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. |