TEAS RF New Application

Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2018)

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Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number. PTO Form 1478 (Rev 09/2006)

OMB No. 0651-0009 (Exp 02/28/2018)

Trademark/Service Mark Application, Principal Register

Serial Number: 87788352

Filing Date: 02/07/2018

To the Commissioner for Trademarks:

MARK: FORMULA (Standard Characters, see mark)
The literal element of the mark consists of FORMULA.
The mark consists of standard characters, without claim to any particular font style, size, or color.

The applicant, Formula Technologies, Inc., a corporation of Delaware, having an address of
      5824 Lightning Court
      Sun Valley, Nevada 98433
      United States

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

       International Class 009:  Computer programs and computer software downloadable from the Internet, namely, computer software for use in accessing financial information, conducting financial transactions, managing cash, in-house banking, forecasting cash flows, calculating interest on internal and external accounts, reconciliation of cash flows and bank account balance and transaction reporting via computer and communication networks; Computer software for management and processing of financial transactions in the fields of banking and retailing; Computer software enabling users to review, account, and forecast action on payments and sales received prior to settlement with financial institutions; Computer software enabling users to review global transaction details as they occur, reviewing potential risks, and impacts of issues like currency exchange and potential fraud; Computer software for maintaining asset inventory control (JIT) and real-time security control over point-of-sale equipment and network; Computer software for revenue management and international retail point-of-sale data analytics; Computer software for gathering information, indexing, creating and analyzing reporting and forecasting models for store operations, SKU modeling, currency specific alerts, key indicator reporting, and customized parameter or threshold breach notifications; Computer software for real-time bank account reconciliation and payment reporting; Computer software for customer relation management for real-time processing of payments, securities, trade, and treasury transactions; a fully integrated, end-to-end enterprise payments processing software platform for banks, billers, processors, reseller and retailers that orchestrates all aspects of payments processing or value exchange for any payment type, any channel, any currency and any network, namely, Integrated systems or software code implemented for payments processing or value exchange; computer software to enable connectivity, security and management of heterogeneous computing systems in the fields of banking, brokerage and telecommunications; computers and data processing apparatus; computer hardware and firmware for financial transaction processing, engaging in other information exchanges via API (i.e. Inventory Control Systems or third party currency exchange networks; blank software carriers for electronic data processing apparatus, magnetic data carriers, namely, Data memory storage systems or external hard drives; data processing equipment in particular for financial applications; printing apparatus for data processing systems and financial transaction systems, namely, document or receipt printers, virtual printing or saving device, tokenization of data specifics and programing, encryption or decryption of database information or card vaulting, memory sticks, external memory devices
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 035:  Accounting services; Financial record keeping for regulatory compliance purposes; Providing information in the field of accounting, business risk management, financial record keeping for regulatory compliance purposes, tax preparation; retail store services featuring computers and data processing apparatus and instruments, computer hardware and firmware, blank software carriers for electronic data processing apparatus, magnetic data carriers, data processing equipment in particular for financial applications, printing apparatus for data processing systems and financial transaction systems, and databases which maintain complete financial transaction information with encryption and decryption of certain fields of tokenization and card vaulting
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 036:  Asset management services, risk management services, foreign exchange services, and cash management services; providing information in the field of asset management, foreign exchange, and cash management risk management; financial portfolio management provided over a global computer network
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 042:  Computer services, namely, cloud-based management services, providing virtual computer systems and virtual computer environments through cloud computing, or on premise enterprise application; software as a service (SaaS) services featuring software for revenue management and accountancy in the field of asset management, risk management, treasury, finance, accounting and compliance; software as a service (SaaS) services featuring software for integrated workflow in the field of treasuries; design, development and updating of software within database management and a business intelligence network used for asset management, risk management, treasury, finance, accounting and compliance; technical support services, namely, troubleshooting of computer software services; Platform-as-a-service (Paas) featuring computer software enabling users to review, account, and forecast action on payments and sales received prior to settlement with financial institutions; Platform-as-a-service (PaaS) featuring computer software enabling users to review global transaction details as they occur, reviewing potential risks, and impacts of issues like currency exchange and potential fraud; Platform-as-a-service (Paas) featuring computer software for maintaining asset inventory control (JIT) and real-time security control over point-of-sale equipment and network; Platform-as-a-service (Paas) featuring computer software for revenue management and international retail point-of-sale data analytics; Platform-as-a-Service (Paas) featuring computer software providing reporting and forecasting models for store operations, SKU modeling, currency specific alerts, key indicator reporting, and reviewing and communicating issues and alerts as preset, customized thresholds are exceeded; Platform-as-a-service (PaaS) featuring computer software relating to real-time bank account reconciliation and payment reporting; Platform-as-a-Service (PaaS) featuring computer software relating to customer relation management for real-time processing of payments, securities, trade, and treasury transactions; Data migration services; data transformation functionality services, namely, data interpreting, formatting storing and presenting; consulting services in the field of cloud computing; advisory services for data migrating and data conversion; technical support services, namely, migration of data to cloud-based management services; Design, development, customization, integration, support and maintenance of computer software; consultancy and information services relating to information technology, inventory management, database technology; installation of computer software and firmware; computer and information technology consultancy services; research relating to technology, namely, data management, network based, application management; hosting of computer software of others; software deployment, namely, provisioning of a platform of information as a service; leasing of computer software and programs; providing non-downloadable computer software to enable connectivity, security and management of heterogeneous computing systems to clients in the fields of banking, brokerage and telecommunications; providing computers and data processing apparatus and instruments, namely, virtual and physical systems that store and process information; providing computer hardware and firmware, namely, network access points and operating systems providing blank software carriers for electronic data processing apparatus, magnetic data carriers, namely, tape readers, memory stick readers and chip readers; providing data processing equipment in particular for financial applications, namely, network access points and information; providing printing apparatus for data processing systems and financial transaction systems, namely access points for printing; rental of memory storage space, network controllers, data lines and operational application access
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.

       International Class 045:  Licensing of computer software and programs
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.


The applicant's current Attorney Information:
      M. Clare Frederick and Patrick Richards, Trevor Martin of Richards Patent Law P.C.      233 S. Wacker Dr., 84th Floor
      Chicago, Illinois 60606
      United States
      312-283-8555(phone)
      docketing@richardspatentlaw.com (authorized)
The attorney docket/reference number is 1652-007.

The applicant's current Correspondence Information:

M. Clare Frederick

Richards Patent Law P.C.

233 S. Wacker Dr., 84th Floor

Chicago, Illinois 60606

312-283-8555(phone)

docketing@richardspatentlaw.com;clare@richardspatentlaw.com; trevor@richardspatentlaw.com; robin@richardspatentlaw.com (authorized) E-mail Authorization: I authorize the USPTO to send e-mail correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at the e-mail address provided in this application. I understand that a valid e-mail address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Reduced Fee status and a requirement to submit an additional processing fee of $125 per international class of goods/services.

A fee payment in the amount of $1375 has been submitted with the application, representing payment for 5 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /David McMackin/   Date: 02/07/2018
Signatory's Name: David McMackin
Signatory's Position: President
Payment Sale Number: 87788352
Payment Accounting Date: 02/08/2018

Serial Number: 87788352
Internet Transmission Date: Wed Feb 07 15:25:16 EST 2018
TEAS Stamp: USPTO/BAS-XXX.XX.XXX.X-20180207152516303
091-87788352-51054e3fc339e585c3282b9556f
e5428a9654fd87e34c45f7da203d81189e9574-C
C-1543-20180206162351791978