The Madrid System for the International Registration
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The Madrid System for the International Registration of Marks : Objectives and Principles международной регистрации знаков сегодня и ее будущее развитие. Антонина Стоянова Antonina Stoyanova Senior Legal Officer International Registries of Madrid and Lisbon WIPO

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Антонина Стоянова Antonina Stoyanova Senior Legal Officer

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Antonina stoyanova senior legal officer

The Madrid System for the International Registration of Marks : Objectives and Principles международной регистрации знаков сегодня и ее будущее развитие

Антонина СтояноваAntonina Stoyanova

Senior Legal Officer

International Registries of Madrid and Lisbon

WIPO

сотрудник Международного Реестра товарных знаков


More than 100 years of experience

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


More than a million trademarks worldwide

IRN 158 574

… 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.


Marking a million

Marking a Million

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

IRN 1 000 000

NOT Printed


Antonina stoyanova senior legal officer

Objectives andConcept of

the Madrid System


Antonina stoyanova senior legal officer

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


Going global

GoingGlobal

  • 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


Antonina stoyanova senior legal officer

Comparison between national and international route

National (direct) routevs.Madrid (inter.) route

Different proceduresOnly one procedure

Different languagesOne language 1 of 3 (E/F/S)

Different fees in localOne set of fees in CH

currencies (exchange–rate

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 outsetrefusal


Legal framework and geographical scope

Legal Framework and Geographical Scope


Antonina stoyanova senior legal officer

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_info.html


Madrid union

2 Agreement only29 Protocol only (including EU)54 Agreement and Protocol

85 Members

Madrid Union


Geographical scope ii

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 People’s 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

2MEMBERS PARTY TO THE AGREEMENT ONLY

Algeria and Tajikistan

www.wipo.int/madrid/en/members/ipoffices_info.html


Antonina stoyanova senior legal officer

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%)


Antonina stoyanova senior legal officer

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


Antonina stoyanova senior legal officer

Main Principles

  • An additional route

  • An optional route

  • A closed system

  • One registration - a bundle of rights


Basic features of the madrid protocol

Basic Features of the Madrid Protocol


Basic features of the madrid protocol1

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.


Filing preconditions

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)


Filing conditions where

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)


Filing conditions

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)


Antonina stoyanova senior legal officer

222

International Application

  • Content:

  • Office

  • Applicant

  • Entitlement

  • Basis

  • Mark

  • Goods & services

  • Designations

  • Fees

  • Other indications


International filing and registration flow

Protection = effect ofa national registration

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


Antonina stoyanova senior legal officer

Latest Developments andStatistics


Enhancement of romarin

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


Antonina stoyanova senior legal officer

General Profile 2009


Top filer cps in 2010 until september as compared to 2009

Top Filer CPs in 2010(until September) as compared to 2009


Some significant filing increases in 2009 as compared to 2008

European Union3,710 3.1%

Japan1,312 2.7%

Republic of Korea 24933.9%

Hungary 24514.5%

Croatia 23517.5%

Singapore 20020.5%

Some significant filing increases in 2009(as compared to 2008)

Application growth


Top designated cps for 2010 but only until september

Top Designated CPs for 2010( but only until September )


Where is the czech republic

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


Most popular classes of goods and services in irs in 2009

Most Popular classes of goods and services in IRs in 2009


Top 50 holders in 2009

Top 50 Holders in 2009

Novartis (CH), Lidl Stiftung (DE); Henkel (DE); Zhejiang Medicine Company (CN), Shimano (JP), KRKA (SL), Richter Gedeon (HR), L’Oréal (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)


International registrations and subsequent designations 1996 2009

International Registrations and Subsequent Designations -1996 - 2009


Signs of recovery

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


Electronic communication and information tools

Electronic communication and Information Tools


Electronic communications offices ib

Electronic Communications:Offices  IB


Electronic communications holders and reps ib

Electronic Communications: Holders and Reps.  IB


Electronic communications holders and reps ib1

Electronic Communications: Holders and Reps.  IB


Electronic communications ib holders and reps

Electronic Communications:IB Holders and Reps.

Notifications


Information products services provided by ib

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/),specific Madrid legal texts, http://www.wipo.int/madrid/en/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/


Information concerning procedures before ip offices

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


International application simulator

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/madrid/en/madrid_simulator/


E payment

E- Payment

  • Payment of fees with regard to IAs and IRs, as notified by IB in irregularity letters at:online 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: [email protected]


Recent accessions

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


Prospective accessions

Prospective Accessions

  • Most promising:

    • Mexico, Tajikistan(A), Algeria (A)

  • Under consideration:

    • Canada, Indonesia, New Zealand, Thailand, South Africa, Brazil, India


Antonina stoyanova senior legal officer

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


Future evolvements

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


Antonina stoyanova senior legal officer

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/madrid-videos/index.html


Antonina stoyanova senior legal officer

Thank [email protected]


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