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Impact of the CTM - Home - ECTA · 343 382 314 397 388 587 533 406 449 452 526 578 ... Oppositions...

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31
Impact of the CTM on the daily work of the trademark profession by Dominique Kaesmacher Chief IP Attorney Round Table ECTA - BOIP - OHIM The Hague, April 14, 2008
Transcript

Impact

of

the C

TM

on t

he d

aily w

ork

of

the

tradem

ark

pro

fessio

nby

Dom

iniq

ue K

aesm

acher

Chie

f IP

Att

orn

ey

Round T

able

EC

TA

-BO

IP -

OH

IMT

he H

ague,

Apri

l 1

4,

20

08

«If

yo

ucan

't c

on

vin

ce

them

, co

nfu

se t

hem

»

Tru

man

AG

EN

DA

1.

1.

SO

ME

ST

AT

IST

ICS

S

OM

E S

TA

TIS

TIC

S

2.

WO

RK

IN

PR

OG

RE

SS

3.

SP

EC

IFIC

CO

NC

ER

N :

CT

M v

ers

us B

NL

p

rov

isio

ns

& p

rac

tic

es

4.

CO

NC

LU

SIO

N

Be

ne

lux T

rad

em

ark

A

pp

lica

tio

ns

•A

pplic

ation C

TM

(B

elg

ian a

pplic

ants

)

•A

PP

LIC

AT

ION

BN

L (

Belg

ian a

pplic

ants

)

•A

pp

licA

an

tal

de

po

ts n

aa

rla

nd

va

n h

erk

om

st

•1

40

96

•1

54

10

15

57

2 1

54

6

•1

72

87

•1

92

22

•1

56

45

15

48

4

•1

62

96

•1

55

88

•2

03

85

•1

82

59

•4

18

8

•4

64

5 4

61

0

•5

07

8 5

17

8

•5

95

6

•5

03

7 5

00

8 4

94

5 4

76

8

•5

70

7

•5

16

8

•3

43

38

2 3

14

39

7 3

88

58

7 5

33

40

6 4

49

45

2 5

26

57

8

•6

37

2

•4

09

7

•3

52

2

•3

09

1 3

08

6 2

87

2

•2

20

9

•1

94

1

•1

63

4 1

79

0

•4

02

7

•3

16

4

•0

•5

00

0

•1

00

00

•1

50

00

•2

00

00

•2

50

00

•1

99

5 1

99

6 1

99

7 1

99

8 1

99

9 2

00

0 2

00

1 2

00

2 2

00

3 2

00

4 2

00

5 2

00

6

•N

L

•B

E

•L

UX

•o

ve

rig

•a

tio

nC

TM

(g

lob

al)

•A

PP

LIC

AT

ION

BN

L (

glo

ba

l)

Co

mm

un

ity T

rad

em

ark

A

pp

lica

tio

ns

CT

M a

pp

lic

ati

on

s

43

15

4

27

28

8

31

63

5

41

30

4

57

38

7

48

91

3

45

23

8

57

71

05

89

94

64

81

3

77

49

2

88

25

0

0

10

00

0

20

00

0

30

00

0

40

00

0

50

00

0

60

00

0

70

00

0

80

00

0

90

00

0

10

00

00

19

96

19

97

19

98

19

99

20

00

20

01

20

02

20

03

20

04

20

05

20

06

20

07

CT

M a

pp

lic

ati

on

s f

ile

d b

y B

elg

ian

ap

plic

an

ts

64

9

40

1

54

5

58

1

77

8

69

0

60

4

94

9

86

68

55

26

4

0

20

0

40

0

60

0

80

0

10

00

19

96

19

97

19

98

19

99

20

00

20

01

20

02

20

03

20

04

20

05

20

06

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Co

mm

en

ts (

1)

CT

M a

pp

lic

ati

on

s

•G

lob

al in

cre

ase

•A

lso

by B

elg

ian

ap

plic

an

ts

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Co

mm

en

ts (

2)

BT

M a

pp

lic

ati

on

s

•G

lob

al in

cre

ase

, d

esp

ite

:

–1996 : Intr

oduction o

f C

TM

s

–1996 : R

efu

sals

on a

bsolu

te g

rounds b

y B

OIP

–2

00

1-2

00

3:

Eco

no

mic

re

ce

ss

–2004-2

006:

Intr

oduction o

f oppositio

n p

rocedure

–2004 : C

TM

part

of th

e M

adrid S

yste

m (

Pro

tocol)

•D

ecre

ase

of B

TM

ap

plic

atio

ns in

th

e n

am

e

of

fore

ign

ap

plic

an

ts

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Co

mm

en

ts (

3)

Po

ssib

le r

easo

ns o

f B

TM

ap

plicati

on

s

inc

rea

se:

•G

en

era

l in

cre

ase

of

TM

ap

plic

atio

ns

wo

rld

wid

e

•U

ncert

ain

ties a

bout

CT

M e

ffic

iency

(regis

tration &

enfo

rcem

ent)

•B

TM

= e

xcelle

nt

basis

of

inte

rnational

regis

trations (

Madrid S

yste

m : P

roto

col (2

001)

& A

gre

em

ent

(1892 1

893 1

924)

& a

ccele

rate

d

regis

tration (

2004))

•2005: S

unrise E

U. dom

ain

nam

es

•B

en

elu

x r

eg

iste

r m

ain

ly f

or

loca

l a

pp

lica

nts

!M

ore

work

for

Benelu

x T

M A

ttorn

eys

AG

EN

DA

1.

SO

ME

ST

AT

IST

ICS

2.

WO

RK

IN

PR

OG

RE

SS

3.

SP

EC

IFIC

CO

NC

ER

N :

CT

M v

ers

us B

NL

pro

vis

ion

s &

pra

cti

ces

4.

CO

NC

LU

SIO

N

Ma

jor

Da

tes

EU

Dir

ecti

ve

on

harm

oniz

ati

on

(Dec 1

98

8)

2004

1988

1992 1993

1996

Incorp

ora

tion

of

EU

Dir

ecti

ve in

Nati

onal Law

s

EU

Regula

tion

on C

TM

(Dec 1

99

3)

•C

TM

: E

ntr

y into

forc

e o

f EU

regula

tion

>>

CTM

applicati

ons

•BN

L : P

ow

er

of

refu

sal of

BO

IP f

or

absolu

te g

rounds

•C

TM

: P

art

of

Madri

d s

yste

m

(Pro

tocol)

•BN

L :

Opposit

ion p

rocedure

TM

Att

orn

ey J

ob

(till

19

95

)

Applicati

on

TM

R

egis

trati

on

Pro

cedure

TM

Att

orn

ey S

erv

ices

Refe

rences

Regis

trati

on

1.

Choic

e o

f T

M-

availabilit

y s

earc

h-

advic

e o

n d

isti

ncti

veness

2.

Choic

e o

f “P

rote

cti

on r

oute

s”

-if

B :

BT

M-

if E

U o

r IN

T :

BN

L +

IN

T+

nati

onal applicati

ons

3.

Managem

ent

-re

new

al

-license

-tr

ansfe

r, e

tc.

•Benelu

x &

Inte

rnati

onal

Regis

trie

s

•Benelu

x U

nif

orm

T

radem

ark

Law

•C

ase law

of

BE,

NL &

Lux

Court

s

•In

terp

reta

tion d

ecis

ions

of

Benelu

x C

ourt

of

justi

ce

TM

Att

orn

ey J

ob

(as o

f 1996)

Applicati

on

TM

Regis

trati

on

Pro

cedure

TM

Att

orn

ey S

erv

ices

Refe

ren

ces

•C

hoic

e o

f T

M-

availabilit

y s

earc

h-

adv.

dis

tincti

veness

•C

hoic

e o

f “P

rote

cti

on

route

s”

-if

B :

BT

M

-if

EU

: B

TM

+ IN

Tor

CT

M,

or

nati

onal

-if

IN

T :

BT

M +

IN

Tor

CTM

+ IN

Tor

nati

onal

•Refu

sal

arg

um

ents

/ a

ppeal (if

CTM

)

•O

pposit

ion

arg

um

ents

/ n

egoti

at.

/

appeal (if

CT

M)

•M

anagem

ent

renew

al, lic

ense,

etc

.

Refu

sal

Opposit

ion

Regis

trati

on

•Benelu

x &

CTM

&In

tern

. &

Nati

onal

Regis

trie

s

•Pra

cti

ces o

f BO

IP

& O

HIM

•Benelu

x C

onv.

on IP

•C

TM

Regula

tion

•EU

Dir

ecti

ve

•C

ase law

of

BE,

NL &

Lux

Court

s

•D

ecis

ions

of

Benelu

x C

ourt

of

Justi

ce,

CFI &

EC

J

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Co

nclu

sio

n

Modif

icati

on o

f th

e c

onte

nt

of

the w

ork

:

•A

dvic

e o

n a

vailabilit

y a

nd d

isti

ncti

veness

•Str

ate

gic

advic

e o

n t

he b

est

«pro

tecti

on

route

»•A

rgum

enta

tion +

negoti

ati

on (

if r

efu

sal or

opposit

ion)

•M

onit

ori

ng o

f EU

& B

NL c

ase law

and

pra

cti

ce

•Languages !

!M

ore

vari

ety

and

more

com

ple

xit

y

AG

EN

DA

AG

EN

DA

1.

1.

SO

ME

ST

AT

IST

ICS

SO

ME

ST

AT

IST

ICS

2.

2.

WO

RK

IN

PR

OG

RE

SS

WO

RK

IN

PR

OG

RE

SS

3.

3.

SP

EC

IFIC

CO

NC

ER

N :

CT

M v

ers

us B

NL

S

PE

CIF

IC C

ON

CE

RN

: C

TM

vers

us B

NL

p

rov

isio

ns

& p

rac

tic

es

pro

vis

ion

s &

pra

cti

ce

s

4.

4.

CO

NC

LU

SIO

NC

ON

CL

US

ION

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Ava

ilab

ility

se

arc

h

Availab

ilit

y s

earc

h f

or

CT

M:

•V

ery

difficu

lt b

eca

use

of:

–num

ber

of

hits in v

ast

terr

itory

–com

parison o

f sig

ns in f

ore

ign languages (

e.g

.

Gre

ek o

r C

zech)

–oth

er

dis

tinctive s

igns a

s o

bsta

cle

s u

nder

na

tio

na

l la

w

•V

ery

exp

en

siv

e

•N

ot

exh

au

stive

!S

imila

rity

searc

h in B

enelu

x m

ay s

erv

e a

s a

first

ind

ica

tor

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Fili

ng

s

Ab

so

lute

gro

un

ds

fo

r re

fus

al

e.g

.: –S

TE

EL

GU

AR

D in

cla

ss 0

2

–G

LO

BA

L F

INA

NC

IAL

IN

TE

LL

IGE

NC

E in

cla

sses 1

6, 35, (3

6),

42

–F

itL

ine

in c

lasse

s 2

9,

32

•H

arm

on

isatio

n d

e iure

but not

de facto

•In

genera

l, B

OIP

is m

ore

severe

than O

HIM

•E

ach t

radem

ark

must

be e

xam

ined o

n its

“ow

n

me

rits

!Im

port

ance o

f advic

e a

nd im

pact on tra

dem

ark

p

rofe

ssio

n

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Op

po

sitio

ns (

1)

Fo

rum

wh

ere

to

in

vo

ke “

rela

tive

gro

un

ds

fo

r re

fus

al”

•Id

entical T

M f

or

identical g/s

: O

HIM

/ B

OIP

•Id

en

tica

l o

r sim

ilar

(we

ll kn

ow

n)

TM

fo

r id

en

tica

l or

sim

ilar

g/s

and lik

elih

ood o

f confu

sio

n: O

HIM

/

BO

IP

•Id

entical or

sim

ilar

TM

for

identical, s

imila

r or

dis

sim

ilar

g/s

and u

nfa

ir a

dvanta

ge o

f or

detr

iment to

TM

reputa

tion: O

HIM

(B

TM

=>

C

ou

rt)

•O

ther

dis

tinctive s

igns: O

HIM

(B

TM

=>

Court

)

•A

pp

lica

tio

ns f

iled

by a

gents

: O

HIM

(B

TM

=>

C

ou

rt)

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Op

po

sitio

ns (

2)

!N

o h

arm

on

isa

tio

n a

s t

o f

oru

m

!L

ess a

va

ilab

le g

rou

nd

s o

f

op

po

sitio

n b

efo

re B

OIP

th

an

be

fore

OH

IM

!Im

pa

ct

on

tra

de

ma

rk p

rofe

ssio

n

an

d c

om

pe

ten

ce

to

act

(att

orn

ey

/ b

arr

iste

r)

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Op

po

sitio

ns (

3)

De

fen

se

in

op

po

sit

ion

: o

bli

ga

tio

n

of

us

e

•O

ppositio

n a

gain

st B

TM

on the b

asis

of a

CT

M s

ub

ject to

co

mp

uls

ory

use

•U

nd

er

Be

ne

lux T

rad

em

ark

la

w,

the

CT

M

mu

st

be

no

rma

lly u

se

d in

Be

ne

lux

terr

ito

ry

•C

on

tra

ry to

CT

M la

w, w

he

re u

se

in

on

e

or

mo

re m

em

be

r sta

tes (

no

t n

ece

ssa

rily

Be

ne

lux te

rrito

ry)

ca

n b

e s

uff

icie

nt

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Op

po

sitio

ns (

4)

Taxes a

nd

ap

po

rtio

nm

en

t o

f c

os

ts

•B

asic

oppositio

n tax:

–B

OIP

: 1.0

00€

–O

HIM

: 350€

•T

ax p

er

additio

nal tr

adem

ark

above t

he t

hird:

–B

OIP

: 100€

–O

HIM

: 0€

•C

osts

to b

e p

aid

by losin

g p

art

y t

o w

innin

g p

art

y:

–B

OIP

: 1.0

00€

–O

HIM

: 300€ (

sta

ndard

repre

senta

tion fees)(

+

travel and s

ubsis

tence e

xpenses,

if a

ny)

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Op

po

sitio

ns (

5)

!If

op

po

ne

nt

loo

se

s t

he

op

po

sitio

n (

in

its e

ntire

ty),

he

mu

st

pa

y

–M

inim

um

2.0

00

€ (

BO

IP)

–6

50

€ (

OH

IM)

!A

s o

pp

on

en

t, it

is m

uch

mo

re

exp

en

siv

e t

o lo

ose

BN

L o

pp

ositio

n

tha

n C

TM

op

po

sitio

n

!In

tere

st

of

limitin

g t

he

Be

ne

lux

op

po

sitio

n (

rig

hts

in

vo

ke

d /

go

od

s

an

d s

erv

ice

s)

to issu

es w

hic

h o

ne

is

ce

rta

in t

o w

in

!Im

po

rta

nce

of a

dvic

e

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Ca

nce

llatio

ns

“A

bso

lute

/rela

tive g

rou

nd

s

for

can

cellati

on

”•

Sa

me

gro

un

ds

•D

iffe

ren

t fo

rum

(g

en

era

lly O

HIM

bu

t

never

BO

IP)

!N

o h

arm

on

isa

tio

n a

s to

fo

rum

!Im

pa

ct o

n tra

de

ma

rk p

rofe

ssio

n a

nd

com

pete

nce to a

ct (a

ttorn

ey / b

arr

iste

r)

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Re

pre

se

nta

tio

nR

eg

iste

r o

f tr

ad

em

ark

re

pre

se

nta

tiv

es

•R

egis

ter

with O

HIM

•N

o r

egis

ter

with B

OIP

/ (

recent)

regis

ter

with

BM

M

•D

iffe

ren

t co

nd

itio

ns o

f in

scrip

tio

n

!R

eco

gn

ise

d E

uro

pe

an

tra

de

ma

rk

att

orn

ey is n

ot n

ece

ssa

rily

a

“re

co

gn

ise

d”

Be

ne

lux t

rad

em

ark

attorn

ey (

BM

M)

!C

on

fusio

n / Im

pa

ct o

n tra

de

ma

rk

pro

fessio

n

AG

EN

DA

AG

EN

DA

1.

1.

SO

ME

ST

AT

IST

ICS

SO

ME

ST

AT

IST

ICS

2.

2.

WO

RK

IN

PR

OG

RE

SS

WO

RK

IN

PR

OG

RE

SS

3.

3.

SP

EC

IFIC

CO

NC

ER

N :

CT

M v

ers

us B

NL

S

PE

CIF

IC C

ON

CE

RN

: C

TM

vers

us B

NL

p

rov

isio

ns

& p

rac

tic

es

pro

vis

ion

s &

pra

cti

ce

s

4.

4.

CO

NC

LU

SIO

NC

ON

CL

US

ION

1.

So

me

Sta

tis

tic

s

2.

Mo

dif

icati

on

o

fth

eT

yp

es

of

Wo

rk

3.

Sp

ecif

icC

on

ce

rns

4.

Co

nclu

sio

n

Co

nclu

sio

n

We o

bserv

e:

-In

cre

ase o

f th

e w

ork

load

-M

ore

vari

ety

-In

cre

ase o

f th

e c

om

ple

xit

y

Futu

re?

Let’

s s

ee t

he im

pact

of

the a

bolishm

ent

of

the s

afe

guard

cla

use

(art

icle

9 s

exie

s(1

) M

adri

d P

roto

col): an

applicati

on w

ill suff

ice a

s b

asis

of

inte

rnati

onal

regis

trati

on =

> n

o f

urt

her

need f

or

(accele

rate

d)

regis

trati

on

An

y q

ue

stio

ns ?

TH

AN

K Y

OU

FO

R Y

OU

R A

TT

EN

TIO

N !

TE

L. : 32 2

652 1

6 0

0

FA

X : 3

2 2

652 1

9 0

0

ww

w.k

irkp

atr

ick.e

u

Avenue W

olf

ers

32

13

10

La H

ulp

e(B

russels

)Belg

ium

Tw

in S

quare

sC

ullig

anla

an

1B

1831 D

iegem

(Bru

ssels

)Belg

ium


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