Trademarks and Patents

Trademarks

CANNEX owns a variety of registered and unregistered logos, product names, trade names, trademarks, and service names (“Marks”) in Canada and the USA as well as other countries around the world. These may not be used, copied reproduced, advertised, displayed, published, or transmitted without CANNEX’s prior written consent and are protected to the fullest extent permitted by applicable law.

The following is a non-exhaustive list of CANNEX’s Marks:

CANNEX’s Marks Generic/Short Description
CANNEX logo, software as a service, financial information, consulting services
CANNEX FIA Analysis software as a service, consulting services
CANNEX PAY INDEX benchmark and index
CANNEX Mortgage StarRating mortgage research services
CANNEX star rating financial research services
CANNEX VA Analysis software as a service, consulting services
ILY benchmark and index
IMPLIED LONGEVITY YIELD benchmark and index
PENSIONIZE software – online calculators, financial analysis
PENSIONIZATION software, financial analysis
PrARI online calculators, financial planning & risk management
QWeMA software, financial analysis
QWeMA NumeRIcs software
RIPE software as a service, consulting services
SIMPLY RELIABLE DATA tag line
TILY benchmark and index
TAXABLE IMPLIED LONGEVITY YIELD benchmark and index

Patents and Pending Patents

Patents Title Description
U.S. Patent Application No. 15/803,110 Annuity Analysis System A process to analyze and compare structured financial products such as variable or indexed annuities.
U.S. Patent No. 8,781,937 B2 Optimal Portfolio Withdrawal During Retirement in the Presence of Longevity Risk A process to optimize the end client’s portfolio withdrawal rate in order to maximize utility.