Trademark Usage Guidelines

TRADEMARK USAGE GUIDELINES

Investmos’ trademarks and brands are Investmos intellectual property and are among our most valuable assets. In order to preserve and protect these brands, it is essential that they are used properly. Follow these Guidelines and our Brand Style Guide (can be requested here) for using Investmos’ trademarks and brands properly in all communications, documents, and electronic messages.

These Guidelines apply to Investmos employees, customers, partners, licensees, outside suppliers and vendors, and other third parties. If you are a Licensee of an Investmos trademark or logo, your license agreement may have particular usage guidelines different than provided here. If so, please follow the specific guidelines in your agreement. If you are a Licensee but have not been provided with special guidelines for usage of Investmos brands, then these Guidelines apply to your usage of Investmos brands.

You may reference Investmos’ products and services using the Investmos trademarks, so long as such references are: (1) truthful, fair, and not misleading, and (2) comply with these Guidelines, which may be modified from time to time by Investmos in its sole discretion. The Investmos trademarks and brands should never be used in a way that could cause anyone wrongly to believe that your products or services are offered, endorsed, or sponsored by Investmos or any of its subsidiaries.

Specific Do’s and Dont’s

Investmos Suppliers and Vendors

Please follow the specific trademark usage guidelines, if any, contained in your agreement with Investmos. Use of Investmos’ trademarks and brands must be explicitly approved by Investmos Procurement and Branding. Please contact your Investmos representative with any questions regarding the approval process.

Trademark Notices

Properly designate the status of Investmos’ trademarks by using the correct trademark symbol (® or ™).

  • In letters, memos, press releases, white papers, advertising, slides, foils, video, and other multimedia presentations:
    • Properly designate (with ® or ™) all of Investmos’ trademarks at the most prominent use (usually a headline) and again on the first occurrence in copy; and
    • In the case of presentation graphics, trademarks should be designated with the proper trademark symbol on each page, slide, and foil.
  • In newsletters, magazines, and publications containing multiple articles:
    • Properly designate (with ® or ™) all of Investmos’ trademarks on the first occurrence in the document, in headlines and on the first occurrence in every article in which they are used.
  • In brochures, annual/quarterly reports, books, technical documentation, and other bound documents:
    • Properly designate (with ® or ™) all of Investmos’ trademarks on the first occurrence in the document, in headlines, and on the first occurrence in text.
  • In all charts or graphs, properly designate trademarks (with ® or ™).
  • On all packaging, always use the trademark symbol in every reference.

Trademarks are Singular Adjectives, Not Verbs and Should Not be Made Possessive

Use the Investmos trademarks only as adjectives followed by the appropriate generic product or service noun describing the relevant product or service (e.g., “the Investmos™ help desk platform rocks”). Investmos trademarks should not be used in plural or possessive form or as verbs.

References to Investmos

When Investmos is used to refer to our company, rather than as a brand of product or services, then the rules for proper usage change slightly. Unlike trademarks, company names are proper nouns; they can be used in the possessive form and do not need to be followed by a generic term. Neither the ™ nor ® symbol should accompany references to Investmos as a company. Example:

Correct: Investmos is now offering its customers more choices than ever.
Incorrect: Investmos™ is now offering its customers more choices than ever.

Ownership Assertion

Do not assert rights over any Investmos brand whether by incorporating a Investmos brand into your own product or service names, trademarks, logos, company names, or domain names or seeking a trademark or domain name registration for any term that includes a Investmos brand.

Investmos Logo Use

Do not make unlicensed use of Investmos logos, such as the brand logo listed below. Third party use of Investmos logos requires a license or written permission from Investmos. If you are interested in obtaining a license to use an Investmos trademark or logo, contact us to discuss your proposed use.

Style of Use

When using Investmos’ trademarks: (i) follow the style and usage guidelines available in our Brand Style Guide, which you can request here; (ii) use our Logos exactly as they appear, and do not alter or distort their appearance in any way, for example, by adding your own design elements or changing the font, colors, or size; (iii) allow for clear space around our Logo; and (iv) maintain the legibility of our Logos and keep them sharp, clear, and well-produced. When using our Word Marks, you may not change their appearance by abbreviating them, incorporating them into acronyms, changing their spelling, using them in parts, or using improper capitalization.

No Trademark Bidding

Unless expressly permitted in an agreement between you and Investmos, you may not bid on a Investmos trademark (or any variant or extension thereof) as a keyword on any search engine, or use a Investmos trademark (or any variant or extension thereof) in any form of paid advertising including, but not limited to, paid social and display advertisements.

No Tarnishment

You may not use a Investmos trademark in a disparaging or degrading manner.

Investmos Logos

The following is an illustrative, non-exhaustive list of logos and trademarks owned by Investmos. Because this list of logos and trademarks and their status could change over time, including as we add new products and services, please review this section in these Guidelines periodically. Please note that the absence of a product or service name or logo from the list below does not constitute a waiver of Investmos’ trademark or other intellectual property rights in that name or logo.

Investmos site icon (favicon)

Investmos Word Marks

Investmos™
Investport™
Fintelligence Weekly™
Atom Portfolios™
AP: Master Global GPI™
AP: Equity 500 Core ETF™
AP: SMid-Cap Core ETF™
AP: Cash and Cash Equivalents™
AP: International Developed Markets Growth™
AP: Emerging & Frontier Markets Growth™
AP: Alternative Investments™
AP: Aggressive Income ™
AP: Conservative Income ™
AP: U.S. Enhanced Growth™
AP: Long-term Themed Investments ™
AP: Strategically Opportunistic Crypto ™

 

If you become aware of any usage of Investmos trademarks or brands in violation of these Guidelines, please contact us.