The Guidelines WP2 2014

1. The Guidelines WP2 2014 Webinar 04/09/2014

2. THE GUIDELINES REVISION PROCESS

3. Part A: General Rules Sophia Bonne Knowledge Circle Proceedings Webinar. 04/09/2014

4. OVERVIEW OVERVIEW • INTRODUCTION • PART A : GENERAL RULES • - HISTORY • - CONTENTS • - MAIN PRACTICE CHANGES

5. PART A : GENERAL RULES • 1. HISTORY OF THIS PART OF THE GUIDELINES • 2. CONTENTS • 0 General overview of the registration process of a CTM • 1 Means of communication, time limits • 2 General Principles to be respected in the proceedings • 4 Language of Proceedings • 6 Revocation of decisions and cancellation of entries in the Register and correction of errors • 7Revision • 8Restitutioin integrum

6. 3. MAIN PRACTICE CHANGES 6 Revocation of decisions and cancellation of entries in the Register and correction of errors

7. THE REDTUBE JUDGMENT ( C-402/11 P)

8. Part A:Section 9 Enlargement Panayotis Geroulakos Knowledge Circle Webinar. 04/09/2014

9. OUTLINE OF THE PRESENTATION -Relevantprovisionsconcerningtheaccession of new MemberStates to EU (Article 165 CTMR) -Consequencesforholders of CTMs.

10. ABSOLUTE GROUNDS 1. RULES CONCERNING EXAMINATION 1.1 Automaticextension of CTMsto new MS 1.2 Pending CTM Applications

11. RELATIVE GROUNDS 2. RULES CONCERNING OPPOSITION AND CANCELLATION 2.1 Rule A CTM applicationcannot be opposedordeclaredinvalidonthebasis of anearliernationalright in a new MS prior tothat MS’s accession date

12. RELATIVE GROUNDS 2. RULES CONCERNING OPPOSITION AND CANCELLATION 2.2 Transitionalexception to the rule: a CTM application, filed within the six months preceding the accession date, may be challenged by an opposition based on a national right existing in a new MS, provided that this right has an earlier filing or priority date and was acquired in good faith. 2.3Thetransitionalexceptiondoesnotincludecancellationsbasedonrelativegrounds

13. CHANGES IN PRACTICE The chapter on Enlargement is a new addition to the Guidelines.

14. Part B: Examination Section 1: Proceedings Sophia Bonne Knowledge Circle Proceedings Webinar. 04/09/2014

15. PART B: EXAMINATION SECTION 1 : PROCEEDINGS • HISTORY OF THIS PART OF THE DRAFT GUIDELINES • CONTENTS • 1Introduction : General overview • 2 Search • 3 General principles • 4 Publication • 5 Amendments to the CTM Application

16. 3. MAIN PRACTICE CHANGES • 5.Amendments to the CTM Application

17. THE VORTEX JUDGMENT ( T-104/12)

18. Part B: Examination Section 3: Classification C. Den Dekker Knowledge Circle G&S Issues Webinar 04 September 2014

19. Part B.3: examination of classification Practice changes

20. New Classification Practice: HOW? √ IP Translator judgment √ Convergence Programme 1: Harmonisation of classification practice √ Common Communication II: 11 non-acceptable general indications √ Common Communication III: common acceptability guidelines

21. New Classification Practice – WHAT? The general indications that were considered to lack the clarity and precision to specify the scope of protection are marked in bold in the following list: Cl. 6 – Goods of common metal not included in other classes Cl. 7 – Machines and machine tools Cl. 14 – Precious metals and their alloys and goods in precious metals or coated therewith, not included in other classes Cl. 16 – Paper, cardboard and goods made from these materials [paper and cardboard], not included in other classes Cl. 17 – Rubber, gutta-percha, gum, asbestos, mica and goods made from these materials [rubber, gutta-percha, gum, asbestos and mica] and not included in other classes Cl. 18 – Leather and imitations of leather, and goods made of these materials [leather and imitations of leather] and not included in other classes Cl. 20 – Goods (not included in other classes) of wood, cork, reed, cane, wicker, horn, bone, ivory, whalebone, shell, amber, mother-of-pearl, meerschaum and substitutes for all these materials, or of plastics Cl. 37 – Repair Cl. 37 – Installation services Cl. 40 – Treatment of materials Cl. 45 – Personal and social services rendered by others to meet the needs of individuals

22. New Classification Practice – WHAT? Non-acceptable statements: ● All goods in class X ● All services in class X, ● All goods/services in this class ● All goods/services of the alphabetical list in this class or the like ● Clothing and all other goods (services) in this class ● Clothing and all goods (services) of the alphabetical list in this class or the like

23. New Classification Practice – WHAT? Acceptability guidelines: A description of goods and services is sufficiently clear and precise when its scope of protection can be understand from its natural and usual meaning If this scope of protection cannot be understood, sufficient clarity and precision may be achieved by identifying factors such as characteristics, purpose and/or identifiable market sector

24. New Classification Practice: WHEN? CTM: 02 December 2013

25. Part B.3: examination of classification • Other changes • Structure • More examples • Correction of errors

26. New Classification Practice: WHEN? IR: 01 October 2014

27. New Classification Practice: WHERE? www.oami.europa.eu

28. Part B: Examination Section 4: Absolute Grounds for Refusal Part D: Section 2: Substantive provisions. Revocation Oscar Mondejar Knowledge Circle Absolute Grounds Webinar. 04/09/2014

29. Part B: Examination Practice changes

30. Absolute grounds Article 7(1)(f): public order and morality Article 7(1)(g): deceptiveness Articles 7(1)(h) and (i): protected emblems Article 7(1)(j) and (k): geographical indications Collective CTMs Revocation Term becoming generic Term becoming misleading Absolute grounds for invalidity

31. Public policy and morality Article 7(1)(f)

32. Concept of ‘public policy’ → further developed in the new text Plant varieties (practice maintained) Some examples have been fine-tuned

33. R 2124/2011-5 T-232/10

34. Deceptiveness Article 7(1)(g)

35. Protected emblems Article 7(1)(h) and (i)

36. Concept of ‘heraldic imitation’ Analysis step-by-step Alignment (h) and (i): Case T-3/12 ‘Member of Euro Experts’

37. Protected geographical indications Article 7(1)(j) and (k)

38. Draft based on current Manual More guidance on: • Link between CTMR and EU Regulations on PDOs/PGIs • Relevant PDOs/PGIs • Situations covered (direct use, evocations…) • Products involved • Other PDOs (national, 3rd countries)

39. Collective trademarks

40. Collective marks → Draft substantially maintained → Ownership

41. Revocation Generic – Misleading - Invalidity

42. Becoming a generic or a misleading term Onus of proof (re-worded) Relevant point in time Relevant public (Bostongurka / Kornspitz) • Absolute grounds for invalidity Some parts reworded

43. Part C: Opposition “Other” Relative Grounds for Refusal Elisa ZAERA WEBINAR 04/09/2014

44. OUTLINE Article 8(3) CTMR Article 8(4) CTMR Article 8(5) CTMR

45. OUTLINE Article 8(3) CTMR Article 8(4) CTMR Article 8(5) CTMR

46. MODIFICATIONS • Preliminary Remarks • Entitlement of the Opponent • Scope of Application (origin earlier mark) • Conditions • Relationship agent/proprietor (Nature of the relationship) • Application agent’s name • No consent by proprietor (T-537/10 and T-538/10 FAGUMIT) • No justification • No need for identity of signs / goods and services

47. OUTLINE Article 8(3) CTMR Article 8(4) CTMR Article 8(5) CTMR

48. MODIFICATIONS • Introduction • Structure of Article 8(4) CTMR • Conditions • Direct right conferred on the opponent • Types of rights (PGIs) • Use requirements • Earlier right • Scope of protection • Evidence and Standard of Proof • Annex: Table on national legislation

49. DIRECT RIGHT STRUCTURAL MODIFICATION NO CHANGE OF PRACTICE

50. TYPES OF RIGHTS • STRUCTURAL CHANGES • INTRODUCTION • PASSING-OFF • CHANGES OF PRACTICE • GEOGRAPHICAL INDICATIONS