Trademark/Service Mark Application, Principal Register
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 02/28/2021)
Trademark/Service Mark Application, Principal Register
*DESCRIPTION OF THE MARK
(and Color Location, if applicable)
The mark consists of the words SUN LIFE with a half globe, half sun image preceding them on the left.
PIXEL COUNT ACCEPTABLE
YES
PIXEL COUNT
559 x 314
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Sun Life Assurance Company of Canada
*STREET
1 York Street, Suite 3100
*CITY
Toronto, Ontario
*COUNTRY
Canada
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
M5J0B6
LEGAL ENTITY INFORMATION
TYPE
corporation
STATE/COUNTRY OF INCORPORATION
Canada
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
035
*IDENTIFICATION
employee administration services, namely, employee absence management services and employee disability management services for business
purposes
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
036
*IDENTIFICATION
(1(b) basis) underwriting, issuing, and administration of life, health, and disability insurance; management, administration and distribution
of investment products, including mutual funds; financial services, namely asset, portfolio, and investment management services; liability driven investing; fixed income investing; commercial
lending; real estate investment and management services; mortgage lending and investment services; (44(d) and 1(b) basis) financial services namely, insurance services; providing, managing and
administering benefit plans; mutual fund services
FILING BASIS
SECTION 1(b)
FILING BASIS
SECTION 44(d)
FOREIGN APPLICATION NUMBER
1952758
FOREIGN APPLICATION
COUNTRY
Canada
FOREIGN FILING DATE
03/21/2019
INTENT TO
PERFECT 44(d)
At this time, the applicant intends to rely on Section 44(e) as a basis for registration and requests that the application be suspended to await the
submission of the foreign registration. If ultimately the applicant does not rely on §44(e) as a basis for registration, a valid claim of priority may be retained.
INTERNATIONAL CLASS
037
*IDENTIFICATION
Real estate development services
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
044
*IDENTIFICATION
providing employee health and wellness management solutions
FILING BASIS
SECTION 1(b)
ADDITIONAL STATEMENTS SECTION
MISCELLANEOUS STATEMENT
Applicant states that Canadian Application No. 1952758 only covers financial services namely, insurance services; providing,
managing and administering benefit plans; mutual fund services in International Class 36.
ATTORNEY INFORMATION
NAME
Douglas R. Wolf
ATTORNEY DOCKET NUMBER
S14102021600
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
Wolf, Greenfield & Sacks, P.C.
STREET
600 Atlantic Avenue
CITY
Boston
STATE
Massachusetts
COUNTRY
United States
ZIP/POSTAL CODE
02210
PHONE
617-646-8000
FAX
617-646-8646
EMAIL ADDRESS
drwtrademarks@wolfgreenfield.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
OTHER APPOINTED ATTORNEY
Michael A. Albert, Nicole Davis Amar, Eric L. Amundsen, Michael J. Attisha, C. Hunter Baker, Jason W. Balich, Melissa Beede, Cristin Berkey,
Brandon S. Blackwell, Joshua M. Brandt, David F. Cauble, Tani Chen, Thomas S. Chlebeck, Bryan S. Conley, Gregory F. Corbett, Elizabeth A. DiMarco, Heather J. DiPietrantonio, Stuart V. Duncan Smith,
Roque El-Hayek, Neil P. Ferraro, Emma L. Frank, Thomas A. Franklin, Edward R. Gates, David S. Gesner, Richard F. Giunta, Matthew H. Grady, Patricia L. Granahan, Michael A. Greene, Eric P. Greenwald,
James M. Hanifin, Jr., John S. Harmon, , Jason M. Honeyman, Gerald B. Hrycyszyn, Jeffrey D. Hsi, Elizabeth A. Hudson, Elisabeth H. Hunt, Robert E. Hunt, Robert A. Jensen, Marc S. Johannes, Oona M.
Johnstone, Hunter D. Keeton, Jessamine M. Lee, Sardiaa S. Leney, Christina M. Licursi, Helen C. Lockhart, Chelsea Loughran, Ethan W. Marks, William R. McClellan, Gabriel J. McCool, Marie A.
McKiernan, Andrea D. Merin, Kevin Mosier, James H. Morris, Michelle K. Nyein, Timothy J. Oyer, Zachary P. Piccolomini, Michael J. Pomianek, Randy J. Pritzker, Michael N. Rader, Jonathan B. Roses,
Daniel G. Rudoy, Edward J. Russavage, Eric J. Rutt, Anant K. Saraswat, Turhan F. Sarwar, Claire E. Schuster, Karan Singh, Amanda Slade, Laura B. Sole, Nathan R. Speed, Charles T. Steenburg, Stephanie
G. Stella, John L. Strand, Andrew J. Tibbetts, Maria A. Trevisan, Michael J. Twomey, John R. Van Amsterdam, Ryan M. Van Olst, Janice A. Vatland, Jessica A. vonReyn, Robert H. Walat, Patrick R.H.
Waller, Edmund J. Walsh, Jennifer J. Wang, Daniel T. Wehner, John L. Welch, Andrew W. Williams, Douglas R. Wolf, Daniel W. Young, Lock See Yu-Jahnes, Wei Zhang, Chelsea E. Witte-Garcia, Adam Z.
Zeiger
DOMESTIC REPRESENTATIVE INFORMATION
NAME
Douglas R. Wolf
FIRM NAME
Wolf, Greenfield & Sacks, P.C.
STREET
600 Atlantic Avenue
CITY
Boston
STATE
Massachusetts
COUNTRY
United States
ZIP CODE
02210
PHONE
617-646-8000
FAX
617-646-8646
EMAIL ADDRESS
drwtrademarks@wolfgreenfield.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
CORRESPONDENCE INFORMATION
NAME
Douglas R. Wolf
FIRM NAME
Wolf, Greenfield & Sacks, P.C.
STREET
600 Atlantic Avenue
CITY
Boston
STATE
Massachusetts
COUNTRY
United States
ZIP/POSTAL CODE
02210
PHONE
617-646-8000
FAX
617-646-8646
*EMAIL ADDRESS
drwtrademarks@wolfgreenfield.com
*AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
FEE INFORMATION
APPLICATION FILING OPTION
TEAS RF
NUMBER OF CLASSES
4
APPLICATION FOR REGISTRATION PER CLASS
275
*TOTAL FEE DUE
1100
*TOTAL FEE PAID
1100
SIGNATURE INFORMATION
SIGNATURE
/drw/
SIGNATORY'S NAME
Douglas R. Wolf
SIGNATORY'S POSITION
Attorney for Applicant
SIGNATORY'S PHONE NUMBER
617-646-8000
DATE SIGNED
09/23/2019
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 02/28/2021)
Trademark/Service Mark Application, Principal Register
Serial Number:88627766
Filing Date:09/23/2019
To the Commissioner for Trademarks:
MARK: SUN LIFE (stylized and/or with design, see mark)
The literal element of the mark consists of SUN LIFE. The applicant is not claiming color as a feature of the mark. The mark consists of the words SUN LIFE with a half globe, half sun image preceding
them on the left.
The applicant, Sun Life Assurance Company of Canada, a corporation of Canada, having an address of
1 York Street, Suite 3100
Toronto, Ontario M5J0B6
Canada
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 035: employee administration services, namely, employee absence management services and employee disability management services for business purposes
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: (1(b) basis) underwriting, issuing, and administration of life, health, and disability insurance; management, administration and distribution of investment products,
including mutual funds; financial services, namely asset, portfolio, and investment management services; liability driven investing; fixed income investing; commercial lending; real estate investment
and management services; mortgage lending and investment services; (44(d) and 1(b) basis) financial services namely, insurance services; providing, managing and administering benefit plans; mutual
fund services
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.
Priority based on foreign filing: 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 and asserts a claim of
priority based on Canada application number 1952758, filed 03/21/2019.
INTENT TO PERFECT 44(d) : At this time, the applicant intends to rely on Section 44(e) as a basis for registration and requests that the application be suspended to await the submission of the
foreign registration. If ultimately the applicant does not rely on §44(e) as a basis for registration, a valid claim of priority may be retained.
International Class 037: Real estate development services
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 044: providing employee health and wellness management solutions
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.
Miscellaneous Statement
Applicant states that Canadian Application No. 1952758 only covers financial services namely, insurance services; providing, managing and administering benefit plans; mutual fund services in
International Class 36.
The applicant hereby appoints Douglas R. Wolf. Other appointed attorneys are Michael A. Albert, Nicole Davis Amar, Eric L. Amundsen, Michael J. Attisha, C. Hunter Baker, Jason W. Balich, Melissa
Beede, Cristin Berkey, Brandon S. Blackwell, Joshua M. Brandt, David F. Cauble, Tani Chen, Thomas S. Chlebeck, Bryan S. Conley, Gregory F. Corbett, Elizabeth A. DiMarco, Heather J. DiPietrantonio,
Stuart V. Duncan Smith, Roque El-Hayek, Neil P. Ferraro, Emma L. Frank, Thomas A. Franklin, Edward R. Gates, David S. Gesner, Richard F. Giunta, Matthew H. Grady, Patricia L. Granahan, Michael A.
Greene, Eric P. Greenwald, James M. Hanifin, Jr., John S. Harmon, , Jason M. Honeyman, Gerald B. Hrycyszyn, Jeffrey D. Hsi, Elizabeth A. Hudson, Elisabeth H. Hunt, Robert E. Hunt, Robert A. Jensen,
Marc S. Johannes, Oona M. Johnstone, Hunter D. Keeton, Jessamine M. Lee, Sardiaa S. Leney, Christina M. Licursi, Helen C. Lockhart, Chelsea Loughran, Ethan W. Marks, William R. McClellan, Gabriel J.
McCool, Marie A. McKiernan, Andrea D. Merin, Kevin Mosier, James H. Morris, Michelle K. Nyein, Timothy J. Oyer, Zachary P. Piccolomini, Michael J. Pomianek, Randy J. Pritzker, Michael N. Rader,
Jonathan B. Roses, Daniel G. Rudoy, Edward J. Russavage, Eric J. Rutt, Anant K. Saraswat, Turhan F. Sarwar, Claire E. Schuster, Karan Singh, Amanda Slade, Laura B. Sole, Nathan R. Speed, Charles T.
Steenburg, Stephanie G. Stella, John L. Strand, Andrew J. Tibbetts, Maria A. Trevisan, Michael J. Twomey, John R. Van Amsterdam, Ryan M. Van Olst, Janice A. Vatland, Jessica A. vonReyn, Robert H.
Walat, Patrick R.H. Waller, Edmund J. Walsh, Jennifer J. Wang, Daniel T. Wehner, John L. Welch, Andrew W. Williams, Douglas R. Wolf, Daniel W. Young, Lock See Yu-Jahnes, Wei Zhang, Chelsea E.
Witte-Garcia, Adam Z. Zeiger. Douglas R. Wolf of Wolf, Greenfield & Sacks, P.C., is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is
located at
600 Atlantic Avenue
Boston, Massachusetts 02210
United States
617-646-8000(phone)
617-646-8646(fax)
drwtrademarks@wolfgreenfield.com (authorized).
The attorney docket/reference number is S14102021600.
Douglas R. Wolf submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant hereby appoints Douglas R. Wolf of Wolf, Greenfield & Sacks, P.C.
600 Atlantic Avenue
Boston Massachusetts 02210
United States
617-646-8000(phone)
617-646-8646(fax)
drwtrademarks@wolfgreenfield.com
as applicant's representative upon whom notice or process in the proceedings affecting the mark may be served.
The applicant's current Correspondence Information:
Douglas R. Wolf
Wolf, Greenfield & Sacks, P.C.
600 Atlantic Avenue
Boston, Massachusetts 02210
617-646-8000(phone)
617-646-8646(fax)
drwtrademarks@wolfgreenfield.com (authorized).
Email Authorization: I authorize the USPTO to send email correspondence concerning the application to the applicant, the applicant's attorney, or the applicant's domestic representative at the
email address provided in this application. I understand that a valid email 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 $1100 has been submitted with the application, representing payment for 4 class(es).
Declaration
Declaration Signature
Signature: /drw/ Date: 09/23/2019
Signatory's Name: Douglas R. Wolf
Signatory's Position: Attorney for Applicant
Payment Sale Number: 88627766
Payment Accounting Date: 09/23/2019
Serial Number: 88627766
Internet Transmission Date: Mon Sep 23 21:01:02 EDT 2019
TEAS Stamp: USPTO/BAS-XX.XXX.XX.X-201909232101021099
61-88627766-6103c78f3e5fdd0227b65546751b
6f8184e31cdcfc55115b2b74c0a9900b0fe23-CC
-01010934-20190923201257719755