Trademark Class 36: Insurance, Finance & Real Estate Services

When applying for a trademark, selecting the correct class is a vital step. It helps ensure legal protection for your brand and avoids future conflicts. Trademark Class 36 covers a wide range of services related to money, property, and financial affairs.

Let’s explore the scope, examples, exclusions, and tips for filing under this class.

What is Trademark Class 36?

Class 36 includes services related to:

• Insurance and reinsurance

• Banking and financial affairs

• Real estate services

• Investment and capital fundraising

• Leasing, brokerage, and valuation of properties

• Credit, loans, and monetary affairs

This class is essential for financial institutions, fintech startups, investment firms, and real estate companies.

Examples of Services Under Class 36

Here are some real-world business activities that fall under this class:

• A fintech company providing digital wallets or online payments

• An insurance agency offering life, health, or motor policies

• A real estate firm involved in buying, selling, or renting property

• A crowdfunding platform helping startups raise capital

• A bank providing personal and business loans

If your business handles money, risk, or property, Class 36 is likely applicable to you.

Services Excluded from Class 36

Not everything related to money or business fits into this class. For example:

• Legal advisory services belong to Class 45

• Software development for banking platforms falls under Class 42

• Business consulting or marketing is included in Class 35

Therefore, if your business spans multiple areas, consider a multi-class trademark application for better coverage.

Why Is Class 36 Important?

As the financial and real estate sectors are tightly regulated, brand reputation and trust are crucial. Registering a trademark under Class 36 helps:

• Protect your brand identity

• Prevent misuse by competitors

• Reinforce credibility with customers

• Enable legal recourse in case of infringement

Moreover, financial service providers often operate globally. A trademark helps maintain consistent branding across jurisdictions.

Tips for Filing Under Class 36

To make your application stronger, follow these best practices:

• Be specific in describing services (e.g., “health insurance underwriting” instead of just “insurance”)

• Avoid overlap with services in other classes unless necessary

• Research existing trademarks in Class 36 to avoid conflicts

Well-prepared applications reduce objections and processing delays.

Trademark Class 36 is a critical classification for businesses offering financial, insurance, and real estate services. Filing under the right class gives your brand the legal protection it deserves and enhances your professional credibility.

Need help with your trademark filing? Get in touch with our experts today for hassle-free trademark registration and compliance support.

Brands/Trademarks you Might Know in Class 36:

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How can Tradeviser help in your Trademark journey?

We have an awesome in-house team of Trademark professionals who can provide valuable assistance throughout the trademark process. Our Trademark Attorneys can then help prepare and file a trademark application with the relevant trademark office and respond to the office’s actions or objections to the examination. If the trademark is challenged, our attorney can help prepare and present a strong case supporting the application. Finally, once a trademark is registered, our attorney can help monitor and enforce trademark rights to prevent infringement by others. Through our team’s expertise and knowledge of the legal environment, we can help ensure that the trademark registration process goes smoothly and the resulting trademark offers the necessary protection of the symbol or object.

Detailed List of goods Classified under Class 36

1. accident insurance underwriting
2. accommodation bureau services [apartments] 3. actuarial services
4. antique appraisal
5. apartment house management
6. rental of apartments
7. art appraisal
8. bail-bonding
9. banking
10. brokerage of carbon credits
11. brokerage*
12. business liquidation services, financial
13. capital investment
14. charitable fund raising
15. cheque verification / check verification
16. clearing, financial / clearing-houses, financial
17. credit bureau services
18. issuance of credit cards
19. debt advisory services
20. debt collection agency services
21. deposits of valuables
22. electronic funds transfer
23. exchanging money
24. factoring
25. rental of farms
26. arranging finance for construction projects
27. financial analysis
28. financial appraisals in responding to calls for tenders / financial appraisals in responding to requests for proposals [RFPs] 29. financial consultancy
30. financial customs brokerage services
31. financial evaluation [insurance, banking, real estate] 32. financial evaluation of development costs relating to the oil, gas and mining industries
33. financial evaluation of standing timber / financial valuation of standing timber
34. financial evaluation of wool / financial valuation of wool
35. financial information
36. financial management
37. financial management of reimbursement payments for others
38. financial research
39. financial sponsorship
40. providing financial information via a web site
41. financing services
42. fire insurance underwriting
43. fiscal valuation
44. health insurance underwriting
45. hire-purchase financing / lease-purchase financing
46. instalment loans
47. insurance brokerage
48. insurance consultancy
49. insurance information
50. insurance underwriting
51. investment of funds
52. jewellery appraisal / jewelry appraisal
53. lending against security
54. life insurance underwriting
55. loans [financing] 56. marine insurance underwriting
57. organization of monetary collections
58. mortgage banking
59. mutual funds
60. numismatic appraisal
61. rental of offices [real estate] 62. rental of offices for co-working
63. online banking
64. pawnbrokerage
65. processing of credit card payments
66. processing of debit card payments
67. provident fund services
68. real estate agency services
69. real estate appraisal
70. real estate brokerage
71. real estate management
72. rental of real estate
73. providing rebates at participating establishments of others through use of a membership card
74. rent collection
75. repair costs evaluation [financial appraisal] 76. retirement payment services
77. safe deposit services
78. savings bank services
79. securities brokerage
80. stamp appraisal
81. stock brokerage services
82. stock exchange quotations
83. stocks and bonds brokerage
84. surety services
85. issuance of tokens of value
86. issuance of travellers’ cheques / issuance of travelers’ checks
87. trusteeship / fiduciary