TAIEX Seminar on IP rightsTAIEX Seminar on IP rights

The Madrid System for theThe Madrid System for theInternational Registration of MarksInternational Registration of Marks

Ankara - November 7, 2005Ankara - November 7, 2005

Marie Paule Rizo, WIPOMarie Paule Rizo, WIPO

1.1.

Overview of the Overview of the Madrid SystemMadrid System

Madrid System78 Members

Agreement and Protocol 45

Protocol Only 22 Agreement Only 11

(includes EC)

Ma

drid

Sys

tem

Aims of the Madrid SystemAims of the Madrid System

• To facilitate the registration of trademarks at To facilitate the registration of trademarks at an international levelan international level

• To facilitate the management of trademarks To facilitate the management of trademarks after registrationafter registration

Route offered by the Madrid SystemRoute offered by the Madrid System

The national route

• file in many Offices• file in many languages• fees in many currencies• appoint numerous agents• results in many national

registrations• requires many renewals• changes recorded via each

national Office

The international route

• file in one Office of Origin• file in one language• fees in one currency• local agents only if refused• results in one international

registration• requires one renewal• changes recorded via the

International Bureau

Advantages offered by the Madrid Advantages offered by the Madrid SystemSystem

Registration and Administration of Trademarksin up to 78 Contracting Parties

– through a single procedure– with a single administration – in a single language– on payment of a fee in a single currency (Swiss Francs)

Advantages of the Madrid SystemAdvantages of the Madrid System

• Facility

• Administrative efficiency– changes in name/address or ownership– renewal

• Flexibility– subsequent designations– limitation, renunciation, cancellation

• Economy

Basic Principles of the Madrid SystemBasic Principles of the Madrid System

– Closed systemClosed system nationalitynationality• need of a connection with a Contracting Partyneed of a connection with a Contracting Party domiciledomicile• protection only in the other Contracting Parties protection only in the other Contracting Parties

establishmentestablishment

– Need of a Need of a basic applicationbasic application or or basic registrationbasic registration

– OneOne international application international application oneone international registration international registration

– Possibility of Possibility of refusalrefusal by designated Contracting Parties within time limitsby designated Contracting Parties within time limits

Elements of the Elements of the Madrid SystemMadrid System

• Madrid Agreement– of April 14, 1891

• Madrid Protocol– adopted on June 27, 1989

• Common Regulations– latest revision 2004

• Administrative Instructions

• National Law

Certifies that the data in international application = those in basic application or basic registration

Checks formalitiesRecords in the International RegisterPublishes in the International GazetteNotifies designated Contracting Parties

Substantive Examinationrefusal

within set time limits

refusal no refusal = effect of anational registration

Basic Procedure under the Madrid Basic Procedure under the Madrid systemsystem

OFFICE OF ORIGIN

INTERNATIONALBUREAU

OFFICE OFDESIGNATED

CONTRACTINGPARTY

International

Application

Precondition: basic application or basic registration

Link with the CTM System (EU)Link with the CTM System (EU)

• CTM application/registration can be a CTM application/registration can be a basis for an international application basis for an international application under the Madrid Protocolunder the Madrid Protocol

• EC can be designated in an EC can be designated in an international application or international application or subsequently (subsequent subsequently (subsequent designation) under the Madrid designation) under the Madrid ProtocolProtocol

2.2.

Current StatusCurrent Status

Accessions Since November 2003Accessions Since November 2003

• United States of America November 2003 (P)

• Cyprus November 2003 (P+A)

• Islamic Republic of Iran December 2003 (P+A)

• Croatia January 2004 (P)

• Kyrgyzstan June 2004 (P)

• Namibia June 2004 (P+A)

• Syrian Arab Republic August 2004 (P+A)

• European Community October 2004 (P)• Bahrain December 2005(P)

0

5'000

10'000

15'000

20'000

25'000

30'000

35'000

40'000

A 18'675 19'071 20'406 20'492 24'230 24'331 23'145 23'872 29'474 34'841

g -4.7% 2.1% 7.0% 0.4% 18.2% 0.4% -4.9% 3.1% 23.5% 18.2%

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005

International applications (1996-2005)International applications (1996-2005)Applications filed (1996-2004) and estimates for 2005Applications filed (1996-2004) and estimates for 2005Annual growth ratesAnnual growth rates

Top filer MembersTop filer MembersApplications filed from January to August, 2004-2005Applications filed from January to August, 2004-2005Shares within total filings in 2005 and growth rates as compared to 2004Shares within total filings in 2005 and growth rates as compared to 2004

Office of Origin Jan-Aug 2004 Jan-Aug 2005 Share Growth

Germany (DE) 3,620 3,907 17.22% 7.9%

France (FR) 2,387 2,378 10.48% -0.4%

United States of America (US) 1,028 1,905 8.40% 85.3%

Benelux (BX) 1,626 1,674 7.38% 3.0%Italy (IT) 1,602 1,565 6.90% -2.3%Sw itzerland (CH) 1,364 1,538 6.78% 12.8%European Community (EM) 1,285 5.66%China (CN) 727 900 3.97% 23.8%Austria (AT) 785 830 3.66% 5.7%United Kingdom (GB) 635 720 3.17% 13.4%Japan (JP) 462 604 2.66% 30.7%Australia (AU) 378 573 2.53% 51.6%Spain (ES) 589 572 2.52% -2.9%Turkey (TR) 396 518 2.28% 30.8%Russian Federation (RU) 305 403 1.78% 32.1%Czech Republic (CZ) 407 391 1.72% -3.9%Denmark (DK) 296 330 1.45% 11.5%Sw eden (SE) 303 242 1.07% -20.1%Bulgaria (BG) 201 230 1.01% 14.4%Poland (PL) 254 209 0.92% -17.7%Other countries 1,772 1,917 8.45% 8.2%Total 19,137 22,691 100.00% 18.6%

Top Holders of International RegistrationsTop Holders of International RegistrationsList of 21 top holders of international registrationsList of 21 top holders of international registrationson August 31, 2005on August 31, 2005

#Marks Country Holder

2731 DE Henkel1943 CH Novartis1763 BE Janssen Pharmaceutica N.V.1648 FR L'Oréal1599 NL Unilever1495 FR Sanofi-Aventis1442 CH Société des produits Nestlé1280 DE Bayer AG1175 DE Siemens1072 FR ITM Entreprises S.A.852 FR Biofarma834 DE Boehringer Ingelheim Pharma GmbH&Co KG823 NL Koninklijke Philips Electronics N.V.722 DE BASF Aktiengesellschaft665 CH Syngenta Participations AG634 DE E. Merck621 IT Fiat Auto S.p.A.555 FR Kodak-Pathé S.A.547 DE Deutsche Bau- und Grundstücks AG517 FR Bongrain S.A.507 DE Lidl Stif tung & Co. KG

Some Figures concerning TRSome Figures concerning TR

20022002 20032003 20042004

Total IRsTotal IRs 22,236 22,236 21,84721,847 23,37923,379

Origin: TR 419 408 407 Origin: TR 419 408 407

Design.: TR 5,458Design.: TR 5,458 5,878 6,272 5,878 6,272

Some Figures ...Some Figures ...

January-August 2005January-August 2005

Total IRsTotal IRs 22,691 22,691

Origin: TR 518 Origin: TR 518

Design.: TR 4,104 Design.: TR 4,104

The End.The End.

Thank you!

For further information, visit

www.wipo.int/madrid/en/