising services by means of a bowling event | A | SERVICES | 08/30/2007 | ||
| 036-525 | Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network | A | SERVICES | 08/30/2007 | ||
| 036-523 | Investment management services in the field of acquiring joint ventures | A | SERVICES | 08/02/2007 | ||
| 036-520 | Accepting and administering monetary charitable contributions to assist United States service persons serving in combat zones or wounded and in military hospitals | X | SERVICES | 07/19/2007 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-517 | Real estate services, namely, rental of short-term furnished apartments | A | SERVICES | 07/05/2007 | ||
| 036-515 | Financial risk management consultation | M | SERVICES | 06/28/2007 | Clarified to add "financial" to this ID in Class 36. Business risk management consultation is in 35. | |
| 036-514 | Providing project grants for environmental and health awareness projects | A | SERVICES | 06/21/2007 | ||
| 036-513 | Investment management of and distribution of annuities | A | SERVICES | 06/21/2007 | ||
| 036-509 | Charitable services, namely, granting funds to schools | A | SERVICES | 05/31/2007 | ||
| 036-508 | News reporting services in the field of financial news | A | SERVICES | 05/24/2007 | ||
| 036-496 | Antique appraisal | A | SERVICES | 03/08/2007 | T | |
| 036-495 | Charitable fundraising services by means of musical concerts | A | SERVICES | 03/08/2007 | ||
| 036-492 | Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale | A | SERVICES | 03/01/2007 | ||
| 036-486 | Financial services, namely, estate settlement services | A | SERVICES | 02/09/2007 | ||
| 036-484 | Real estate lending services | A | SERVICES | 02/01/2007 | T | |
| 036-24 | Financial investment in the field of {indicate specific field, e.g. real estate, securities} | A | SERVICES | 04/02/1991 | ||
| 036-239 | Dental health insurance underwriting and administration | A | SERVICES | 06/01/2001 | ||
| 036-238 | Providing grants to {indicate organization} | A | SERVICES | 06/01/2001 | ||
| 036-228 | Commodities exchange services | A | SERVICES | 06/01/2001 | ||
| 036-227 | Pre-paid purchase card services, namely, processing electronic payments made through prepaid cards | A | SERVICES | 06/01/2001 | ||
| 036-226 | Business finance procurement services | A | SERVICES | 06/01/2001 | ||
| 036-223 | Investment management of and distribution of variable annuities | A | SERVICES | 06/01/2001 | ||
| 036-217 | Mortgage procurement for others | A | SERVICES | 06/01/2001 | ||
| 036-21 | Financial guarantee and surety | A | SERVICES | 04/02/1991 | ||
| 036-209 | Facilitating and arranging for the financing of {indicate field or item} | A | SERVICES | 06/01/2001 | ||
| 036-208 | Trust services, namely, investment and trust company services | A | SERVICES | 06/01/2001 | ||
| 036-204 | Bill consolidation services | A | SERVICES | 04/12/1999 | ||
| 036-196 | Bill payment services | M | SERVICES | 01/02/1997 | T | |
| 036-195 | Electronic cash transactions | A | SERVICES | 01/02/1997 | ||
| 036-191 | Telecommunications air time brokerage services | A | SERVICES | 01/02/1997 | ||
| 036-186 | Tax payment processing services | A | SERVICES | 09/01/1995 | ||
| 036-757 | Financial consulting and advising in the field of mergers and acquisitions | A | SERVICES | 06/25/2009 | ||
| 036-756 | Charitable services, namely, providing financial support to disadvantaged patients for the purpose of facilitating good health | A | SERVICES | 06/25/2009 | 3-28-2013. The services of providing financial support are equivalent to providing monetary donations and are thus properly classified in Class 36. | |
| 036-753 | Financial services, namely, mortgage refinancing | A | SERVICES | 06/18/2009 | ||
| 036-748 | Incubation services, namely, rental of office space to freelancers, start-ups, existing businesses and non-profits | A | SERVICES | 05/14/2009 | ||
| 036-744 | Financial consulting in the field of real estate note brokerage | A | SERVICES | 05/07/2009 | ||
| 036-734 | Real estate service, namely, rental property management | A | SERVICES | 03/26/2009 | ||
| 036-731 | Providing real estate listings via the Internet | A | SERVICES | 03/26/2009 | ||
| 036-729 | Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space | A | SERVICES | 03/12/2009 | ||
| 036-725 | Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities | A | SERVICES | 03/05/2009 | ||
| 036-724 | Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts | A | SERVICES | 02/26/2009 | ||
| 036-723 | Financial services, namely, loan default mitigation services | A | SERVICES | 02/19/2009 | ||
| 036-720 | Insurance services, namely, providing independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes | A | SERVICES | 02/05/2009 | ||
| 036-715 | Lease of real estate | A | SERVICES | 02/05/2009 | T | |
| 036-479 | Providing on-line information in the field of charitable monetary giving through financial and estate planning | A | SERVICES | 10/05/2006 | ||
| 036-477 | Providing fundraising services for others via a global computer network | A | SERVICES | 07/01/2006 | ||
| 036-475 | Charitable fundraising services by means of collecting and redeeming recyclables for donation of redemption proceeds to charitable organizations | A | SERVICES | 07/01/2006 | ||
| 036-474 | Financial consultation | A | SERVICES | 08/01/2005 | T | |
| 036-463 | Futures exchange services | A | SERVICES | 06/01/2001 | T | |
| 036-462 | Issuing credit cards | A | SERVICES | 06/01/2001 | T | |
| 036-460 | Prepaid preventive maintenance service plans for heating, ventilating and air conditioning systems | A | SERVICES | 06/01/2001 | ||
| 036-46 | Monetary exchange | A | SERVICES | 04/02/1991 | ||
| 036-456 | Electronic toll collection services | A | SERVICES | 02/20/1996 | T | |
| 036-455 | Credit card transaction processing services | A | SERVICES | 09/01/1995 | T | |
| 036-454 | Insurance claims processing | A | SERVICES | 04/02/1991 | T | |
| 036-453 | Memorial fundraising | A | SERVICES | 04/02/1991 | ||
| 036-450 | Leasing of apartments | A | SERVICES | 04/02/1991 | T | |
| 036-449 | Lease-purchase financing | A | SERVICES | 04/02/1991 | T | |
| 036-448 | Providing bank account information by telephone | A | SERVICES | 04/02/1991 | T | |
| 036-445 | Mutual fund brokerage | A | SERVICES | 04/02/1991 | T | |
| 036-444 | Real estate investment services | A | SERVICES | 04/02/1991 | T | |
| 036-439 | Estate trust management | A | SERVICES | 04/02/1991 | T | |
| 036-437 | Fiduciary representatives | A | SERVICES | 04/02/1991 | T | |
| 036-436 | Insurance actuarial services | A | SERVICES | 04/02/1991 | T | |
| 036-435 | Installment loans | A | SERVICES | 04/02/1991 | T | |
| 036-433 | Capital investment consulting | A | SERVICES | 04/02/1991 | T | |
| 036-431 | Annuity underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-429 | Charitable fundraising | A | SERVICES | 04/02/1991 | T | |
| 036-426 | Housing services, namely, real property acquisition and consumer financing to facilitate home ownership | A | SERVICES | 12/28/2006 | ||
| 036-423 | Financial consultation in the field of {indicate field} | A | SERVICES | 12/21/2006 | ||
| 036-179 | Investment clubs | A | SERVICES | 10/01/1994 | ||
| 036-176 | Business liquidation services | A | SERVICES | 07/01/1994 | ||
| 036-171 | Yacht brokerage | A | SERVICES | 04/02/1991 | This is a traditional brokerage service in which the broker represents the buyer or seller of a yacht. Note that ship brokerage refers to transport brokerage and is in Class 39 since it relates to the movement of goods by ship and not the transfer of ownership of the ship itself. | |
| 036-169 | Real estate listing | A | SERVICES | 04/02/1991 | ||
| 036-157 | Trusteeship representatives | A | SERVICES | 04/02/1991 | ||
| 036-149 | Security services, namely, guaranteeing loans | A | SERVICES | 04/02/1991 | ||
| 036-145 | Savings and loan associations | A | SERVICES | 04/02/1991 | ||
| 036-143 | Risk management | D | SERVICES | 06/28/2007 | Business risk management is in Class 35 - only financial risk management is in 36. | |
| 036-14 | Evaluation of credit bureau data | A | SERVICES | 04/02/1991 | ||
| 036-135 | Real estate syndication | A | SERVICES | 04/02/1991 | ||
| 036-122 | Currency exchange and advice | A | SERVICES | 04/02/1991 | ||
| 036-121 | Credit unions | A | SERVICES | 04/02/1991 | ||
| 036-120 | Credit recovery and collection | A | SERVICES | 04/02/1991 | ||
| 036-714 | Financial services, namely, life insurance settlement services | A | SERVICES | 01/29/2009 | ||
| 036-713 | Financial asset management | A | SERVICES | 01/29/2009 | T | |
| 036-711 | Real estate services, namely, mass appraisals | A | SERVICES | 01/08/2009 | ||
| 036-710 | Real estate services, namely, tax appraisals | A | SERVICES | 01/08/2009 | ||
| 036-71 | Investment consultation | A | SERVICES | 04/02/1991 | ||
| 036-704 | Monetary exchange operations | A | SERVICES | 11/06/2008 | T | |
| 036-700 | Financial consulting services in the field of planned giving for non-profit and charitable organizations | A | SERVICES | 10/30/2008 | ||
| 036-696 | Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services | A | SERVICES | 09/18/2008 | ||
| 036-691 | Financing medical research of others | A | SERVICES | 09/04/2008 | ||
| 036-69 | Investment advice | A | SERVICES | 04/02/1991 | ||
| 036-685 | Commercial and residential real estate agency services | A | SERVICES | 08/21/2008 | ||
| 036-682 | Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of children | A | SERVICES | 08/14/2008 | ||
| 036-679 | Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs | A | SERVICES | 07/17/2008 | ||
| 036-678 | Charitable foundation services, namely, providing fundraising activities to support medical research and procedures for those in need | A | SERVICES | 07/10/2008 | ||
| 036-676 | Real estate services, namely, providing online questions to help users determine the best neighborhoods and communities suited to their individual needs and preferences | A | SERVICES | 07/03/2008 | 9-24-09 - The word "questionnaires" in the 7-3-08 entry was changed to "questions" to avoid confusion with online questionnaires that are considered online publications in Class 41. | |
| 036-67 | Insurance subrogation and salvage | A | SERVICES | 04/02/1991 | ||
| 036-415 | Financial services, namely, mortgage planning | A | SERVICES | 09/28/2006 | ||
| 036-409 | Issuance and administration of annuities | A | SERVICES | 07/27/2006 | ||
| 036-406 | Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems | A | SERVICES | 07/01/2006 | ||
| 036-405 | Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems | A | SERVICES | 07/01/2006 | ||
| 036-403 | Wireless telephone payment services, namely, wireless mobile telephone rate plans | A | SERVICES | 06/01/2006 | ||
| 036-401 | Vacation real estate time share exchange services | A | SERVICES | 05/01/2006 | ||
| 036-4 | Organizing preferred provider programs in the field of {indicate specific field} | A | SERVICES | 04/02/1991 | ||
| 036-394 | Equipment maintenance claims payment service for business | A | SERVICES | 11/01/2005 | ||
| 036-392 | Investment advisory services | A | SERVICES | 11/01/2005 | ||
| 036-387 | Financial loan consultation | A | SERVICES | 08/01/2005 | ||
| 036-385 | Insurance services, namely, writing property and casualty insurance | A | SERVICES | 08/01/2005 | ||
| 036-383 | Fiduciary tax payment processing services | A | SERVICES | 08/01/2005 | ||
| 036-381 | Debt management consultation | A | SERVICES | 08/01/2005 | ||
| 036-379 | Pharmacy benefit management services | A | SERVICES | 08/01/2005 | ||
| 036-378 | Pharmaceutical benefit management services | A | SERVICES | 08/01/2005 | ||
| 036-376 | Banking consultation | A | SERVICES | 08/01/2005 | ||
| 036-374 | Credit and financial consultation | A | SERVICES | 08/01/2005 | ||
| 036-372 | Consultation relating to the appraisal of goods | A | SERVICES | 08/01/2005 | ||
| 036-115 | Credit agencies in the field of farming | X | SERVICES | 04/02/1991 | 10-03-2013: Entry status changed from "A" added to "X" example. | |
| 036-1135 | On-line charitable fundraising | X | SERVICES | 08/14/2014 | ||
| 036-113 | Cooperative credit organizations | A | SERVICES | 04/02/1991 | ||
| 036-1129 | Agencies for collecting gas utility payments | A | SERVICES | 07/03/2014 | T | |
| 036-1128 | Securities lending | A | SERVICES | 07/03/2014 | T | |
| 036-1123 | Land assembly and acquisition services | A | SERVICES | 04/10/2014 | Land assembly and acquisition services are the combined services of acquiring individual parcels of property to form (or assemble) a single land site for eventual development or redevelopment. | |
| 036-1121 | Insurance claims processing in the field of {indicate field or type of insurance claim, e.g., automobile, pharmaceutical, ambulatory transportation, etc.} claims | X | SERVICES | 03/06/2014 | Insurance claims processing is an acceptable entry; further specifying the insurance field is permissible, but not required. | |
| 036-1120 | Reimbursement payment processing in the field of {indicate field or type of claim, e.g., pharmaceutical, insurance, etc.} claims | A | SERVICES | 03/06/2014 | ||
| 036-1118 | Providing insurance premium rate quotes via on-line, telephone and mail means | M | SERVICES | 02/27/2014 | On 02-27-2014, this 11-18-2010 entry for "Insurance services, providing premium rate quotes via on-line, telephone and mail means" was modified to the current entry for grammatical consistency. | |
| 036-1116 | Providing information about healthcare insurance plans | A | SERVICES | 01/09/2014 | ||
| 036-1109 | Financial appraisal and valuation of {indicate personal or real property, e.g., precious stones, art, vacation homes, etc.} [does not include business appraisal services in Class 35] | X | SERVICES | 10/31/2013 | Personal property appraisal and valuation and Real estate appraisal and valuation are acceptable descriptions in Class 36. Further specification of the specific type of personal or real property is permissible, but not required. | |
| 036-1107 | Unemployment benefit claims processing | A | SERVICES | 10/03/2013 | Unemployment benefits are provided under Federal and State Unemployment Insurance programs. Thus, processing claims for unemployment benefits are analogous to processing insurance claims. | |
| 036-1105 | Third-party extended warranty services, namely, vehicle service contracts on vehicles manufactured by others for mechanical breakdown and servicing | M | SERVICES | 09/26/2013 | On 09-26-2013, this 09-23-2010 ID was amended from "Providing vehicle service agreements on vehicles manufactured by others for mechanical breakdown and servicing" to the current ID to make clear that the services are similar to insurance and do not cover the activities of actual automotive repairs, which would be classified in Class 37. | |
| 036-1104 | Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance | A | SERVICES | 09/19/2013 | ||
| 036-669 | Membership club services, namely, providing information to members in the fields of real estate, mortgages and debt elimination | A | SERVICES | 06/26/2008 | 12-12-2013 - 'Membership club services' is indefinite and overbroad and must be further specified. These services are classified according to the particular type of service specified. For example, 'Membership club services providing discounts and processing rebates for the services of others' is in Class 35, while 'Membership club services, namely, providing business training to members' is in Class 41. | |
| 036-668 | Corporate finance services, namely, consultation in the field of asset sales | A | SERVICES | 06/26/2008 | ||
| 036-663 | Monetary strategy consultation and research | A | SERVICES | 06/19/2008 | ||
| 036-662 | Financing and loan services | A | SERVICES | 06/12/2008 | T | |
| 036-659 | Stock exchange information services | A | SERVICES | 06/12/2008 | T | |
| 036-658 | Real estate financing services | A | SERVICES | 06/05/2008 | ||
| 036-652 | Annuity services, namely, account and investment administration | A | SERVICES | 05/29/2008 | ||
| 036-650 | Mortgage foreclosure mitigation and loan default mitigation services, namely, acquisition and lease-back of real estate | A | SERVICES | 05/29/2008 | ||
| 036-65 | Insurance consultation | A | SERVICES | 04/02/1991 | ||
| 036-649 | Electronic foreign exchange payment processing | A | SERVICES | 05/15/2008 | ||
| 036-642 | Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries | A | SERVICES | 04/24/2008 | ||
| 036-639 | Providing information in the field of workers' compensation | A | SERVICES | 03/20/2008 | ||
| 036-627 | Financial analyses | A | SERVICES | 01/10/2008 | T | |
| 036-625 | Financial services, namely, credit repair and restoration | A | SERVICES | 01/03/2008 | ||
| 036-1094 | Stock brokerage services | M | SERVICES | 05/16/2013 | T | On 5-16-2013, this entry of 4-2-1991 was amended to add the term "services" to match a Trilateral approved identification. |
| 036-1091 | Charitable services, namely, providing financial sponsorship of {indicate specific event or activity} | A | SERVICES | 04/11/2013 | 05-02-2013 - Please note that sponsorship alone is an indefinite term. Promotional sponsorship of {indicate specific event or activity} is in Class 35. Financial sponsorship of {indicate specific event or activity} is in Class 36. | |
| 036-1089 | Real estate services, namely, leasing of individual salon suites and studios for licensed salon professionals | A | SERVICES | 04/04/2013 | ||
| 036-1086 | Check payment guarantee services | A | SERVICES | 03/21/2013 | T | |
| 036-1078 | Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities | A | SERVICES | 09/02/2010 | ||
| 036-1077 | Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities | A | SERVICES | 08/26/2010 | ||
| 036-107 | Automated securities brokerage | A | SERVICES | 04/02/1991 | ||
| 036-1051 | Charitable fundraising services by means of a website where donors search for and make monetary donations to specific charities or projects aimed at {indicate purpose of the activities and/or recipients of funding, e.g., helping animals, conserving wildlife, etc.} | A | SERVICES | 12/06/2012 | ||
| 036-1050 | Monitoring financial markets for investment purposes | A | SERVICES | 11/08/2012 | When monitoring services do not primarily involve electronic data collection, quality control, or testing and analysis of physical properties in Class 42, then the monitoring services should be classified according to their primary purpose as indicated in the identification. | |
| 036-1048 | Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes | A | SERVICES | 10/25/2012 | ||
| 036-1047 | Administering monetary charitable contributions for {indicate purpose of the activities and/or recipients of contributions} | X | SERVICES | 10/18/2012 | 10-03-2013: Entry status changed from "A" added to "X" example. "Accepting and administering monetary charitable contributions" is acceptable in Class 36. While the purpose of the activities and/or recipients of contributions may be indicated, it is not required. | |
| 036-1045 | Mutual fund advisory services | A | SERVICES | 09/27/2012 | ||
| 036-1044 | Mutual fund analysis services | A | SERVICES | 09/27/2012 | ||
| 036-1043 | Mutual fund development services | A | SERVICES | 09/27/2012 | ||
| 036-1041 | Providing an internet website portal in the field of financial transaction and payment processing services | A | SERVICES | 08/30/2012 | ||
| 036-1040 | Check acceptance services | A | SERVICES | 08/16/2012 | ||
| 036-1039 | Financing loans for {indicate goods, e.g., manufacturing equipment, etc.} | M | SERVICES | 08/16/2012 | On 08-16-12, the classification of this 08-09-12 entry was corrected from Class 35 to Class 36. | |
| 036-1037 | Financing loans for {indicate consumers, e.g., small businesses, car dealerships, etc.} | A | SERVICES | 08/09/2012 | ||
| 036-1032 | Financial administration of employee pension plans | M | SERVICES | 06/07/2012 | T | On 06-07-2012, the 04-02-1991 entry was amended by inserting "Financial" to make clear the nature of the services. |
| 036-1030 | Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments posted by users | M | SERVICES | 03/15/2012 | On 3-15-12, this 09-14-06 entry was modified to change the wording "where users can post" to the current language. This change eliminates the confusion of this service with the Class 42 service that enables users to perform a task at/on a website. The latter is in Class 42 because it is primarily a technology service. | |
| 036-1026 | Mortgage refinancing | A | SERVICES | 11/03/2011 | T | |
| 036-1016 | Charitable foundation services, namely, providing fundraising activities, funding, scholarships and/or financial assistance for {indicate purpose of the activities and/or recipients of funding} | A | SERVICES | 06/17/2010 | ||
| 036-101 | Agencies in the field of credit for farming | A | SERVICES | 04/02/1991 | ||
| 036-1008 | Philanthropy consultation relating to charitable fundraising | A | SERVICES | 12/22/2011 | ||
| 036-1007 | Consulting services in the field of retirement plan administration and fiduciary compliance | D | SERVICES | 11/17/2011 | 11-17-2011: Deleted the 05-28-2009 entry because it is partially misclassified. "Fiduciary compliance" refers to compliance with federal securities regulations governing investment advisory activities, and consulting in that field is in Class 45. | |
| 036-1006 | Issuing of travelers checks | X | SERVICES | 07/25/2013 | 11-10-2011: While this wording is still acceptable, the 02-25-2010 entry is being deleted from the Manual because it is already covered by the existing entries "Issuing of travellers' checks" and "Issuing of travelers' cheques" in Class 36. 07-25-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-1004 | Travelers' check issuance | X | SERVICES | 07/25/2013 | 11-10-2011: While this wording is still acceptable, the 04-02-1991 entry is being deleted from the Manual because it is already covered by the existing entries "Issuing of travellers' checks" and "Issuing of travelers' cheques" in Class 36. 07-25-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-1001 | Escrow services for the travel industry | X | SERVICES | 07/25/2013 | 11-10-2011: While this wording is still acceptable, the 10-08-2009 entry is being deleted from the Manual because it is covered by the existing entry "Maintaining escrow accounts for {specify purpose, e.g., sales transactions, mortgages, etc.}" in Class 36. 07-25-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-100 | Agencies in the field of bonds and other securities | A | SERVICES | 04/02/1991 | ||
| 036-1 | Mortgaging of securities for others | A | SERVICES | 04/02/1991 | ||
| 036-1180 | Mortgage financing services | A | SERVICES | 04/07/2016 | ||
| 036-626 | Financial services, namely, debt settlement | A | SERVICES | 01/03/2008 | ||
| 036-324 | Fiscal valuations and assessments | A | SERVICES | 07/20/2004 | ||
| 036-1181 | Charitable fundraising services by means of selling goods in thrift stores | X | SERVICES | 05/19/2016 | ||
| 036-333 | Assessment and management of real estate | A | SERVICES | 07/20/2004 | ||
| 036-936 | Credit scoring services | A | SERVICES | 10/21/2010 | ||
| 036-1162 | Processing of debit card payments | A | SERVICES | 01/01/2016 | T | |
| 036-561 | Rental of space in marketplaces for sellers of goods and/or services [physical location, not on-line] | M | SERVICES | 10/25/2007 | Note added that this activity refers to a physical location at which the applicant rents space for sellers of goods and services. It is not an online marketplace which is in 35 regardless of what is being offered at the marketplace. 10/25/07 - changed "operation of marketplaces" to current wording since "operation" of a physical marketplace can include activities such as maintenance in Class 37 or security services in Class 45. | |
| 036-1179 | Processing of contactless credit and debit card payments | A | SERVICES | 03/10/2016 | Contactless credit and debit card payments are made by waving or holding credit or debit cards over readers on point of sale terminals. The processing of credit card and debit card payments is classified in Class 36 as a financial service. | |
| 036-588 | Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques | A | SERVICES | 11/22/2007 | ||
| 036-110 | Banking | A | SERVICES | 04/02/1991 | T | |
| 036-354 | Agencies or brokerage for leasing or renting of land | A | SERVICES | 07/20/2004 | ||
| 036-356 | Agencies or brokerage for renting of buildings | A | SERVICES | 07/20/2004 | ||
| 036-154 | Surety services | A | SERVICES | 04/02/1991 | T | |
| 036-1183 | Providing financial assistance for {specify purpose of assistance, e.g., health care, public housing, food, etc.} | A | SERVICES | 06/16/2016 | ||
| 036-586 | Debt collection agency services | M | SERVICES | 01/01/2016 | T | On 01-01-2016, this 11-22-2007 entry was amended from "Debt collection agencies" to "Debt collection agency services" in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. |
| 036-103 | Apartment house management | A | SERVICES | 04/02/1991 | T | |
| 036-852 | Stock exchange quotations | A | SERVICES | 02/25/2010 | T | |
| 036-458 | Real estate procurement for others | A | SERVICES | 06/01/2001 | ||
| 036-308 | Real estate valuations | A | SERVICES | 07/20/2004 | ||
| 036-956 | Brokerage of carbon credits | A | SERVICES | 12/30/2010 | T | |
| 036-826 | Intellectual property valuation services | A | SERVICES | 01/14/2010 | ||
| 036-302 | Land leasing | A | SERVICES | 07/20/2004 | ||
| 036-303 | Leasing of land | A | SERVICES | 07/20/2004 | ||
| 036-451 | Leasing of office space | A | SERVICES | 04/02/1991 | ||
| 036-173 | Actuarial services | A | SERVICES | 04/02/1991 | T | |
| 036-452 | Leasing of shopping mall space | A | SERVICES | 04/02/1991 | ||
| 036-1185 | Processing of credit card payments via near field communication (NFC) technology-enabled devices | X | SERVICES | 09/22/2016 | Processing of credit card payments is acceptable wording; further specification is acceptable, but it is not required. Near field communication (NFC) is a type of technology that enables short-range communication between electronic devices. | |
| 036-489 | Providing on-line news in the field of finance | A | SERVICES | 02/22/2007 | ||
| 036-1192 | Real estate management services relating to shopping centers | A | SERVICES | 05/25/2017 | T | |
| 036-1201 | Providing scholarships for {indicate recipients or purpose of scholarships, e.g., high school athletes, leadership development, etc.} | A | SERVICES | 10/26/2017 | ||
| 036-1195 | Accident insurance underwriting services | A | SERVICES | 06/22/2017 | T | |
| 036-457 | Electronic credit card transaction processing | M | SERVICES | 01/01/2016 | T | On 01-01-2016, this 01-02-1997 entry was modified to replace "transactions" with "transaction processing" in order to clarify the nature of the activity in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. |
| 036-1173 | Arranging finance for construction projects | X | SERVICES | 12/24/2015 | T | |
| 036-1229 | Lease financing of telecommunication equipment | A | SERVICES | 11/01/2018 | T | |
| 036-1177 | Funds verification services | A | SERVICES | 01/21/2016 | ||
| 036-1102 | Providing financial assessment services to {indicate specific group or individual, e.g., employees, elderly, military, etc.} | A | SERVICES | 09/19/2013 | Providing financial assessment services is acceptable in Class 36; further specifying the intended consumer is acceptable, but it is not required. | |
| 036-1142 | Issuance of travellers' cheques | X | SERVICES | 01/01/2015 | ||
| 036-1212 | Cryptocurrency trading services | A | SERVICES | 03/22/2018 | ||
| 036-1200 | Financial management in the field of {indicate, e.g., investment portfolios, employee pension plans, etc.} | A | SERVICES | 08/17/2017 | Financial management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-330 | Credit and cash card payment processing services | M | SERVICES | 01/01/2016 | On 01-01-2016, this 07-20-2004 entry was modified to add "payment processing" in order to clarify the nature of the services in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. Under Nice 10-2016, credit card services, debit card services, or other payment card services are indefinite and overly broad because the nature of the activity provided is unclear. The common name of the activity provided in connection with credit cards, debit cards, or the like should be specified, e.g., processing of credit card payments, in Class 36. | |
| 036-1227 | Loan origination services specializing in {indicate type of loans, e.g., small business loans, student loans, etc.} | A | SERVICES | 07/12/2018 | Loan origination services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-562 | On-line cash account services | A | SERVICES | 10/25/2007 | ||
| 036-783 | Financial services, namely, debt resolution services in the nature of debt settlement and elimination | M | SERVICES | 08/20/2009 | 8-20-09 - The 7-16-08 entry transferred from Class 35. Services are more appropriate in Class 36 and there are other debt settlement services in Class 36. | |
| 036-478 | Providing an on-line searchable database featuring education grants | A | SERVICES | 09/28/2006 | ||
| 036-397 | Financial planning, namely, the creation of personalized strategies to achieve financial independence | X | SERVICES | 07/25/2013 | 04-07-2011: This 03-01-2006 entry was replaced with the following new entry: "Financial planning, namely, {indicate specific Class 36 activities, e.g., creating personalized strategies for achieving financial independence, etc.}". 07-25-2013: Acceptable entry status changed from "D" deleted to "X" example. | |
| 036-1214 | Financial consultation in the field of cryptocurrency | A | SERVICES | 04/12/2018 | Financial consultation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-506 | Real estate investment services in the nature of purchasing and selling of real estate for others | D | SERVICES | 07/26/2018 | On 07-26-2018, the 05-18-2007 entry was deleted because the nature of the service activity is unclear. This wording is no longer acceptable. Real estate investment services and Real estate brokerage are both acceptable terms in Class 36. | |
| 036-500 | Rental of homes | A | SERVICES | 04/19/2007 | T | |
| 036-1213 | Cryptocurrency exchange services | A | SERVICES | 03/22/2018 | ||
| 036-1208 | Financing of fractional leases for {specify type of goods, e.g., sailboats, aircraft, etc.} | A | SERVICES | 01/18/2018 | Financing services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1207 | Financing of fractional leases | A | SERVICES | 01/18/2018 | Financing services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1209 | Financing of fractionally-owned {specify type of goods, e.g., sailboats, aircraft, etc.} | A | SERVICES | 01/18/2018 | Financing services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-842 | Hire-purchase financing | A | SERVICES | 02/25/2010 | T | |
| 036-61 | Insurance brokerage | A | SERVICES | 04/02/1991 | T | |
| 036-74 | Jewelry appraisal | A | SERVICES | 04/02/1991 | T | |
| 036-94 | Numismatic appraisal | A | SERVICES | 04/02/1991 | T | |
| 036-865 | Debt settlement services | A | SERVICES | 04/15/2010 | T | |
| 036-286 | Investment banking services | A | SERVICES | 05/01/2003 | T | |
| 036-126 | Electronic funds transfer | A | SERVICES | 04/02/1991 | T | |
| 036-25 | Financial management | A | SERVICES | 04/02/1991 | T | |
| 036-1217 | Leasing of real estate in the nature of {indicate, e.g., apartments, office space, etc.} | A | SERVICES | 06/07/2018 | Leasing of real estate is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-864 | Debt settlement negotiation services | A | SERVICES | 04/15/2010 | T | |
| 036-1137 | Investment risk assessment services | A | SERVICES | 09/18/2014 | T | |
| 036-43 | Marine insurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-140 | Rental of apartments | A | SERVICES | 04/02/1991 | T | |
| 036-1216 | Rental of real estate in the nature of {indicate, e.g., apartments, residential housing, etc.} | A | SERVICES | 06/07/2018 | Rental of real estate is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-47 | Money order services | A | SERVICES | 04/02/1991 | T | |
| 036-213 | Accounts receivables financing | A | SERVICES | 06/01/2001 | T | |
| 036-1221 | Credit card transaction processing services provided via {indicate the method by which the services are offered, e.g., mobile applications, a website, etc.} | A | SERVICES | 07/05/2018 | Credit card transaction processing services is acceptable; further specification is also acceptable, but it is not required. | |
| 036-1219 | Cryptocurrency payment processing | A | SERVICES | 07/05/2018 | ||
| 036-1220 | Bill payment services provided via {indicate the method by which the payment services are offered, e.g., mobile applications, a website, etc.} | A | SERVICES | 07/05/2018 | Bill payment services is acceptable wording; further specification is acceptable but is not required. | |
| 036-1222 | Debit card transaction processing services | A | SERVICES | 07/05/2018 | ||
| 036-1223 | Debit card transaction processing services provided via {indicate the method by which the services are offered, e.g., mobile applications, a website, etc.} | A | SERVICES | 07/05/2018 | Debit card transaction processing services is acceptable; further specification is also acceptable, but it is not required. | |
| 036-1204 | Financial appraisals in responding to calls for tenders | A | SERVICES | 01/01/2018 | T | |
| 036-1203 | Cheque verification | A | SERVICES | 01/01/2018 | T | |
| 036-85 | Check verification | A | SERVICES | 04/02/1991 | T | |
| 036-337 | Building leasing | A | SERVICES | 07/20/2004 | ||
| 036-60 | Insurance agencies in the field of {indicate specific field, e.g., home, accident, life, etc.} insurance | M | SERVICES | 02/28/2019 | On 02-28-2019, this 04-02-1991 entry was modified from "Insurance agencies in the field of {indicate specific field, e.g. home, accident, life}" to "Insurance agencies in the field of {indicate specific field, e.g., home, accident, life, etc.} insurance" for clarity purposes. | |
| 036-1241 | Investment of funds for charitable purposes | A | SERVICES | 09/26/2019 | T | Investment of funds is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1155 | Rent payment services | A | SERVICES | 10/22/2015 | T | |
| 036-1139 | Auto loan brokerage services | A | SERVICES | 10/02/2014 | T | |
| 036-1254 | Paperless electronic banking services | A | SERVICES | 04/23/2020 | T | Banking services is acceptable wording; further specification is acceptable but it is not required. |
| 036-367 | Financial risk management | A | SERVICES | 01/01/2005 | T | |
| 036-1261 | Providing financial information via a website | A | SERVICES | 08/13/2020 | ||
| 036-1274 | Appraisal of used automobiles | A | SERVICES | 02/18/2021 | T | |
| 036-1236 | Blockchain-based payment verification services | A | SERVICES | 06/06/2019 | ||
| 036-87 | Coin appraisal | A | SERVICES | 04/02/1991 | T | |
| 036-216 | Lease securitization | A | SERVICES | 06/01/2001 | T | |
| 036-1062 | Fundraising services by means of sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups | M | SERVICES | 12/13/2012 | On 12-13-2012 this 09-06-2007 entry was modified from "Fundraising services, namely, sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups," to "Fundraising services by means of sharing profits from the sale of socially responsible products with not-for-profit organizations, schools, and civic groups" in order to be consistent with other fundraising entries. This change emphasizes that the underlying service is that of "fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1055 | Charitable fundraising services by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity | M | SERVICES | 12/13/2012 | On 12-13-2012 this 10-11-2007 entry was modified from "Charitable fundraising services, namely, by providing individuals with the information and opportunity to make monetary donations to their favorite charity," to "Charitable fundraising services by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity" in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1053 | Fundraising services by means of organizing fundraisers for schools and other groups | M | SERVICES | 12/13/2012 | On 12-13-2012 this 09-11-2008 entry was modified from "Fundraising services, namely, organizing fundraisers for schools and other groups," to "Fundraising services by means of organizing fundraisers for schools and other groups" in order to be consistent with other fundraising entries. This change emphasizes that the underlying service is that of "fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. | |
| 036-1056 | Charitable fundraising services by means of eleemosynary services in the field of collection, management, and disbursements of money in connection with programs and facilities for the welfare of children | X | SERVICES | 12/13/2012 | On 12-13-2012, this 02-07-2008 entry was modified from "Charitable fundraising services, namely, eleemosynary services in the field of collection, management, and disbursements of money in connection with programs and facilities for the welfare of children", to "Charitable fundraising services by means of eleemosynary services in the field of collection, management, and disbursements of money in connection with programs and facilities for the welfare of children" in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. On 06-27-2013, the status of this entry was changed from "M" to "X" to indicate that it is an example of acceptable wording under current USPTO policy. | |
| 036-990 | Charitable fundraising services by means of organizing and conducting musical entertainment events featuring food and wine | M | SERVICES | 07/01/2011 | On 07-01-2011 this 04-02-2009 entry was modified from "Charitable fundraising services, namely, organizing and conducting musical entertainment events featuring food and wine," to "Charitable fundraising services by means of organizing and conducting musical entertainment events featuring food and wine," in order to be consistent with other charitable fundraising entries. This change emphasizes that the underlying service is that of "charitable fundraising" which is a class 36 service. The means by which the fundraising it is accomplished does not impact classification. | |
| 036-1054 | Fundraising services by means of organizing and conducting fundraising events to support the prevention of child abuse and neglect | M | SERVICES | 12/13/2012 | On 12-13-2012 this 03-26-2009 entry was modified from "Organizing and conducting fundraising events to raise money for the prevention of child abuse and neglect" to "Fundraising services by means of organizing and conducting fundraising events to support the prevention of child abuse and neglect" to highlight the underlying service as that of "fundraising" which is a Class 36 service. The means by which the fundraising is accomplished does not affect classification. In contrast, if the underlying service is that of organizing and conducting charitable programs or events, rather than fundraising, classification is dictated by the nature of the service, e.g., organizing and conducting a charity auction is in Class 35. | |
| 036-1188 | Providing a website featuring information in the field of banking | A | SERVICES | 03/02/2017 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-1085 | Providing an Internet website portal featuring financial appraisal data for {specify, e.g., financial institutions, appraisers, etc.} | A | SERVICES | 03/07/2013 | 01-01-2021 - U.S. applicants intending to seek Extension of Protection under the Madrid Protocol should note that the International Bureau (IB) is likely to issue a notice of irregularity requiring clarification of the nature of their services if introductory language such as "providing a website …" or "providing an on-line portal…," or similar wording, is used in the identification of services. To avoid issuance of a notice of irregularity, said applicants may wish to set forth the services in their identification by listing the principal activity first and then indicating that such services are "provided by means of a website" or "provided via a website." For purposes of illustration, instead of identifying the services as "providing a website featuring business information" in Class 35, an applicant may wish to identify such services as "providing business information via a website" in Class 35. See TMEP §1902.02(f)(ii). | |
| 036-1265 | Providing information in the field of real estate via a website | A | SERVICES | 01/01/2021 | ||
| 036-1268 | Providing information in the field of finance via a website | A | SERVICES | 01/01/2021 | ||
| 036-1269 | Providing financial information and financial advice via a website | A | SERVICES | 01/01/2021 | ||
| 036-1270 | Providing real estate listings and real estate information via a website | A | SERVICES | 01/01/2021 | ||
| 036-311 | Financing loans and discounting of bills | M | SERVICES | 10/29/2020 | On 10-29-2020, this 07-20-2004 entry "Loans [financing] and discount of bills" was modified to "Financing loans and discounting of bills" to incorporate the necessary information within the brackets to clarify the nature of the services. Bill discounting is a type of loan wherein the seller of goods gets funds before the term of a letter of credit expires for a small amount charged by a bank as fees. | |
| 036-879 | Provision of financial information relating to the finance industry involved in environmentally focused investments | A | SERVICES | 05/20/2010 | T | |
| 036-1238 | Pet insurance underwriting | A | SERVICES | 07/18/2019 | ||
| 036-1253 | Claim adjustment for non-life insurance | A | SERVICES | 03/19/2020 | T | |
| 036-1249 | Financial exchange of virtual currency | A | SERVICES | 01/01/2020 | ||
| 036-283 | On-line banking services | A | SERVICES | 01/01/2002 | T | |
| 036-19 | Financial exchange | A | SERVICES | 04/02/1991 | T | |
| 036-1247 | Bill payment services provided via an electronic wallet | A | SERVICES | 01/01/2020 | ||
| 036-1248 | Processing of electronic wallet payments | A | SERVICES | 01/01/2020 | ||
| 036-721 | Providing counseling and consulting in the field of healthcare insurance benefits | M | SERVICES | 08/15/2019 | On 08-15-2019, this 02-12-2009 entry was modified for clarity purposes from "Providing counseling and consulting in the field of healthcare benefits" to "Providing counseling and consulting in the field of healthcare insurance benefits." | |
| 036-1239 | Charitable fundraising services by means of organizing and conducting fundraising events to promote {indicate purpose of the events, e.g., kidney disease awareness, kidney donations, donations to the homeless, etc.} | A | SERVICES | 08/15/2019 | ||
| 036-1255 | Charitable services in the nature of providing financial support to disadvantaged individuals for the purpose of {indicate purpose, e.g., assisting with costs associated with death of a loved one, helping fund a transition from prison to society-at-large, etc.} | A | SERVICES | 04/23/2020 | ||
| 036-1187 | Financial research in the field of financial instruments | M | SERVICES | 01/01/2022 | On 01-01-2022, this 12-01-2016 entry was modified in compliance with Nice 11-2022 from "research related to financial instruments" to "financial research in the field of financial instruments." Financial research is acceptable wording; further specification is acceptable, but it is not required. Services are in principle classified according to the branches of activities specified in the Nice Class Headings and Explanatory Notes of the service classes, or, if not specified, by analogy with other comparable services in the Nice Alphabetical List. See TMEP §1402.11(e). Most research services are classified in Class 42 based on the wording "Scientific and technological services and research…relating thereto" and "industrial research" in the Nice Class 42 Heading. Research services in classes other than Class 42 are classified by analogy with comparable research services in Classes 35, 36, 41, and 45 in the Nice Alphabetical List. In particular, "Business research" and "Marketing research" are classified in Class 35, "Financial research" is classified in Class 36, "Research in the field of education" is classified in Class 41, and "Genealogical research" and "Legal research" are classified in Class 45. Please consult the ID Manual regarding classification of specific identifications for research services. | |
| 036-1282 | Rental of space in food halls for sellers of goods and services | A | SERVICES | 08/19/2021 | ||
| 036-80 | Cash management | A | SERVICES | 04/02/1991 | T | |
| 036-1281 | Prepaid preventive maintenance service plans for {indicate specific goods, e.g., automobiles, air conditioning units, computers, etc.} | A | SERVICES | 07/22/2021 | ||
| 036-1005 | Issuing of travellers' cheques and letters of credit | D | SERVICES | 11/10/2011 | 11-10-2011: While this wording is still acceptable, the 11-22-2007 entry is being deleted from the Manual because it is covered by the existing entries "Issuing of travellers' checks" and "Issuing of letters of credit" in Class 36. | |
| 036-199 | Commercial lending services | A | SERVICES | 01/02/1997 | T | |
| 036-1283 | Payment verification services using distributed ledger technology (DLT) | A | SERVICES | 09/09/2021 | Distributed ledger technology (DLT) is a system for recording information that is shared, duplicated, and distributed across a network of computers in different locations. Blockchain technology is a particular type of DLT technology | |
| 036-203 | Issuing stored value cards | A | SERVICES | 04/12/1999 | T | |
| 036-187 | Maintaining escrow accounts for investments | A | SERVICES | 09/01/1995 | T | |
| 036-1291 | Issuing of pre-paid gift cards | A | SERVICES | 01/01/2022 | ||
| 036-1295 | Estate planning using blockchain technology | A | SERVICES | 01/06/2022 | Estate planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-841 | Business credit reporting services | A | SERVICES | 02/25/2010 | 05-19-2022 - Credit reporting services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-162 | Providing rebates at participating establishments of others through use of a membership card | A | SERVICES | 04/02/1991 | T | This service involves the payment of money due to use of a membership card. Since there is actual transfer of funds involved, it is in 36, not 35. |
| 036-665 | Business equity research | A | SERVICES | 06/19/2008 | 07-14-2011 Scientific research and research services directly related to tangible items, such as cosmetics, pharmaceuticals, or new products, are classified in Class 42 because those research activities generally involve the science-based testing and analysis of the physical properties of the item. On the other hand, research services relating to an intangible subject matter are classified according to the nature of the intangible. For example, business research, research related to financial instruments, and legal research are classified in Classes 35, 36, and 45 respectively. 01-01-2022 - Equity research is the analysis and interpretation of financial statistics for investment purposes. Business equity research is classified in Class 36 by analogy to "financial research" in the Nice Alphabetical List in Class 36. | |
| 036-246 | Money order payment guarantee services | A | SERVICES | 07/01/2001 | T | |
| 036-788 | Electronic financial trading services | A | SERVICES | 09/10/2009 | T | 09-23-10: This entry refers to financial trading services rendered by the trademark owner for the consumer. It does not refer to the provision of technology enabling computer users to perform the trading activities. |
| 036-532 | Issuing stored value cards for use as electronic travel tickets | A | SERVICES | 09/13/2007 | T | |
| 036-728 | Real estate services, namely, rental of vacation homes | D | SERVICES | 01/01/2022 | On 01-01-2022, this 03-05-2009 entry was deleted because it is misclassified under Nice 11-2022. This wording is no longer acceptable. This entry was replaced by "Rental of vacation accommodation" in Class 43. Rental of vacation accommodation appears in the Nice Alphabetical List in Class 43. | |
| 036-420 | Vacation real estate timeshare services | D | SERVICES | 01/01/2022 | On 01-01-2022, this 11-09-2006 entry was deleted because the nature of the service activity is unclear. This wording is no longer acceptable. Rental of vacation time-share accommodation is classified in Class 43. Time-share property management services are classified in Class 36. | |
| 036-236 | Credit reporting services | A | SERVICES | 06/01/2001 | T | |
| 036-30 | Financial valuation of personal property and real estate | A | SERVICES | 04/02/1991 | T | |
| 036-1278 | Home equity insurance underwriting services | A | SERVICES | 05/27/2021 | ||
| 036-93 | Mutual fund investment | A | SERVICES | 04/02/1991 | T | |
| 036-768 | Appraisal and evaluation of real estate | D | SERVICES | 09/16/2021 | On 09-16-2021, this 07-30-2009 entry was deleted because it is overbroad. This wording is no longer acceptable. This entry was replaced by "Financial evaluation of real estate" in Class 36. See also the Class 36 entries "Appraisal of real estate" and "Real estate appraisal." | |
| 036-1325 | Providing financial information in the field of digital currency | A | SERVICES | 04/20/2023 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-656 | Yacht financing services | A | SERVICES | 06/05/2008 | T | |
| 036-1323 | Financial consultancy services | A | SERVICES | 04/20/2023 | ||
| 036-1307 | Securities-based lending | A | SERVICES | 11/24/2022 | ||
| 036-1310 | Financial advice relating to income tax | A | SERVICES | 01/01/2023 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-653 | Financing of real estate development projects | A | SERVICES | 06/05/2008 | T | |
| 036-22 | Financial information in the nature of rates of exchange | A | SERVICES | 04/02/1991 | T | |
| 036-73 | Investment of funds for others | A | SERVICES | 04/02/1991 | T | |
| 036-399 | Hedge fund investment services | A | SERVICES | 03/01/2006 | T | |
| 036-248 | Providing student loan information | A | SERVICES | 07/01/2001 | T | |
| 036-1311 | Rental of factory buildings | A | SERVICES | 01/26/2023 | T | |
| 036-53 | Guarantee assurance underwriting | A | SERVICES | 04/02/1991 | T | |
| 036-1326 | Online banking services | A | SERVICES | 06/22/2023 | ||
| 036-1327 | Banking services provided via {indicate means, e.g., downloadable mobile applications, a website, etc.} | A | SERVICES | 06/22/2023 | Banking services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1119 | Online banking services accessible by means of downloadable mobile applications [This is a banking service; it should not be used to identify the mobile applications themselves, which are goods in Class 9.] | D | SERVICES | 06/22/2023 | 03-06-2014 -Online banking services accessible by means of downloadable mobile application are classified in Class 36 as a financial service. The means by which the banking services are conducted does not impact classification. Note that downloadable mobile applications are separate goods in Class 9. 06-14-2018 -- This Note supersedes the prior Note. Online banking services accessible by means of downloadable mobile applications are classified in Class 36 as financial services. The means by which the online banking services are accessible does not impact classification. Please note that goods in the nature of downloadable mobile applications for {indicate function of software, e.g., managing bank accounts, editing photos, making restaurant reservations, etc. and, if software is content- or field-specific, the content or field of use} are classified in Class 9. On 06-22-2023, this 03-06-2014 entry was deleted because the use of brackets in the identification does not comply with USPTO policy set forth in TMEP §1402.12. This entry was replaced by "Banking services provided via {indicate means, e.g., downloadable mobile applications, a website, etc.}." | |
| 036-1284 | Financial evaluation of real estate | A | SERVICES | 09/16/2021 | T | |
| 036-1329 | Online credit reporting services | A | SERVICES | 06/22/2023 | ||
| 036-1231 | Financial evaluation of development costs relating to the {specify field, e.g., automotive, natural resources, medical device technology, etc.} industry | A | SERVICES | 01/01/2019 | ||
| 036-253 | Establishing mutual funds for others | A | SERVICES | 08/06/2001 | T | |
| 036-249 | Providing loans secured by commercial paper | A | SERVICES | 07/01/2001 | T | |
| 036-1234 | Insurance risk management | A | SERVICES | 05/09/2019 | T | |
| 036-487 | Financial services, namely, providing a virtual currency for use by members of an on-line community via a global computer network | D | SERVICES | 12/22/2022 | On 12-22-2022, this 02-09-2007 entry was deleted because it was causing confusion. As written, the nature of the services is unclear. This wording is no longer acceptable. "Downloadable virtual reality game software featuring crypto tokens for use in online virtual worlds" is classified in Class 9. "Providing online virtual reality game services featuring crypto tokens for use in virtual worlds " is classified in Class 41. | |
| 036-1117 | Financial services, namely, providing electronic transfer of a virtual currency for use by members of an on-line community via a global computer network | D | SERVICES | 12/22/2022 | On 12-22-2022, this 01-16-2014 entry was deleted because it was causing confusion. As written, the nature of the services is unclear. This wording is no longer acceptable. See the existing entries "Electronic transfer of money" in Class 36 and "Electronic transfer of virtual currencies" in Class 36. | |
| 036-844 | Issuance of tokens of value | D | SERVICES | 12/22/2022 | On 12-22-2022, this 02-25-2010 entry was deleted because it was causing confusion. This wording is no longer acceptable. "Issuing pre-paid vouchers exchangeable for goods or services" and "Issuing pre-paid vouchers exchangeable for {indicate goods or services, e.g., clothing, restaurant services, arcade games, etc.}" are classified in Class 36. See also "Issuing of pre-paid gift cards" in Class 36 and "Providing vouchers for payment of transportation expenses" in Class 36. | |
| 036-1334 | Electronic transfer of cryptocurrency | A | SERVICES | 11/09/2023 | ||
| 036-1335 | Financial trading of cryptocurrency | A | SERVICES | 11/09/2023 | ||
| 036-1336 | Financial trading of virtual currency | A | SERVICES | 11/09/2023 | ||
| 036-197 | Consumer lending services | A | SERVICES | 01/02/1997 | T | |
| 036-1343 | Providing information in the field of financial planning for {indicate intended users, e.g., club members, employees, etc.} | A | SERVICES | 11/16/2023 | Providing information in the field of financial planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1342 | Providing financial information regarding wealth building for {indicate intended users, e.g., club members, employees, etc.} | A | SERVICES | 11/16/2023 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1349 | Providing information in the field of wealth management for {indicate intended users, e.g., club members, employees, etc.} | A | SERVICES | 11/16/2023 | Providing information in the field of wealth management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1350 | Providing information in the field of wealth management | A | SERVICES | 11/16/2023 | ||
| 036-1246 | Crowdfunding | A | SERVICES | 01/01/2020 | T | |
| 036-1262 | Real estate management | A | SERVICES | 01/01/2021 | T | |
| 036-408 | Revolving loans | A | SERVICES | 07/01/2006 | T | |
| 036-1289 | Issuance of prepaid gift cards | A | SERVICES | 01/01/2022 | T | |
| 036-1316 | Real estate management of retirement communities | A | SERVICES | 02/23/2023 | T | Real estate management is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1317 | Real estate management services relating to entertainment venues | A | SERVICES | 02/23/2023 | T | Real estate management is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1315 | Charitable fund raising services to promote awareness of tree and environmental conservation | A | SERVICES | 02/23/2023 | T | |
| 036-1319 | Charitable services in the nature of providing grants for {indicate purpose or activity} | A | SERVICES | 04/06/2023 | ||
| 036-51 | Fund investment consultation | A | SERVICES | 04/02/1991 | T | |
| 036-739 | Providing vehicle insurance rate quotes | A | SERVICES | 04/23/2009 | T | |
| 036-1301 | Issuing pre-paid vouchers exchangeable for {indicate goods or services, e.g., clothing, restaurant services, arcade games, etc.} | A | SERVICES | 10/27/2022 | ||
| 036-1303 | Issuing of pre-paid gift cards for {indicate goods or services, e.g., clothing, restaurant services, arcade games, etc.} | A | SERVICES | 10/27/2022 | Issuing pre-paid gift cards is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-86 | Claims adjustment in the field of insurance | A | SERVICES | 04/02/1991 | T | |
| 036-726 | Real estate management of vacation homes | A | SERVICES | 03/05/2009 | T | |
| 036-1309 | Financial advice relating to tax | A | SERVICES | 01/01/2023 | T | Financial advice is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1331 | Rental of student housing | A | SERVICES | 07/20/2023 | T | |
| 036-1305 | Flight delay insurance underwriting | A | SERVICES | 11/17/2022 | T | |
| 036-54 | Home equity loans | A | SERVICES | 04/02/1991 | T | |
| 036-1308 | Financial consultancy for lottery winners | A | SERVICES | 12/15/2022 | T | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. |
| 036-1124 | Charitable fundraising services for {indicate cause or purpose, e.g., sending children and young adults with disabilities to a summer camp, etc.} | M | SERVICES | 04/17/2014 | 04-17-2014: This entry of 12-10-2009 was modified to accommodate the completion of the purpose for fundraising by the applicant when using the trademark electric filing system. "Charitable fundraising" is an acceptable identification in Class 36. Indication of the purpose for fundraising is permissible, but is not required. | |
| 036-78 | Business brokerage | A | SERVICES | 04/02/1991 | 01-01-2024 - Business brokerage refers to brokering transactions for the purchasing and selling of businesses. "Business brokerage" appears in the Nice Alphabetical List in Class 36. | |
| 036-1338 | Online banking services rendered in virtual environments | A | SERVICES | 11/09/2023 | 01-01-2024 - "Online banking services rendered in virtual environments" is in the Nice Alphabetical List in Class 36. | |
| 036-180 | Warranty claims administration services, namely, processing warranty claims for {indicate field of warranty} | A | SERVICES | 09/01/1995 | 01-01-2024 - These services are classified in Class 36 based on "insurance services" in the Nice Class 36 Heading and because "warranty claims administration services" appears in the Nice Alphabetical List in Class 36. Warranty claims administration services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1143 | Financial valuation of wool | A | SERVICES | 01/01/2015 | T | |
| 036-1144 | Capital investment | A | SERVICES | 01/01/2015 | T | |
| 036-1371 | Financial advisory services | A | SERVICES | 02/15/2024 | ||
| 036-1372 | Providing financial advisory services | A | SERVICES | 02/15/2024 | ||
| 036-1146 | Stocks and bonds brokerage | X | SERVICES | 01/01/2015 | T | |
| 036-1368 | Leasing of shopping center space | A | SERVICES | 02/15/2024 | T | |
| 036-646 | On-line business fundraising services | A | SERVICES | 05/01/2008 | T | |
| 036-1285 | Financial services, namely, electronic transfer of crypto assets | D | SERVICES | 01/01/2024 | 01-01-2022 - These services are classified in Class 36 by analogy to "electronic funds transfer" in the Nice Alphabetical List in Class 36. On 01-01-2024, this 01-01-2022 entry was deleted because the Nice Alphabetical List entry "electronic transfer of crypto assets" in Class 36, which serves as a basis for this entry, has been changed in the Nice Alphabetical List to "electronic transfer of cryptocurrency." This wording is no longer acceptable. Crypto assets is broadly defined to encompass a wide array of blockchain-based items incorporating cryptographic protocols, including financial instruments and other items that are not financial instruments. Thus, the wording crypto assets creates ambiguity in the identification. See existing entry for "Electronic transfer of cryptocurrency" in Class 36. | |
| 036-1375 | Hedge fund management | A | SERVICES | 04/25/2024 | T | |
| 036-1376 | Financial assessment of company credit | A | SERVICES | 04/25/2024 | T | |
| 036-1359 | Car broker services | A | SERVICES | 01/01/2024 | ||
| 036-1377 | Fund management for private clients | A | SERVICES | 04/25/2024 | T | |
| 036-1353 | Providing currency exchange services via automated teller machines (ATM) | A | SERVICES | 11/23/2023 | T | |
| 036-1401 | Life insurance settlement services | A | SERVICES | 11/21/2024 | T | |
| 036-105 | Appraisals for insurance claims of real estate | A | SERVICES | 04/02/1991 | T | |
| 036-1346 | Providing information regarding financial investment strategies | A | SERVICES | 11/16/2023 | T | |
| 036-1361 | Financial clearing | A | SERVICES | 01/01/2024 | T | |
| 036-207 | Equipment financing services | A | SERVICES | 06/01/2001 | T | |
| 036-838 | Computer analyses of stock exchange information | A | SERVICES | 02/04/2010 | ||
| 036-1413 | Reinsurance actuarial services | A | SERVICES | 02/06/2025 | Actuarial services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1416 | Reinsurance claims administration | A | SERVICES | 02/06/2025 | ||
| 036-1417 | Reinsurance claims processing | A | SERVICES | 02/06/2025 | ||
| 036-1421 | Reinsurance underwriting in the field of {specify field, e.g. accident, home, life, etc.} insurance | A | SERVICES | 02/06/2025 | Reinsurance underwriting is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1322 | Home banking services | A | SERVICES | 04/20/2023 | T | |
| 036-1424 | Providing online share price information via a blockchain data feed to smart contracts | A | SERVICES | 02/20/2025 | ||
| 036-1423 | Providing online share price information via a data feed | A | SERVICES | 02/20/2025 | ||
| 036-1432 | Issuing virtual credit cards for use in online shopping to protect personal payment information and prevent fraud | A | SERVICES | 02/27/2025 | ||
| 036-1425 | Annuity brokerage services | A | SERVICES | 02/27/2025 | ||
| 036-1430 | Preneed insurance settlement services | A | SERVICES | 02/27/2025 | ||
| 036-1427 | Reinsurance financial services in the nature of providing an investment option available for annuity products | A | SERVICES | 02/27/2025 | ||
| 036-1431 | Issuing virtual credit cards for secure purchasing at online retail stores | A | SERVICES | 02/27/2025 | ||
| 036-1433 | Processing virtual credit card payments | A | SERVICES | 02/27/2025 | ||
| 036-1386 | Providing financial information in the field of decentralized finance (DeFi) | A | SERVICES | 05/23/2024 | Decentralized finance (DeFi) refers to financial services which use blockchain technology. | |
| 036-1383 | Financial advisory services rendered using artificial intelligence (AI) | A | SERVICES | 05/23/2024 | Financial advisory services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1384 | Cryptocurrency trading services provided via decentralized exchanges (DEXs) | A | SERVICES | 05/23/2024 | Decentralized exchanges (DEXs) use blockchain technology to directly connect buyers and sellers. Cryptocurrency trading services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1387 | Cryptocurrency lending provided via decentralized finance (DeFi) protocols | A | SERVICES | 05/23/2024 | Decentralized finance (DeFi) protocols are standards that govern financial services using blockchain technology. Cryptocurrency lending is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1388 | Cryptocurrency lending | A | SERVICES | 05/23/2024 | ||
| 036-1393 | Art appraisal rendered {specify the means of rendering the services, e.g., in person, in virtual environments, online, etc.} | A | SERVICES | 07/18/2024 | Art appraisal is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-616 | Electronic loan origination services | A | SERVICES | 12/13/2007 | T | |
| 036-366 | Credit risk management | M | SERVICES | 12/01/2004 | T | |
| 036-1358 | Medical insurance consultancy for pets | A | SERVICES | 12/14/2023 | T | |
| 036-164 | Real estate agency services | M | SERVICES | 01/01/2016 | T | On 01-01-2016, this 04-02-1991 entry was amended from "Real estate agencies" to "Real estate agency services" in compliance with the Nice Classification, Tenth edition, version 2016, effective 01-01-2016. |
| 036-163 | Providing temporary loans | A | SERVICES | 04/02/1991 | T | |
| 036-1397 | Financial guarantee assessment services | A | SERVICES | 07/25/2024 | T | |
| 036-1354 | Providing cryptocurrency exchange services via automatic teller machines (ATM) | A | SERVICES | 11/23/2023 | ||
| 036-1355 | Providing cryptocurrency exchange services via automated teller machines (ATM) | A | SERVICES | 11/23/2023 | ||
| 036-1352 | Providing currency exchange services via automatic teller machines (ATM) | A | SERVICES | 11/23/2023 | ||
| 036-490 | Securities trading and investing services for others via the internet | A | SERVICES | 02/22/2007 | ||
| 036-1404 | Mortgage fulfillment services in the nature of mortgage underwriting | A | SERVICES | 12/06/2024 | ||
| 036-1400 | Art loaning in the nature of securities-based lending featuring art | A | SERVICES | 09/26/2024 | ||
| 036-1407 | Financial services in the nature of providing an investment option available for life insurance products | A | SERVICES | 01/16/2025 | ||
| 036-1396 | Bond trading | A | SERVICES | 07/25/2024 | T | |
| 036-1378 | Financial exchange of digital currency | A | SERVICES | 05/02/2024 | ||
| 036-1356 | Online real estate brokerage services rendered in virtual environments | A | SERVICES | 12/07/2023 | ||
| 036-1339 | Online financial consultancy rendered in virtual environments | A | SERVICES | 11/09/2023 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1373 | Real estate agent services | A | SERVICES | 02/29/2024 | ||
| 036-1403 | Capital investment consultancy | A | SERVICES | 12/05/2024 | ||
| 036-1454 | Providing financial information in the field of {indicate specific field, e.g., commercial lending, health savings accounts, securities trading, etc.} | A | SERVICES | 06/19/2025 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1647 | Reverse mortgage brokerage services | A | SERVICES | 10/02/2025 | ||
| 036-1608 | Credit union services provided via {indicate means, e.g., automated teller machines (ATM), downloadable mobile applications, the internet, etc.} | A | SERVICES | 08/07/2025 | Credit union services is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1610 | Providing financial news and information | A | SERVICES | 08/07/2025 | ||
| 036-1611 | Providing financial news and information in the field of {indicate specific financial field, e.g., commercial lending, health savings accounts, securities trading, etc.} | A | SERVICES | 08/07/2025 | Providing financial news and information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1638 | Providing financing to {indicate recipient, e.g., entrepreneurs, non-profit organizations, small businesses, etc.} via business accelerator programs | A | SERVICES | 08/28/2025 | ||
| 036-1615 | Conversion of data other than physical conversion | D | SERVICES | 09/04/2025 | On 09-04-2025, this 08-14-2025 entry was deleted because it is misclassified. The classification in Class 36 is a typographical error. This wording is not acceptable in Class 36. "Conversion of data other than physical conversion" is classified in Class 42. | |
| 036-1604 | Mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices | A | SERVICES | 07/10/2025 | ||
| 036-1455 | Brokerage of carbon credits relating to biomass fuels | A | SERVICES | 07/10/2025 | Brokerage of carbon credits is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1456 | Carbon-credit brokerage relating to biomass fuels | A | SERVICES | 07/10/2025 | Carbon-credit brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1459 | Carbon-credit brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1461 | Carbon-credit brokerage relating to biofuels | A | SERVICES | 07/10/2025 | Carbon-credit brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1462 | Carbon-credit brokerage relating to renewable energy | A | SERVICES | 07/10/2025 | Carbon-credit brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1463 | Brokerage of carbon credits relating to renewable energy | A | SERVICES | 07/10/2025 | Brokerage of carbon credits is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1464 | Brokerage of emission reduction credits | A | SERVICES | 07/10/2025 | ||
| 036-1465 | Carbon offsetting brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1467 | Financial consultancy in the field of fuels, diesel fuel, biofuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1468 | Financial consultation in the field of fuel, diesel fuel, biocarburants and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1471 | Financial consultancy in the field of fuel, diesel fuel, biomass fuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1472 | Financial consultation in the field of fuel, diesel fuel, biomass fuel and biodiesel fuel | A | SERVICES | 07/10/2025 | Financial consultation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1618 | Valuation of precious metals | A | SERVICES | 08/21/2025 | T | |
| 036-1507 | Charitable fund raising for tertiary education costs | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1478 | Providing financial information and analyses | A | SERVICES | 07/10/2025 | ||
| 036-1483 | Health insurance consultancy | A | SERVICES | 07/10/2025 | ||
| 036-1487 | Financial management relating to investments | A | SERVICES | 07/10/2025 | Financial management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1488 | Provision of financial sponsorship for a charity event | A | SERVICES | 07/10/2025 | ||
| 036-1490 | Charitable fund raising by means of collecting and redeeming recyclables for donation of redemption proceeds to charitable organizations | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1491 | Charitable fund raising services by means of collecting and redeeming recyclables for donation of redemption proceeds to charitable organizations | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1492 | Charitable fundraising by means of collecting and redeeming recyclables for donation of redemption proceeds to charitable organizations | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1495 | Charitable fundraising by means of reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1496 | Charitable fund raising services by means of reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1497 | Charitable fund raising by means of collecting and reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1499 | Charitable fundraising by means of collecting and reselling used automobiles | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1506 | Charitable fund raising to cover the costs of higher education | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1508 | Charitable fundraising services to cover the costs of higher education | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1509 | Charitable fund raising services to cover the costs of higher education | A | SERVICES | 07/10/2025 | Charitable fund raising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1512 | Charitable fundraising for tertiary education costs | A | SERVICES | 07/10/2025 | Charitable fundraising is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1515 | Financial consultancy in the field of planned donations for non-profit and charitable organizations | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1518 | Financial consultancy services in the field of planned donations for non-profit and charitable organisations | A | SERVICES | 07/10/2025 | "Organisations" (British English) is also spelled "organizations" (American English). Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1520 | Insurance brokerage in the field of home insurance | A | SERVICES | 07/10/2025 | ||
| 036-1634 | Investment management of pension funds | A | SERVICES | 08/21/2025 | ||
| 036-1635 | Pension fund investment management | A | SERVICES | 08/21/2025 | ||
| 036-1620 | Financial appraisal of freehold property | A | SERVICES | 08/21/2025 | Freehold property is real estate where the owner holds title to both the land and the buildings on the land indefinitely. | |
| 036-1621 | Financial valuation of freehold property | A | SERVICES | 08/21/2025 | Freehold property is real estate where the owner holds title to both the land and the buildings on the land indefinitely. Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1623 | Providing financial research services | A | SERVICES | 08/21/2025 | ||
| 036-1624 | Provision of financial research services | A | SERVICES | 08/21/2025 | ||
| 036-1625 | Financial valuation of patents | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1627 | Financial valuation of trademarks | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1628 | Financial valuation of trademark assets | A | SERVICES | 08/21/2025 | Financial valuation is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1452 | Stop-loss insurance underwriting | A | SERVICES | 05/30/2025 | ||
| 036-1521 | Personal accident insurance underwriting | A | SERVICES | 07/10/2025 | Accident insurance underwriting is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1523 | Securities brokerage and trading services | A | SERVICES | 07/10/2025 | ||
| 036-1526 | Providing information on securities trading | A | SERVICES | 07/10/2025 | ||
| 036-1527 | Providing information on trading in securities | A | SERVICES | 07/10/2025 | ||
| 036-1528 | Provision of information on securities trading | A | SERVICES | 07/10/2025 | ||
| 036-1529 | Provision of information on trading in securities | A | SERVICES | 07/10/2025 | ||
| 036-1530 | Valuation of patents, trademarks, designs and copyrights | A | SERVICES | 07/10/2025 | ||
| 036-1531 | Patent, trademark, design and copyright valuation services | A | SERVICES | 07/10/2025 | ||
| 036-1534 | Administration of home, accident and fire insurance claims | A | SERVICES | 07/10/2025 | ||
| 036-1537 | Financial administration of employee benefit plans concerning fitness club memberships | A | SERVICES | 07/10/2025 | Financial administration of employee benefit plans is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1538 | Financial administration of employee benefit plans | A | SERVICES | 07/10/2025 | ||
| 036-1539 | Administration of group insurance plans | A | SERVICES | 07/10/2025 | ||
| 036-1540 | Home, accident and fire insurance administration services | A | SERVICES | 07/10/2025 | Insurance administration is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1541 | Insurance administration services | A | SERVICES | 07/10/2025 | ||
| 036-1542 | Administration of home, accident and fire insurance | A | SERVICES | 07/10/2025 | ||
| 036-1551 | Business finance brokerage services | A | SERVICES | 07/10/2025 | ||
| 036-1557 | Financial advice relating to retirement | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1558 | Financial advice on retirement | A | SERVICES | 07/10/2025 | Financial advice is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1562 | Providing secure commercial transactions and payment options using a mobile device at a point of sale | A | SERVICES | 07/10/2025 | ||
| 036-1565 | Financial securities brokerage | A | SERVICES | 07/10/2025 | Securities brokerage is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1567 | Securities and commodities trading services for others | A | SERVICES | 07/10/2025 | ||
| 036-1568 | Financial consultancy relating to franchising | A | SERVICES | 07/10/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1570 | Multi-family property management services | A | SERVICES | 07/10/2025 | ||
| 036-1571 | Multi-family property management | A | SERVICES | 07/10/2025 | ||
| 036-1573 | Multifamily property management | A | SERVICES | 07/10/2025 | ||
| 036-1575 | Financial management for businesses | A | SERVICES | 07/10/2025 | Financial management is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1576 | Stock debenture brokerage | A | SERVICES | 07/10/2025 | Debenture stock is a security similar to preferred stock in which stockholders are entitled to dividend payments at fixed intervals. | |
| 036-1578 | Hire-purchase financing of cars | A | SERVICES | 07/10/2025 | Hire-purchase financing is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1579 | Lease-purchase financing of motor cars | A | SERVICES | 07/10/2025 | Lease-purchasing financing is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1582 | Hire-purchase financing of automobiles | A | SERVICES | 07/10/2025 | Hire-purchase financing is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1583 | Hire-purchase financing of motor cars | A | SERVICES | 07/10/2025 | Hire-purchase financing is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1585 | Unsecured bond brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1586 | Uncollateralized bonds brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1587 | Unsecured bonds brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1588 | Brokerage of debentures | A | SERVICES | 07/10/2025 | A debenture is a type of bond or other debt instrument that is unsecured by collateral. | |
| 036-1589 | Uncollateralized bond brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1593 | Digital currency brokerage services | A | SERVICES | 07/10/2025 | ||
| 036-1594 | Automobile loan brokerage services | A | SERVICES | 07/10/2025 | ||
| 036-1595 | Currency brokerage services | A | SERVICES | 07/10/2025 | ||
| 036-1597 | Bonds brokerage | A | SERVICES | 07/10/2025 | ||
| 036-1598 | Bonds brokerage services | A | SERVICES | 07/10/2025 | ||
| 036-1599 | Brokerage services for bonds | A | SERVICES | 07/10/2025 | ||
| 036-1600 | Pet health insurance consultancy | A | SERVICES | 07/10/2025 | ||
| 036-1601 | Pet health insurance underwriting | A | SERVICES | 07/10/2025 | ||
| 036-1411 | Providing travel insurance information | A | SERVICES | 02/06/2025 | T | |
| 036-1653 | Financial data analysis in the field of {indicate, e.g., long-term debt, sales revenue, shareholder equity, etc.} | A | SERVICES | 10/09/2025 | Financial data analysis is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1449 | Financial wealth management services | A | SERVICES | 05/22/2025 | ||
| 036-1448 | Family office services in the nature of investment management | A | SERVICES | 05/22/2025 | ||
| 036-1444 | Family office investment advisory services | A | SERVICES | 05/22/2025 | ||
| 036-1447 | Family office services in the nature of investment advisory services | A | SERVICES | 05/22/2025 | ||
| 036-1659 | Providing cash prizes to others based on {indicate, e.g., academic achievement, athletic performance, creative works, etc.} | A | SERVICES | 12/11/2025 | ||
| 036-1644 | Providing information in the field of financial planning for higher education, namely, {specify institution, e.g., college, graduate school, university, etc.} education | A | SERVICES | 09/25/2025 | Providing information in the field of financial planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1646 | Providing information in the field of financial planning for higher education via a website | A | SERVICES | 09/25/2025 | Providing information in the field of financial planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1643 | Providing information in the field of financial planning for higher education | A | SERVICES | 09/25/2025 | Providing information in the field of financial planning is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1683 | Issuing payment cards | A | SERVICES | 07/23/2026 | ||
| 036-1681 | Issuance of virtual credit cards for use in online shopping to protect personal payment information and prevent fraud | A | SERVICES | 07/23/2026 | ||
| 036-1682 | Issuing of payment cards | A | SERVICES | 07/23/2026 | ||
| 036-1657 | Rental of point-of-sale (POS) terminals | A | SERVICES | 01/01/2026 | Rental of point-of-sale (POS) terminals is classified in Class 36 by analogy to "Rental of payment terminals," which appears in the Nice Alphabetical List in Class 36. | |
| 036-1667 | Real estate acquisition and leaseback services | A | SERVICES | 02/19/2026 | ||
| 036-1438 | Appraisal of used books | A | SERVICES | 04/10/2025 | T | |
| 036-1668 | Collection of royalties for songwriters and composers by music publishing companies | A | SERVICES | 03/12/2026 | ||
| 036-1670 | Real estate property management | A | SERVICES | 03/12/2026 | ||
| 036-1674 | Verification of insurance coverage, eligibility, and benefits in the field of {specify type of insurance, e.g., dental, health, pet, etc.} insurance | A | SERVICES | 03/12/2026 | ||
| 036-1688 | Arranging for the financing of leases of {specify types of goods, e.g., automobiles, manufacturing equipment, railcar and locomotive equipment, etc.} | A | SERVICES | 07/30/2026 | ||
| 036-1678 | Digital currency lending | A | SERVICES | 07/09/2026 | ||
| 036-1440 | Providing stock market information via social media mobile applications | A | SERVICES | 04/10/2025 | Providing stock market information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1591 | Debenture brokerage | A | SERVICES | 07/10/2025 | T | A debenture is a type of bond or other debt instrument that is unsecured by collateral. |
| 036-1482 | Financial due diligence services | A | SERVICES | 07/10/2025 | T | |
| 036-1664 | Providing counseling services in the field of permanent housing accommodations | A | SERVICES | 01/29/2026 | ||
| 036-1663 | Charitable outreach services, namely, providing counseling services in the field of permanent housing accommodations | A | SERVICES | 01/29/2026 | ||
| 036-1437 | Deposit accounts services | A | SERVICES | 03/13/2025 | T | |
| 036-1616 | Financial consultancy in the field of cryptocurrency | A | SERVICES | 08/14/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1617 | Financial consultancy services relating to cryptocurrency | A | SERVICES | 08/14/2025 | Financial consultancy is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1614 | Financial information services relating to cryptocurrency | A | SERVICES | 08/14/2025 | Financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1605 | Administration of employee benefit plans concerning finance | A | SERVICES | 07/24/2025 | ||
| 036-1662 | Providing financial information in the field of {indicate specific field, e.g., commercial lending, health savings accounts, securities trading, etc.} via a website | A | SERVICES | 01/08/2026 | Providing financial information is acceptable wording; further specification is acceptable, but it is not required. | |
| 036-1641 | Coin counting, sorting and converting services | A | SERVICES | 09/18/2025 | ||
| 036-1441 | Financial engineering | M | SERVICES | 04/11/2025 | T | 01-01-2025 - Financial engineering is a type of financial analysis service using mathematical techniques to solve financial problems. On 04-11-2025, this 01-01-2025 entry was reclassified from Class 42 to Class 36 in order to correct a typographical error. |