Trademark Class 36 of Nice Classification - the complete guide

What is Trademark Class 36?

Trademark Class 36 covers services related to financial affairs, insurance, and real estate management. It includes businesses involved in banking, investment, and property management.

This class is essential for financial institutions, insurance companies, and real estate agencies offering various financial solutions and risk management services.

Examples include commercial banks, mortgage brokers, and insurance providers.

What are key features of Class 36?

Key features include financial transactions, risk mitigation, and property-related services, ensuring security and growth for individuals and businesses.

Class 36 for trademarks: a brief description

Class 36 encompasses a range of financial and insurance services, including managing investments, providing credit, and safeguarding assets. It also covers services related to real estate, such as leasing or selling properties.

This class supports industries focused on wealth management and financial stability.

Practical examples of Class 36

Examples include investment advisory firms, insurance brokers, and real estate leasing services.

What Does Class 36 Include?

Class 36 covers a wide variety of services relating to finance, insurance, and real estate. These are services that form the very backbone for asset management, transaction facilitation, and financial stability for individuals and businesses.

Key Offerings in Class 36

This class includes financial transaction and payment services, such as money exchange, electronic funds transfers, processing of credit and debit card payments, and the issuance of travellers' cheques. It also covers financial management, research, and appraisals, including the evaluation of jewelry, art, real estate, and repair costs. Cheque verification services are also included in this class.

Class 36 covers financing and credit services in the form of loans, credit card issuing, and hire- or lease-purchase financing among others. This class also puts together developing financial solutions such as crowdfunding and more traditional services, including safe deposit services. Also core in this class is financial sponsorship, putting funds into projects or events.

Real estate agency services, property management, apartment rentals, and rent collection also form part of Class 36. It also covers underwriting of insurance, actuarial services, and brokerage services in the fields of securities, insurance, real estate, carbon credits, and pawnbroking. This class encompasses a wide range of financial and property-related services that form the backbone for economic activities and asset management.

Trademark Class 36 does not include

While financial, insurance, and real estate services come under Class 36, a lot of activities relating to such services are excluded, and their inclusion is specifically listed under other trademark classes. Generally, excluded activities concern business administration, logistics, or technical evaluation not directly having a financial character.

As such, business administration services presented in the fields of financial transactions and records, such as bookkeeping, drawing up of statements of accounts, financial auditing, business appraisals, and tax preparation or filing services are classified under Class 35. Likewise, sponsorship search and promotion of goods or services through sports event sponsorship is also classified under Class 35, because the activity is directed towards marketing and promotional, rather than financial sponsorship.

Additional Exclusions

Cash replenishment services for ATMs are considered to be a Class 39 service, since it relates to logistics and transport. Similarly, freight and transport brokerage services also are not to be considered under Class 36 but under Class 39. Specialised quality evaluations like wool or of standing timber also fall under Class 42 since it is, in essence a technical evaluation but not a financial appraisal.

By understanding these exclusions, businesses can correctly classify their services for proper trademark protection and avoid misclassification during the registration process.

Full list of goods or services

360001 — accident insurance underwriting,  
360045 — accommodation bureau services [apartments],  
360003 — actuarial services,  
360133 — administration of financial affairs,  
360051 — antique appraisal,  
360033 — apartment house management,  
360112 — arranging finance for construction projects,  
360052 — art appraisal,  
360118 — bail-bonding,  
360013 — banking,  
360104 — brokerage of carbon credits,  
360005 — brokerage,  
360135 — business brokerage,  
360073 — business liquidation services, financial,  
360017 — capital investment,  
360141 — car broker services,  
360015 — charitable fund raising,  
360053 — cheque verification / check verification,  
360006 — credit bureau services,  
360127 — crowdfunding,  
360111 — debt advisory services,  
360009 — debt collection agency services,  
360066 — deposits of valuables,  
360128 — e-wallet payment services,  
360058 — electronic funds transfer,  
360130 — electronic funds transfer provided via blockchain technology,  
360124 — electronic transfer of cryptocurrency,  
360019 — exchanging money,  
360027 — factoring,  
360137 — financial advice,  
360134 — financial advice relating to tax,  
360046 — financial analysis,  
360120 — financial appraisals in responding to calls for tenders / financial appraisals in responding to requests for proposals [RFPs],  
360021 — financial clearing,  
360054 — financial consultancy,  
360011 — financial customs brokerage services,  
360144 — financial engineering,  
360026 — financial evaluation [insurance, banking, real estate],  
360121 — financial evaluation of development costs relating to the oil, gas and mining industries,  
360105 — financial evaluation of standing timber / financial valuation of standing timber,  
360107 — financial evaluation of wool / financial valuation of wool,  
360129 — financial exchange of cryptocurrency,  
360030 — financial management,  
360114 — financial management of reimbursement payments for others,  
360136 — financial patronage,  
360122 — financial research,  
360071 — financial sponsorship,  
360140 — financial trading of cryptocurrency,  
360125 — financial valuation of intellectual property assets,  
360029 — financing services,  
360034 — fire insurance underwriting,  
360025 — fiscal valuation,  
360038 — health insurance underwriting,  
360042 — hire-purchase financing / lease-purchase financing,  
360002 — instalment loans,  
360010 — insurance brokerage,  
360055 — insurance consultancy,  
360012 — insurance underwriting,  
360115 — investment of funds,  
360068 — issuance of credit cards,  
360131 — issuance of gift certificates,  
360138 — issuance of prepaid gift cards,  
360065 — issuance of prepaid vouchers,  
360020 — issuance of travellers' cheques / issuance of travelers' checks,  
360061 — jewellery appraisal / jewelry appraisal,  
360108 — lending against security,  
360044 — life insurance underwriting,  
360024 — loans [financing],  
360039 — marine insurance underwriting,  
360132 — mobile banking services,  
360040 — mortgage banking,  
360016 — mutual funds,  
360062 — numismatic appraisal,  
360072 — online banking,  
360139 — online banking services rendered in virtual environments,  
360023 — organization of monetary collections,  
360031 — pawnbrokerage,  
360126 — preparation of quotes for cost estimation purposes,  
360056 — processing of credit card payments,  
360057 — processing of debit card payments,  
360109 — provident fund services,  
360059 — providing financial information,  
360113 — providing financial information via a website,  
360060 — providing insurance information,  
360117 — providing rebates at participating establishments of others through use of a membership card,  
360007 — real estate agency services,  
360014 — real estate appraisal,  
360008 — real estate brokerage,  
360032 — real estate management,  
360123 — real estate services,  
360063 — rent collection,  
360035 — rental of apartments,  
360036 — rental of farms,  
360069 — rental of offices [real estate],  
360119 — rental of offices for co-working,  
360143 — rental of pastures,  
360004 — rental of real estate,  
360103 — repair costs evaluation [financial appraisal],  
360070 — retirement payment services,  
360022 — safe deposit services,  
360041 — savings bank services,  
360043 — securities brokerage,  
360064 — stamp appraisal,  
360110 — stock brokerage services,  
360067 — stock exchange quotations,  
360116 — stocks and bonds brokerage,  
360018 — surety services,  
360028 — trusteeship / fiduciary,  
360142 — warranty claims administration services.