The Madrid system
An update on the latest development
Debbie Roenning
Director, Legal Division,
Brands and Designs Sector
Israel
February 2012
The Madrid System
A centralized filing mechanism
A one-stop shop for trademark holders to obtain and
maintain trademark protection in export markets
An option to the national route
A purely procedural treaty
The domestic legislations of the designated
Contracting Parties set the conditions for protecting a
trademark and determine the rights which result from
protection
Madrid System
1 Agreement only
29 Protocol only (including EU)
55 Agreement and Protocol
85 Members
Accessions
Recent accessions to the Madrid Protocol
2010: Sudan, Israel, Kazakhstan
2011: Tajikistan (as of June 30, 2011)
Future accessions?
Colombia, Costa Rica and Dominican Republic
ASEAN countries by 2015
India
South-Africa
Barbados, Jamaica and Trinidad & Tobago
Malta
New Zealand
Advantages of the Madrid system
One international application based on a basic
application/registration
One language (English, French or Spanish)
One set of fees in one currency (CHF)
One registration number and one renewal date
The registration can be further extended geographically
All subsequent changes to the international registration
may be recorded with the IB and have effect through one
single procedure
Offices do not need to examine for formal requirements
Statement of grant of protection
The National Route vs. the Madrid Route
Many Offices for filing
Many application forms
Many languages
Many currencies
Many registrations
Many renewals
Many modifications
Foreign attorney needed
from filing
One Office for filing
One single application form
One language (E/F/S)
One currency (CHF)
One international registration
One renewal
One modification
Foreign attorney first needed
in case of refusal
Basic features
Entitlement
An international application may be based on one or
more applications or registrations
The fees payable in connection with the application
The basic fee (CHF 653 or 903)
A complementary fee for each designated
Contracting Party with supplementary fee OR
individual fee
Scope of protection – to be determined by designated
Contracting Party
The Contracting Party may elect for 12/18 months
refusal period
Basic features (2)
Statement of grant of protection
Subsequent designation
The 5 years dependency period
Central attack – Ceasing of effects
Transformation of the International registration into
national applications
10 years term of protection with renewal every 10 years
International Registration Procedure
International
Application
OFFICE OF
ORIGIN
INTERNATIONAL
BUREAU
OFFICE OF THE
DESIGNATED
CONTRACTING
PARTIES
Verifies, certifies and forwards
the International application to
the International Bureau
Formal examination only.
Inscribes the International
registration in the International
Register, publishes it in the
Gazette, issues a certificate and
sends notifications to the
designated Contracting Parties
Substantive examination.
Decision on refusal or granting of
rights based on their domestic
legislation
Benefits for Trademark Owners
Simple and economical procedure
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 procedure
A single international application produces the same
legal effect in various countries
A fixed deadline for the confirmation or refusal of the
legal effects in each designated country
Benefits for the Offices and Government
The Contracting Parties can focus on substantive
examination
The Madrid system has a positive effect on economic
growth
It empowers SMEs
It promotes international trade by contributing to the
opening of new markets and assisiting in development
of export
It creates a more favorable climate for foreign
investment in the internal market
Benefits for Local Agents
The Madrid Protocol is optional and it does not replace
the direct filing route
Applicants would need the services of local agents at
filing stage or at post-registration stage
Increased designations will create more business
opportunities (substantive work), like searches, refusals,
oppositions, request for cancellations, dispute
settlements, license and assignments contracts, and
enforcement
Post-registration activity may compensate for any
reduction in local filing activity
Recent developments
Mandatory Statements of grant of protection as of
January 1, 2011
Two anniversaries in April 2011
120 years of the Madrid system (April 14, 1891)
15 years of operations of the Madrid Protocol (April 1,
1996)
Translation of certain documents upon request
Statement of grant of protection following a
provisional refusal
Limitation of the list of goods and services
Jan. to Dec.
2011
Acquisition and Maintenance of Rights
International Applications
42,270
International Registrations
40,711
Renewals
21,754
Subsequent Designations
13,668
2010
Growth
39,687
37,533
21,949
12,112
6.5%
8.5%
-0.9%
12.8%
Individual designations
Registrations
Renewals
Subsequent Designations
280,443
253,407
43,516
261,105
254,290
38,371
7.4%
-0.3%
13.4%
Decisions by Designated CP
Modifications
347,816
86,776
267,995
83,310
29.8%
4.2%
Documents received (Total)
515,134
409,683
25.7%
Madrid -TOP 10 Filers
European Union
Germany
United States of America
France
Switzerland
Italy
China
Benelux
Russian Federation
Japan
Applications by office of origin
5857
4983
4804
3801
2930
2303
2149
1919
1685
1538
Growth
24.4%
-0.5%
15.8%
6.6%
1.3%
-11.3%
11.5%
-0.2%
38.3%
-2.5%
Madrid -TOP 10 Designations
Growth
China
18724
16.0%
European Union
16341
11.9%
United States of America
15890
11.5%
Russian Federation
15691
10.1%
Switzerland
13695
9.8%
Japan
12211
9.8%
Australia
10453
13.3%
Republic of Korea
9821
17.8%
Turkey
9277
13.0%
Ukraine
8903
7.4%
from registration and subsequent designation
IL - Trademark applications by Israel residents and by Israel
residents abroad (1999-2009)
4'000
3'500
3'000
2'500
2'000
1'500
1'000
500
0
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
Residents (IL)
2'997
2'468
2'842
2'196
2'731
2'816
3'475
3'293
3'198
2'734
2'569
Total Residents (IL) abroad
1'986
1'520
1'143
1'129
1'262
1'463
1'683
2'044
1'982
1'496
1'465
IL - Trademark applications by residents, non residents
and by IL residents abroad (2000-2010)
10'000
9'000
8'000
7'000
6'000
5'000
4'000
3'000
2'000
1'000
0
2000
Residents (IL)
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2'997 2'468 2'842 2'196 2'731 2'816 3'475 3'293 3'198 2'734 2'569
Total Residents (IL) abroad 1'986 1'520 1'143 1'129 1'262 1'463 1'683 2'044 1'982 1'496 1'465
Non Residents (IL)
8'733 6'468 4'827 5'127 5'237 6'159 6'778 7'285 7'544 5'572 6'045
IL - Trademark applications filed abroad
(2000-2010)
2'500
2'000
1'500
1'000
500
0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Residents (IL) to no Madrid
Members
Residents (IL) to Madrid Members
271
277
1'715 1'243
203
181
940
948
196
273
381
425
378
187
290
1'066 1'190 1'302 1'619 1'604 1'309 1'175
IL - Trademark applications filed abroad
(2000-2011)
1'800
1'600
1'400
1'200
1'000
800
600
400
200
0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Total applications filed abroad
1'986 1'520 1'143 1'129 1'262 1'463 1'683 2'044 1'982 1'496 1'465 1'018
37
Residents (IL) via the Madrid
System
Residents (IL) to Madrid Members 1'715 1'243 940
directly
Residents (IL) to no Madrid
Members
271
277
203
948 1'066 1'190 1'302 1'619 1'604 1'309 1'138
181
196
273
381
425
378
187
290
1018
IL - Trademark applications received
(2000-2011)
10000
9000
8000
7000
6000
5000
4000
3000
2000
1000
0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Total applications received
Non Residents (IL)
Madrid members directly
Madrid Members via the Madrid
System
8'733 6'468 4'827
564
449
340
8'169 6'019 4'487
5'237 6'159 6'778 7'285 7'544 5'572 6'045 3'860
381
540
549
636
446
326
287
4'856 5'619 6'229 6'649 7'098 5'246 5'162
596 3860
Online Information Services
Legal texts, Guide and Information Notices
WIPO Gazette of International Marks
E-Renewal Tool
Fee Calculator: Costing service
Madrid Simulator: On-line filing guide tool
Goods & Services Manager: A WIPO-administered
database of accepted indications of goods and services
ROMARIN: On-line search database
Dynamic Madrid Statistics
free access at http://www.wipo.int/madrid/en/
Thank you
for your attention
[email protected]