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App. No. 09/927,628 · Confirmation No. 5363

Systems and methods for developing and administering investment trusts

Abandoned -- Failure to Respond to an Office Action View Publication ↗
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2017-03-13 ABN Abandonment 3 View
2016-04-27 CTNF Non-Final Rejection 14 View
2015-09-09 RCEX Request for Continued Examination (RCE) 3 View
2015-09-09 AMSB Amendment Submitted/Entered with Filing of Continued Prosecution Application (CPA)/Request for Continued Examination(RCE) 1 View
2015-09-09 CLM Claims 6 View
2015-09-09 REM Applicant Arguments/Remarks Made in an Amendment 5 View
2015-09-09 WFEE Fee Worksheet (SB06) 2 View
2015-09-09 N417 Electronic Filing System Acknowledgment Receipt 2 View
2015-09-09 WFEE Fee Worksheet (SB06) 1 View
2015-02-09 N/AP Notice of Appeal Filed 2 View
2015-02-09 WFEE Fee Worksheet (SB06) 2 View
2015-02-09 N417 Electronic Filing System Acknowledgment Receipt 2 View
2014-08-07 CTFR Final Rejection 13 View
2014-07-29 A... Amendment/Request for Reconsideration-After Non-Final Rejection 1 View
2014-07-29 CLM Claims 6 View
2014-07-29 REM Applicant Arguments/Remarks Made in an Amendment 6 View
2014-07-29 WFEE Fee Worksheet (SB06) 2 View
2014-07-29 N417 Electronic Filing System Acknowledgment Receipt 2 View
2014-07-29 WFEE Fee Worksheet (SB06) 1 View
2014-01-29 CTNF Non-Final Rejection 12 View
2014-01-29 892 List of references cited by examiner 1 View
2014-01-29 1449 List of References cited by applicant and considered by examiner 2 View
2014-01-29 1449 List of References cited by applicant and considered by examiner 1 View
2014-01-29 1449 List of References cited by applicant and considered by examiner 1 View
2013-10-04 IDS Information Disclosure Statement (IDS) Form (SB08) 2 View
2013-10-04 N417 Electronic Filing System Acknowledgment Receipt 3 View
2013-10-04 FOR Foreign Reference 75 View
2013-10-04 TRAN.LET Transmittal Letter 5 View
2012-06-08 RCEX Request for Continued Examination (RCE) 3 View
2012-06-08 WFEE Fee Worksheet (SB06) 2 View
2012-06-08 N417 Electronic Filing System Acknowledgment Receipt 2 View
2012-06-08 AMSB Amendment Submitted/Entered with Filing of Continued Prosecution Application (CPA)/Request for Continued Examination(RCE) 1 View
2012-06-08 CLM Claims 6 View
2012-06-08 REM Applicant Arguments/Remarks Made in an Amendment 4 View
2012-06-08 WFEE Fee Worksheet (SB06) 1 View
2012-04-19 IDS Information Disclosure Statement (IDS) Form (SB08) 1 View
2012-04-19 N417 Electronic Filing System Acknowledgment Receipt 3 View
2012-04-19 TRAN.LET Transmittal Letter 5 View
2011-12-08 AP.PRE.DEC Pre-Brief Appeal Conference decision 2 View
2011-11-08 CTAV Advisory Action (PTOL-303) 3 View
2011-11-07 AP.PRE.REQ Pre-Appeal Brief Conference Request 3 View
2011-11-07 XT/ Extension of Time 1 View
2011-11-07 N/AP Notice of Appeal Filed 1 View
2011-11-07 WFEE Fee Worksheet (SB06) 2 View
2011-11-07 N417 Electronic Filing System Acknowledgment Receipt 2 View
2011-10-31 A.NE Response After Final Action 1 View
2011-10-31 CLM Claims 8 View
2011-10-31 REM Applicant Arguments/Remarks Made in an Amendment 5 View
2011-10-31 WFEE Fee Worksheet (SB06) 2 View
2011-10-31 N417 Electronic Filing System Acknowledgment Receipt 2 View
2011-10-31 WFEE Fee Worksheet (SB06) 1 View
2011-10-31 WFEE Fee Worksheet (SB06) 1 View
2011-09-19 IDS Information Disclosure Statement (IDS) Form (SB08) 1 View
2011-09-19 N417 Electronic Filing System Acknowledgment Receipt 2 View
2011-09-19 TRAN.LET Transmittal Letter 5 View
2011-05-06 CTFR Final Rejection 12 View
2011-05-06 892 List of references cited by examiner 1 View
2011-05-06 1449 List of References cited by applicant and considered by examiner 2 View
2011-04-25 A... Amendment/Request for Reconsideration-After Non-Final Rejection 1 View
2011-04-25 CLM Claims 6 View
2011-04-25 REM Applicant Arguments/Remarks Made in an Amendment 7 View
2011-04-25 WFEE Fee Worksheet (SB06) 2 View
2011-04-25 N417 Electronic Filing System Acknowledgment Receipt 2 View
2011-04-25 WFEE Fee Worksheet (SB06) 1 View
2011-02-24 IDS Information Disclosure Statement (IDS) Form (SB08) 2 View
2011-02-24 371P Documents submitted with 371 (National Stage) Applications 6 View
2011-02-24 371P Documents submitted with 371 (National Stage) Applications 5 View
2011-02-24 WFEE Fee Worksheet (SB06) 2 View
2011-02-24 N417 Electronic Filing System Acknowledgment Receipt 4 View
2011-02-24 TRAN.LET Transmittal Letter 5 View
2010-10-25 CTNF Non-Final Rejection 11 View
2010-10-25 892 List of references cited by examiner 1 View
2010-10-25 1449 List of References cited by applicant and considered by examiner 1 View
2010-10-25 1449 List of References cited by applicant and considered by examiner 2 View
2010-10-25 1449 List of References cited by applicant and considered by examiner 1 View
2010-10-25 1449 List of References cited by applicant and considered by examiner 1 View
2010-10-08 IDS Information Disclosure Statement (IDS) Form (SB08) 1 View
2010-10-08 N417 Electronic Filing System Acknowledgment Receipt 2 View
2010-10-08 TRAN.LET Transmittal Letter 5 View
2010-09-13 IDS Information Disclosure Statement (IDS) Form (SB08) 1 View
2010-09-13 N417 Electronic Filing System Acknowledgment Receipt 2 View
2010-09-13 TRAN.LET Transmittal Letter 5 View
2010-08-30 PET.DEC.TC Petition decision routed to the Technology Center to act on the decision or continue prosecution 2 View
2010-08-30 WFEE Fee Worksheet (SB06) 2 View
2010-08-02 RCEX Request for Continued Examination (RCE) 3 View
2010-08-02 XT/ Extension of Time 1 View
2010-08-02 TRAN.LET Transmittal Letter 5 View
2010-08-02 PET.OP Petition for review by the Office of Petitions 2 View
2010-08-02 WFEE Fee Worksheet (SB06) 2 View
2010-08-02 N417 Electronic Filing System Acknowledgment Receipt 4 View
2010-08-02 IDS Information Disclosure Statement (IDS) Form (SB08) 2 View
2010-08-02 AMSB Amendment Submitted/Entered with Filing of Continued Prosecution Application (CPA)/Request for Continued Examination(RCE) 1 View
2010-08-02 CLM Claims 6 View
2010-08-02 REM Applicant Arguments/Remarks Made in an Amendment 5 View
2010-08-02 WFEE Fee Worksheet (SB06) 1 View
2010-08-02 WFEE Fee Worksheet (SB06) 1 View
2010-08-02 WFEE Fee Worksheet (SB06) 1 View
2010-07-06 ABN Abandonment 2 View
2010-03-02 IDS Information Disclosure Statement (IDS) Form (SB08) 1 View
2010-03-02 371P Documents submitted with 371 (National Stage) Applications 3 View
2010-03-02 371P Documents submitted with 371 (National Stage) Applications 3 View
2010-03-02 371P Documents submitted with 371 (National Stage) Applications 4 View
2010-03-02 371P Documents submitted with 371 (National Stage) Applications 1 View
2010-03-02 N417 Electronic Filing System Acknowledgment Receipt 3 View
2010-03-02 TRAN.LET Transmittal Letter 5 View
2009-12-21 CTFR Final Rejection 11 View
2009-07-27 A... Amendment/Request for Reconsideration-After Non-Final Rejection 1 View
2009-07-27 CLM Claims 6 View
2009-07-27 REM Applicant Arguments/Remarks Made in an Amendment 6 View
2009-07-27 WFEE Fee Worksheet (SB06) 2 View
2009-07-27 N417 Electronic Filing System Acknowledgment Receipt 2 View
2009-07-27 WFEE Fee Worksheet (SB06) 1 View
2009-02-27 CTNF Non-Final Rejection 10 View
2009-02-27 892 List of references cited by examiner 1 View
2009-02-27 FWCLM Index of Claims 1 View
2009-02-27 SRFW Search information including classification, databases and other search related notes 1 View
2009-02-27 SRNT Examiner's search strategy and results 3 View
2009-02-27 1449 List of References cited by applicant and considered by examiner 2 View
2009-02-24 TRAN.LET Transmittal Letter 2 View
2009-02-24 IDS Information Disclosure Statement (IDS) Form (SB08) 2 View
2009-02-24 WFEE Fee Worksheet (SB06) 2 View
2009-02-24 N417 Electronic Filing System Acknowledgment Receipt 3 View
2008-11-24 RCEX Request for Continued Examination (RCE) 3 View
2008-11-24 AMSB Amendment Submitted/Entered with Filing of Continued Prosecution Application (CPA)/Request for Continued Examination(RCE) 1 View
2008-11-24 CLM Claims 5 View
2008-11-24 REM Applicant Arguments/Remarks Made in an Amendment 5 View
2008-11-24 WFEE Fee Worksheet (SB06) 2 View
2008-11-24 N417 Electronic Filing System Acknowledgment Receipt 2 View
2008-11-24 WFEE Fee Worksheet (SB06) 1 View
2008-11-24 WFEE Fee Worksheet (SB06) 1 View
2008-07-22 SFR. Supplemental Final Rejection 9 View
2008-07-22 892 List of references cited by examiner 1 View
2008-07-22 SRFW Search information including classification, databases and other search related notes 1 View
2008-07-22 FWCLM Index of Claims 1 View
2008-07-22 1449 List of References cited by applicant and considered by examiner 1 View
2008-05-14 CTFR Final Rejection 7 View
2008-05-14 892 List of references cited by examiner 1 View
2008-05-14 CTFR Final Rejection 1 View
2008-05-14 FWCLM Index of Claims 1 View
2008-05-14 SRFW Search information including classification, databases and other search related notes 1 View
2008-05-01 N570 Communication - Re: Power of Attorney (PTOL-308) 1 View
2008-04-23 PA.. Power of Attorney 1 View
2008-04-23 R3.73 Assignee showing of ownership per 37 CFR 3.73 1 View
2008-04-23 N417 Electronic Filing System Acknowledgment Receipt 2 View
2008-03-31 N570 Communication - Re: Power of Attorney (PTOL-308) 1 View
2008-03-31 PETDEC Petition Decision 1 View
2008-03-31 BIB Bibliographic Data Sheet 1 View
2008-02-23 A... Amendment/Request for Reconsideration-After Non-Final Rejection 1 View
2008-02-23 CLM Claims 6 View
2008-02-23 REM Applicant Arguments/Remarks Made in an Amendment 4 View
2008-02-23 WFEE Fee Worksheet (SB06) 2 View
2008-02-23 N417 Electronic Filing System Acknowledgment Receipt 2 View
2008-02-19 PA.. Power of Attorney 2 View
2008-01-29 TRAN.LET Transmittal Letter 2 View
2008-01-29 IDS Information Disclosure Statement (IDS) Form (SB08) 1 View
2008-01-29 FOR Foreign Reference 35 View
2008-01-29 N417 Electronic Filing System Acknowledgment Receipt 3 View
2007-11-16 CTNF Non-Final Rejection 9 View
2007-11-16 892 List of references cited by examiner 1 View
2007-11-16 FWCLM Index of Claims 1 View
2007-11-16 SRFW Search information including classification, databases and other search related notes 1 View
2007-09-18 WFEE Fee Worksheet (SB06) 1 View
2007-09-18 ANE.I Amendment After Final or under 37CFR 1.312, initialed by the examiner. 1 View
2007-09-12 A.PE Preliminary Amendment 1 View
2007-09-12 CLM Claims 4 View
2007-09-12 REM Applicant Arguments/Remarks Made in an Amendment 1 View
2007-09-12 N417 Electronic Filing System Acknowledgment Receipt 2 View
2007-09-12 WFEE Fee Worksheet (SB06) 1 View
2007-09-06 RCEX Request for Continued Examination (RCE) 1 View
2007-09-06 WFEE Fee Worksheet (SB06) 2 View
2007-09-06 N417 Electronic Filing System Acknowledgment Receipt 2 View
2007-09-01 AMSB Amendment Submitted/Entered with Filing of Continued Prosecution Application (CPA)/Request for Continued Examination(RCE) 10 View
2007-09-01 WFEE Fee Worksheet (SB06) 2 View
2007-09-01 N417 Electronic Filing System Acknowledgment Receipt 2 View
2007-09-01 136A Authorization for Extension of Time all replies 2 View
2007-05-01 CTFR Final Rejection 7 View
2007-05-01 892 List of references cited by examiner 1 View
2007-05-01 FWCLM Index of Claims 1 View
2007-05-01 SRFW Search information including classification, databases and other search related notes 1 View
2007-02-20 WFEE Fee Worksheet (SB06) 1 View
2006-12-08 A... Amendment/Request for Reconsideration-After Non-Final Rejection 1 View
2006-12-08 CLM Claims 4 View
2006-12-08 REM Applicant Arguments/Remarks Made in an Amendment 3 View
2006-12-08 WFEE Fee Worksheet (SB06) 2 View
2006-12-08 N417 Electronic Filing System Acknowledgment Receipt 2 View
2006-08-15 EBCC.AD Notice of Change of Address Place in File Wrapper Due to Electronic Business Center(EBC) Customer Number Update 1 View
2006-08-08 CTNF Non-Final Rejection 5 View
2006-08-08 1449 List of References cited by applicant and considered by examiner 5 View
2006-08-08 892 List of references cited by examiner 1 View
2006-08-08 FWCLM Index of Claims 1 View
2006-08-08 SRFW Search information including classification, databases and other search related notes 1 View
2004-08-30 IDS Information Disclosure Statement (IDS) Form (SB08) 7 View
2002-01-15 IDS Information Disclosure Statement (IDS) Form (SB08) 3 View
2002-01-08 LET. Miscellaneous Incoming Letter 5 View
2002-01-08 DRW Drawings-only black and white line drawings 3 View
2001-11-08 IDS Information Disclosure Statement (IDS) Form (SB08) 7 View
2001-11-08 FOR Foreign Reference 58 View
2001-11-08 FOR Foreign Reference 30 View
2001-11-08 FOR Foreign Reference 63 View
2001-09-28 LET. Miscellaneous Incoming Letter 3 View
2001-09-28 OATH Oath or Declaration filed 3 View
2001-09-14 CTMS Miscellaneous Action with shortened statutory period (SSP) 1 View
2001-08-10 TRNA Transmittal of New Application 3 View
2001-08-10 ADS Application Data Sheet 1 View
2001-08-10 SPEC Specification 18 View
2001-08-10 CLM Claims 3 View
2001-08-10 ABST Abstract 1 View
2001-08-10 DRW Drawings-only black and white line drawings 3 View
2001-08-10 OATH Oath or Declaration filed 3 View
2001-08-10 BIB Bibliographic Data Sheet 1 View
2001-08-10 WFEE Fee Worksheet (SB06) 1 View
2001-08-10 WFEE Fee Worksheet (SB06) 1 View
2001-08-10 WCLM Claims Worksheet (PTO-2022) 1 View
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Quick Facts
App. No.
09/927,628
Filed
2001-08-10
Pub. No.
US20020046154A1
Art Unit
3691