Transcript Using the Madrid System as a Strategic Tool for Business Success Geneva, October 9, 2008 World Intellectual Property Organization Federico Guicciardini Corsi Salviati Officer-in-charge Information and Promotion Division (IPD) Sector.

Using the Madrid System as a Strategic
Tool for Business Success
Geneva, October 9, 2008
World
Intellectual
Property
Organization
Federico Guicciardini Corsi Salviati
Officer-in-charge
Information and Promotion Division (IPD)
Sector of Trademarks, Industrial Designs and Geographical Indications
Madrid System
Introduction
• The WIPO-administered Madrid
System for the International
Registration of Marks offers a
worldwide oriented route to
trademark protection in multiple
countries by filing a single application
• The system is governed by two
treaties: The Madrid Agreement
Concerning the International
Registration of Marks (1891) and the
Protocol Relating to the Madrid
Agreement (operational since 1996)
Madrid System
One System – Two Treaties
• Madrid Agreement (1891), latest
revision of 1979
• Madrid Protocol (1989), operational
since April 1, 1996, latest revision as
from September 1, 2008
• Common Regulations and
Administrative Instructions, latest
revisions on January 1, 2008
Madrid System
Objectives of the System
• Facilitates the international
registration and administration of
Marks in up to 84 Contracting Parties:
–
–
–
–
through a single administrative procedure
in a single language and currency
by centralizing the filing of applications
through central management of
registrations
Madrid System
Criteria for Using the System
• Natural person or legal entity with a
connection with a Country and/or
with an intergovernmental
organization which is a member of
the Madrid System (referred to as
Contracting Parties)
• A basic application or a basic
registration in that given Contracting
Party
Madrid System
Accession to the System
• Any State which is a party to the
Paris Convention for the Protection of
Industrial Property may become a
party to the Agreement or the
Protocol or both by depositing an
instrument of accession
• An intergovernmental organization
may also become a party to the
Protocol (but not the Agreement), on
certain conditions
Madrid System
The Registration Procedure
• A basic registration and/or application
is needed
• The international application is
presented to WIPO by the Office of
Origin
• Formalities carried out by WIPO
• Role of Designated Contracting
Parties
• Centralized management by WIPO
Madrid System
International Registration Forms
Madrid System
Examination by the DCP
• The Office of a designated CP
examines the registration in exactly
the same way as a national application
• Provisional refusal to be expressed
within 12/18+ months
• Provisional refusal recorded in the
WIPO Gazette and transmitted to the
holder
• If no provisional refusal/withdrawal is
expressed, the designated CP issues a
grant of protection
Madrid System
Effects of the Registration
• An international registration
designating one or more Contracting
Parties through the Madrid System is
equivalent to a bundle of national
registrations unless a provisional
refusal is notified to WIPO within the
relevant time limit (Protocol, Article
4)
Madrid System
Dependence on the Basic Mark
• An IR remains dependent on the
mark registered or applied for in the
Office of origin for a period of five
years from the date of registration
• After this period, the IR becomes
independent of the basic registration
or application
Madrid System
Subsequent Designation
• A registration can be extended to CPs
not covered by the international
application by filing a subsequent
designation
• This makes it possible to extend
protection to new CPs which were not
members of the System at the time
of the initial application
Madrid System
Changes in the International Register
Change in the name or address of the holder
may be processed by WIPO, as well as:
– Limitation of the list of goods and services
in respect of all or some of the designated
CPs
– Renunciation in respect of some of the
designated CPs for all the goods and
services
– Cancellation of the IR in respect of all the
designated CPs for all or some of the goods
and services
– Licence granted in respect of all or some of
the designated CPs for all or some of the
goods and services
Madrid System
Duration of Registration
• An international registration is
effective 10 years and may be
renewed for further periods of 10
years on payment of the prescribed
fees
• The renewal is possible in respect of
all the designated CPs or in respect of
only some of them
Effects for the Office of Origin
Madrid System
Singapore 2000 – 2007
No. of Applications Received
Madrid
3-D Bar 3
National
15600
2007
16560
14096
2006
2003
8471
2002
8452
0
21286
12815
20075
11623
20273
13749
22249
22131
118
2000
23248
14088
6524
2001
4000
26986
14950
9160
2004
29215
15119
12036
2005
8000
32160
12000
16000
20000
24000
28000
32000
36000
Courtesy Mr. L. Chan, IPOS
Madrid System
The International Application
Simulator
Madrid System
Searching Procedure
Madrid System
Information Required
Madrid System
List of DCPs
Madrid System
Calculation
CHF 8,622
Madrid System
Results
Madrid System
Conclusions
• Administrative efficiency and
flexibility
• Overall management by WIPO
(savings on costs)
• Business asset increasing commercial
value of a company and its products
• Allowing right holders to target
national, regional or global markets
• International protection with a
minimum of formalities and expense
• Advantages for the Offices of Origin
Madrid System
Madrid Union (84 Members)
Agreement only 7
Protocol only 28
Agreement and Protocol 49
(Including EC)
Madrid System
Madrid Union Members (84)
1996 - 2008
9
2
3
43
1995
5
7
39
1996
11
20
21
22
23
24
28
15
18
18
34
36
38
41
45
45
48
50
49
18
16
14
13
11
11
9
7
7
2002
2003
2004
2005
2006
2007
2008
7
15
32
1997
25
25
1998
29
22
1999
Agreement
2000
2001
Agreement and Protocol
Protocol
Madrid System
International Registrations in Force
On June 30, 2008, the International Bureau
of WIPO declared:
• Some 499,000 registrations in force
• Some 5.5 million active designations
• Some 164,000 different right holders (many
of them SMEs)
• Average of 8.2 CPs in which protection is
required
• As of June 2008, the International Bureau
received 20,946 applications, representing
6.8% increase over 2007
Major User CPs (2007)
Madrid System
Country
No. Filing
Growth
Share
Germany
6,090
7.5%
15.2%
France
3,930
6.1%
9.8%
US
3,741
18.8%
9.4%
EC
3,371
37.9%
8.4%
Italy
2,664
-9.9%
6.7%
Switzerland
2,657
7.7%
6.7%
Benelux
2,510
-4.9%
6.3%
China
1,444
8.7%
3.6%
UK
1,178
11.8%
2.9%
Australia
1,169
6.3%
2.9%
Austria
1,134
1.5%
2.8%
Japan
984
16.2%
2.5%
Russian Fed.
889
42.9%
2.2%
Madrid System
Some Top Users (2007)
Henkel (DE); Janssen Pharmaceutica (BE); Novartis (CH); L'Oreal (FR); Unilever (NL);
Société des Produits Nestlé (CH); Sanofi-Aventis (FR); Siemens Building Technologies
Fire & Security Products (DE); BASF (DE); ITM Enterprises (FR); Bayer (DE); BIOFARMA
(FR); Richter Gedeon (HU); Lidl Stiftung (DE); Kraft Foods (CH); Philips Electronics
(NL); Boehringer Ingelheim Pharma (DE); Syngenta (CH); Ecolab (DE); Merck (DE);
Fiat Auto Financial Services (IT); Deutsche Postbank (DE); Bongrain (FR); Hofer (AT);
Lancome Parfums (FR); Plus Warenhandelsgesellschaft (DE); Migros (CH);
DaimlerChrysler (DE); Wella (DE); MIP Metro (DE); Nycomed (DE); Renault (FR);
Cognis (DE); Kodak (FR); Michelin (FR); Beiersdorf (DE); Akzo (NL); Sony (CH);
Schering (DE); DSM (NL); Eckes (DE); Peugeot (FR); Pierre Fabre Médicament (FR);
Citroën (FR); Gervais Danone (FR); KRKA (SI); Pierre Fabre (FR); Philip Morris (CH);
Parfums Christina Dior (FR); Ferrero (IT); Volkswagen (DE); Groupe Auchan (FR);
Alcon (CH); UCB Pharma (BE); Heraeus-Asalmaz-Katalysatoren (DE); BSH Bosh und
Siemens Hausgeräte (DE), Reckitt Benckiser (NL); SEB (FR); Bayerische (DE); 3
SUISSES (FR); N.V. Organon (NL); Deutsche Telekom (de); Ciba (CH); OSRAM (DE);
Zentiva (CZ); Intervet International (NL); Mülhens (DE); Chanel (FR); Reemstsma
(DE); Bayer CropScience (FR); F. HOFFMANN LA ROCHE (CH); Accor (FR); Société
d’Importation Leclerc (FR); Glaxo Group (GB); Clariant (CH); Hans Schwarzkopf &
Henkel (DE); Solvay (BE); Avon Cosmetics (DE); Pirelli (IT); Buttress (NL); Otto
(DE); Barilla (IT); Aldi (DE); Triumph International (DE); Intersnack Knabber-Gebäck
(DE); Aventis Pharma (FR); Hoechst (DE); Sara Lee (NL); N.V. Internationale
Drukkerij en Uitgeverij Keesing (BE); Beauté Créateurs (FR); Saint-Gobain Emballage
(FR); Ceva Santé Animale (CH); Esso (CH); Grünenthal (DE); Laboratoire Garnier
(FR); Richemont International (FR); Austria Telecommunication (AT); Bourjois (FR)
Madrid System
Most Designated CPs (*) 2007
Office of Origin
China
Russian Federation
United States of America
Switzerland
European Community
Japan
Australia
Ukraine
Turkey
Norway
Republic of Korea
Germany
Croatia
Singapore
2006
2007
15,801
14,432
13,994
14,260
10,640
11,844
9,115
9,057
8,958
9,102
8,334
8,147
6,970
6,717
16,676
15,455
14,618
14,528
12,744
12,296
9,848
9,751
9,377
9,346
8,988
7,184
7,059
7,005
Share Growth
4.5%
4.2%
3.9%
3.9%
3.4%
3.3%
2.7%
2.6%
2.5%
2.5%
2.4%
1.9%
1.9%
1.9%
5.5%
7.1%
4.5%
1.9%
19.8%
3.8%
8.0%
7.7%
4.7%
2.7%
7.8%
-11.8%
1.3%
4.3%
(*) In applications and subsequent designations
Madrid System
No. of Designations per
Registration
Madrid: Designations per Registration by June 2008
14,000
12,000
58.63%
10,000
8,000
6,000
20.21%
4,000
11.59%
2,000
4.27%
3.74%
1.56%
21-30
31-50
51-79
0
1-5
6-10
11-20
Madrid System
Registrations 2003 - 2007
45'000
40'000
35'000
30'000
25'000
20'000
15'000
10'000
5'000
-5'000
2003
2004
2005
2006
2007
IR
21'847
23'379
33'169
37'224
38'471
g
-1.7%
7.0%
41.9%
12.2%
3.3%
Madrid System
Renewals 2003 - 2007
20'000
18'000
16'000
14'000
12'000
10'000
8'000
6'000
4'000
2'000
2003
2004
2005
2006
2007
R
6'637
7'345
7'496
15'205
17'478
g
10.2%
10.7%
2.1%
102.8%
14.9%
Madrid System
Applications 2003 - 2007
45'000
40'000
35'000
30'000
25'000
20'000
15'000
10'000
5'000
0
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
IA
18'675
19'071
20'406
20'492
24'230
24'331
23'151
23'879
29'472
33'577
36'471
39'945
g
-4.7%
2.1%
7.0%
0.4%
18.2%
0.4%
-4.8%
3.1%
23.4%
13.9%
8.6%
9.5%
Madrid System
Trademarks in Force (June 2008)
Trademarks
by right-holder
Right-holders
(164,792)

1-2 marks
3-10 marks
11-100 marks
101-500 marks
> 500 marks
131,416
27,483
5,574
294
25
79.75%
16.68%
3.38%
0.18%
0.02%
All
164,792
100.00%
101-500 marks
10.82%
Registrations
in force
(499,230)
Number of
right-holders
> 500 marks
5.22%
1-2 marks
31.71%

11-100 marks
26.75%
3-10 marks
25.5%
Madrid System
Fees
• At June 30, 2008, applicants paid on
average 3,656 CHF for an
international registration
• 53% of international registrations are
less than 3,000 CHF
• Average of 8.2 designations per each
registration
• A Fee Calculator is available on WIPO
Website
Madrid System
The Madrid System Website
•
•
•
•
The Madrid System
Filing Information
Madrid System Information Notices
Multimedia, Guides and Information
Material
• Annual Statistics
• Contacts
• The SMEs Division of WIPO
Madrid System
Information Products & Services
• Various legal texts and guides: paper
material and on-line publication (free
access)
• WIPO Gazette: paper and CD
subscription, on-line free access
• Fee Calculator: on-line costing service
(free access)
• Madrid Simulator: on-line help guide
(free access)
• ROMARIN: on-line search database
(free access) and DVD (subscription)
Many thanks!
[email protected]
World
Intellectual
Property
Organization