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The Madrid systemAn update on the latest development
IsraelFebruary 2012
Debbie RoenningDirector, Legal Division, Brands and Designs Sector
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 only29 Protocol only (including EU)55 Agreement and Protocol
85 Members
Accessions
Recent accessions to the Madrid Protocol2010: Sudan, Israel, Kazakhstan2011: Tajikistan (as of June 30, 2011)
Future accessions?Colombia, Costa Rica and Dominican RepublicASEAN countries by 2015IndiaSouth-AfricaBarbados, Jamaica and Trinidad & Tobago MaltaNew 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 featuresEntitlementAn international application may be based on one or more applications or registrationsThe 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 PartyThe 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
OFFICE OF ORIGIN
Verifies, certifies and forwards the International application to the International Bureau
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
OFFICE OF THE DESIGNATED
CONTRACTING PARTIES
Substantive examination.Decision on refusal or granting of rights based on their domestic legislation
International Application
International Registration Procedure
Benefits for Trademark OwnersSimple 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, 2011Two 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 requestStatement of grant of protection following a provisional refusalLimitation of the list of goods and services
Jan. to Dec. 2011 2010 GrowthAcquisition and Maintenance of Rights
International Applications 42,270 39,687 6.5%International Registrations 40,711 37,533 8.5%
Renewals 21,754 21,949 -0.9%Subsequent Designations 13,668 12,112 12.8%
Individual designationsRegistrations 280,443 261,105 7.4%
Renewals 253,407 254,290 -0.3%Subsequent Designations 43,516 38,371 13.4%
Decisions by Designated CP 347,816 267,995 29.8%Modifications 86,776 83,310 4.2%
Documents received (Total) 515,134 409,683 25.7%
Madrid -TOP 10 Filers GrowthEuropean Union 5857 24.4%Germany 4983 -0.5%United States of America 4804 15.8%France 3801 6.6%Switzerland 2930 1.3%Italy 2303 -11.3%China 2149 11.5%Benelux 1919 -0.2%Russian Federation 1685 38.3%Japan 1538 -2.5%Applications by office of origin
Madrid -TOP 10 Designations GrowthChina 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)
0
500
1'000
1'500
2'000
2'500
3'000
3'500
4'000
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
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
IL - Trademark applications by residents, non residents and by IL residents abroad (2000-2010)
0
1'000
2'000
3'000
4'000
5'000
6'000
7'000
8'000
9'000
10'000
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
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
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
IL - Trademark applications filed abroad(2000-2010)
0
500
1'000
1'500
2'000
2'500
Residents (IL) to no MadridMembers
271 277 203 181 196 273 381 425 378 187 290
Residents (IL) to Madrid Members 1'715 1'243 940 948 1'066 1'190 1'302 1'619 1'604 1'309 1'175
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
IL - Trademark applications filed abroad(2000-2011)
0
200
400
600
800
1'000
1'200
1'400
1'600
1'800
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
Residents (IL) via the MadridSystem
37 1018
Residents (IL) to Madrid Membersdirectly
1'715 1'243 940 948 1'066 1'190 1'302 1'619 1'604 1'309 1'138
Residents (IL) to no MadridMembers
271 277 203 181 196 273 381 425 378 187 290
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
IL - Trademark applications received (2000-2011)
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
10000
Total applications received 8'733 6'468 4'827 5'237 6'159 6'778 7'285 7'544 5'572 6'045 3'860
Non Residents (IL) 564 449 340 381 540 549 636 446 326 287
Madrid members directly 8'169 6'019 4'487 4'856 5'619 6'229 6'649 7'098 5'246 5'162
Madrid Members via the MadridSystem
596 3860
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Online Information Services
Legal texts, Guide and Information NoticesWIPO Gazette of International MarksE-Renewal ToolFee Calculator: Costing serviceMadrid Simulator: On-line filing guide toolGoods & Services Manager: A WIPO-administered database of accepted indications of goods and services ROMARIN: On-line search databaseDynamic Madrid Statistics free access at http://www.wipo.int/madrid/en/
