The Madrid System for the International Registration of Marks : Objectives and Principles ????????????? ??????????? ?????? ??????? ? ?? ??????? ????????

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• The Madrid System for the International
  Registration of Marks Objectives and
  Principles ????????????? ??????????? ??????
  ??????? ? ?? ??????? ????????

???????? ????????Antonina Stoyanova Senior
Legal Officer International Registries of Madrid
and Lisbon WIPO ????????? ?????????????? ???????
???????? ??????
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More than 100 years of Experience
1989
Russ Suchard et Cie
Madrid Protocol
1970
PCT
1967
WIPO Convention
1960
BIRPI moves to Geneva
1925
Hague Agreement
1893
BIRPI
1891
1886
Madrid Agreement
Berne Convention
1883
Paris Convention
NOT Printed
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More than a Million Trademarks Worldwide
NOT Printed

• This Longine trademark is the oldest
  international trademark still in effect.
• Originally registered in Switzerland in 1889,
  then internationally in 1893.

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Marking a Million

• The registration of the millionth mark by
  Austrian eco-company

IRN 1 000 000
NOT Printed
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• Objectives and Concept of
• the Madrid System

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Objectives

• A simple, low-cost and effective
• system facilitating trademark protection in
  export markets through
• one central application and registration
  procedure ensuring effects in a number of
  territories bound by the system
• one central procedure to maintain and manage an
  international registration with effects in all
  territories concerned

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Going Global

• Accelerated geographic expansion
• more attractive as more trading partners join
• increased flexibility in targeting markets with
  respect to particular goods and services
• Increased use
• by existing as well as new Contracting Parties
  (developing as well as developed)
• by small, medium and large enterprises

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Comparison between national and international
route

• National (direct) route vs. Madrid (inter.)
  route
• Different procedures Only one procedure
• Different languages One language 1 of 3
  (E/F/S)
• Different fees in local One set of fees in CH
• currencies (exchangerate
• implications)
• 
  Management of IRs
• Recording of changes One procedure in respect
  of all countries
• (in each separate country a
• different procedure)
• Representative required Representative
  required only in case of
• from outset refusal

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Legal Framework and Geographical Scope
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Legal Framework

• Madrid Agreement (1891)latest revised in 1979
• Madrid Protocol (1989)
• latest revised in 2007
• Common Regulationsas in force from September 1,
  2009
• Administrative Instructionsas in force from
  January 1, 2008
• Law and Regulations of each Contracting Party
• See at http//www.wipo.int/madrid/en/legal_texts/
• http//www.wipo.int/madrid/en/members/ipoffices_in
  fo.html

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Madrid Union
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Geographical Scope II

• 81 MEMBERS PARTY TO THE PROTOCOL
• Albania, Antigua and Barbuda, Armenia,
  Australia, Austria, Azerbaijan, Bahrain, Belarus,
  Belgium, Bhutan, Bosnia Herzegovina, Botswana,
  Bulgaria, China, Croatia, Cuba, Cyprus, Czech
  Republic, Democratic Peoples Republic of Korea,
  Denmark, Estonia, Egypt, European Union, Finland,
  France, Georgia, Ghana, Germany, Greece, Hungary,
  Iceland, Iran, Ireland, Italy, Japan,
  Kazakhstan, Kenya, Kyrgyzstan, Latvia, Lesotho,
  Liberia, Liechtenstein, Lithuania, Luxembourg,
  Madagascar, Moldova, Monaco, Mongolia,
  Montenegro, Morocco, Mozambique, Namibia,
  Netherlands (Netherlands Antilles), Norway,
  Oman, Poland, Portugal, Republic of Korea,
  Romania, Russian Federation, San Marino, San Tome
  and Principe, Serbia, Sierra Leone, Singapore,
  Slovakia, Slovenia, Spain, Sudan, Swaziland,
  Sweden, Switzerland, Syrian Arab Republic, the
  former Yugoslav Republic of Macedonia, Turkey,
  Turkmenistan, Ukraine, United Kingdom, United
  States of America, Uzbekistan, Viet Nam, Zambia
  underlined Agreement also
• 2 MEMBERS PARTY TO THE AGREEMENT ONLY
• Algeria and Tajikistan

www.wipo.int/madrid/en/members/ipoffices_info.html
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The Madrid System in Trademarks World

• Some 965,000 trademark applications were filed
  worldwide by non-residents in 2007
• of which
• Some 370,000 are through the designation under
  the Madrid system (38)

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International Registrations in Forceas of
December 31, 2009

• 515,562 the total number of registrations in
  force, equivalent to
• over 5.6 million active national/regional
  registrations, belonging to
• 169,939 trademark holders

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Main Principles

• An additional route
• An optional route
• A closed system
• One registration - a bundle of rights

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Basic Features of the Madrid Protocol
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Basic Features of the Madrid Protocol

• Filing conditions who, what, where to file?
• Examination and registration procedure
• International Bureau - formal examination and
  international registration
• Designated Contracting Party - Substantive
  examination to confirm or reject the effects of
  IR
• Centralized management of IR subsequent
  territorial extension, modifications, renewal
  etc.

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Filing Preconditions

• Applicant having an attachment to a Contracting
  Party
• Real and effective industrial or commercial
  establishment
• Domicile,
• Nationality
• (Articles 2 3, Paris Convention)
• Having the mark registered or deposited for
  registration in the same territory( basic mark or
  application for a mark)
• same person, same mark, same goods and services
  (or less)

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Filing Conditions Where?

• An international application must be presented to
  the International Bureau through the IP office of
  the CP with which the applicant has the
  attachment (establishment, domicile or
  nationality)
• - Filing through the Office of Origin of the
  applicant (Indirect filing)

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Filing Conditions

• One form -Official (http//www.wipo.int/madrid/en/
  forms/)
• One language (English, French or Spanish)
• One standard of goods and services classification
  (Nice Classification)
• One set of fees in Swiss Currency online cost
  estimate
• (at http//www.wipo.int/madrid/en/fees/calculator.
  jsp)

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222
International Application

• Content
• Office
• Applicant
• Entitlement
• Basis
• Mark
• Goods services
• Designations
• Fees
• Other indications

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International Filing and Registration Flow
Certify and forward the application to the IB
OFFICE OF ORIGIN
APPLICANT
Entitlement Basic mark Form
EN
Formal examination registration publication
(Gazette) Certificate Notification to all
designated CPs
INTERNATIONALBUREAU
Substantive examination under domestic law,
within 12/18 months
OFFICE
OFFICE
OFFICE
Refusal
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• Latest Developments and Statistics

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Enhancement of ROMARIN

• As from January 1, 2009
• Notifications of provisional refusals, their
  confirmation or withrawal, invalidations or
  statements of grant of protection, received by IB
  are available in Romarin

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General Profile 2009
35,925 International Registrations 35,925 International Registrations
Average Number of Designations 7.4
Average Number of Classes 2.6
Average Fee CHF 3,408
All Fees 57lt 3,000 CHF
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Top Filer CPs in 2010(until September) as
compared to 2009
Origin No. Filing 2009
Germany 2 713 1
EU 2 611 2
France 2 541 3
USA 2 375 4
Switzerland 1 057 8
Benelux 1,221 6
Italy 1,444 5
China 1,090 7
Japan 747 9
Russian Fed. 697 10
Austria 557 13
UK 655 11
Australia 597 12
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Some significant filing increases in 2009 (as
compared to 2008)
Application growth

• European Union 3,710 3.1
• Japan 1,312 2.7
• Republic of Korea 249 33.9
• Hungary 245 14.5
• Croatia
  235 17.5
• Singapore 200 20.5

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Top Designated CPs for 2010( but only until
September )
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Where is the Czech Republic

• IRs by Office of Origin, steady growth as from
  2005-547,559,541, 607, 397 for 2009.
• At present 2010-190 IRs
• The CzR is at the 17 th palce in number of
  applications for 2009
• With share of 1.1, with a significant minus
  growth of -34.6
• Individual Designations of Cz in IRs- slow
  decrease as from 2005-5183, 4554, 4020, 3524,
  2819 for 2009
• At present 2010- 1448
• CzR is at the 34 th place, with share of 1.00
  and -21.6 growth

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Most Popular classes of goods and services in IRs
in 2009
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Top 50 Holders in 2009
Novartis (CH), Lidl Stiftung (DE) Henkel (DE)
Zhejiang Medicine Company (CN), Shimano (JP),
KRKA (SL), Richter Gedeon (HR), LOréal (FR), BSH
Bosh und Siemens (DE), Egis Gyógyszergyár (HU),
Pfizer (CH), Janssen Pharmaceutical (BE), Bayer
(DE), Glaxo Group (UK), Boehringer Ingelheim
(DE), Nestlé (CH), Sanofi Aventis (FR), Callaway
Golf Company (US), Siemens (DE), Deutsche Telekom
(DE), Biofarma (DE), Beiersdorf (DE), Tui AG
(DE), Syngenta Participations (CH), DSM IP Assets
(NL), ITM Entreprises (FR), Kabushiki Kaisha
(JP), ICN (PL), Spar (AT), Gazprom(RU), Kaufland
(DE), Daiichi Sankyo (JP), Audi AG (DE), Unilever
(NL), GDF Suez (FR), Hofer (AT), ZF (DE), BASF
(DE), Novo Nordisk (DK), Brillux GmbH (DE),
Beijing Wanjindao (CN), Pivovarna Union (SL),
Christian Dior Couture (FR), Ningbo Far East
(CN), Microsoft Corporation (US), Hangzhou
Zhongce Rubber (CN), Mibe GmbH (DE), Strauss
Adriatic (RS), Merck (DE), Ecom Holdings (AU)
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International Registrations and Subsequent
Designations -1996 - 2009
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Signs of Recovery

• 2009- Madrid System IRs declined by 12.3 ,
  representing the first decrease since 2002-2003
  and being primarily due to a fall in applications
  from residents of France, Germany and USA.
• Beyond 2009 there are grounds for optimism as
  international trademarks registrations under MS
  have returned to growth
• The experience of the first six months of 2010
  points to a positive rebound in Madrid IRs

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Electronic communication and Information Tools
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Electronic CommunicationsOffices ?? IB
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Electronic Communications Holders and Reps. ? IB
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Electronic Communications Holders and Reps. ? IB
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Electronic CommunicationsIB ?Holders and Reps.
Notifications
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Information Products Services provided by IB

• Various legal texts, guide and information
  notices (WIPO LexSearch, new tool, as from
  Sept2010, http//www.wipo.int/wipolex/en/),specifi
  c Madrid legal texts, http//www.wipo.int/madrid/e
  n/legal_texts/
• WIPO Gazette of International Marks
• Fee Calculator on-line costing service
• Madrid Simulator on-line filing guide tool
• ROMARIN on-line search database
• Country specific legal information on national
  procedures in relation to Madrid Protocol
• free access at http//www.wipo.int/madrid/en/

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Information ConcerningProcedures Before IP
Offices

• The legal framework of Madrid system includes
  the national Trademark Legislations of all Madrid
  Member states.
• In order to improve information concerning
  this issue, WIPO provides specific information in
  regard to procedures before IPOffices,
• 76 country profiles to date

hp//www.wipo.int/madrid/en/members/ipoffices_info
.html
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International Application Simulator

• The simulator is designed to respond specifically
  to the individual need in using the Madrid System
  when seeking protection of your mark abroad. At
  the end of the simulation, it will also help you
  estimate the cost of registering your mark
  through the Madrid System. http//www.wipo.int/mad
  rid/en/madrid_simulator/

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E- Payment

• Payment of fees with regard to IAs and IRs, as
  notified by IB in irregularity letters atonline
  services http//www.wipo.int/madrid/en/services/
• Made through a credit card or through a current
  account with WIPO
• Any queries regarding e-payment at
  e-payment_at_wipo.int

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Recent Accessions

• The most recent Members of MP are
• Madagascar(P) January 28, 2008
• Ghana (P) September 16, 2008
• Egypt (P) September 3, 2009
• Liberia(P) December 11,2009
• Sudan(P) February, 16, 2010
• Kazakhstan (P) December 9, 2010

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Prospective Accessions

• Most promising
• Mexico, Tajikistan(A), Algeria (A)
• Under consideration
• Canada, Indonesia, New Zealand, Thailand, South
  Africa, Brazil, India

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Conclusion the Madrid System

• A simple, low-cost and effective international TM
  application and registration system (1891 -
  2010)
• Two treaties the Madrid Protocol (1989) and
• the Madrid Agreement (1891)
• Benefits trademark holders in 85 members
• Signifiant Instrument to facilitate global trade

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Future evolvements

• Simplification of MS
• After the repeal of the safegurad clause and the
  predominant position of the P more that 90 of
  the annual IRs are exclusively governed by the MP
• If and when the two remaining Agreement only
  member states accede to Protocol, the Agreement
  will cease to exist( or will be frozen)
• That will make the system simpler, even more
  efficient and more attractive

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• The Madrid System
• Simplifies
• TM Registration Management worldwide
• Empowers
• Businesses in export markets
• See what our users say about the Madrid system
  at http//www.wipo.int/multimedia/en/madrid/madri
  d-videos/index.html

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Thank youAntonina.Stoyanova_at_wipo.int