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The Union trademark BROOKFIELD OAKTREE WEALTH SOLUTIONS was filed as Word mark on 07/12/2023 at the European Union Intellectual Property Office.
It was registered as a trademark on 06/14/2024.
The current status of the mark is "Trademark registered".
| Trademark form | Word mark |
| File reference | 018900109 |
| Application date | July 12, 2023 |
| Publication date | March 7, 2024 |
| Entry date | June 14, 2024 |
| Expiration date | July 12, 2033 |
Trademark owner
Suite 100 Brookfield Place, 181 Bay Street
M5J 2T3 Toronto, ON
CA
M5J 2T3 Toronto, ON
CA
333 South Grand Avenue, 28th Floor
90071 Los Angeles, California
US
90071 Los Angeles, California
US
Trademark representatives
44 rue de la Vallée
2661 Luxembourg
LU
goods and services
35
Investment product marketing; production and dissemination of marketing information
36
Wealth management services; financial analysis, financial consultation and investment management services; financial services, namely, financial investments in the fields of commodities, gold, investment notes, real estate, securities; investment management in water and waste water; investment services; Investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, funds, stocks, equity and commodity investment advice; financial management; financial research; investment in oil and gas pipelines and storage; investment in wireless communication towers, broadcast satellites and cable networks; and investment and merchant banking services, including acquisition and disposition financing, mezzanine debt investing; real estate financial advisory services; financial services, namely, asset management services including management of funds and investments with respect to assets including properties, power generation and other infrastructure assets; financial management of investment portfolios, joint ventures and single assets; operation of investment funds; financial investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, stocks, equity, commodities gold and investment notes; financial research, namely conducting research in the field of financial investments and securities; management of portfolios comprising securities; financial analysis and research services; financial investment services for financial institutions, pension plans, insurance companies, for-profit and charitable foundations, endowments, sovereign wealth funds and high net worth investors; real estate, stocks, equities and commodity investment advice services; investment management services; investment management in real estate; investment management in commercial, institutional, industrial and residential real estate; investment management in oil and gas pipelines and storage; investment management in wireless communication towers, broadcast satellites and cable networks; managing real estate; managing commercial, institutional, industrial and residential real estate; consultancy, advisory and information services relating to the aforesaid services; indemnity services; actuarial services; insurance and reinsurance services; risk management services; financial and monetary business services namely, asset management for insurance companies, cash management, reporting, securities lending, investment consulting, asset liability management, integrated risk management, investment and funds management services, comprehensive risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments, and real estate services; insurance underwriting; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; real estate management services; real estate leasing; real estate leasing services for commercial, and residential properties; real estate brokerage services; real estate investment; investment advisory services, namely, real estate, stocks, equities, commodity investment advice, investment management; investment management services; investment product distribution, including investment product wholesaling; investment distribution arrangements with other financial intermediaries and financial services firms, and the production and dissemination of investment product information
41
Production and dissemination of education materials in the fields of financial investments and investment services
ID: 11018900109