EUTM file information

018982859

Portfolio DOC


February 4, 2024

Trademark Summary

The trademark application Portfolio DOC was filed by Adnan Bilgin, a national of the Federal Republic of Germany (the "Applicant"). The application was published for oppositions on February 8, 2024, and it was registered by office on May 17, 2024 without any oppositions.

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


Goods And Services

  • The mark was filed in class 36 with following description of goods:
    1. Corporate finance
    2. Provision of finance
    3. Lease purchase finance
    4. Finance (Provision of -)
    5. Corporate finance consultancy
    6. Finance services
    7. Project finance
    8. Provision of finance for enterprises
    9. Provision of finance for real estate development
    10. Finance leasing
    11. Provision of finance for health care
    12. Provision of commercial finance
    13. Arranging finance for businesses
    14. Corporate finance services
    15. Provision of finance for companies
    16. Provision of finance for hire-purchase
    17. Provision of finance for leasing
    18. Property (Real estate -) finance
    19. Provision of finance for business ventures
    20. Professional consultancy relating to finance
    21. Investing of funds
    22. Real estate investment planning
    23. Financing of investments
    24. Investment management
    25. Management of investments
    26. Capital investment consulting
    27. Real estate investment
    28. Real estate investment management
    29. Investment research
    30. Development of investment portfolios
    31. Investment information
    32. Acquisition for financial investment
    33. Investment of money (Services for -)
    34. Management of investment portfolio
    35. Portfolio investment management
    36. Investment banking
    37. Management of capital investment funds
    38. Management of a capital investment fund
    39. Capital investment fund management
    40. Management of investment portfolios
    41. Accounts receivables financing
    42. Actuarial services
    43. Acquisition and transfer of monetary claims
    44. Administration of deposit taking
    45. Administration of financial affairs
    46. Administration of pension schemes
    47. Administration of financial affairs relating to real estate
    48. Administration of savings accounts
    49. Administration of trusts
    50. Annuity services
    51. Arranging finance for films
    52. Arranging finance for radio programs
    53. Arranging finance for television programs
    54. Arranging of annuities
    55. Arranging of credit insurance
    56. Asset management for third parties
    57. Arranging of finance for sporting, cultural and entertainment projects
    58. Arranging the provision of finance
    59. Arranging of overdrafts
    60. Arranging the provision of finance for construction operations
    61. Arranging the provision of finance for real estate purchase
    62. Asset allocation
    63. Asset and portfolio management
    64. Asset management
    65. Bank account information services
    66. Bank account and savings account services
    67. Bank account services
    68. Banking
    69. Bank note checking
    70. Banking and financing services
    71. Banking services for deposit-taking
    72. Banking services provided for schools
    73. Banking services relating to the deposit of money
    74. Brokerage
    75. Contributory benefit scheme services
    76. Consultancy relating to educational financial assistance
    77. Consolidation of monies (Services for the -)
    78. Conducting of financial transactions
    79. Conducting of financial affairs on-line
    80. Computerised financial services for retail businesses
    81. Computerised financial services
    82. Computerised banking services
    83. Commodities financing
    84. Collection of non-domestic rates
    85. Collection of community charge monies
    86. Collateral agency services
    87. Car broker services
    88. Capitalization services
    89. Capital management
    90. Capital fund management
    91. Business liquidation services, financial
    92. Business brokerage
    93. Building society services relating to finance
    94. Building society services
    95. Brokerage services for arranging financing by other financial institutions
    96. Brokerage of emission rights
    97. Brokerage of carbon offsets
    98. Brokerage of carbon credits
    99. Brokerage of building society savings agreements
    100. Cooperative credit organizations
    101. Corporate funds management
    102. Corporate savings account services
    103. Corporate trustee services
    104. Counterparty risk management
    105. Currency trading and exchange services
    106. Current account facilities
    107. Debit account services
    108. Debt recovery and factoring services
    109. Deposit accounts services
    110. Deposit savings
    111. Deposit services
    112. Deposit-holding
    113. Deposit-taking
    114. Discount of bills
    115. Financial services relating to motor vehicles
    116. Financial services relating to business
    117. Financial services relating to airports
    118. Financial services relating to savings
    119. Financial services provided by electronic means
    120. Financial services provided to partnerships
    121. Financial services provided to businesses in the oil industry
    122. Financial services provided by building societies
    123. Financial services provided via the Internet
    124. Financial risk management services
    125. Electronic banking services
    126. Electronic banking via a global computer network [internet banking]
    127. Electronic check acceptance services
    128. Electronic financial trading services
    129. Emergency financial services for travellers
    130. Equipment financing services
    131. Equity financing
    132. Equity release services
    133. Escrow services
    134. Establishment of trusts (Services for the -)
    135. Estate trust management
    136. Exchange brokerage services
    137. Facilitating and arranging financing
    138. Financing services for securing funds
    139. Financial management
    140. Money (Exchanging -)
    141. Money transfer
    142. Electronic transfers of money
    143. Money exchange services
    144. Financial, monetary and banking services
    145. Fundraising and financial sponsorship
    146. Insurance services
    147. Insurance underwriting
    148. Pawnbrokerage
    149. Provision of prepaid cards and tokens
    150. Real estate services
    151. Safe deposit services
    152. Valuation services
    153. Exchanging money
    154. Money brokerage
    155. Trusteeship of money
    156. Money deposit services
    157. Electronic transfer of money
    158. Money transfer services
    159. Exchange services (Money -)
    160. Money transmission services
    161. Money exchange and transfer
    162. Provision of cash dispenser facilities for money deposit
    163. Money lending services
    164. Financing of lease purchase
    165. Lease-purchase financing
    166. Financially-guaranteed financing
    167. Financing of acquisitions
    168. Real estate financing
    169. Hire-purchase financing
    170. Financing (Hire purchase -)
    171. Corporate financing
    172. Financing of purchases
    173. Asset-based financing
    174. Automobile lease-purchase financing
    175. Project financing
    176. Lease-purchase financing services
    177. Lease purchase financing of vehicles
    178. Financing services
    179. Financing of guarantees
    180. Credit financing
    181. Accident insurance
    182. Administration of group insurance
    183. Administration of group insurance plans
    184. Administration of insurance plans
    185. Administration of insurance claims
    186. Administration of insurance business
    187. Administration of insurance portfolios
    188. Advisory services relating to insurance claims
    189. Advisory services relating to insurance contracts
    190. Advisory services relating to life insurance
    191. Agency services for arranging travel insurance
    192. Arranging of insurance
    193. Arranging of life insurance
    194. Arranging of travel insurance
    195. Aviation insurance
    196. Bail-bonding
    197. Bail bonding services
    198. Banking insurance
    199. Brokerage advisory services relating to insurance
    200. Brokerage agency relating to ship insurance
    201. Brokerage house services
    202. Brokerage of casualty insurance
    203. Brokerage of non-life insurance
    204. Caravan insurance services
    205. Claim adjustment for non-life insurance
    206. Commodities insurance
    207. Computerised information services relating to insurance
    208. Consultancy and brokerage services relating to life insurance
    209. Consultancy and brokerage services relating to accident insurance
    210. Consultancy and brokerage services relating to vehicle insurance
    211. Computerised processing of insurance claims
    212. Consultancy and brokerage services relating to travel insurance
    213. Consultancy and brokerage services relating to home insurance
    214. Consultancy and brokerage services relating to health insurance
    215. Consultancy services relating to insurance
    216. Consulting and information concerning insurance
    217. Credit insurance
    218. Credit risk insurance
    219. Credit risk insurance [factoring]
    220. Dental health insurance administration
    221. Dental health insurance underwriting and administration
    222. Dental insurance services
    223. Endowment insurance services
    224. Financial advisory services relating to life assurance
    225. Financial consultancy and insurance consultancy
    226. Financial guarantee assessment services
    227. Financial guarantee services for the reimbursement of expenses incurred as a result of vehicle accident or breakdown
    228. Financial guarantee services for the reimbursement of expenses incurred as a result of vehicle accident
    229. Financial guarantee services for the reimbursement of expenses incurred as a result of vehicle breakdown
    230. Financial services relating to the insurance of motor vehicles
    231. Financial services rendered by insurance companies
    232. Fire insurance
    233. Guarantee insurance services
    234. Guaranteeing payment of medical expenses for travellers
    235. Health insurance
    236. Guaranteeing payment of medical expenses for foreign travellers
    237. Health insurances services relating to coach couriers
    238. Health insurances services relating to coach drivers
    239. Home contents insurance
    240. Household insurance services
    241. Insurance actuarial services
    242. Insurance agencies
    243. Insurance agency and brokerage
    244. Insurance administration of prescription drug benefit plans
    245. Insurance against loss of credit
    246. Insurance against loss of documents
    247. Insurance and financial information and consultancy services
    248. Insurance brokerage
    249. Insurance brokerage for property
    250. Insurance brokerage consultancy and information
    251. Insurance consultancy
    252. Insurance brokerage relating to pets
    253. Insurance consultancy services relating to explosions
    254. Insurance consultancy services relating to fires
    255. Insurance for garages
    256. Insurance for businesses
    257. Life insurance agencies
    258. Life insurance
    259. Marine insurance
    260. Medical insurance
    261. Medical insurance brokerage services
    262. Medical insurance services provided to companies
    263. Mortgage banking insurance
    264. Mortgage insurance
    265. Mortgage protection policies
    266. Motor insurance brokerage
    267. Personal insurance relating to liability for repayment of loans
    268. Personal insurance services
    269. Personal insurance services relating to the supply of legal advice
    270. Personal insurance services relating to the supply of legal services
    271. Planning services relating to life assurance
    272. Service insurance contracts
    273. Reinsurance information
    274. Reinsurance claims processing
    275. Reinsurance claim settlements
    276. Reinsurance brokerage
    277. Reinsurance actuarial services
    278. Reinsurance
    279. Real estate insurance services
    280. Real estate agency services relating to the purchase and sale of land
    281. Provision of insurance services to insurance companies
    282. Provision of insurance premium quotations
    283. Insurance for legal expenses
    284. Insurance services relating to nursing homes
    285. Provision of insurance services to reinsurance companies
    286. Provision of mortgage loan insurance
    287. Provision of ten year insurance policies
    288. Reinsurance consultancy
    289. Private health insurance
    290. Processing of insurance claims
    291. Insurance services relating to pension funds
    292. Insurance services relating to sea cargo
    293. Insurance services relating to sport
    294. Insurance services relating to structured settlements rendered to lawyers
    295. Insurance services relating to the loss of personal possessions
    296. Financial nominees services for the holding of properties for others
    297. Financial brokerage services for real estate
    298. Estate management services relating to transactions in real property
    299. Estate management services relating to horticulture
    300. Estate management services relating to agriculture
    301. Estate management
    302. Real estate escrow services
    303. Real estate equity sharing
    304. Real estate consultancy
    305. Real estate brokerage
    306. Real estate and property management services
    307. Real estate agency services relating to the purchase and sale of buildings
    308. Real estate agency services
    309. Real estate affairs
    310. Real estate administration
    311. Real estate acquisition services
    312. Provision of permanent housing accommodation
    313. Provision of information relating to the property market [real estate]
    314. Provision of information relating to property [real estate]
    315. Provision of housing accommodation
    316. Real estate management
    317. Real estate management of retirement communities
    318. Real estate management of vacation homes
    319. Real estate management services relating to shopping malls
    320. Real estate management services relating to retail premises
    321. Real estate management services relating to commercial buildings
    322. Real estate management services relating to housing estates
    323. Real estate management services relating to building complexes
    324. Real estate management services relating to residential buildings
    325. Real estate management services relating to office premises
    326. Real estate management services relating to industrial premises
    327. Real estate management services relating to entertainment venues
    328. Real estate procurement for others
    329. Real estate selection and acquisition [on behalf of others]
    330. Accommodation bureau services [apartments]
    331. Accommodation bureaux (real estate property)
    332. Acquisition of land to be let
    333. Advisory services relating to real estate ownership
    334. Advisory services relating to real estate valuations
    335. Agency services for the selling on commission of real property
    336. Apartment house management
    337. Apartment locating services for others [permanent accommodation]
    338. Apartments (Arranging letting of -)
    339. Arranging of shared ownership of real estate
    340. Building management
    341. Commercial real estate agency services
    342. Computerised information services relating to real estate
    343. Consultancy in the purchasing of real estate
    344. Corporate real estate advisory services
    345. Domestic property finding services
    346. Real estate settlement services [financial services]
    347. Real estate syndication
    348. Real estate time-sharing
    349. Real estate trustee services
    350. Rent collection
    351. Rental of real estate and property
    352. Research services relating to real estate acquisition
    353. Residential real estate agency services
    354. Time share management services
    355. Assessment and management of real estate
    356. Assisting in the acquisition of real estate
    357. Assisting in the acquisition of and financial interests in real estate
    358. Estate agency services for sale and rental of buildings
    359. Estate agency services for sale and rental of businesses
    360. Housing agencies
    361. Housing management
    362. Land acquisition services
    363. Land acquisition services [on behalf of others]
    364. Letting agency for sheltered accommodation
    365. Letting of showrooms
    366. Letting of trade centres
    367. Management of commercial properties
    368. Management of land
    369. Management of property
    370. Property portfolio management
    371. Providing information relating to land management
    372. Providing information relating to real estate affairs, via the Internet
    373. Providing real estate information relating to property and land
    374. Financing of real estate development projects
    375. Estate agency
    376. Financial services relating to insurance
    377. Actuarial consulting and advisory services
    378. Insurance for hotels
    379. Insurance for offices
    380. Insurance for property owners
    381. Insurance for third party liability
    382. Insurance for vans
    383. Insurance guarantees
    384. Insurance information
    385. Insurance investigations
    386. Insurance of anti-theft systems
    387. Insurance of buildings
    388. Insurance of communications apparatus
    389. Insurance premium financing services
    390. Insurance premium rate computing
    391. Insurance relating to personal possessions
    392. Insurance services for mobile telephones
    393. Ship insurance agency
    394. Insurance services for thatched properties
    395. Insurance services for the construction industry
    396. Insurance services for the protection of drivers
    397. Insurance services for the protection of mortgages
    398. Insurance services for the provision of emergency cash
    399. Insurance services for the repayment of medical expense
    400. Insurance services relating to life
    401. Insurance services relating to property
    402. Insurance services relating to aviation
    403. Insurance services relating to boats
    404. Insurance services relating to cancelled bookings for holidays
    405. Insurance services relating to contingency planning
    406. Insurance services relating to credit
    407. Insurance services relating to credit agreements
    408. Insurance services relating to credit cards
    409. Insurance services relating to goods in transit
    410. Insurance services relating to holiday accommodation
    411. Insurance services relating to legal costs
    412. Insurance services relating to mail order businesses
    413. Insurance services relating to mechanical breakdown
    414. Professional indemnity insurance
    415. Providing information relating to insurance premium rate computing
    416. Providing information relating to life insurance brokerage
    417. Providing insurance information
    418. Providing online information about reinsurance from a computer database or the Internet
    419. Providing online information about insurance from a computer database or the Internet
    420. Providing reinsurance information
    421. Provision of annuities
    422. Provision of equipment guarantee insurance
    423. Provision of holiday insurance
    424. Provision of information relating to insurance and financial services
    425. Providing vehicle insurance rate quotes
    426. Studies (Insurance -)
    427. Surety services
    428. Telephone banking and insurance services
    429. Time and cost completion risk insurance
    430. Time and cost overrun risk insurance
    431. Transit insurance brokerage
    432. Transport insurance brokerage
    433. Travel insurance
    434. Variable annuity investment services
    435. Variable insurance investment services
    436. Viatical settlement services
    437. Warranty services
    438. Financial administration of a private dental plan
    439. Financial administration of prepaid health care plans
    440. Financial administration of employee pension plans
    441. Financial and monetary services
    442. Financial assistance
    443. Financial banking
    444. Financial brokerage services
    445. Financial consultancy in the field of risk management
    446. Financial consultancy services relating to infrastructure investment
    447. Financial exchange
    448. Financial guardianship
    449. Financial information, data, advice and consultancy services
    450. Financial banking services for the deposit of money
    451. Financial management of building projects
    452. Financial management of building occupancy expenses
    453. Financial management of building renovation projects
    454. Financial management for businesses
    455. Financial intermediary services
    456. Financial loss management
    457. Financial management of cash accounts
    458. Financial management of companies
    459. Financial management of current accounts
    460. Financial management of holding companies
    461. Financial management services relating to hospitals
    462. Financial management of pensions
    463. Financial management services relating to dental institutions
    464. Financial banking services for the withdrawal of money
    465. Financial management of membership schemes
    466. Financial management of real estate projects
    467. Financial management of risk capital, investment capital and development capital
    468. Financial management of reimbursement payments for others
    469. Financial management of shares in other companies
    470. Financial management relating to banking
    471. Financial management services relating to banking institutions
    472. Financial management services relating to convalescent institutions
    473. Financial services provided over the Internet and telephone
    474. Financial services provided over the telephone and by means of a global computer network or the internet
    475. Financial planning and management
    476. Financial planning services relating to building projects
    477. Financial research in the field of risk management
    478. Financial investment
    479. Financial management services relating to local authorities
    480. Financial management services relating to medical institutions
    481. Financial management services relating to nursing institutions
    482. Financial management services relating to retirement homes
    483. Financial management services provided via the Internet
    484. Financial management via the Internet
    485. Financial risk assessment services
    486. Financial services for securing funds for others
    487. Financial services relating to personal equity plans
    488. Financial services relating to property
    489. Financial services relating to the acquisition of property
    490. Financial services relating to the maintenance of vehicles
    491. Financial services relating to the motor trade
    492. Financial services relating to the purchase of aircraft
    493. Financial services relating to the sale of property
    494. Financial services relating to the transportation of goods
    495. Financial services relating to travel
    496. Financial services relating to the funding of broadcasting
    497. Financial services relating to the provision and structuring of capital
    498. Financial services relating to pensions
    499. Financial services relating to wealth management
    500. Financial solvency investigations
    501. Financial sponsorship of entertainment activities
    502. Financial transaction services relating to interest rate
    503. Financial transfers and transactions, and payment services
    504. Financial trust management
    505. Financing in relation to the buying and selling of businesses
    506. Financing of building projects
    507. Financing of development projects
    508. Financing of mergers
    509. Financing services for companies
    510. International banking
    511. Investment services
    512. Financing services for the securing of funds for business
    513. Financing services for the securing of funds in respect of ventures
    514. Financing services for the purchase of ships
    515. Financing services relating to hotels
    516. Fixed income investment services
    517. Fund raising services via crowdfunding website
    518. Funding of product development
    519. Highway toll collection services
    520. Home banking
    521. Independent financial planning advice
    522. Interest rate risk management
    523. Management of corporate finances
    524. Financing services relating to dental care
    525. Financing services relating to maternity care
    526. Financing services relating to real estate development
    527. Financing services relating to trade
    528. Loan and credit, and lease-finance services
    529. Handling of standing orders
    530. Foreign currency transfer services
    531. Issuing of negotiable instruments
    532. Issuing of promissory notes
    533. Management of financial assets
    534. Management of private equity funds
    535. Maintaining escrow accounts for investments
    536. Management of retained earnings
    537. Mobile banking services
    538. Monetary affairs
    539. Monetary services
    540. Online banking
    541. Online banking services rendered in virtual environments
    542. Paperless electronic banking services
    543. Pension management services
    544. Pension services
    545. Processing of luncheon vouchers
    546. Providing funding for commercial entities
    547. Providing funding for governments
    548. Providing funding for inventors
    549. Providing funding for inventions
    550. Providing funding for non-profit entities
    551. Property investment banking services
    552. Providing fundraising activities to support medical research and procedures for those in need
    553. Providing working capital
    554. Providing information and analysis via the Internet in the field of financial investments
    555. Providing information relating to trusteeship of financial futures contracts
    556. Providing funding for research institutions
    557. Providing funding for the development of new technology
    558. Providing funding for universities
    559. Providing rebates at participating establishments of others through use of a membership card
    560. Private placement and venture capital investment services
    561. Provision of finance for civil engineering constructions
    562. Provision of finance for leisure centres
    563. Provision of finance for sales
    564. Provision of current accounts
    565. Provision of equipment finance
    566. Personal equity plan investment
    567. Personal banking services
    568. Online business banking services
    569. Private banking
    570. Price risk management
    571. Preparation of quotes for cost estimation purposes
    572. Planning (estate -) [financial]
    573. Financing and funding services
    574. Management pensions schemes
    575. Personal equity plan management
    576. Personal finance services
    577. Personal financial banking services
    578. Provision of finance for the purchase of motor vehicles
    579. Provision of finance for the purchase of vehicles
    580. Provision of finance relating to the sale and purchase of boats
    581. Provision of financial protection against foreign exchange risks
    582. Provision of financial services by means of a global computer network or the internet
    583. Provision of financial securities
    584. Provision of investment capital
    585. Provision of pension schemes
    586. Raising of financial capital
    587. Raising of funds for financial purposes
    588. Rental of cash machines and cash counters
    589. Retail financing services
    590. Savings and loan associations
    591. Risk management consultancy [financial]
    592. Savings accounts services
    593. Savings and loan services
    594. Savings bank services
    595. Savings scheme services
    596. Securing of funds
    597. Securing of funds for the purchase of property
    598. Savings schemes relating to health care
    599. Securities and commodities trading services
    600. Services for debiting and crediting financial accounts
    601. Tax services [not accounting]
    602. Telebanking
    603. Venture capital funding services to emerging and start-up companies
    604. Venture capital and venture capital management services
    605. Telegraphic remittance [payment] services
    606. Telephone banking services
    607. Trade finance services
    608. Treasury services
    609. Trust management
    610. Savings schemes relating to health insurance
    611. School fees investment services
    612. Trust administration
    613. Trust advice
    614. Trusteeship
    615. Trusteeship of financial futures contracts
    616. Trusteeship of pensions
    617. Trusteeship of superannuation funds
    618. Trusteeship representatives
    619. Venture capital and project capital investment services
    620. Venture capital financing
    621. Venture capital fund management
    622. Venture capital funding services for research institutions
    623. Venture capital funding services for universities
    624. Venture capital funding services for non-profit entities
    625. Venture capital funding services for commercial entities
    626. Venture capital funding services for inventors
    627. Venture capital funding services for companies
    628. Venture capital management
    629. Virtual currency transfer services
    630. Wealth management
    631. Industrial financing services
    632. Financial services relating to the securing of funds
    633. Internet banking
    634. Financial services relating to real estate property and buildings
    635. Financing of consumer purchases
    636. Maintaining mortgage escrow accounts
    637. Merchant banking services.
  • The mark was filed in class 40 with following description of goods:
    1. Air and water conditioning and purification
    2. Butchering
    3. Duplication of audio and video recordings
    4. Energy production
    5. Food and beverage treatment
    6. Printing, and photographic and cinematographic development
    7. Rental of equipment for the treatment and transformation of materials, for energy production and for custom manufacturing
    8. Slaughtering.