Trademark Class 36 – Financial, monetary and banking services

Written by nominalcode

August 1, 2023

Trademark Class 36: Financial, monetary and banking services

Class Description of Products:
“Financial, monetary and banking services; insurance services; real estate services.”

Explanatory Note

Class 36 includes mainly services relating to banking and other financial transactions, financial valuation services, as well as insurance and real estate activities.

This Class includes, in particular:

  • financial transaction and payment services, for example, exchanging money, electronic funds transfer, processing of credit card and debit card payments, issuance of travellers’ cheques;
  • financial management and research;
  • financial appraisals, for example, jewellery, art and real estate appraisal, repair costs evaluation;
  • cheque verification;
  • financing and credit services, for example, loans, issuance of credit cards, hire- or lease-purchase financing;
  • crowdfunding;
  • safe deposit services;
  • financial sponsorship;
  • real estate agency services, real estate management, rental of apartments, rent collection;
  • insurance underwriting, actuarial services;
  • brokerage services, for example, securities, insurance and real estate brokerage, brokerage of carbon credits, pawnbrokerage.

This Class does not include, in particular:

  • administration services relating to business transactions and financial records, for example, book-keeping, drawing up of statements of accounts, business and financial auditing, business appraisals, tax preparation and filing services (Cl. 35);
  • sponsorship search, promotion of goods and services through sponsorship of sports events (Cl. 35);
  • cash replenishment of automated teller machines (Cl. 39);
  • freight brokerage, transport brokerage (Cl. 39);
  • quality evaluation of wool and standing timber (Cl. 42).

NICE Classification of Trademarks

Nice Classification of Trademarks is the internationally recognized system used for the classification of trademark applications specified by the World Intellectual Property Organization (WIPO) and is recognized by all the 193 member couriers of WIPO.

Under the Nice Classification, the entire range of goods and services are categorized into 45 Classes. Class 1 to 34 defines GOODS and Class 35 to 45 defines SERVICES. Each class represents a distinct category of goods or services.

List of products covered under Trademark Class 36 as per NICE Classification:

Basic No.Description of Services
360001accident insurance underwriting
360045accommodation bureau services [apartments]
360003actuarial services
360133administration of financial affairs
360051antique appraisal
360033apartment house management
360112arranging finance for construction projects
360052art appraisal
360118bail-bonding
360013banking
360104brokerage of carbon credits
360005brokerage*
360073business liquidation services, financial
360017capital investment
360015charitable fund raising
360053cheque verification / check verification
360021clearing, financial / clearing-houses, financial
360006credit bureau services
360127crowdfunding
360111debt advisory services
360009debt collection agency services
360066deposits of valuables
360128e-wallet payment services
360058electronic funds transfer
360130electronic funds transfer provided via blockchain technology
360124electronic transfer of crypto assets
360019exchanging money
360027factoring
360134financial advice relating to tax
360046financial analysis
360120financial appraisals in responding to calls for tenders / financial appraisals in responding to requests for proposals [RFPs]
360054financial consultancy
360011financial customs brokerage services
360026financial evaluation [insurance, banking, real estate]
360121financial evaluation of development costs relating to the oil, gas and mining industries
360105financial evaluation of standing timber / financial valuation of standing timber
360107financial evaluation of wool / financial valuation of wool
360129financial exchange of crypto assets
360030financial management
360114financial management of reimbursement payments for others
360122financial research
360071financial sponsorship
360125financial valuation of intellectual property assets
360029financing services
360034fire insurance underwriting
360025fiscal valuation
360038health insurance underwriting
360042hire-purchase financing / lease-purchase financing
360002instalment loans
360010insurance brokerage
360055insurance consultancy
360012insurance underwriting
360115investment of funds
360068issuance of credit cards
360131issuance of gift certificates
360065issuance of tokens of value
360020issuance of travellers' cheques / issuance of travelers' checks
360061jewellery appraisal / jewelry appraisal
360108lending against security
360044life insurance underwriting
360024loans [financing]
360039marine insurance underwriting
360132mobile banking services
360040mortgage banking
360016mutual funds
360062numismatic appraisal
360072online banking
360023organization of monetary collections
360031pawnbrokerage
360126preparation of quotes for cost estimation purposes
360056processing of credit card payments
360057processing of debit card payments
360109provident fund services
360059providing financial information
360113providing financial information via a website
360060providing insurance information
360117providing rebates at participating establishments of others through use of a membership card
360007real estate agency services
360014real estate appraisal
360008real estate brokerage
360032real estate management
360123real estate services
360063rent collection
360035rental of apartments
360036rental of farms
360069rental of offices [real estate]
360119rental of offices for co-working
360004rental of real estate
360103repair costs evaluation [financial appraisal]
360070retirement payment services
360022safe deposit services
360041savings bank services
360043securities brokerage
360064stamp appraisal
360110stock brokerage services
360067stock exchange quotations
360116stocks and bonds brokerage
360018surety services
360028trusteeship / fiduciary

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