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Overview of the Madrid System
USPTO GIPA23 October 2013
Alan Datri
Senior Counsellor
Slide updated 10/25/13.
Madrid Systemfor the
International Registration of Marks
• Madrid Agreement (1891)
• Madrid Protocol (1989)
– As amended on October 3, 2006, and on November 12, 2007
• Common Regulations• Administrative Instructions
• National Laws and Regulations
www.wipo.int/madrid
Contracting Parties
1 Agreement only37 Protocol only (including EU)54 Agreement and Protocol
92 Members
Centralization
Centralized system for the acquisition, maintenance and management of trademark rights by filing a single international application for a single international registration in which one or more Contracting Parties are designated.
Allows right holders to target national, regional or global markets with respect to particular goods and services.
Cost-effective and efficient, thereby creating opportunities that would not otherwise exist for any enterprise with a limited legal budget, be it small, medium or large.
Applicant
Territory A
Territory B
Territory C
Applicant
Territory A
Territory B
Territory C
Office A
Office B
Office C
Centralization
National/Regional Route International Route
Centralization
• one Office for filing
• one language• one currency
• one int. registration
• one renewal*
• one modification*
• foreign attorney or agentfirst needed if refused
• many Offices for filing
• many languages• many currencies
• many registrations
• many renewals*
• many modifications*
• foreign attorney or agentfirst needed at filing
National/Regional Route International Route
* Maintenance (renewal) and management (requests for modification such as change of name and address; transfer of ownership; limitation, renunciation or cancellation of goods and services or designs; appointment of representative, etc.).
AcquisitionBasic Mark
InternationalApplication
OFFICE OFDESIGNATED
CONTRACTINGPARTY
OFFICE OF ORIGIN
OFFICE OFDESIGNATED
CONTRACTINGPARTY
SUBSTANTIVE EXAMINATION
FORMALITIES EXAMINATION
International RegisterCertificate of International Registration
PublicationNotification
CERTIFICATION
INTERNATIONALBUREAU
Maintenance and Management
Renewal (10-year) – MM11
Subsequent designation – MM4
Subsequent designation from conversion (EU) – MM16
Record change in ownership – MM5
Limit G&S in one or more designated Contracting Parties – MM6
Renounce all G&S in one or more designated Contracting Parties – MM7
Cancel G&S – MM8
Change of name and/or address of holder – MM9
Change of name and/or address of representative – MM10
Appointment of a domestic representative – MM12
Record license – MM13
Record restriction on right of ownership – MM19
Slide updated 10/25/13.
Additional Features
Dependency; Ceasing of Effect; Independence
Article 6; Rule 22
Transformation
Article 9quinquies
Replacement
Article 4bis; Rule 21
Slide updated 10/25/13.
Keeping it in Perspective
Simple in conceptAccommodates business models that need to reduce costs not only in the initial filing, but also in the maintenance and management of a right
Can be complex in implementation and useNot surprising in what it seeks to accomplish, namely, to provide centralized access to different national and regional design systems
Practitioners, Practitioners, PractitionersProper functioning system depends on the advice of a knowledgeable practitioner, whether legal or paralegal or in house or outside counsel
Slide updated 10/25/13.