THE EUTM June 1, 2016 Presented by: Ava K. Doppelt, Esq. Allen, Dyer, Doppelt, Milbrath & Gilchrist, P.A. 255 South Orange Ave. Suite 1401 Orlando, FL 32801 407-841-2330 Fax 407-841-2343 E-mail: [email protected] www.patentamerica.com ĒĒ -YOU – TEM? YOU – TEM? EWW – TEM? E – U – T – M? So how did we get here? European Union “United in Diversity” A unique economic and political union among 28 European countries to foster economic cooperation and avoid conflict. • Formed in 1958 as the European Economic Community (EEC) (The Treaty of Rome) • Started with 6 countries – Belgium Italy Frace Luxembourg W. Germany Netherlands Since then, a huge single market has developed. It began purely as an economic union but now spans policy areas, from climate, environment and health, to external relations and security, justice and immigration. A name change in 1993 to the European Union (EU) reflected this. The Maastricht Treaty established the EU name and introduced European citizenship. Everything is founded on treaties agreed to voluntarily by the member countries. It is governed by the principle of representative democracy. Citizens are represented at the union level in the European Parliament. Member states are represented in the European Council of the EU. • Helped raise European living standards • Launched a single European currency – the Euro € (19 States) • Because of the abolition of border controls among EU countries, people can travel freely throughout most of the continent. • EU received the Nobel Peace Prize in 2012 for advancing the cause of peace, reconciliation, democracy and human right in Europe. • The single or “internal” market is the EU’s main economic engine, enabling most goods, services, money and people to move freely. • Another objective is to develop this huge resource in other areas like energy, knowledge and capital markets to ensure that Europeans can draw maximum benefit from it. • Its GDP in 2014 was $18,495 trillion U.S. dollars, 24% of the global GDP. • The EU anthem is based on Beethoven’s Ninth Symphony. As of today, there are 28 member states (includes over 508 million inhabitants, comprising 7.3% of the world’s population, and covers 1,7047,787 square miles). . • Austria 1995 • Denmark 1973 • Belgium 1958 • Estonia 2004 • Bulgaria 2007 • Finland 1995 • Croatia 2013 • France 1958 • Cyprus 2004 • Germany 1958 *Continued On Next Page* • Czech Republic 2004 • Greece 1981 • Hungary 2004 • Poland 2004 • Ireland 1973 • Portugal 1986 • Italy 1958 • Romania 2007 • Latvia 2004 • Slovakia 2004 • Lithuania 2004 • Slovenia 2004 • Luxembourg 1958 • Spain 1986 • Malta 2004 • Sweden 1995 • Netherlands 1958 • United Kingdom 1973 • The “European Trademark System” is a dual system, made up of the EUwide trademark system and the national systems of the EU member states. • The EU trademark concept originated in 1964 in a draft of a “Convention of European Trademark Law.” • 1980 – The first proposal for a regulation dealing with the European trademark appeared. • The regulation establishing the trademark office was adopted by the council of the European Union in 1993. Revised in 2009 and 2015. It created the EUTM (CTM) as a legal instrument in the EU law and established the office as an EU agency with legal, administrative and financial autonomy. • April 1, 1996 – The first EU trademark applications were processed and the register started. TM VIEW Most complete search tool of its kind. Connected to databases of 40+ IP offices, including those of all EU member states, U.S., Korea, Mexico and Canada. Contains about 32 million registered trademarks. Since 2010, it’s received more than 16 million searches from 149 countries. DESIGN VIEW Most complete design search. Contains about 8.9 million registered designs. A trademark which is pending registration or is registered in the European Union as a whole, rather than on a national level within the individual countries in the EU. The EU TM system creates a unified TM registration system in Europe, whereby one EU registration provides protection in all member states of the EU. The system is unitary – An objection against an EU application in any member state can defeat the entire application. An EUTM registration is enforceable in all member states. • Gives its owner a uniform right applicable in all member states of the EU by a single procedure which simplifies TM policies at the European level. • It fulfills the three essential functions of a TM at the European level: (1) Identifies the origin of goods and services (2) Guarantees consistent quality (3) Is a form of communication, a basis for publicity and advertising • Can be a manufacture’s mark, a mark for goods of a trading company, a service mark, or a collective mark. And now – also a certification mark. • Trademark rights are obtained by registration in the EUIPO. When registered, transferred or allowed to lapse, the effect is EU-wide. • Valid 10 years, and can be renewed indefinitely. FEES The initial cost of filing, though generally higher than the filing fees in the individual countries, is much less than the cost of filing separate national applications in all 28 member states. The applicant for a failed EU TM application can convert the application into one or more applications in EU states in which the grounds for refusal do not apply (but can’t recover the EU filing fees and must pay fees in each country where the EU application is converted). NAMES Community Trademark (CTM) Trademark (EUTM) European Union Includes all previously registered CTMs, which became EUTMs. OHIM (EUIPO) European Union Intellectual Property Office OLD APPLICATION FEES 1 – 3 CLASSES NEW APPLICATION FEES (FOR FILING ONLINE) € 900 SINGLE-CLASS APPLICATION € 850 TWO-CLASS APPLICATION € 900 EACH ADDITIONAL CLASS € 150 PER CLASS (Means slight savings for those filing single-class applications, no change for two classes, and increase for three or more classes) APPLICATION FORMALITIES PRIORITY Must claim priority at time of filing. No longer have further two months to do so. Documents needed to support a priority claim must be filed within three months of date of filing application. SEARCHES Old system whereby OHIM automatically provided applicants with results of search of CTM register – replaced by opt-in system for both search of EUTM register and of national registers that offer such reports. No fees for EUTM search report, but fees remain for national search reports. (Europeans say they are not doing these searches.) Regardless of whether applicant requested search of EUTM register, EUIPO will send citation letters to owners of any earlier EUTMs cited, unless they request not to receive such notification. No longer one-month hiatus between transmission of search report to applicant and publication of application, so applications should be published and registered more quickly. GRAPHIC REPRESENTATION Mark applied for no longer required to be capable of graphic representation, so opens door to nontraditional marks such as sounds, smells, tastes. But – extends existing ground for refusal of shapes (functionality). CLASS HEADINGS Endorsement of “literal meaning” approach to class headings. Per IP Translator case, goods and services identifications that include class headings are deemed to cover the literal meaning of the terms covered, nothing more, i.e., not all goods or services within the class. Note: Owners of registrations filed before June 22, 2012 with class heading coverage have until September 23, 2016 to file a declaration saying their intention at time of filing was to obtain protection beyond literal meaning of class heading and specify the specific goods and services (if in NICE classification list at time of filing date). OPPOSITIONS Opposition period will still last three months but will start one month after publication by EUIPO, rather than the former six months. Will now be able to oppose EUTM applications on basis of protected designations of origin or geographic indications. Oppositions can be based on a reputation claim, regardless of whether the goods and services of the opposed application are similar or dissimilar to those of opposer. Where opposition is based on a prior EU registration, the proof of use date is now the filing date of the opposed application, rather than its date of publication. HARMONIZATION AT MEMBER STATE LEVEL Proceedings for opposition, revocation and invalidity – must be a jointly requested suspension period of at least two months. Malta, Benelux, France, Spain and Italy will have to change practice. Mandatory bad faith grounds for cancellation. Mandatory provision for reputation-based refusal. Lithuania and Cyprus must change. Mandatory six-month grace period for late renewals. Requires member states to make available office-based cancellation actions (7-Year phase-in). Established formal framework of cooperation between EUIPO and national marks.
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