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International Trademark Protection (William Fisher - June 25, 2004). Many slides were prepared by the Technical Cooperation Division of the Office of Harmonization in the Internal Market, Alicante, ...

International Trademark Protection (William Fisher - June 25, 2004). Many slides were prepared by the Technical Cooperation Division of the Office of Harmonization in the Internal Market, Alicante, Spain, October 29, 1998.
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This is just a selection from the original Fisher's presentation. My selection was made according stuff I may be use in the Argentina/Mercosur trademark presentation.

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International TradeMark Protection International TradeMark Protection Presentation Transcript

  • International Trademark Protection William Fisher June 25, 2004 Many of the slides in this presentation were prepared by the Technical Cooperation Division of the Office of Harmonization in the Internal Market, Alicante, Spain, October 29, 1998 This is just a part from the original presentation (I’ve selected what may be useful to include) – mcgb .
  • Internationalization of Trademark Protection: Four Axes
    • (1) Harmonization of the laws of separate jurisdictions
    • (2) Facilitation of Filings and Management in other countries
    • (3) Expanding coverage of regional trademarks
    • (4) Expansion of trademark entitlements
    • Terminus: single, uniform, world-wide, highly protective trademark system
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Paris Convention
    • No discrimination against nationals of other countries -- 2
    • First filing date in a member country gives applicant priority in all other countries, provided filings are made within 6 months -- 4
    • Marks considered “well-known” in any member country protected against use on similar goods in that country -- 6bis
    • Protection of foreign nationals against “unfair competition” -- 10bis
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Madrid Agreement
    • 30 Countries (not USA)
    • Owner of a “basic registration” may file international TM application in home office
      • if int’l application is filed within 6 months of basic registration, get date of priority
    • Application forwarded to WIPO, which:
      • issues international registration
      • publishes in Les Marques Internationales
      • forwards application to designated member countries
    • National offices examine application for conformity with national laws
      • if no action within 1 year, deemed registered
    • “ Central Attack”
    • French
  • Madrid Protocol
    • 70 countries (USA joined on 11/2/2003)
    • After filing domestic application , applicant may file international TM application in home office
      • if int’l application is filed within 6 months of basic application, get date of priority
    • Application forwarded to WIPO, which:
      • issues international registration
      • publishes in Les Marques Internationales
      • forwards application to designated member countries
    • National offices examine application for conformity with national laws
      • if no action within 1 year, deemed registered
    • No “Central Attack”
    • French or English
    http://www.wipo.org/madrid/en/legal_texts/madrid_protocol.htm
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Trademark Law Treaty
    • Procedural simplification and harmonization
    • 27 countries, including US (as of 2/26/2002)
    • Standard forms for applications, powers of attorney, etc.
    • Countries may require only:
      • name and address,
      • information concerning the mark
      • goods and services the mark pertains to,
      • the mark's classification,
      • declaration of the intention to use the mark.
    • 10-year initial term and renewal terms
    http://www.wipo.int/treaties/ip/tlt/index.html
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS (1994)
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • TRIPS Harmonization
    • National Treatment and MFN
    • Service marks must be protected -- 15
    • Geographical indications must be protected (especially for wine and spirits) -- 22 & 23
    • Mandatory Procedures for Publication, Opposition, and Cancellation -- 15
    • Expansive protection for well-known marks -- 16
    • 7-year minimum term -- 18
    • Cancellation for non-use only after 3 years; longer if owner has legitimate excuse -- 19.
    • No compulsory licensing -- 21
    • No “special requirements” encumbering use -- 21
    • Preliminary relief must be available
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Community Trademark
    • Coexists with national TM systems
    • Substantive Harmonization
    • Open System (contrast Madrid Protocol)
    • Administrative hierarchy:
      • OHIM
      • OHIM Boards of Appeals
      • European Court of Justice
    • “ Absolute” Grounds for Nonregistration
      • indistinctive, descriptive, functional, deceptive, flags, etc.
    • Designated “Community TM Courts” in each country
    • Cancellation for nonuse in Europe for 5 years
  • Directive 89/104: Substantive Harmonization
    • 1) definition of what can be registered as a trademark;
    • 2) rights conferred by a trademark;
    • 3) conditions on use of a trademark, especially, cancellation for lack of use;
    • 4) exhaustion of the rights;
    • 5) grounds for refusal, invalidation, or revocation of a trademark
  • National Trademark Systems ES PT FR IT GR AT DE GB IE BX SE FI DK
  • EM TM
  • CENTRAL INDUSTRIAL PROPERTY OFFICES: NATIONAL TRADE MARKS national offices WIPO: REGISTRATION OF A INTERNATIONAL TRADE MARKS OHIM: REGISTRATION OF A COMMUNITY TRADE MARKS OHIM ALICANTE Three Alternative Routes
  • SENIORITY ES : National trade mark as from 12.6.1980 IT: National trade mark as from 15.11.1981 DE: National trade mark as from 20.4.1985 GR: National trade mark as from 02.7.1996 NATIONAL TRADE MARKS
  • SENIORITY ES : National trade mark as from 12.6.1980 IT: National trade mark as from 15.11.1981 DE: National trade mark as from 20.4.1985 GR: National trade mark as from 02.7.1996 COMMUNITY TRADE MARK as from 10.7.1997 NATIONAL TRADE MARKS COMMUNITY TRADE MARK
  • SENIORITY ES : National trade mark as from 12.6.1980 IT: National trade mark as from 15.11.1981 DE: National trade mark as from 20.4.1985 GR: National trade mark as from 02.7.1996 COMMUNITY TRADE MARK as from 10.7.1997 NATIONAL TRADE MARKS COMMUNITY TRADE MARK
  • OPPOSITION PROCEEDINGS
    • Earlier TM applications or registrations in Member States
    • Earlier international registrations with effect in at least one of the countries of the EU
    • Or, earlier CTMs or CTMAs
    PUBLICATION NO OPPOSITION OPPOSITION DECISION ON OPPOSITION REFUSAL in whole or in part REGISTRATION
  • TYPES OF COMMUNITY TRADE MARKS
    • Trade marks for goods or services
    • Collective trade marks
  • RIGHTS CONFERRED BY A COMMUNITY TRADE MARK
    • of exclusive use of the trade mark;
    • to prevent the reproduction or imitation of a trade mark;
    • to transfer a trade mark or to grant licenses for some or all of the goods or services to which the trade mark is registered, in part or the whole of the Community;
    • to oppose the registration of similar Community or national trade marks which could cause confusion to the consumer.
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • OFFICE FOR HARMONIZATION IN THE INTERNAL MARKET STATISTICS Technical Cooperation Division
    • Community Trade Mark Bulletin
    • - on paper
    • - on CD-ROM
    • Official Journal of the Office
    • Annual Activity Report
    • Internet: http://oami.eu.int
    INFORMATION AVAILABLE FOR THE PUBLIC
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  •  
  •  
  • MERCOSUR
    • Mercado Comun del Sur
    • Goals:
      • Free movement within the common market of goods, services, capital, and labor
      • common trade policy vis-à-vis other countries
      • coordination of macroeconomic policies
      • harmonization of domestic legislation to increase regional integration
    • Currently substantial variations among trademark protection provided by the four member countries
  • MERCOSUR
    • Protocol for the Harmonization of Regulation of Intellectual Property
      • adopted 1995
    • Member states will abide by TRIPS
    • National Treatment
    • Expansive Definition of trademarks, service marks, collective marks
    • Uniform list of unprotectable marks
    • Limited prior user rights
    • Uniform Protection of “Well-known” marks
    • 10-year term, renewable
    • Parallel Imports permitted
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  •  
  •  
  • Andean Pact
    • Decision 486 (2000): Common Intellectual Property Regime (in compliance with TRIPS)
    • National Treatment and MFN Principles
    • Separate National Trademark Registries
    • 6-month priority window for registration in other countries
    • Andean Opposition
    • Coexistence of identical or similar marks for competitive goods permitted, provided
      • the owners reach a “coexistence agreement”
      • that avoids consumer confusion
      • registered with national office
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
  • Vehicles of International Trademark Protection
    • Paris Convention (1883, 1900, 1911, 1925, 1934, 1958, 1967)
    • Madrid Agreement (1890, 1967)
    • Madrid Protocol (1989)
    • Trademark Law Treaty (1996)
    • TRIPS
    • Regional Trademark Systems
      • Community Trademarks (European Union)
      • MERCOSUR (Brazil, Argentina, Paraguay, Uruguay)
      • Andean Pact (Bolivia, Colombia, Ecuador, Peru, Venezuela)
      • APEC (Asia-Pacific)
      • ARPIO & OAPI (Africa)
    Central American Trademark?
  • Current Situation in Central America Separate applications; local counsel; renewals; potential litigation; etc.
  • Proposal: Regional Trademark System single application; single local counsel; single renewal system; infringement judgment binding throughout the region
  • Central-American Trademark would be easier to establish than the European Community Mark
    • No language barriers
    • We could build upon (and improve upon) the European experience
    • The managers of the OHIM have offered to help design and implement a Central-American system
  • Advantages of the Regional System
    • From the standpoint of firms:
      • much simpler and less expensive
      • easier to police TM violations
  • Advantages of the Regional System
    • From the standpoint of firms:
      • much simpler and less expensive
      • easier to police TM violations
    • From the standpoint of the region
  • Advantages of the Regional System
    • From the standpoint of firms:
      • much simpler and less expensive
      • easier to police TM violations
    • From the standpoint of the region
      • help attract multinational firms
  • Advantages of the Regional System
    • From the standpoint of firms:
      • much simpler and less expensive
      • easier to police TM violations
    • From the standpoint of the region
      • help attract multinational firms
      • total costs of the registries would diminish sharply
  • Advantages of the Regional System
    • From the standpoint of firms:
      • much simpler and less expensive
      • easier to police TM violations
    • From the standpoint of the region
      • help attract multinational firms
      • total costs of the registries would diminish sharply
      • the regional registry would be a profit center
  • Advantages of the Regional System
    • From the standpoint of firms:
      • much simpler and less expensive
      • easier to police TM violations
    • From the standpoint of the region
      • help attract multinational firms
      • total costs of the registries would diminish sharply
      • the regional registry would be a profit center
      • provide a pilot project to test the prospects for general economic integration of Central America