Madrid – A System for businessesHandling the Madrid Portfolio

Diego Agustín CARRASCO PRADAS

Head, Legal Section, Legal and Promotion Division, International Registries of Madrid and Lisbon, Brands and Designs Sector

October 2010

Share within Global Trademark Activity

Over 200 different national/regional trademark jurisdictions

worldwide

Some 965,000 trademark applications were filed worldwide by

non-residents in 2007

of which

Some 350,000 are designations in international registrations (Madrid System)

Trademarks in Force

Trademarks by right-holder Number of right-holders

1-2 marks 135,273 79.60%

3-10 marks 28,553 16.80%

11-100 marks 5,788 3.41%

101-500 marks 295 0.17%

> 500 marks 30 0.02%

All 169,939 100.00%

Right-holders

(169,939)

3-10 marks26%

11-100 marks27%

> 500 marks6% 1-2 marks

31%

101-500 marks10%Registrations

in force

(515,562)

Amount of Fees per Registration

0

5000

10000

15000

20000

25000

registers 20477 9291 3131 1588 976 462

% 57.0% 25.9% 8.7% 4.4% 2.7% 1.3%

Less than 3000 CHF

Between 3000 and

4999 CHF

Between 5000 and

6999 CHF

Between 7000 and

9999 CHF

Between 10000 and

14999 CHF

15000 CHF or more

Major users of the System (Number of application filed)   2002 2003 2004 2005 2006 2007 2008 2009

DE 5,126 5,559 5,395 5,803 5,663 6,100 6,214 4,793

EM     354 1,852 2,445 3,384 3,600 4,367

FR 3,610 3,331 3,518 3,497 3,705 3,930 4,218 3,523

US   139 1,737 2,849 3,148 3,741 6,684 3,201

CH 2,531 2,189 2,133 2,235 2,468 2,656 2,885 3,671

BX 2,467 2,189 2,482 2,426 2,639 2,508 2,668 1,968

IT 1,800 1,915 2,499 2,340 2,958 2,664 2,763 1,876

CN 241 472 1,015 1,334 1,328 1,444 1,584 1,358

JP 243 394 692 893 847 985 1,278 1,312

RU 276 502 575 605 622 891 1,190 1,068

AT 982 861 1,181 1,191 1,117 1,135 1,245 1,050

GB 670 674 917 1,016 1,055 1,178 1,162 1,007

AU 222 340 683 852 1,100 1,169 1,092 1,000

OTHER 4,985 5,314 6,292 6,688 7,401 8,180 8,487 6,654

TOTAL 23,151 23,879 29,473 33,581 36,496 39,965 42,070 35,848

Most Designated Contracting Parties

  2002 2003 2004 2005 2006 2007 2008 2009

CN 6,684 1,706 9,265 13,575 15,801 16,676 12,829 14,766

RU 8,312 9,006 9,940 12,813 14,432 15,455 16,768 14,150

US   238 7,109 11,863 13,994 14,618 15,715 13,406

CH 10,577 10,174 10,137 13,197 14,260 14,528 14,907 13,161

EM     114 6,309 10,640 12,744 14,502 12,564

JP 5,323 5,359 7,071 10,104 11,844 12,348 12,748 10,386

AU 3,905 4,683 5,917 1,989 9,115 9,848 10,529 8,575

UA 5,280 6,262 6,361 8,271 9,057 9,751 10,635 8,539

TR 5,458 5,878 6,272 8,602 8,958 9,377 3,844 7,942

KR   1,694 4,852 7,160 8,334 8,988 9,539 7,755

NO 6,967 6,582 6,821 8,443 9,102 9,346 9,787 7,627

HR 4,743 5,054 5,298 6,716 6,970 7,059 7,482 5,967

SG 3,547 3,708 4,451 6,127 6,717 7,005 7,607 5,957

OTHER 222,569 232,232 214,592 235,390 225,501 119,540 182,706 126,538

TOTAL 283,365 290,870 298,200 356,539 364,725 167,283 334,598 267,333

Designations per Registration

  2002 2003 2004 2005 2006 2007 2008 2009

Designations 283,365 290,870 298,200 356,539 364,725 267,283 334,598 267,333

Applications 23,151 23,879 29,473 33,581 36,496 39,965 42,070 35,848

Average 12.24 12.18 10.12 10.62 9.99 6.69 7.95 7.46

International Registrations in Force as 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

Processing Times

Average of 44.76 days to register a regular application.

Average of 31.8 days to send a notice of irregularity.

Average of 47.7 days waiting for a response.

Average of 65.22 days to process a response.

Benefits for Trademark Owners

Simple

A single set of simple formalities

A single filing Office

Low registration fees

no need to pay foreign agents for filings

no need to pay translation of the paperwork into several languages

Effective

A single international application produces the same legal effect in many countries

A fixed dead line for confirmation or refusal of the legal effect in each country concerned

Subsequent Designation

Can designate additional Contracting Parties after international registration

Subject to international procedures similar to those of a designation in an international application

Start date for protection

= recording of subsequent designation

Term and renewal of IR does not change

Reasons

Indefinite term of trademark registration– Expansion of trade– Refusal ground no longer applies– New Contracting Parties

Presentation of the Subsequent Designation

INTERNATIONALBUREAU

Holder

Present MM4Directly To

OFFICE of the Contracting Party

of the Holder

Present MM4Through

The International Bureau (SD)

INTERNATIONALBUREAU

Holder

Formality ExaminationInforms

No Irregularities

Recordsin the int’l Register

Publishesin the Gazette

Notifies

Designated Contracting

Parties

Designated Contracting

Parties

Designated Contracting

Parties

Notifies

OFFICE of the Contracting Party

of the Holder

Changes in the International Registration

Changes in the International Registration

Change in Ownership (MM5)

Limitation, Renunciation and Cancellation (MM6, 7, 8)

Change of Name or Address of the Holder (MM9)

Ceasing of Effect

For a period of five years from the date of it registration,

the international registration remains dependent on the

Basic Mark

If the Basic Mark ceases to have effect, the international

registration will no longer be protected

Commonly called “Central Attack”

The International Bureau (CB)

INTERNATIONALBUREAU

Holder

Formality ExaminationTransmits

No Irregularities

Recordsin the int’l Register

Publishesin the Gazette

Notifies

Designated Contracting

Parties

Designated Contracting

Parties

Designated Contracting

Parties

NotifiesCeasing of Effect

OFFICE OF Origin

5-Year Dependency

The Madrid System Goods and Services Database

Project approved in 2009

Objectives

Accelerate the pace of construction and deployment

of the Madrid System Goods and Services Database

Set the ground for Phase I of the pilot project to

assess the feasibility of introducing additional filing

languages

The Database

A WIPO-administered database of indications of goods and

services:

correctly classified by the IB according to the Nice

Classification (Ninth edition)

accepted by the IB under the Madrid system procedures

(i.e., will not be subject of an irregularity notice under

Rule12 or Rule 13 of the Common Regulations)

To the extent possible, would also contain information on

whether a given indication is also accepted by the Office of a

potentially designated Contracting Party

Database Languages

English, French, Spanish

Other language versions: in cooperation with the Offices of

interested Madrid Union Members

In the context of the project approved by the Assembly,

WIPO is ready to assist in the translation of the database into

Arabic, Chinese, Dutch, German, Italian, Japanese, Portuguese

and Russian, upon request from the Office or Offices concerned

Advantages

For the IB and participating TM Offices:

increased productivity, consistency and quality in the

processing of trademark applications

For trademark owners:

diminished risk of registration being refused on

grounds of wrong classification or non-acceptance of

the terms used to indicate goods or services

Madrid Filing Assistant

A search and classification tool

offering user-friendly access to the Madrid System

G&S Database

helping applicants compose their lists of goods and

services

MFA Functions

Include the possibility to:

BROWSE AND PICK terms in a given class in the database;

CHECK THE ACCEPTANCE BY WIPO of terms in a

preexisting list of goods or services;

SEARCH for the correct class of a given term or for the most

suitable term to identify a good or service;

obtain an AUTOMATIC TRANSLATION of a given indication

into the other languages of the database.

an additional function under development: CHECK

ACCEPTANCE BY DCP (Designated Contracting Party)

Madrid Portfolio Manager

Portfolios are established for Clients on the basis of eMail

addresses recorded in the International Register

Users establish WIPO User Center account, using the same

eMail address

Once authenticated to the WIPO User center account, the

MPM presents Clients portfolio for display

Users can view the status of each registration, upload new

requests for recordal, make payments etc

Asynchronous electronic communication

MPM

3rd Parties

Madrid Electronic Alerts

The MEA is an electronic watch service for 3rd Parties

Users etsablish a WIPO User Center Account

Using the MEA service they then establish a list of IRNs that

they wish to monitor.

Where an IRN is the subject of any change, the User

receives an email, with a hyperlink to ROMARIN for that

IRN

Thank You

diego.carrasco@wipo.int