Presented by: António Campinos President of Directive Council

1. Presented by: António Campinos President of Directive Council Co-Create the Trademarks and Designs Registration System to strengthen its value and its use * INPI Portuguese Industrial Property Office Geneva, 18 September 2009

2. INPI INPI - Instituto Nacional da Propriedade Industrial, IP • is a Public Institute • with administrative and financial autonomy • with own resources • ... Created with the propose of promoting IP System • … with 141 collaborators Proceeds its attributions under the superintendence of Ministry of Justice

3. INPI INPI’s Organics Directive Council Unique Inspector Consulting Council Legal Office Quality System Manager Information System Office Trademark and Patents Office International Relations and Promotion of Innovation Office Organization and Management Office

4. Strategic Goal Co- Creation and Quality - A new way for value creation The active involvement of clients, based on experience of relationship, allows extracting operational and strategic value for both parties, when developing the following factors : + Value for INPI Value for INPI ProActivity Innovation with Value Passivity + Value for Client Value for Client

5. Implementation of strategy Guidelines Simplify and streamline Procedures: optimization of the flow and information procedures and enforcement of staff skills Provide user with on-line services : e-Government / New electronic services Promote competitiveness of the IP System : reducing bureaucratizationand costs / improve process and product quality

6. Procedure’s Simplification Legal simplification: Principal actions (DL 18/2008) • Elimination of requirements : elimination of bureaucracies standing in the way of the public and companies. The costs of protection have been reduced and can now be redirected to investment in innovation • - It is no longer compulsory for interested parties not having a business or residence in • Portugal to appoint a representative to work with INPI; • - It is no longer compulsory to acquire a registration document; • - Periodical presentation of a statement of intent to use a registered trademark is no longer • required. • New forms of protection: Some protection instruments have been adapted to the market requirements. • Design • - An examination of designs or models for novelty and unique nature is done only in case of • an opposition to the registration, making it possible to achieve protection faster. INPI • continues to allow the possibility of requesting a search in the relevant databases; • - The number of objects that can be included in a multiple application for designs or models • has been increased from 10 to 100;

7. Procedure’s Simplification Legal simplification: Principal actions (DL 18/2008) • New forms of protection: Some protection instruments have been adapted to the market requirements. • Trademarks and logotypes • - Establishments Names and insignias will now be included under logotypes; • - Making it easier to manage industrial property rights portfolios and avoid the use of multiple • protections for the same purpose • Shorter waiting times : New measures have been introduced to speed up protection, though without any loss of quality of service provided by INPI • - Notifications of decisions to grant protection are immediate through the Industrial Property Bulletin, or by text message or email • - It is no longer possible to request several extensions of the duration for acts at INPI • - There has been a reduction in time limits for responding to some INPI notifications • Longer times :some time limits for acts submitted at INPI have been extended • - The time limit for suspension of the processes’ study has been extended, thereby facilitating the amicable settlement of disputes

8. Procedure’s Simplification Trademark’s Procedure Application Application’s publication Grant Formal Exam Opposition Exam 1 Week 1 month 2 months

9. Procedure’s Simplification Design’s Procedure Application’s Publication at IP Bulletin No Opposition: Grant’s Publication on IPB Application filling Formal aspects exam Time path to present opposition 2 months 1 month 3 months

10. e-Government /New Electronic Services

11. e-Government /New On-line Services • On-line Search for all types of IP Rights (free) • On-line Legal Status of Applications (free) • On-line Legal Status of IP Rights (free) • On-line Applications of IP Rights (Medium discount of 50%) • On-line Management Acts (Medium discount of 50%) • On-line Payments (ATM e Credit Card) • On-line daily publication of IP Bulletin (free)

12. e-Government /New Electronic Services Several search criteria's, including, Phonetic Similarity

13. e-Government /New Electronic Services Search in images without any restriction Innovating Service

14. e-Government /New Electronic Services On-line Filling for all types of Industrial Property Rights

15. e-Government /New Electronic Services Automatic on-line search at the filling act for all in force Portuguese Rights Innovating Service

16. e-Government /New Electronic Services Process visualization, with access to its several elements

17. e-Government /New Electronic Services Integrated Payment System

18. e-Government /New Electronic Services Exclusive Services for Special Clients (B2B) Innovating Service

19. Major Results Comparative Board of the main services supplied by INPI, between 2005 and 2008: *Application with 1 Nice’s Classification class; **Patent application until 11 claims; ***Trademark renewal

20. Major Results Annual Evolution 2001-2008 Trademark Applications

21. Major Results Annual Evolution 2001-2008 Design Applications

22. Major Results Time Pendency for trademark decision

23. Major Results Benefits for Enterprises/Citizens Note: The financial results were projected annually to allow impound of not only the absolute impact but also of the relative impact

24. Major Results Benefits for INPI Note: The financial results were projected annually to allow impound of not only the absolute impact but also of the relative impact

25. Major Results Costumer Satisfaction Survey: First Trimester of 2009– Global Results of New On-line Services

26. The Way Forward at National Level IP Promotion and Support Projects: PAGE – Large Companies Approach Program • - Establishment of a systematic approach strategy to companies; • Promotion of the use of IPR and bring the Office closer to the • companies; • - Identify a traineeship for innovation managers: • - Implementation of strategic events about IP, such as the IP Days; • - Stimulating the interaction between the Office and companies; • - Increase the number of patents… IP days - Foster IP use in Universities / Companies - Meetings with inventors/researchers: Evaluation of patentability of new research; - Workshops : Patentability; Searches; Basic claim writing. - Support to TTO’s:INPI’s resources made available directly in case of specific needs

27. The Way Forward at National Level IP Promotion and Support Projects: UIPP Second Generation – 2.0 • - To promote and disseminate Intellectual Property; • - To implement a training policy under the IP Academy; • - Manage university patent and other IPR portfolios; • To strengthen the links between university and industry by promoting • commercialization of research results, based on IPR.; LAIP - Fund to support the internationalization of patents Fund to support the internationalization of patents developed by Universities, Inventors and Companies. They can benefit of an incentive concerning patent filling costs (fees, translations and patent attorneys honoraries. For the year 2009, this fund has a budget of € 500.000 and it’s totally financed by the surplus of the National Institute of Industrial Property.

28. The Way Forward at International Level EU Cooperation Projects: TMview: Online free EU-wide TM search database • 1st phase: OHIM, WIPO, Portugal, Denmark, Benelux, Italy and United Kingdom • Launch on the 21st of September 2009 (to be confirmed) EuroClass: Online free Nice classification tool • OHIM, Sweden, United Kingdom, Portugal, Czech Republic, Finland, Germany, Poland, Spain, Slovakia • Online since 2006 Harmonization: Single common Nice Goods & Services list for all TM Offices in the EU • Future…

29. The Way Forward at International Level WIPO CooperationProjects: Portuguese as a filing language of Madrid System • Participation in the Project-Pilot proposed by the WG on the legal development of the Madrid System concerning the introduction of new filing languages. WIPO Classification Assistant • Web application aimed at assisting users of the Madrid system in composing lists of goods and services containing correctly classified indications. This prototype of e-classification tool will allow users to make searches in a database of acceptable indications of goods and services, validated by the International Bureau.

30. INPI Contacts: Costumer support line: 808 200 689 Fax: 21 886 98 59 e-mail:atm@inpi.pt Site: www.marcasepatentes.pt Adress:Campo das Cebolas, 1149-035 LISBOA Personal Contacts António Campinos President of Directive Council Phone: + 351 21 881 8100 e-mail: acampinos@inpi.pt Thank you for your attention