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 02/28/2021)

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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 02/28/2021)

Trademark/Service Mark Application, Principal Register

Serial Number: 90065031

Filing Date: 07/21/2020

To the Commissioner for Trademarks:

MARK: AFFINITY (Standard Characters, see mark)
The literal element of the mark consists of AFFINITY. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Locus, LP, a limited partnership legally organized under the laws of Bermuda, having an address of
      Clarendon House
      2 CHURCH STREET
      Hamilton HM11
      Bermuda
      XXXX

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:  software for investment modeling and portfolio construction, allocation, management, and analysis; software for investment modeling and portfolio construction, allocation, management, and analysis based on information relating to common or related business or financial risks
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:  providing an on-line searchable computer database featuring economic or financial information for use in investment modeling and portfolio construction, allocation, management, and analysis; providing financial services with respect to investment modeling and portfolio construction, allocation, management, and analysis; providing financial services with respect to investment modeling and portfolio construction, allocation, management, and analysis based on information relating to common or related business or financial risks
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:  providing non-downloadable software for investment modeling and portfolio construction, allocation, management, and analysis; providing non-downloadable software for investment modeling and portfolio construction, allocation, management, and analysis based on information relating to common or related business or financial risks; software-as-a-service (SaaS) services featuring software for investment modeling and portfolio construction, allocation, management, and analysis; software-as-a-service (SaaS) services featuring software for investment modeling and portfolio construction, allocation, management, and analysis based on information relating to common or related business or financial risks
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 owner's/holder's proposed attorney information: Sally M. Abel. Other appointed attorneys are all other attorneys of Fenwick & West LLP. Sally M. Abel of Fenwick & West LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      801 California Street
      Mountain View, California 94041
      United States
      650-988-5500(phone)
      trademarks@fenwick.com
The docket/reference number is 32951-7021.
Sally M. Abel 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's current Correspondence Information:

Sally M. Abel

PRIMARY EMAIL FOR CORRESPONDENCE: trademarks@fenwick.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): chowell@fenwick.com Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $825 has been submitted with the application, representing payment for 3 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 and was in use in commerce as of the filing date of the application 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 was used on or in connection with the goods/services in the application as of the application filing date; 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 and had a bona fide intention to use the mark in commerce as of the application filing date 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: /James M. Denaro/   Date: 07/21/2020
Signatory's Name: James M. Denaro
Signatory's Position: General Counsel
Payment Sale Number: 90065031
Payment Accounting Date: 07/21/2020

Serial Number: 90065031
Internet Transmission Date: Tue Jul 21 16:18:39 ET 2020
TEAS Stamp: USPTO/BAS-XXX.XXX.XXX.XX-202007211618390
20121-90065031-740c543e08369af21f01858e1
98e4551f842f3bc79bf8382ec2ee6e8b42abacb8
0-DA-18388123-20200721100819498300