Services and Products trademark collection with emphasis on: Consumer Financial Services

$225.00

Curated Royalty Rate Report
Category: Services and Products, Subcategory: Consumer Financial Services, Created On: 2021-01-27, Record Count: 16

Description

This Trademark collection includes royalty reports related to consumer financial services in areas such as banking, insurance and real estate under trademark license.
This unique collection of trademark transactions and supporting information was developed using our AI algorithm to curate similar royalty reports into a cohesive collection to support your licensing, transfer pricing or other transaction scenarios where documented royalty rates and/or deal terms are important.
Category: Services and Products
Subcategory: Consumer Financial Services
Created On: 2021-01-27
Record Count: 16

Primary Industries

  • Finance
  • Insurance
  • Pain
  • Medical
  • Internet
  • Content
  • Transportation Svcs
  • Business/Commercial Services
  • Retail Service
  • Real Estate
  • Credit/Affinity Card

IPSCIO Report Record List

Below you will find the records curated into this collection.  This summary includes the complete licensed property description so that you can review and determine if this collection covers the topics, technology or transaction type that is relevant for your needs.  The full report will include all relevant deal data such as the royalty base, agreement date, term description, royalty rates and other deal terms.  For reference, here is a sample of a full IPSCIO curated royalty rate report: Sample Report

IPSCIO Record ID: 26707

License Grant
Licensor, a non-profit organization, hereby grants Licensee an exclusive license to use the Licensed Marks ('Iowa Medical Society', the acronym 'IMS') and their associated goodwill, including the phrases Endorsed by the Licensor and Exclusively Endorsed and Recommended by the Licensor, for the specific purpose of promoting, marketing, selling, advertising and distributing products under the Licensee Program (including display of the Licensed Marks upon various printed and media materials used in connection therewith), all subject to the terms of this Agreement.
License Property
Licensor acknowledges and agrees that it may not grant to others a license or sublicense to use the Licensed Marks in connection with the offer, sale or promotion of professional liability insurance coverages.

'IMS Licensed Marks' shall mean the following marks owned by IMS: the name 'Iowa Medical Society', the acronym 'IMS' and various symbols, devices, logos and designs embodying the same.

Licensor is the statewide professional association for Iowa allopathic (MD) and osteopathic (DO) physicians.

Field of Use
'MMIC Program' shall mean the offer and sale by MMIC of professional liability insurance policies meeting the requirements of this Agreement providing coverage for physicians practicing in the State of Iowa.

IPSCIO Record ID: 7299

License Grant
Licensor hereby grants to the Plan the right to use BLUE CROSS in its trade and/or corporate name (the 'Licensed Name'), and the right to use the Licensed Marks, in the sale, marketing and administration of health care plans and related services in the Service Area.
License Property
Licensor is the owner of the BLUE CROSS and BLUE CROSS Design service marks.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

Plan and Affiliate desire that the latter be entitled to use the BLUE CROSS and BLUE CROSS Design service marks (collectively the 'Licensed Marks') as service marks and be entitled to use the term BLUE CROSS in a trade name ('Licensed Name').

Field of Use
The Affiliate has the right to use the Licensed Marks and Name in connection with, and only in connection with: health care plans and related services shall include acting as a nonprofit health care plan, a for-profit health care plan, or mutual health insurer operating on a not-for-profit or for-profit basis, under state law; financing access to health care services; providing health care management and administration; administering, but not underwriting, non-health portions of Worker's Compensation insurance; and delivering health care services.

IPSCIO Record ID: 2456

License Grant
As part of an agreement to provide members various health insurance opportunities, the Licensor, a non-profit organization, granted an exclusive right to the AARP trademark in connection with the provision of insurance. Royalty rate information is sketchy for this transaction as most of the royalty rate information is concealed.  

One aspect of this arm's length Agreement was not concealed and this relates to the State Health Insurance Program (SHIP).  The sixth amendment provides for Licensor to receive a royalty for use of the AARP marks on member contributions to this option.

License Property
AARP trademark
Association is a non-profit organization with a mission to enhance the quality of life for all as they age.
Field of Use
Licensee to use licensed trademark with the provision of insurance products.

IPSCIO Record ID: 2824

License Grant
The Licensor, a non-profit organization, granted the Licensee the exclusive right to use the Licensor's Marks, in connection with Licensee's insurance operations.
License Property
The Licensor licenses its name, symbol, mark, logos, service marks and acronym ('AARP Marks') to Provider, and under which the Provider makes available services to AARP members.

Association is a non-profit organization with a mission to enhance the quality of life for all as they age.

IPSCIO Record ID: 27289

License Grant
Licensee (a financial institution) shall have the right and license to use the current and future respective name, trademarks, servicemarks, copyrights and logo of licensor solely in connection with licensee's marketing of Credit Cards to licensor's users.
License Property
Trademark: CoolSavings
Licensor is an online direct marketing and media company that provides smarter solutions to connect marketers to their target consumers using industry-leading analytics and incentive technology.
Field of Use
The Licensee desires to issue Branded Credit Cards and the Licensee is willing to promote the offering of all Credit Cards to and among the Licensee Users through its Internet website currently known as http://www.coolsavings.com (the Licensee Website') and any other Internet websites owned and controlled by the Licensee.

IPSCIO Record ID: 179831

License Grant
Licensor, a non-profit organization, grants to Licensee the exclusive right and license to use its name, symbol and acronym ('AARP Trademark'), solely in connection with the Program.
License Property
Licensor  has reviewed and assessed the license of Licensee to use the AARP Trademarks and Member Mailing List for the AARP Mobile Home Insurance Program provided since 1989 by Licensee and has determined that the Program, as provided by Licensee, has achieved success in making available to AARP members mobile home Insurance with unique features tailored to meet the needs of mobile homeowners, warranting the continuation of the Program, as provided by Licensee, pursuant to the terms hereof.

'AARP' means the American Association of Retired Persons and any of its divisions or categories of membership.

Licensor is a non-profit organization with a mission to enhance the quality of life for all as they age.

'Mobile Home' means a factory fabricated transportable permanent housing unit, built on a chassis, designed to be used as a dwelling with or without a permanent foundation when connected to the required utilities.

'The Program' means the AARP Mobile Homeowners Insurance Program.

Field of Use
Licensee will have access to AARP names, addresses, and member identification number(s), ('Member Mailing List') in order to communicate information concerning the Program and to broadly inform the AARP members who are mobile home owners of the Program's availability. The Member Mailing List is and at all times shall remain the exclusive property of Licensor and at any time upon request by Licensor will be returned to Licensor. Licensee agrees that the use of AARP Member Mailing List will be restricted exclusively to the development and offering of the Program and will be subject at all times to prior approval of Licensor.

IPSCIO Record ID: 7783

License Grant
Licensor grants Licensee an exclusive, non-transferable and royalty-bearing license to use and display the 'GM PROTECTION PLAN', 'GENERAL MOTORS PROTECTION PLAN' and 'GM MOTOR CLUB' names and logos solely in the United States and solely in connection with the operation, marketing, advertising, and promoting of Licensee’s GM Protection Plan and GM Motor Club businesses.

In addition, Licensor grants Licensee a non-exclusive, non-transferable, royalty-free and worldwide license to use and display the Nameplate Trademarks.

License Property
'GM PROTECTION PLAN', 'GENERAL MOTORS PROTECTION PLAN' and 'GM MOTOR CLUB' names and logos
Licensor is an American multinational corporation.
Field of Use
Licensee is a worldwide diversified financial services company that directly, and through its Subsidiaries, provides automotive and non-automotive finance and lease, insurance, banking, mortgage lending, and other services to a variety of affiliated and unaffiliated, consumer and commercial customers.

IPSCIO Record ID: 876

License Grant
Licensor hereby grants to the Controlled Affiliate the exclusive right to use the licensed Marks and Names in connection with and only in connection with those life insurance and related services authorized by applicable state law, other than health care plans and related services (as defined in the Plan's License Agreements with Licensor) which services are not separately licensed to Controlled Affiliate by Licensor, in the Service Area served by the Plan, except that Licensor reserves the right to use the Licensed Marks and Name in said Service Area, and except to the extent that said Service Area may overlap the area or areas served by one or more other licensed Blue Cross Plans as of the date of this License as to which overlapping areas the rights hereby granted are non-exclusive as to such other Plan or Plans and their respective Licensed Controlled Affiliates only. Controlled Affiliate cannot use the Licensed Marks or Name outside the Service Area or, anything in any other license to Controlled Affiliate notwithstanding, in its legal or trade name.
License Property
Licensor is the owner of the BLUE CROSS and BLUE CROSS Design service marks.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

The Plan and the Controlled Affiliate desire that the latter be entitled to use the BLUE CROSS and BLUE CROSS Design service marks (collectively the 'Licensed Marks') as service marks and be entitled to use the term BLUE CROSS in a trade name ('Licensed Name').

Field of Use
This agreement pertains to life insurance and related services.

IPSCIO Record ID: 897

License Grant
Licensor hereby grants to the Controlled Affiliate the exclusive right to use the licensed Marks and Names in connection with and only in connection with those life insurance and related services authorized by applicable state law, other than health care plans and related services (as defined in the Plan's License Agreements with Licensor) which services are not separately licensed to Controlled Affiliate by Licensor, in the Service Area served by the Plan, except that Licensor reserves the right to use the Licensed Marks and Name in said Service Area, and except to the extent that said Service Area may overlap the area or areas served by one or more other licensed Blue Shield Plans as of the date of this License as to which overlapping areas the rights hereby granted are non-exclusive as to such other Plan or Plans and their respective Licensed Controlled Affiliates only. Controlled Affiliate cannot use the Licensed Marks or Name outside the Service Area or, anything in any other license to Controlled Affiliate notwithstanding, in its legal or trade name.
License Property
Licensor is the owner of the BLUE SHIELD and BLUE SHIELD Design service marks.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

The Plan and the Controlled Affiliate desire that the latter be entitled to use the BLUE SHIELD and BLUE SHIELD Design service marks (collectively the 'Licensed Marks') as service marks and be entitled to use the term BLUE SHIELD in a trade name ('Licensed Name').

Field of Use
The Controlled Affiliate has the exclusive right to use the licensed Marks and Names in connection with and only in connection with those life insurance and related services authorized by applicable state law.

IPSCIO Record ID: 2750

License Grant
The Company hereby grants to Controlled Affiliate the right to use the Licensed Marks and Name in connection with, and only in connection with: (i) health care plans and related services and administering the non-health portion of workers’ compensation insurance, and (ii) underwriting the indemnity portion of workers’ compensation insurance, provided that Controlled Affiliate’s total premium revenue comprises less than 15 percent of the sponsoring Plan’s net subscription revenue.
License Property
Licensor  is the owner of the Blue Cross and Blue Cross Design service marks.  Whereas, Plan and Controlled Affiliate desire that the latter be entitled to use the Blue Cross and Blue Cross Design service marks  as service marks and be entitled to use the term Blue Cross in a trade name.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

Field of Use
This agreement pertains to health care plans and related services and administering the non-health portion of workers compensation insurance, and (ii) underwriting the indemnity portion of workers compensation insurance.

IPSCIO Record ID: 75317

License Grant
Licensor of the Netherlands hereby grants to Canadian Licensee an exclusive right and license to use the Canadian Marks in the Territory in association with the Programme only and the marketing, advertising and promotion thereof in any media in the Territory or any other geographic region in which Licenseeor any of its Affiliates has a license from Licensor to similar effect to this Agreement, including the right to sub-license the use of the Canadian Marks in the Territory in accordance with the provisions of this Agreement.
License Property
TRADE-MARK
A SAVINGS ACCOUNT LIKE NEVER BEFORE
ADHERENT AIR MILES OR
AIR BUCKS
AIR MILES
AIR MILES & DESIGN
AIR MILES BABY CLUB
etc.

'PROGRAMME' means any program(s) or business(es) that involve(s) three (3) or more sponsoring companies in any product or service category or industry and which offer(s), only entitled members with addresses in the Territory or any other geographic region in which Licensee or any of its Affiliates has a license from Licensor to similar effect to this Agreement, airline seats, airline miles, airline or any other services, awards or value of any nature (whether or not by virtue of exchanging, converting or redeeming coupons, tickets, points or other tangible or intangible rights) in connection with the purchase of goods or services of any party and which operates for more than three (3) months duration and the operation of travel agency services.

Field of Use
Licensee operate what we believe to be Canada's largest coalition loyalty program, marketed under the Air Miles brand name. This program enables consumers to earn Air Miles reward miles as they shop across a range of retailers and other world-class sponsors of the coalition.

IPSCIO Record ID: 26717

License Grant
Licensor hereby grants to Licensee the exclusive right and license, during the term of this Agreement, to use the Licensed Marks (other than the Domain Names) in the Territory solely for the offer and sale of (i) Authorized Brokerage Services and (ii) Authorized Ancillary Services (collectively, “Authorized Services”), and not in connection with any other product or service of any kind (including any related product or service).
License Property
'Unregistered Marks shall mean, collectively, the following marks: (i) Sotheby's Realty, (ii) Sotheby's Real Estate, (iii) Sotheby's Realto, (iv) Sotheby's Realtors, and (v) Sotheby's in combination with words (A) denoting realty or real estate and (B) words denoting any of the Authorized Ancillary Services (e.g., Sotheby's Realty Title or Sotheby's Realty Mortgage).

Licensor offers collectors the opportunity to connect with and transact in the world's most extraordinary art and luxury goods.

Field of Use
'Authorized Brokerage Services' shall mean real estate brokerage services for Residential Real Estate.

IPSCIO Record ID: 6618

License Grant
Licensor hereby grants to the Controlled Affiliate the exclusive right to use the licensed Marks and Names in connection with and only in connection with those life insurance and related services authorized by applicable state law, other than health care plans and related services (as defined in the Plan’s License Agreements with Licensor) which services are not separately licensed to Controlled Affiliate by Licensor, in the Service Area served by the Plan, except that Licensor reserves the right to use the Licensed Marks and Name in said Service Area, and except to the extent that said Service Area may overlap the area or areas served by one or more other licensed Blue Shield Plans as of the date of this License as to which overlapping areas the rights hereby granted are non-exclusive as to such other Plan or Plans and their respective Licensed Controlled Affiliates only. Controlled Affiliate cannot use the Licensed Marks or Name outside the Service Area or in its legal or trade name; provided, however, that if and only for so long as Controlled Affiliate also holds a Blue Shield Affiliate License Agreement applicable to health care plans and related services, Controlled Affiliate may use the Licensed Marks and Name in its legal and trade name according to the terms of such license agreement.
License Property
Licensor is the owner of the BLUE SHIELD and BLUE SHIELD Design service marks.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

Field of Use
The Controlled Affiliate has the right to use the Licensed Marks and Name in connection with life insurance and related services.

IPSCIO Record ID: 4375

License Grant
This grant of rights is non-exclusive and is limited to the Service Area served by the Plan. Controlled Affiliate may use the Licensed Marks and Name in its legal name on the following conditions: (i) the legal name must be approved in advance, in writing, by Licensor; (ii) Controlled Affiliate shall not do business outside the Service Area under any name or mark; and (iii) Controlled Affiliate shall not use the Licensed Marks and Name, or any derivative thereof, as part of any name or symbol used to identify itself in any securities market. Controlled Affiliate may use the Licensed Marks and Name in its Trade Name only with the prior, written, consent of Licensor.
License Property
Licensor is the owner of the BLUE SHIELD and BLUE SHIELD Design service marks.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

Plan and Controlled Affiliate desire that the latter be entitled to use the BLUE SHIELD and BLUE SHIELD Design service marks (collectively the “Licensed Marks”) as service marks and be entitled to use the term BLUE SHIELD in a trade name (“Licensed Name”).

Field of Use
The Controlled Affiliate has the right to use the Licensed Marks and Name in connection with, and only in connection with: (i) health care plans and related services, as defined in Licensor's License Agreement with Plan, and administering the non-health portion of workers’ compensation insurance, and (ii) underwriting the indemnity portion of workers’ compensation insurance, provided that Controlled Affiliate’s total premium revenue comprises less than 15 percent of the sponsoring Plan’s net subscription revenue.

IPSCIO Record ID: 7389

License Grant
This grant of rights is non-exclusive and is limited to the Service Area served by the Plan. Controlled Affiliate may use the Licensed Marks and Name in its legal name on the following conditions: (i) the legal name must be approved in advance, in writing, by Licensor; (ii) Controlled Affiliate shall not do business outside the Service Area under any name or mark; and (iii) Controlled Affiliate shall not use the Licensed Marks and Name, or any derivative thereof, as part of any name or symbol used to identify itself in any securities market. Controlled Affiliate may use the Licensed Marks and Name in its Trade Name only with the prior, written, consent of Licensor.
License Property
Licensor is the owner of the BLUE CROSS and BLUE CROSS Design service marks.

Licensor is a federation of separate United States health insurance organizations and companies, providing health insurance in the United States.

Plan and Controlled Affiliate desire that the latter be entitled to use the BLUE CROSS and BLUE CROSS Design service marks (collectively the “Licensed Marks”) as service marks and be entitled to use the term BLUE CROSS in a trade name (“Licensed Name”).

Field of Use
The Controlled Affiliate has the right to use the Licensed Marks and Name in connection with, and only in connection with: (i) health care plans and related services, as defined in Licensor's License Agreement with Plan, and administering the non-health portion of workers’ compensation insurance, and (ii) underwriting the indemnity portion of workers’ compensation insurance.

IPSCIO Record ID: 4567

License Grant
The Licensee is licensed by the Licensors to use certain marks and names in the Territories for certain licensed activities in relation to the offering and promotion of the Affinity Products in the USA, including, the right to sub-licence to Barclays or any other co-branding and/or other affinity partner for use solely in connection with the Affinity Products.
License Property
Names “Virgin America” and/or “Virgin America Airways”
The Licensor is a UK-based bank and financial services company.
Field of Use
The Licensee now intends to promote and offer: a Virgin America branded credit card, bearing the Virgin America and/or Virgin America Airways names and, subject to the terms hereof,  and to holders of unexpired Virgin America branded credit cards only, in connection with their use of such credit card, related credit card products typically offered by a credit card issuer to its credit card holders, including debt cancellation products and credit insurance, in each case which do not bear the Virgin America and/or Virgin America Airways names and/or the Marks collectively, the Affinity Products,to enhance and further broaden its Elevate loyalty and frequent flyer program.
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