Class 36 includes
services for insurance; financial affairs; monetary affairs; real estate affairs.
Class 36 includes mainly services rendered in financial and monetary affairs
and services rendered in relation to insurance contracts of all kinds. In
particular, the class includes:
- services relating to financial or monetary
affairs comprise the following:
- services of all the banking establishments, or
institutions connected with them such as exchange brokers or clearing services;
- services of credit institutions other than banks
such as co-operative credit associations, individual financial companies,
- services of "investment trusts," of
- services of brokers dealing in shares and
- services connected with monetary affairs vouched
for by trustees;
- services rendered in connection with the issue
of travellers' cheques and letters of credit;
- hire- or lease-purchase financing;
- services of realty administrators of buildings,
i.e., services of letting or valuation, or financing;
- services dealing with insurance such as services
rendered by agents or brokers engaged in insurance, services rendered to
insured, and insurance underwriting services.
Class 36 is one of 45 classes used by the U.S. Patent and
Trademark Office (USPTO) when grouping products or services. For a complete
listing of all goods in Class 36, see below.
trademarks in Class 36 include:
TIC (financial consulting), GREATFLORIDA INSURANCE (insurance
agency), PROTECT ME (insurance consulting).
If you are not sure whether you should register in Class 36,
you might also consider the following “coordinated” classes: Class 35 -
Advertising and Business Services, Class 37 -
Construction and Repair Services, Class 38 -
Telecommunications Services, Class 39 - Shipping
and Travel Services, Class 40 -
Material Treatment Services, Class 41 -
Education and Entertainment Services, Class 42 -
Science and Technology Services, Class 43 -
Food Services, Class 44 -
Medical and Vet Services, Class 45 -
Legal and Security Services. A coordinated class is one that is
related to another class, usually because the USPTO has determined that
applicants filing within Class 36 often file in the coordinated classes, too.
Why use the class
system? Trademark registration is based on a class system. For each class
of goods or services that you register, you must pay a separate registration
fee. So if you apply for a trademark for posters (Class
16) and shirts (Class
25), you must pay two fees. You must indicate the correct class at the time
you are registering a trademark. If you list the incorrect class, you must
start the application process over. Your registrations are restricted to those
classes that encompass the goods or services you are already offering (as shown
by the specimens you submit) or that you plan to offer (if you are registering
on an intent-to-use basis). You may also need information about the class
number in order to narrow a search of the USPTO’s trademark database.
Specimens for Class 36
A specimen for service must show use of the mark in a manner
that would be perceived by potential purchasers as identifying the applicant's
services and indicating their source. Where the mark is used in advertising the
services, the specimen must show an association between the mark and the
services for which registration is sought. A
specimen that shows only the mark, with no reference to the services, does not
show service mark usage.
When you are offering a service, you have no product to
which you can affix a label. Acceptable specimens for services include a
variety of materials that can’t be used for product marks. This includes
scanned copies of advertising and marketing materials, such as newspaper and
magazine ads, brochures, billboards, direct mail pieces, and menus (for
and business cards showing the mark may be used if the services are plainly
reflected on them, because the name or symbol being claimed as a mark would, in
that context, be used to identify the services provided—that is, as a mark
rather than as a trade name. A letter on stationery will even be accepted as a
specimen for a service mark if the mark appears and the services are described
in the letter.
cases of services rendered over the Internet, a screen shot of the full web
page should be fine. If the mark is being prominently displayed on the home
page, so much the better.
The following are unacceptable
specimens for marks for Class 36 services:
- news releases or articles based on news
- documents showing trademark rather than service
mark usage (use of the mark in connection with goods rather than services),
- invoices and similar documents such as packing
- letterhead or business cards that bear only the
mark and a company name and address are not adequate specimens (use of the mark
to identify a company, such as on letterhead). As discussed earlier, one
exception to this is if the letterhead or the text of the letter identifies the
services represented by the mark.
Audio. Most marks
appear in writing somewhere. If your mark represents a service, and it appears
only on radio ads or in some other audio form, you may submit a sound file of
For More Information on Trademarks and Federal Registration
See Nolo’s Trademark
Center or consider Nolo’s
Online Trademark Application
Complete Listing of All Goods in Class 36 Based on Taxonomy
services, actuarial services, insurance brokerage, insurance information,
underwriting and appraisals and assessment for insurance purposes, accident
insurance underwriting, fire insurance underwriting, health insurance
underwriting, insurance underwriting, life insurance underwriting, marine
services, Real estate services, accommodation bureaux [apartments],
apartment house management, housing agents/real estate brokers, leasing of real
estate, leasing of farms, real estate agencies, real estate management, rental
of offices [real estate], renting of flats/renting of apartments.
collection, rent collection.
of prepaid cards and tokens, issue of tokens of value, issuing of
travellers' checks [cheques].
deposit services, deposits of valuables, safe deposit services, Financial
and monetary services, and banking, banking, brokerage, brokerage of carbon credits,
business liquidation services, financial, financial management, financing
services, home banking, savings bank services, trusteeship/fiduciary.
trading and exchange services, exchanging money.
and commodities trading services, clearing, financial/clearing-houses,
financial, securities brokerage/stocks and bonds brokerage, stock exchange
quotations, stock brokerage services.
- Loan and
credit, and lease-finance services, credit bureaux, hire-purchase
financing/lease-purchase financing, instalment loans, lending against security,
loans [financing], mortgage banking, surety services/bail-bonding/guarantees.
recovery and factoring services, debt collection agencies, factoring, Investment services, capital
investments/fund investments/capital investment, Fund investments, mutual funds, provident fund services.
underwriting and securities issuance (investment banking), Financial transfers
and transactions, and payment services, retirement payment services,
electronic funds transfer.
check (cheque) and money order services, Card services, credit card
services, debit card services, issuance of credit cards.
- Tax and
duty payment services, customs brokerage.
information, data, advice and consultancy services, financial analysis,
check [cheque] verification, debt advisory services, financial information,
financial consultancy, repair costs evaluation [financial appraisal].
rating and credit reports, Financial appraisal services, financial
evaluation [insurance, banking, real estate], fiscal assessments/fiscal
valuations, Fundraising and sponsorship,
charitable fund raising, financial sponsorship, organization of
services, antique appraisal, jewelry [jewelry (Am.)] appraisal/jewelry appraisal/jewelry
appraisal, art appraisal, financial evaluation of wool, financial evaluation of
standing timber/financial valuation of standing timber, numismatic appraisal,
real estate appraisal, stamp appraisal.