World Intellectual Property Organization THE MADRID SYSTEM FOR THE INTERNATIONAL REGISTRATION OF...

World Intellectual

Property Organization

THE MADRID SYSTEM FOR THE INTERNATIONAL REGISTRATION OF MARKS:

OBJECTIVES AND BASIC FEATURES

Tel Aviv, July 4, 2007

José Graça-AranhaJosé Graça-Aranha

DirectorDirector

International Registrations Department (IRD)International Registrations Department (IRD)

Sector of Trademarks, Industrial Designs and Geographical IndicationsSector of Trademarks, Industrial Designs and Geographical Indications

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The International Registrations Department – Madrid System

Table of Contents

1. Introduction2. Main features3. Overview on the procedures4. Geo profiles5. Statistical data6. Conclusions

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(1) Introduction

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One System – Two Treaties

Madrid Agreement(adopted in 1891 and in force since

1893)

Madrid Protocol (adopted in 1989 and in force since

1996)

Common Regulations (adopted in 1996)

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(2) Main Features

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Objectives of the System

• International Registration of Trademarks

• Simplified access to foreign markets

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National Route(with national Offices)

• different procedures

• different languages

• fees paid in local currency

• recording of changes:several operations

• (usually) througha local agent

VS International Route(with Office of origin WIPO)

• one procedure

• one language

• fees paid in Swiss francs only

• recording of changes:one operation

• local agent not compulsoryUsually when there is a refusal

The Protection Abroad: An Alternative to the National Route

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Effects

• Simpler, faster and very much affordable

• Simplified registration in one country with the possibility of many designations

• Simplified management of a trademark portfolio

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(3) Overview on the Procedures

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Registration and Administration

Registration and Administration of Trademarks in up to 80 Contracting Parties – through a single procedure– with a single administration– in a single language

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Closed System

• Attachment necessary– establishment (real and effective)– domicile– nationality

• Office of Origin

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The Madrid System Procedure

• Role of the National Office

• Language

• Formal examination

• Registration

• Notification and publication

• Refusal (or not) by designated Contracting Parties

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Bundle of National Rights

• National (designated) Offices determine:– substantive conditions of protection

– applicable procedure if refusal

– scope of protection

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Central Administration

• Subsequent Designations

• Assignments

• Changes in Names and Addresses

• Limitation, renunciation, cancellation

• Renewal

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Basis of the International Application

• National registration (A)• National registration or application (P)• Language

– French (A)– French, English or Spanish (P)

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Refusal of Protection

• 12 months (A)

• 12 months or 18 months (P)– or more in the case of an opposition

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Fees

• Complementary fee per designation (CHF 73) (A)

• Option for individual tax per designation

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Contracting Parties

• States (A)

• States and certain Intergovernmental Organizations (P)

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The Agreement Vs. the Protocol

• Basis of the international application• Language• Refusal of protection• Fees• Regional Systems

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To Sum Up

AGREEMENT PROTOCOLE

Accession States States plus Int. Organizations

Precondition Basic registration Basic application or registration

Languages French English, French and Spanish

Fees Supplementary and complementary

Possibility of individual fees

Refusal time 12 months 18 months or +

Dependency 5 years 5 years + transformation

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(4) Geo Profiles

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Madrid Union (80 Members)

Agreement only: 7Protocol only: 23 (Including EC)Agreement & Protocol: 50

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Recent Accessions: An Overview

• Viet Nam (to the Protocol): July 11, 2006• Botswana (to the Protocol): December 5, 2006• Uzbekistan (to the Protocol): December 27, 2006• Azerbaijan (to the Protocol): April 15, 2007

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(5) Statistical Data

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Trademarks Worldwide

• Over 2,000,000 trademark applications are filed worldwide annually

• Approximately 700,000 are international trademarks filings, from which:

• Over 300,000 are filed through the Madrid System (43%)

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International Trademarks in force

• Some 471.325 registrations in force

• Over 5 million active designations

• More than 159,000 different trademark owners

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Registration by Category of Right-Holder by December 31, 2006

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Top Filer Members in 2006

Major filer countries in 2006 (shares within total filings in 2006 and growth rates as compared to 2005)

Country # Filing Share

Germany 6,552 18 %

France 3,896 10.7 %

USA 3,148 8.6 %

Italy 3,086 8.5 %

Benelux 2,784 7.6 %

Switzerland 2,468 6.6%

UK 1,489 4.1 %

China 1,328 3.6 %

Spain 1,215 3.3 %

Austria 1,197 3.3 %

Australia 1,100 3.0 %

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International Registrations

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Renewals 2003 - 2006

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Number of Designations (2006)

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Fees per International Registration

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International Applications 1996 - 2006

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Top filer Members in 2006

Top Filer (Percentage)

0%

5%

10%

15%

20%

25%

Ger

man

y

Fra

nce

Uni

ted

Sta

tes

Ital

y

Ben

elux

Eur

opea

nC

omm

unity

Sw

itzer

land

Chi

na

Uni

ted

Kin

gdom

Aus

tral

ia

Aus

tria

Japa

n

Oth

ers

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Some significant filing increases

in 2006 (as compared to 2005)

# Applications Growth

EU 2,523 65.5 %

Italy 3,086 25.5 %

Australia 1,100 29.1 %

Spain 1.215 17.2 %

USA 3.148 10.5 %

Other than the top 20

3,260 11.3 %

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Most Designated Contracting Parties in registrations + Subsequent Designations in

2006 Vs 2005Country # Designations Growth

China 15,801 16.4 %

Russia 14,432 12.7%

Switzerland 14,260 8.1%

USA 13,994 18.0%

Japan 11,844 17.3%

EU 10,640 68.7%

Australia 9,115 14.1%

Norway 9,102 7.8%

Ukraine 9,057 9.5%

Turkey 8,958 4.2%

Rep of Korea 8,334 16.4%

Germany 8,147 -11.0%

Romania 8,103 4.4%

France 7,495 - 12.7%

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(6) Conclusions

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Advantages for the Users

• Administrative efficiency

• Flexibility

• Portfolio management

• Larger applicants

• Savings on costs

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Conclusions

• Simplified access to new markets

• The future

World Intellectual

Property Organization

Many thanks!

[email protected]

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