An Introduction into Trademarks, Patents, Designs and Copyright

Appendix

current version of 10 January 2025

9 Glossary

B

BCIP
Benelux Convention on Intellectual Property (trademarks and designs). The Benelux Convention on Intellectual Property is a treaty between the Netherlands, Belgium and Luxembourg and provides the legal system for trademarks and designs in the Benelux. 16 54 101 106
BOIP
Benelux Office for Intellectual Property. The Benelux Office for Intellectual Property (dutch BBIE: Benelux-Bureau voor de Intellectuele Eigendom, french: Office Benelux de la Propriété intellectuelle) registers trademarks and designs for the Benelux. 13 18 20 22 51 57 60 94

C

CDR
Council Regulation (EC) No 6/2002 of 12 December 2001 on Community designs. 55 107
claims
The claims are part of a patent to define the scope of protection. Usually, the set of claims consists of a main claim with several dependent claims. 38 41

D

diversify
Diversification gives companies the opportunity to expand their range of products and services. 82 85
DPMA
Deutsches Patent- und Markenamt. The German Patent and Trademark Office is tasked with the granting of patents and trademarks for Germany. 98

E

EPC
European Patent Convention. A multilateral treaty to provide the legal system for granting European patents. Next to articles and rules for obtaining a patent, it also institutes the European Patent Organisation. In German: EPÜ, French: CBE. The European Patent Office is tasked with the granting of the European patents. 29 87 104
EPO
European Patent Office. The European Patent Office is tasked with the granting of the European patents according the EPC. Main seat in Munich with dependancies in Rijswijk, Berlin and Vienna. 30 40 45 95
EUIPO
European Union Intellectual Property Office. The European Union Intellectual Property Office registers trademarks and designs for the EU. 14 19 21 23 52 58 61 62 96
EUTMR
Regulation (EU) 2017/1001 of the European parliament and of the council of 14 June 2017 on the European Union trade mark. 17 102
examiner
The person working at a patent office, who will do the substantive examination (search report and grant) of a patent application. 44
exhaustion
If a patent, trademark or design holder, or someone else with the permission of the holder, has sold a product, he can no longer use the patent, trademark or design right for that product. 24 32 64

F

Freedom to Operate
Freedom to Operate (FTO) is a study that analyzes potential risks of possible infringement of third party patents when introducing a new product to the market. 74 77 81

I

industrial property rights
Industrial property rights are all intellectual property rights except copyright. 65
informed user
is a fictitious person that lies somewhere between that of the average consumer, who need not have any specific knowledge, and the sectorial expert, who has detailed technical expertise. 56 63
innovation
Innovation is most often regarded as a new and tangible product or service which can be bought by customers in the market place. 66
intellectual properties
Intellectual property is a category of property that includes intangible creations of the human intellect. 1 71 72 88 91
intellectual property rights
Intellectual Property Rights are the legal rights for creators over the creations of the minds. Intellectual property rights include patents, copyright, industrial design rights, trademarks, plant variety rights, trade dress, geographical indications, and in some jurisdictions trade secrets. 4 89 90
IP
Intellectual Property. See also the description of intellectual properties and intellectual property rights in the glossary. 2 3 6 9 12 67 69 70 78 83 86 92
IPR
Intellectual Property Rights are the legal rights for creators over the creations of their minds. See also the description of intellectual property rights and intellectual properties in the glossary. 5 7 8 10

J

JPO
Japan Patent Office. The Japan Patent Patent Office is tasked with the granting of patents and trademarks for Japan. 100

L

license
Meaning of license when used in IP: The right to commercially use a product or service to which another legal entity has intellectual property rights, on the basis of financial or material compensation. 79

O

Octrooicentrum Nederland
The Netherlands Patent Office is the patent office of the Netherlands. The Netherlands Patent Office is a department of the Netherlands Enterprise Agency, an agency of the Ministry of Economic Affairs and Climate Policy. The Netherlands Patent Office grants patents in the Netherlands and deals with European patents validated in the Netherlands. 28 93

P

patent
A patent is an intellectual property right for an invention. 11 25
patent landscape analysis
A patent landscape analysis provides a worldwide overview of patent holders who have technology in the economic sector of your organization. This gives you both market and product information of existing technology. With the help of this analysis, you can adjust research and development in time or decide to apply for a license from the patent holder for your market. 73 75 76 80 84
PCT
Patent Cooperation Treaty. The Patent Cooperation Treaty is an international patent law treaty. It provides a unified procedure for filing patent applications to protect inventions in each of its contracting states. A patent application filed under the PCT is called an international application, or PCT application. 31 39 46 49 105
person skilled in the art
The term person skilled in the art, as used in patent law, is a constructed virtual person with knowledge and skill of a (broad) technical field. The person skilled in the art knows the entire state of the art, but has no inventive capacity. This constructed person skilled in the art is used in drawing up arguments, especially in the case of inventive step, sufficient disclosure and clarity of the patent application. 33 35 37
priority
A patent application can get right of priority from an earlier filing. This has the effect as if the patent application is filed on the date of the earlier filing. 50

R

ROW
National Patents Act 1995. Law for patents valid in the Netherlands, including the Caribbean, Curaçao and Sint Maarten. 27 103

S

search report
The search report is prepared by the patent office where the patent application has been filed. It is used to assess novelty and inventive step during the examination of the patent. It therefore contains the most relevant documents that are used in the examination. 42 48
state of the art
The state of the art is formed by everything made available to the public by means of a written or oral description, by use, or in any other way, before the date of filing of the patent application 34 43 68

U

USPTO
United States Patent and Trademark Office. The United States Patent and Trademark Office is tasked with the granting of patents and trademarks for the United States of America. 99

W

WIPO
World Intellectual Property Organisation. The World Intellectual Property Organization is one of the 15 specialized agencies of the United Nations (UN). WIPO administers 26 international treaties that concern a wide variety of intellectual property issues, ranging from the protection of audiovisual works to establishing international patent classification. WIPO currently has 193 member states and is headquartered in Geneva, Switzerland. 15 26 47 53 59 97

10 Links

10.1 National and international IP offices

Netherlands patent office (Octrooicentrum Nederland):
https://www.rvo.nl/onderwerpen/innovatief-ondernemen/octrooien-ofwel-patenten
Benelux Office for Intellectual Property (BOIP):
https://www.boip.int/
European Patent Office (EPO):
https://www.epo.org/
European Union Intellectual Property Office (EUIPO):
https://www.euipo.europa.eu/
World Intellectual Property Organisation (WIPO):
https://www.wipo.int/
German patent office (DPMA):
https://www.dpma.de/
United States Patents and Trademark Office (USPTO):
https://www.uspto.gov/
Japan Patent Office (JPO):
https://www.jpo.go.jp/e/

10.2 Additional information

ThatsIP E-learning Intellectuel Property:
https://www.thatsip.nl/en/
Netherlands patent office, videos explaining basics of patents:
https://www.rvo.nl/onderwerpen/octrooien-ofwel-patenten/uitlegvideos
UK Intellectual Property Office, videos on IP basic, case studies and others:
https://www.youtube.com/user/ipogovuk
Werkgemeenschap Octrooi-informatie Nederland (WON):
http://www.won-nl.org

10.3 Interesting publications from the WIPO

Intellectual Property Basics: A Q&A for Students
https://www.wipo.int/publications/en/details.jsp?id=4410&plang=EN
Inventing the Future
An Introduction to Patents for Small and Medium-sized Enterprises
https://www.wipo.int/publications/en/details.jsp?id=4350&plang=EN
Enterprising Ideas
A Guide to Intellectual Property for Startups
https://www.wipo.int/publications/en/details.jsp?id=4545&plang=EN
Guide to the International Patent Classification (2022)
https://www.wipo.int/publications/en/details.jsp?id=4593&plang=EN

10.4 IP databases

European Patent Register:
https://register.epo.org/
Trademark view and Design view:
https://www.tmdn.org/
EUIPO register (eSearch plus):
https://euipo.europa.eu/eSearch/
Register of the Netherlands patent office:
https://mijnoctrooi.rvo.nl/fo-eregister-view/
Register of the German patent office (DPMA register):
https://register.dpma.de/DPMAregister/pat/basis
UK Intellectual Property Office, online patent information and document inspection service:
https://www.ipo.gov.uk/p-ipsum.htm
Japan platform for patent information:
https://www.j-platpat.inpit.go.jp/

10.5 The patent classification schemes

CPC classification scheme at the USPTO (US patent and trademark office):
https://www.uspto.gov/web/patents/classification/cpc/html/cpc.html
CPC classification scheme in table to download scheme and definitions:
https://www.cooperativepatentclassification.org/cpcSchemeAndDefinitions/table

11 Bibliography

Cohen, Wesley M, Richard R Nelson, and John P Walsh. 2000. “Protecting Their Intellectual Assets: Appropriability Conditions and Why u.s. Manufacturing Firms Patent (or Not).” Working Paper 7552. Working Paper Series. National Bureau of Economic Research. https://doi.org/10.3386/w7552.
Greenhalgh, C., and M. Rogers. 2010. Innovation, Intellectual Property, and Economic Growth. Princeton University Press. https://press.princeton.edu/books/paperback/9780691137995/innovation-intellectual-property-and-economic-growth.
Nieuwenhoven Helbach, E. A. van, J. L. R. A. Huydecoper, and C. J. J. C. van Nispen. 2002. Industriële Eigendom, Deel 1 Bescherming van Technische Innovatie. Industriële Eigendom. Kluwer. https://books.google.nl/books?id=a8k1a5u4jXQC.
Scotchmer, S. 2004. Innovation and Incentives. MIT Press. https://mitpress.mit.edu/9780262693431/innovation-and-incentives/.
Visser Schaap en Kreijger, Hendriks, and James Legal Translations. 2021. The Dutch Copyright Act 2021–2022. deLex. https://vertaalbureau-fiducia.nl/wp-content/uploads/2022/07/Vertaling-Auteurswet-EN.pdf.

12 Parts of IP law

12.1 Parts of the Benelux Convention on Intellectual Property (trademarks)

These are some of the most relevant parts of the Benelux Convention on Intellectual Property (BCIP).

  • Article 2.1. Signs that may constitute a trademark

    A trademark may consist of any signs, in particular words, including personal names, or designs, letters, numerals, colours, the shape of goods or of the packaging of goods, or sounds, provided that such signs are capable of:

    1. distinguishing the goods or services of one undertaking from those of other undertakings; and

    2. being represented on the register in a manner which enables the competent authorities and the public to determine the clear and precise subject matter of the protection afforded to its proprietor.

  • Article 2.2bis Absolute grounds for refusal or invalidity

    1. The following shall not be registered or, if registered, shall be liable to be declared invalid:

      1. signs which cannot constitute a trademark;

      2. trademarks which are devoid of any distinctive character;

      3. trademarks which consist exclusively of signs or indications which may serve, in trade, to designate the kind, quality, quantity, intended purpose, value, geographical origin, or the time of production of the goods or of rendering of the service, or other characteristics of the goods or services;

      4. trademarks which consist exclusively of signs or indications which have become customary in the current language or in the bona fide and established practices of the trade;

      5. signs which consist exclusively of:

        1. the shape, or another characteristic, which results from the nature of the goods themselves;

        2. the shape, or another characteristic, of goods which is necessary to obtain a technical result;

        3. the shape, or another characteristic, which gives substantial value to the goods;

      6. trademarks which are contrary to public policy or to accepted principles of morality;

      7. trademarks which are of such a nature as to deceive the public, for instance, as to the nature, quality or geographical origin of the goods or service;

      8. trademarks which have not been authorised by the competent authorities and are to be refused or invalidated pursuant to Article 6ter of the Paris Convention;

      9. trademarks which are excluded from registration pursuant to Union legislation or the internal law of one of the Benelux countries, or to international agreements to which the European Union is party or which have effect in a Benelux country, providing for protection of designations of origin and geographical indications;

      10. trademarks which are excluded from registration pursuant to Union legislation or international agreements to which the European Union is party, providing for protection of traditional terms for wine;

      11. trademarks which are excluded from registration pursuant to Union legislation or international agreements to which the European Union is party, providing for protection of traditional specialities guaranteed;

      12. trademarks which consist of, or reproduce in their essential elements, an earlier plant variety denomination registered in accordance with Union legislation or the internal law of one of the Benelux countries, or international agreements to which the European Union is party or which have effect in a Benelux country, providing protection for plant variety rights, and which are in respect of plant varieties of the same or closely related species.

    2. A trademark shall be liable to be declared invalid where the application for registration of the trademark was made in bad faith by the applicant.

    3. A trademark shall not be refused registration in accordance with paragraph 1 (b), (c) or (d) if, before the date of application for registration, following the use which has been made of it, it has acquired a distinctive character. A trademark shall not be declared invalid for the same reasons if, before the date of application for a declaration of invalidity, following the use which has been made of it, it has acquired a distinctive character.

  • Article 2.20 Rights conferred by a trademark

    1. The registration of a trademark referred to in Article 2.2 shall confer on the proprietor exclusive rights therein.

    2. Without prejudice to the rights of proprietors acquired before the filing date or the priority date of the registered trademark, and without prejudice to the possible application of ordinary law in matters of civil liability, the proprietor of that registered trademark shall be entitled to prevent all third parties not having his consent from using any sign where such sign:

      1. is identical with the trademark and is used in the course of trade in relation to goods or services which are identical with those for which the trademark is registered;

      2. is identical with, or similar to, the trademark and is used in the course of trade in relation to goods or services which are identical with, or similar to, the goods or services for which the trademark is registered, if there exists a likelihood of confusion on the part of the public; the likelihood of confusion includes the likelihood of association between the sign and the trademark;

      3. is identical with, or similar to, the trademark irrespective of whether it is used in relation to goods or services which are identical with, similar to, or not similar to, those for which the trademark is registered, where the latter has a reputation in the Benelux territory and where use in the course of trade of that sign without due cause takes unfair advantage of, or is detrimental to, the distinctive character or the repute of the trademark;

      4. is used for purposes other than those of distinguishing goods or services, where use of the sign without due cause, would take unfair advantage of or be detrimental to the distinctive character or the repute of the trademark.

    3. The following, in particular, may be prohibited under paragraph 2 (a) to (c):

      1. affixing the sign to the goods or to the packaging thereof;

      2. offering the goods or putting them on the market, or stocking them for those purposes, under the sign, or offeringor supplying services thereunder;

      3. importing or exporting the goods under the sign;

      4. using the sign as a trade or company name or part of a trade or company name;

      5. using the sign on business papers and in advertising;

      6. using the sign in comparative advertising in a manner that is contrary to Directive 2006/114/EC of the European Parliament and of the Council of 12 December 2006 concerning misleading and comparative advertising.

    4. Without prejudice to the rights of proprietors acquired before the filing date or the priority date of the registered trademark, the proprietor of that registered trademark shall also be entitled to prevent all third parties from bringing goods, in the course of trade, into the Benelux territory, without being released for free circulation there, where such goods, including the packaging thereof, come from third countries and bear without authorisation a trademark which is identical with the trademark registered in respect of such goods, or which cannot be distinguished in its essential aspects from that trademark. The entitlement of the trademark proprietor pursuant to the first subparagraph shall lapse if, during the proceedings to determine whether the registered trademark has been infringed, initiated in accordance with Regulation (EU) No 608/2013 of the European Parliament and of the Council of 12 June 2013 concerning customs enforcement of intellectual property rights and repealing Council Regulation (EC) No 1383/2003, evidence is provided by the declarant or the holder of the goods that the proprietor of the registered trademark is not entitled to prohibit the placing of the goods on the market in the country of final destination.

    5. Where the risk exists that the packaging, labels, tags, security or authenticity features or devices, or any other means to which the trademark is affixed, could be used in relation to goods or services and that use would constitute an infringement of the rights of the proprietor of a trademark under paragraph 2 and 3, the proprietor of that trademark shall have the right to prohibit the following acts if carried out in the course of trade:

      1. affixing a sign identical with, or similar to, the trademark on packaging, labels, tags, security or authenticity features or devices, or any other means to which the mark may be affixed;

      2. offering or placing on the market, or stocking for those purposes, or importing or exporting, packaging, labels, tags, security or authenticity features or devices, or any other means to which the mark is affixed.

    6. The exclusive right to a trademark expressed in one of the national or regional languages of the Benelux territory extends automatically to its translation into another of those languages. Evaluation of the similarity arising from translations into one or more languages foreign to the aforesaid territory shall be a matter for the courts.

  • Article 2.23 Limitation of the effects of the exclusive right

    1. A trademark shall not entitle the proprietor to prohibit a third party from using, in the course of trade:

      1. the name or address of the third party, where that third party is a natural person;

      2. signs or indications which are not distinctive or which concern the kind, quality, quantity, intended purpose, value, geographical origin, the time of production of goods or of rendering of the service, or other characteristics of goods or services;

      3. the trademark for the purpose of identifying or referring to goods or services as those of the proprietor of that trademark, in particular, where the use of the trademark is necessary to indicate the intended purpose of a product or service, in particular as accessories or spare parts; provided that such use is made in accordance with honest practices in industrial or commercial matters.

    2. A trademark shall not entitle the proprietor to prohibit a third party from using, in the course of trade, an earlier right which only applies in a particular locality, if that right is recognised by the law of one of the Benelux countries and the use of that right is within the limits of the territory in which it is recognised.

    3. A trademark shall not entitle the proprietor to prohibit its use in relation to goods which have been put on the market in the European Economic Area under that trademark by the proprietor or with the proprietor’s consent, unless there exist legitimate reasons for the proprietor to oppose further commercialisation of the goods, especially where the condition of the goods is changed or impaired after they have been put on the market.

  • Article 2.23bis Genuine use of the trademark

    1. If, within a period of five years following the date of the completion of the registration procedure, the proprietor has not put the trademark to genuine use in the Benelux territory in connection with the goods or services in respect of which it is registered, or if such use has been suspended during a continuous five-year period, the trademark shall be subject to the limits and sanctions provided for in Article 2.16bis (1) and (2) 2.23ter, 2.27 (2) and 2.30quinquies (3) and (4), unless there are proper reasons for non-use.

    2. In the case referred to in Article 2.8 (2), the five-year period referred to in paragraph 1 shall be calculated from the date when the mark can no longer be subject of a refusal on absolute grounds or an opposition or, in the event that a refusal has been issued or an opposition has been lodged, from the date when a decision decision lifting the Office’s objections on absolute grounds or terminating the opposition proceedings became final or the opposition was withdrawn.

    3. With regard to international trademarks having effect in the Benelux territory, the five-year period referred to in paragraph 1 shall be calculated from the date when the mark can no longer be subject to refusal or opposition. Where an opposition has been lodged or when a refusal on absolute grounds has been notified, the period shall be calculated from the date when a decision terminating the opposition proceedings or a ruling on absolute grounds for refusal became final or the opposition was withdrawn.

    4. The date of commencement of the five-year period, as referred to in paragraphs 1 and 2, shall be entered in the register.

    5. The following shall also constitute use within the meaning of paragraph 1:

      1. use of the trademark in a form differing in elements which do not alter the distinctive character of the mark in the form in which it was registered, regardless of whether or not the trademark in the form as used is also registered in the name of the proprietor;

      2. affixing of the trademark to goods or to the packaging thereof in the Benelux territory solely for export purposes.

      1. Use of the trademark with the consent of the proprietor shall be deemed to constitute use by the proprietor.

12.2 Parts of the Regulation on the European Union trade mark

These are some of the most relevant parts of the Regulation (EU) 2017/1001 of the European parliament and of the council of 14 June 2017 on the European Union trade mark (EUTMR).

  • Article 4. Signs of which an EU trade mark may consist

    An EU trade mark may consist of any signs, in particular words, including personal names, or designs, letters, numerals, colours, the shape of goods or of the packaging of goods, or sounds, provided that such signs are capable of:

    1. distinguishing the goods or services of one undertaking from those of other undertakings; and

    2. being represented on the Register of European Union trade marks (‘the Register’), in a manner which enables the competent authorities and the public to determine the clear and precise subject matter of the protection afforded to its proprietor.

  • Article 7. Absolute grounds for refusal

    1. The following shall not be registered:

      1. signs which do not conform to the requirements of Article 4;

      2. trade marks which are devoid of any distinctive character;

      3. trade marks which consist exclusively of signs or indications which may serve, in trade, to designate the kind, quality, quantity, intended purpose, value, geographical origin or the time of production of the goods or of rendering of the service, or other characteristics of the goods or service;

      4. trade marks which consist exclusively of signs or indications which have become customary in the current language or in the bona fide and established practices of the trade;

      5. signs which consist exclusively of:

        1. the shape, or another characteristic, which results from the nature of the goods themselves;

        2. the shape, or another characteristic, of goods which is necessary to obtain a technical result;

        3. the shape, or another characteristic, which gives substantial value to the goods;

      6. trade marks which are contrary to public policy or to accepted principles of morality;

      7. trade marks which are of such a nature as to deceive the public, for instance as to the nature, quality or geographical origin of the goods or service;

      8. trade marks which have not been authorised by the competent authorities and are to be refused pursuant to Article 6ter of the Paris Convention for the Protection of Industrial Property (‘Paris Convention’);

      9. trade marks which include badges, emblems or escutcheons other than those covered by Article 6ter of the Paris Convention and which are of particular public interest, unless the consent of the competent authority to their registration has been given;

      10. trade marks which are excluded from registration, pursuant to Union legislation or national law or to international agreements to which the Union or the Member State concerned is party, providing for protection of designations of origin and geographical indications;

      11. trade marks which are excluded from registration pursuant to Union legislation or international agreements to which the Union is party, providing for protection of traditional terms for wine;

      12. trade marks which are excluded from registration pursuant to Union legislation or international agreements to which the Union is party, providing for protection of traditional specialities guaranteed;

      13. trade marks which consist of, or reproduce in their essential elements, an earlier plant variety denomination registered in accordance with Union legislation or national law, or international agreements to which the Union or the Member State concerned is a party, providing for protection of plant variety rights, and which are in respect of plant varieties of the same or closely related species.

    2. Paragraph 1 shall apply notwithstanding that the grounds of non-registrability obtain in only part of the Union.

    3. Paragraph 1(b), (c) and (d) shall not apply if the trade mark has become distinctive in relation to the goods or services for which registration is requested as a consequence of the use which has been made of it.

  • Article 9. Rights conferred by an EU trade mark

    1. The registration of an EU trade mark shall confer on the proprietor exclusive rights therein.

    2. Without prejudice to the rights of proprietors acquired before the filing date or the priority date of the EU trade mark, the proprietor of that EU trade mark shall be entitled to prevent all third parties not having his consent from using in the course of trade, in relation to goods or services, any sign where:

      1. the sign is identical with the EU trade mark and is used in relation to goods or services which are identical with those for which the EU trade mark is registered;

      2. the sign is identical with, or similar to, the EU trade mark and is used in relation to goods or services which are identical with, or similar to, the goods or services for which the EU trade mark is registered, if there exists a likelihood of confusion on the part of the public; the likelihood of confusion includes the likelihood of association between the sign and the trade mark;

      3. the sign is identical with, or similar to, the EU trade mark irrespective of whether it is used in relation to goods or services which are identical with, similar to or not similar to those for which the EU trade mark is registered, where the latter has a reputation in the Union and where use of that sign without due cause takes unfair advantage of, or is detrimental to, the distinctive character or the repute of the EU trade mark.

    3. The following, in particular, may be prohibited under paragraph 2:

      1. affixing the sign to the goods or to the packaging of those goods;

      2. offering the goods, putting them on the market, or stocking them for those purposes under the sign, or offering or supplying services thereunder;

      3. importing or exporting the goods under the sign;

      4. using the sign as a trade or company name or part of a trade or company name;

      5. using the sign on business papers and in advertising;

      6. using the sign in comparative advertising in a manner that is contrary to Directive 2006/114/EC.

    4. Without prejudice to the rights of proprietors acquired before the filing date or the priority date of the EU trade mark, the proprietor of that EU trade mark shall also be entitled to prevent all third parties from bringing goods, in the course of trade, into the Union without being released for free circulation there, where such goods, including packaging, come from third countries and bear without authorisation a trade mark which is identical with the EU trade mark registered in respect of such goods, or which cannot be distinguished in its essential aspects from that trade mark.

      The entitlement of the proprietor of an EU trade mark pursuant to the first subparagraph shall lapse if, during the proceedings to determine whether the EU trade mark has been infringed, initiated in accordance with Regulation (EU) No 608/2013, evidence is provided by the declarant or the holder of the goods that the proprietor of the EU trade mark is not entitled to prohibit the placing of the goods on the market in the country of final destination.

  • Article 14. Limitation of the effects of an EU trade mark

    1. An EU trade mark shall not entitle the proprietor to prohibit a third party from using, in the course of trade:

      1. the name or address of the third party, where that third party is a natural person;

      2. signs or indications which are not distinctive or which concern the kind, quality, quantity, intended purpose, value, geographical origin, the time of production of goods or of rendering of the service, or other characteristics of the goods or services;

      3. the EU trade mark for the purpose of identifying or referring to goods or services as those of the proprietor of that trade mark, in particular, where the use of that trade mark is necessary to indicate the intended purpose of a product or service, in particular as accessories or spare parts.

    2. Paragraph 1 shall only apply where the use made by the third party is in accordance with honest practices in industrial or commercial matters.

  • Article 15. Exhaustion of the rights conferred by an EU trade mark

    1. An EU trade mark shall not entitle the proprietor to prohibit its use in relation to goods which have been put on the market in the European Economic Area under that trade mark by the proprietor or with his consent.

    2. Paragraph 1 shall not apply where there exist legitimate reasons for the proprietor to oppose further commercialisation of the goods, especially where the condition of the goods is changed or impaired after they have been put on the market.

  • Article 18. Use of an EU trade mark

    1. If, within a period of five years following registration, the proprietor has not put the EU trade mark to genuine use in the Union in connection with the goods or services in respect of which it is registered, or if such use has been suspended during an uninterrupted period of five years, the EU trade mark shall be subject to the sanctions provided for in this Regulation, unless there are proper reasons for non-use.

      The following shall also constitute use within the meaning of the first subparagraph:

      1. use of the EU trade mark in a form differing in elements which do not alter the distinctive character of the mark in the form in which it was registered, regardless of whether or not the trade mark in the form as used is also registered in the name of the proprietor;

      2. affixing of the EU trade mark to goods or to the packaging thereof in the Union solely for export purposes.

    2. Use of the EU trade mark with the consent of the proprietor shall be deemed to constitute use by the proprietor.

12.3 Parts of the Dutch patent law, Rijksoctrooiwet 1995 (in Dutch)

These are some of the most relevant parts of Dutch patent law (ROW).

  • Artikel 53
    1. Een octrooi geeft de octrooihouder, behoudens de bepalingen van de artikelen 53a tot en met 60, het uitsluitend recht:
      1. het geoctrooieerde voortbrengsel in of voor zijn bedrijf te vervaardigen, te gebruiken, in het verkeer te brengen of verder te verkopen, te verhuren, af te leveren of anderszins te verhandelen, dan wel voor een of ander aan te bieden, in te voeren of in voorraad te hebben;
      2. de geoctrooieerde werkwijze in of voor zijn bedrijf toe te passen of het voortbrengsel, dat rechtstreeks verkregen is door toepassing van die werkwijze, in of voor zijn bedrijf te gebruiken, in het verkeer te brengen of verder te verkopen, te verhuren, af te leveren of anderszins te verhandelen, dan wel voor een of ander aan te bieden, in te voeren of in voorraad te hebben.
    2. Het uitsluitend recht wordt bepaald door de conclusies van het octrooischrift, waarbij de beschrijving en de tekeningen dienen tot uitleg van die conclusies.
    3. Het uitsluitend recht strekt zich niet uit over handelingen, uitsluitend dienende tot onderzoek van het geoctrooieerde, daaronder begrepen het door toepassing van de geoctrooieerde werkwijze rechtstreeks verkregen voortbrengsel. Het uitsluitend recht strekt zich evenmin uit tot de bereiding voor direct gebruik ten behoeve van individuele gevallen op medisch voorschrift van geneesmiddelen in apotheken, noch tot handelingen betreffende de aldus bereide geneesmiddelen.
    4. Het uitvoeren van de noodzakelijke studies, tests en proeven met het oog op de toepassing van artikel 10, eerste tot en met vierde lid, van Richtlijn 2001/83/EG tot vaststelling van een communautair wetboek betreffende geneesmiddelen voor menselijk gebruik (PbEG L 311) of artikel 13, eerste tot en met het vijfde lid van Richtlijn 2001/82/EG tot vaststelling van een communautair wetboek betreffende geneesmiddelen voor diergeneeskundig gebruik (PbEG L 311) en de daaruit voortvloeiende praktische vereisten worden niet beschouwd als een inbreuk op octrooien met betrekking tot geneesmiddelen voor menselijk gebruik, respectievelijk geneesmiddelen voor diergeneeskundig gebruik.
    5. Is een voortbrengsel als in het eerste lid, onder a of b, bedoeld, in Nederland, Curaçao of Sint Maarten rechtmatig in het verkeer gebracht, dan wel door de octrooihouder of met diens toestemming in één der Lid-Staten van de Europese Gemeenschap of in een andere staat die partij is bij de Overeenkomst betreffende de Europese Economische Ruimte in het verkeer gebracht, dan handelt de verkrijger of latere houder niet in strijd met het octrooi, door dit voortbrengsel in of voor zijn bedrijf te gebruiken, te verkopen, te verhuren, af te leveren of anderszins te verhandelen, dan wel voor een of ander aan te bieden, in te voeren of in voorraad te hebben.
    6. Een voortbrengsel als in het eerste lid, onder a of b, bedoeld, dat voor de verlening van het octrooi, of, indien het een Europees octrooi betreft, voor de dag, waarop overeenkomstig artikel 97, derde lid, van het Europees Octrooiverdrag de vermelding van de verlening van het Europees octrooi is gepubliceerd, in een bedrijf is vervaardigd, mag niettegenstaande het octrooi ten dienste van dat bedrijf worden gebruikt.

12.4 Parts of the European Patent Convention

These are some of the most relevant parts of patent law in the European Patent Convention (EPC).

  • Article 52. Patentable inventions

    1. European patents shall be granted for any inventions, in all fields of technology, provided that they are new, involve an inventive step and are susceptible of industrial application.
    2. The following in particular shall not be regarded as inventions within the meaning of paragraph 1:
      1. discoveries, scientific theories and mathematical methods;
      2. aesthetic creations;
      3. schemes, rules and methods for performing mental acts, playing games or doing business, and programs for computers;
      4. presentations of information.
    3. Paragraph 2 shall exclude the patentability of the subject-matter or activities referred to therein only to the extent to which a European patent application or European patent relates to such subject-matter or activities as such.
  • Article 54. Novelty

    1. An invention shall be considered to be new if it does not form part of the state of the art.
    2. The state of the art shall be held to comprise everything made available to the public by means of a written or oral description, by use, or in any other way, before the date of filing of the European patent application.
    3. Additionally, the content of European patent applications as filed, the dates of filing of which are prior to the date referred to in paragraph 2 and which were published on or after that date, shall be considered as comprised in the state of the art.
    4. Paragraphs 2 and 3 shall not exclude the patentability of any substance or composition, comprised in the state of the art, for use in a method referred to in Article 53(c), provided that its use for any such method is not comprised in the state of the art.
    5. Paragraphs 2 and 3 shall also not exclude the patentability of any substance or composition referred to in paragraph 4 for any specific use in a method referred to in Article 53(c), provided that such use is not comprised in the state of the art.
  • Article 56. Inventive step

    An invention shall be considered as involving an inventive step if, having regard to the state of the art, it is not obvious to a person skilled in the art. If the state of the art also includes documents within the meaning of Article 54, paragraph 3, these documents shall not be considered in deciding whether there has been an inventive step.

  • Article 83. Disclosure of the invention

    The European patent application shall disclose the invention in a manner sufficiently clear and complete for it to be carried out by a person skilled in the art.

  • Article 84. Claims

    The claims shall define the matter for which protection is sought. They shall be clear and concise and be supported by the description.

  • Article 87. Priority right

    1. Any person who has duly filed, in or for
      1. any State party to the Paris Convention for the Protection of Industrial Property or
      2. any Member of the World Trade Organization,
      an application for a patent, a utility model or a utility certificate, or his successor in title, shall enjoy, for the purpose of filing a European patent application in respect of the same invention, a right of priority during a period of twelve months from the date of filing of the first application.
    2. Every filing that is equivalent to a regular national filing under the national law of the State where it was made or under bilateral or multilateral agreements, including this Convention, shall be recognised as giving rise to a right of priority.
    3. A regular national filing shall mean any filing that is sufficient to establish the date on which the application was filed, whatever the outcome of the application may be.
    4. A subsequent application in respect of the same subject-matter as a previous first application and filed in or for the same State shall be considered as the first application for the purposes of determining priority, provided that, at the date of filing the subsequent application, the previous application has been withdrawn, abandoned or refused, without being open to public inspection and without leaving any rights outstanding, and has not served as a basis for claiming a right of priority. The previous application may not thereafter serve as a basis for claiming a right of priority.
    5. If the first filing has been made with an industrial property authority which is not subject to the Paris Convention for the Protection of Industrial Property or the Agreement Establishing the World Trade Organization, paragraphs 1 to 4 shall apply if that authority, according to a communication issued by the President of the European Patent Office, recognises that a first filing made with the European Patent Office gives rise to a right of priority under conditions and with effects equivalent to those laid down in the Paris Convention.
  • Article 88. Claiming priority

    1. An applicant desiring to take advantage of the priority of a previous application shall file a declaration of priority and any other document required, in accordance with the Implementing Regulations.
    2. Multiple priorities may be claimed in respect of a European patent application, notwithstanding the fact that they originated in different countries. Where appropriate, multiple priorities may be claimed for any one claim. Where multiple priorities are claimed, time limits which run from the date of priority shall run from the earliest date of priority.
    3. If one or more priorities are claimed in respect of a European patent application, the right of priority shall cover only those elements of the European patent application which are included in the application or applications whose priority is claimed.
    4. If certain elements of the invention for which priority is claimed do not appear among the claims formulated in the previous application, priority may nonetheless be granted, provided that the documents of the previous application as a whole specifically disclose such elements.
  • Article 89. Effect of priority right

    The right of priority shall have the effect that the date of priority shall count as the date of filing of the European patent application for the purposes of Article 54, paragraphs 2 and 3, and Article 60, paragraph 2.

12.5 Parts of the Patent Cooperation Treaty

These are some of the most relevant parts of Patent Cooperation Treaty (PCT).

  • Article 5. The Description

    The description shall disclose the invention in a manner sufficiently clear and complete for the invention to be carried out by a person skilled in the art.

  • Article 6. The Claims

    The claim or claims shall define the matter for which protection is sought. Claims shall be clear and concise. They shall be fully supported by the description.

  • Article 8. Claiming Priority

    1. The international application may contain a declaration, as prescribed in the Regulations, claiming the priority of one or more earlier applications filed in or for any country party to the Paris Convention for the Protection of Industrial Property.
      1. Subject to the provisions of subparagraph (b), the conditions for, and the effect of, any priority claim declared under paragraph (1) shall be as provided in Article 4 of the Stockholm Act of the Paris Convention for the Protection of Industrial Property
      2. The international application for which the priority of one or more earlier applications filed in or for a Contracting State is claimed may contain the designation of that State. Where, in the international application, the priority of one or more national applications filed in or for a designated State is claimed, or where the priority of an international application having designated only one State is claimed, the conditions for, and the effect of, the priority claim in that State shall be governed by the national law of that State.
  • Article 33. The International Preliminary Examination

    1. The objective of the international preliminary examination is to formulate a preliminary and non-binding opinion on the questions whether the claimed invention appears to be novel, to involve an inventive step (to be non-obvious), and to be industrially applicable.
    2. For the purposes of the international preliminary examination, a claimed invention shall be considered novel if it is not anticipated by the prior art as defined in the Regulations.
    3. For the purposes of the international preliminary examination, a claimed invention shall be considered to involve an inventive step if, having regard to the prior art as defined in the Regulations, it is not, at the prescribed relevant date, obvious to a person skilled in the art.
    4. For the purposes of the international preliminary examination, a claimed invention shall be considered industrially applicable if, according to its nature, it can be made or used (in the technological sense) in any kind of industry. “Industry” shall be understood in its broadest sense, as in the Paris Convention for the Protection of Industrial Property.
    5. The criteria described above merely serve the purposes of international preliminary examination. Any Contracting State may apply additional or different criteria for the purpose of deciding whether, in that State, the claimed invention is patentable or not.
    6. The international preliminary examination shall take into consideration all the documents cited in the international search report. It may take into consideration any additional documents considered to be relevant in the particular case.
  • Rule 64. Prior Art for International Preliminary Examination

    64.1 Prior Art

    1. For the purposes of Article 33(2) and (3), everything made available to the public anywhere in the world by means of written disclosure (including drawings and other illustrations) shall be considered prior art provided that such making available occurred prior to the relevant date.
    2. For the purposes of paragraph (a), the relevant date shall be:
      1. subject to item (ii) and (iii), the international filing date of the international application under international preliminary examination;
      2. where the international application under international preliminary examination claims the priority of an earlier application and has an international filing date which is within the priority period, the filing date of such earlier application, unless the International Preliminary Examining Authority considers that the priority claim is not valid;
      3. where the international application under international preliminary examination claims the priority of an earlier application and has an international filing date which is later than the date on which the priority period expired but within the period of two months from that date, the filing date of such earlier application, unless the International Preliminary Examining Authority considers that the priority claim is not valid for reasons other than the fact that the international application has an international filing date which is later than the date on which the priority period expired.

    64.2 Non-Written Disclosures

    In cases where the making available to the public occurred by means of an oral disclosure, use, exhibition or other non-written means (“non-written disclosure”) before the relevant date as defined in Rule 64.1(b) and the date of such non-written disclosure is indicated in a written disclosure which has been made available to the public on a date which is the same as, or later than, the relevant date, the non-written disclosure shall not be considered part of the prior art for the purposes of Article 33(2) and (3). Nevertheless, the international preliminary examination report shall call attention to such non-written disclosure in the manner provided for in Rule 70.9.

    64.3 Certain Published Documents

    In cases where any application or any patent which would constitute prior art for the purposes of Article 33(2) and (3) had it been published prior to the relevant date referred to in Rule 64.1 was published on a date which is the same as, or later than, the relevant date but was filed earlier than the relevant date or claimed the priority of an earlier application which had been filed prior to the relevant date, such published application or patent shall not be considered part of the prior art for the purposes of Article 33(2) and (3). Nevertheless, the international preliminary examination report shall call attention to such application or patent in the manner provided for in Rule 70.10.

12.6 Parts of the Benelux Convention on Intellectual Property (designs)

These are some of the most relevant parts of the Benelux Convention on Intellectual Property (BCIP).

  • Article 3.1. Designs

    1. A design shall be protected to the extent that it is new and has individual character.

    2. The appearance of the whole or a part of a product shall be regarded as a design.

    3. The appearance of a product shall be imparted, in particular, through the features of the lines, contours, colours, shape, texture and/or materials of the product itself and/or its ornamentation.

    4. A product shall mean any industrial or handicraft item, including inter alia parts intended to be assembled into a complex product, packaging, get-up, graphic symbols and typographic typefaces. Computer programs shall not be regarded as a product.

  • Article 3.3. Novelty and individual character

    1. A design shall be considered new if no identical design has been made available to the public before the date of filing of the application or the date of priority. Designs shall be deemed to be identical if their features differ only in immaterial details.

    2. A design shall be considered to have individual character if the overall impression it produces on the informed user differs from the overall impression produced on such a user by any design which has been made available to the public before the date of filing or the date of priority. In assessing individual character, the degree of freedom of the designer in developing the design shall be taken into consideration.

    3. In order to assess novelty and individual character, a design shall be deemed to have been made available to the public if it has been published following registration or otherwise, or exhibited, used in trade or otherwise disclosed, except where these events could not reasonably have become known in the normal course of business to the circles specialised in the sector concerned, operating within the European Community or the European Economic Area, before the date of filing or the date of priority. The design shall not, however, be deemed to have been made available to the public for the sole reason that it has been disclosed to a third person under explicit or implicit conditions of confidentiality.

    4. In order to assess novelty and individual character, a disclosure shall not be taken into consideration if a design for which protection is claimed under a registered design right has been made available to the public during the 12-month period preceding the date of filing of the application or the date of priority:

      1. by the designer, his successor in title, or a third person as a result of information provided or action taken by the designer, or his successor in title; and

      2. if the design has been made available to the public as a consequence of an abuse in relation to the designer or his successor in title.

    5. Right of priority shall mean the right provided for under Article 4 of the Paris Convention. This right may be claimed by anyone who properly submits an application for a design or utility model in one of the countries which is a party to the said Convention or the TRIPS Agreement.

  • Article 3.9. Filing

    1. A Benelux application for designs shall be filed, either with the national administrations or with the Office, in the manner specified by the implementing regulations and against payment of the fees due. A Benelux application may comprise either a single design (single filing) or several (multiple filing). A check shall be made to ensure that the documents produced satisfy the conditions specified for fixing the filing date and the filing date shall be fixed. The applicant shall be informed, without delay and in writing, of the date of filing or, where applicable, of the grounds for not fixing a filing date.

    2. If other provisions of the implementing regulations are not satisfied at the time of filing, the applicant shall be informed without delay and in writing of the conditions which are not fulfilled and shall be given the opportunity to respond.

    3. The application shall have no further effect if the provisions of the implementing regulations are not satisfied within the period granted.

    4. Where filing takes place with a national administration, the national administration shall forward the Benelux application to the Office, either without delay after receiving the application or after establishing that the application satisfies conditions specified in paragraphs 1 to 3.

    5. Without prejudice in the case of Benelux filings to the application of Article 3.13, filings of designs may not be the subject, as far as substance is concerned, of any examination giving rise to findings which could be binding on the applicant by the Office.

  • Article 3.16. Scope of protection

    1. Without prejudice to the application of ordinary law relating to civil liability, the exclusive right in a design shall allow its right holder to challenge the use of a product in which the design is incorporated or on which the design is applied, which has an identical appearance to the design as filed, or which does not produce a different overall impression on an informed user, taking into consideration the designer’s degree of freedom in developing the design.

    2. Use shall cover, in particular, the making, offering, putting on the market, sale, delivery, hire, importing, exporting, exhibiting, or using or stocking for one of those purposes.

  • Article 3.19. Limitation of the effects of the exclusive right

    1. The exclusive right to a design shall not imply the right to contest:

      1. acts done privately and for non-commercial purposes;

      2. acts done for experimental purposes;

      3. acts of reproduction for the purpose of making citations or of teaching, provided that such acts are compatible with fair trade practice and do not unduly prejudice the normal exploitation of the design, and that mention is made of the source.

    2. Furthermore, the exclusive right in a design shall not imply the right to contest:

      1. the equipment on ships and aircraft registered in a third country when these temporarily enter the Benelux territory;

      2. the importation in the Benelux territory of spare parts and accessories for the purpose of repairing such craft;

      3. the execution of repairs on such craft.

    3. The exclusive right in a design constituting a part of a complex product shall not imply the right to contest use of the design for the purposes of repair of that complex product in order to restore to its initial appearance.

    4. The exclusive right in a design shall not imply the right to contest the acts mentioned in Article 3.16 relating to products which have been placed in circulation in one of the Member States of the European Community or European Economic Area, either by the holder or with the holder’s consent, or the acts mentioned in Article 3.20.

    5. Actions may not relate to products which were put on the market in Benelux territory prior to the filing.

12.7 Parts of the Regulation on Community designs

These are some of the most relevant parts of the Council Regulation (EC) No 6/2002 of 12 December 2001 on Community designs (CDR).

This Council Regulation will be exchanged for a new regulation on community designs in the near future.

  • Article 3. Definitions

    For the purposes of this Regulation:

    1. “design” means the appearance of the whole or a part of a product resulting from the features of, in particular, the lines, contours, colours, shape, texture and/or materials of the product itself and/or its ornamentation;

    2. “product” means any industrial or handicraft item, including inter alia parts intended to be assembled into a complex product, packaging, get-up, graphic symbols and typographic typefaces, but excluding computer programs;

    3. “complex product” means a product which is composed of multiple components which can be replaced permitting disassembly and re-assembly of the product.

  • Article 5. Novelty

    1. A design shall be considered to be new if no identical design has been made available to the public:

      1. in the case of an unregistered Community design, before the date on which the design for which protection is claimed has first been made available to the public;

      2. in the case of a registered Community design, before the date of filing of the application for registration of the design for which protection is claimed, or, if priority is claimed, the date of priority.

    2. Designs shall be deemed to be identical if their features differ only in immaterial details.

  • Article 6. Individual character

    1. A design shall be considered to have individual character if the overall impression it produces on the informed user differs from the overall impression produced on such a user by any design which has been made available to the public:

      1. in the case of an unregistered Community design, before the date on which the design for which protection is claimed has first been made available to the public;

      2. in the case of a registered Community design, before the date of filing the application for registration or, if a priority is claimed, the date of priority.

    2. In assessing individual character, the degree of freedom of the designer in developing the design shall be taken into consideration.

  • Article 7. Disclosure

    1. For the purpose of applying Articles 5 and 6, a design shall be deemed to have been made available to the public if it has been published following registration or otherwise, or exhibited, used in trade or otherwise disclosed, before the date referred to in Articles 5(1)(a) and 6(1)(a) or in Articles 5(1)(b) and 6(1)(b), as the case may be, except where these events could not reasonably have become known in the normal course of business to the circles specialised in the sector concerned, operating within the Community. The design shall not, however, be deemed to have been made available to the public for the sole reason that it has been disclosed to a third person under explicit or implicit conditions of confidentiality.

    2. A disclosure shall not be taken into consideration for the purpose of applying Articles 5 and 6 and if a design for which protection is claimed under a registered Community design has been made available to the public:

      1. by the designer, his successor in title, or a third person as a result of information provided or action taken by the designer or his successor in title; and

      2. during the 12-month period preceding the date of filing of the application or, if a priority is claimed, the date of priority.

    3. Paragraph 2 shall also apply if the design has been made available to the public as a consequence of an abuse in relation to the designer or his successor in title.

  • Article 19. Rights conferred by the Community design

    1. A registered Community design shall confer on its holder the exclusive right to use it and to prevent any third party not having his consent from using it. The aforementioned use shall cover, in particular, the making, offering, putting on the market, importing, exporting or using of a product in which the design is incorporated or to which it is applied, or stocking such a product for those purposes.

    2. An unregistered Community design shall, however, confer on its holder the right to prevent the acts referred to in paragraph 1 only if the contested use results from copying the protected design.

      The contested use shall not be deemed to result from copying the protected design if it results from an independent work of creation by a designer who may be reasonably thought not to be familiar with the design made available to the public by the holder.

    3. Paragraph 2 shall also apply to a registered Community design subject to deferment of publication as long as the relevant entries in the register and the file have not been made available to the public in accordance with Article 50(4).

  • Article 20. Limitation of the rights conferred by a Community design

    1. The rights conferred by a Community design shall not be exercised in respect of:

      1. acts done privately and for non-commercial purposes;

      2. acts done for experimental purposes;

      3. acts of reproduction for the purpose of making citations or of teaching, provided that such acts are compatible with fair trade practice and do not unduly prejudice the normal exploitation of the design, and that mention is made of the source.

    2. In addition, the rights conferred by a Community design shall not be exercised in respect of:

      1. the equipment on ships and aircraft registered in a third country when these temporarily enter the territory of the Community;

      2. the importation in the Community of spare parts and accessories for the purpose of repairing such craft;

      3. the execution of repairs on such craft.

  • Article 21. Exhaustion of rights

    The rights conferred by a Community design shall not extend to acts relating to a product in which a design included within the scope of protection of the Community design is incorporated or to which it is applied, when the product has been put on the market in the Community by the holder of the Community design or with his consent.

  • Article 35. Filing and forwarding of applications

    1. An application for a registered Community design shall be filed, at the option of the applicant:

      1. at the Office; or

      2. at the central industrial property office of a Member State; or

      3. in the Benelux countries, at the Benelux Design Office.

    2. Where the application is filed at the central industrial property office of a Member State or at the Benelux Design Office, that office shall take all steps to forward the application to the Office within two weeks after filing. It may charge the applicant a fee which shall not exceed the administrative costs of receiving and forwarding the application.

    3. As soon as the Office has received an application which has been forwarded by a central industrial property office of a Member State or by the Benelux Design Office, it shall inform the applicant accordingly, indicating the date of its receipt at the Office.

    4. No less than 10 years after the entry into force of this Regulation, the Commission shall draw up a report on the operation of the system of filing applications for registered Community designs, accompanied by any proposals for revision that it may deem appropriate.

13 Nice classification

This is a short version of the Nice classification. The full version can be found on the website WIPO Nice classification.

Goods class Short description
1 Chemicals used in industry, science and photography, as well as in agriculture, horticulture and forestry; unprocessed artificial resins, unprocessed plastics; manures; fire extinguishing compositions; tempering and soldering preparations; chemical substances for preserving foodstuffs; tanning substances; adhesives used in industry.
2 Paints, varnishes, lacquers; preservatives against rust and against deterioration of wood; colorants; mordants; raw natural resins; metals in foil and powder form for use in painting, decorating, printing and art.
3 Bleaching preparations and other substances for laundry use; cleaning, polishing, scouring and abrasive preparations; soaps; perfumery, essential oils, cosmetics, hair lotions; dentifrices.
4 Industrial oils and greases; lubricants; dust absorbing, wetting and binding compositions; fuels (including motor spirit) and illuminants; candles and wicks for lighting.
5 Pharmaceuticals, medical and veterinary preparations; sanitary preparations for medical purposes; dietetic food and substances adapted for medical or veterinary use, food for babies; dietary supplements for humans and animals; plasters, materials for dressings; material for stopping teeth, dental wax; disinfectants; preparations for destroying vermin; fungicides, herbicides.
6 Common metals and their alloys; metal building materials; transportable buildings of metal; materials of metal for railway tracks; non-electric cables and wires of common metal; ironmongery, small items of metal hardware; pipes and tubes of metal; safes; ores.
7 Machines and machine tools; motors and engines (except for land vehicles); machine coupling and transmission components (except for land vehicles); agricultural implements other than hand-operated; incubators for eggs; automatic vending machines.
8 Hand tools and implements (hand-operated); cutlery; side arms; razors.
9 Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; compact discs, DVDs and other digital recording media; mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment, computers; computer software; fire-extinguishing apparatus.
10 Surgical, medical, dental and veterinary apparatus and instruments; artificial limbs, eyes and teeth; orthopedic articles; suture materials.
11 Apparatus for lighting, heating, steam generating, cooking, refrigerating, drying, ventilating, water supply and sanitary purposes.
12 Vehicles; apparatus for locomotion by land, air or water.
13 Firearms; ammunition and projectiles; explosives; fireworks.
14 Precious metals and their alloys; jewellery, precious stones; horological and chronometric instruments.
15 Musical instruments.
16 Paper and cardboard; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists’ materials; paintbrushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging; printers’ type; printing blocks.
17 Unprocessed and semi-processed rubber, gutta-percha, gum, asbestos, mica and substitutes for all these materials; plastics in extruded form for use in manufacture; packing, stopping and insulating materials; flexible pipes, not of metal.
18 Leather and imitations of leather; animal skins, hides; trunks and travelling bags; umbrellas and parasols; walking sticks; whips, harness and saddlery.
19 Building materials (non-metallic); non-metallic rigid pipes for building; asphalt, pitch and bitumen; non-metallic transportable buildings; monuments, not of metal.
20 Furniture, mirrors, picture frames; unworked or semi-worked bone, horn, ivory, whalebone or mother-of-pearl; shells; meerschaum; yellow amber.
21 Household or kitchen utensils and containers; combs and sponges; brushes (except paintbrushes); brush-making materials; articles for cleaning purposes; steelwool; unworked or semi-worked glass (except glass used in building); glassware, porcelain and earthenware.
22 Ropes and string; nets; tents, awnings and tarpaulins; sails; sacks; padding and stuffing materials (except of paper, cardboard, rubber or plastics); raw fibrous textile materials.
23 Yarns and threads, for textile use.
24 Textiles and substitutes for textiles; bed covers; table covers.
25 Clothing, footwear, headgear.
26 Lace and embroidery, ribbons and braid; buttons, hooks and eyes, pins and needles; artificial flowers.
27 Carpets, rugs, mats and matting, linoleum and other materials for covering existing floors; wall hangings (non-textile).
28 Games and playthings; gymnastic and sporting articles; decorations for Christmas trees.
29 Meat, fish, poultry and game; meat extracts; preserved, frozen, dried and cooked fruits and vegetables; jellies, jams, compotes; eggs; milk and milk products; edible oils and fats.
30 Coffee, tea, cocoa and artificial coffee; rice; tapioca and sago; flour and preparations made from cereals; bread, pastries and confectionery; edible ices; sugar, honey, treacle; yeast, baking-powder; salt; mustard; vinegar, sauces (condiments); spices; ice.
31 Agricultural, horticultural and forestry products; raw and unprocessed grains and seeds; fresh fruits and vegetables; natural plants and flowers; live animals; foodstuffs for animals; malt.
32 Beers; mineral and aerated waters and other non-alcoholic beverages; fruit beverages and fruit juices; syrups and other preparations for making beverages.
33 Alcoholic beverages (except beers).
34 Tobacco; smokers’ articles; matches.Tobacco; smokers’ articles; matches.
Services class Short description
35 Advertising; business management; business administration; office functions.
36 Insurance; financial affairs; monetary affairs; real estate affairs.
37 Building construction; repair; installation services.
38 Telecommunications.
39 Transport; packaging and storage of goods; travel arrangement.
40 Treatment of materials.
41 Education; providing of training; entertainment; sporting and cultural activities.
42 Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
43 Services for providing food and drink; temporary accommodation.
44 Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services.
45 Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.

14 Documents

14.1 WO 00/06437 A1

WO 00/06437

14.2 US 5 772 279

US 5 772 279

14.3 Copy from Benelux trademark register

bugaboo copy from trademark register

14.4 Copies from the EUIPO design register

A copy of a Bugaboo design from the EUIPO design register

A copy of a Bugaboo design from the EUIPO design register

A copy of a Bugaboo design from the EUIPO design register

A copy of a Bugaboo design from the EUIPO design register

14.5 The start of Bugaboo

From:

https://www.baby-magazine.co.uk/talking-business-bugaboo-co-founder-max-barenbrug/

Talking business with Bugaboo co-founder Max Barenbrug

Bugaboo co-founder Max Barenbrug

We chat to the designer and co-founder of Bugaboo about work life, and his passion to help parents feel ‘free’

The Bugaboo story started in 1994, when you designed a stroller for your graduation. What made you go down the route of baby travel systems?

Going back to when I was a student at Eindhoven, I actually remember that moment I got the idea for my graduation project. I looked out of the window and saw an unhappy-looking couple struggling with their stroller – that was my ‘Aha!’ moment.

Where did you start?

All the strollers I’d seen looked similar, with infantile colors and cumbersome white tyres – there was nothing desirable about them. I decided then that I wanted to turn my graduation project into a mission to help parents feel free, so I created an all-terrain stroller. It had to be tough, it had to be multifunctional, it had to be made for outdoor adventures. It had to be something that both men and women would love. I imagined all the different ways parents might want to use their stroller and created something that would allow them to live their lives. This very first stroller – my graduation project – is the blueprint for all the Bugaboo strollers we have made since.

You’ve collaborated with the likes of Marc Jacobs, Diesel, Van Gogh and Missoni, did you have a favourite partnership?

We love collaborating with artists and other like-minded companies to make these special editions, as long as we stay true to the core of the brand. I personally prefer the simple designs. My two daughters grew up with the standard models.

The Bugaboo Chameleon remains a firm favourite

What’s your role within the business these days?

I come into our office in Amsterdam every day and work hand-in-hand with our team of designers and engineers on new design projects. I am also very involved in creating new sustainable business models.

All the products are named after animals, where did that idea stem from?

The idea came in 2001, when we were working on the upgrade of our Bugaboo Classic. We were creating a new kind of suspension – a frog-leg-style suspension that made navigating obstacles easier. Then we realised that Bugaboo Frog was quite a nice name. When we created our third stroller, the Bugaboo Cameleon, it had all sorts of colour combinations, so again, the name fitted. And the tradition started…

Victoria Beckham, Gwyneth Paltrow and Elton John are all reportedly fans, how does it feel to see so many A-listers choosing your products?

Celebrities are also parents, and we want all parents to have the best for their children. I personally want people to buy our pushchairs because they know they are getting good durability and quality for their money, and not necessarily because of who else pushes it.

What’s new for Bugaboo?

Our luggage system, the Bugaboo Boxer. People know us for our strollers, but Bugaboo has always been a mobility brand at heart. We’re about creating products that combine design, engineering, quality and style to help all kinds of people move freely, all over the world.

14.6 Continuation of Bugaboo with private equity investor (Dutch)

From:

https://managementscope.nl/magazine/artikel/1465-private-equity-stabiliteit-crisistijd

Hoe private equity stabiliteit kan bieden in crisistijd

14-04-2021 | Interviewer: Marc van Voorst tot Voorst | Auteur: Ellis Bloembergen | Beeld: Ton Zonneveld

Private equity-investeerder Bain Capital is eigenaar van kinderwagenproducent Bugaboo, dat in 2020 ondanks schokeffecten op de verkoop in de eerste coronagolf goed presteerde. Jurjen van der Wiel van Bain en Bugaboo-ceo Adriaan Thierry vertellen over de kracht van private equity in volatiele tijden. ‘Natuurlijk is er aanvankelijk kritisch naar onze financiële positie gekeken, maar er is nooit sprake geweest van paniekvoetbal.’

20 jaar geleden zag de Bugaboo het levenslicht. De hippe kinderwagen werd bedacht door Max Barenbrug en vormde destijds zijn afstudeeropdracht aan de Design Academy in Eindhoven. Aanvankelijk probeerde Barenbrug tevergeefs zijn concept te verkopen aan kinderwagenproducenten. Hij besloot zijn concept zelf op de markt te brengen, samen met zijn zwager Eduard Zanen. De Bugaboo bleek een succes. Behalve in Nederland rollen de Bugaboo’s ook in Amerika, Zuid-Korea en Australië door de straten. Het bedrijf telt inmiddels 1.000 werknemers en is actief in 50 landen.

Een jaar geleden trad Adriaan Thierry als ceo aan bij Bugaboo. De bestuurder heeft als opdracht de organisatie verder te laten groeien. Daarbij werkt het management nauw samen met Bain Capital, de Amerikaanse private equity-investeerder die sinds 2018 eigenaar is van Bugaboo. Binnen Bain Capital is managing director Jurjen van der Wiel verantwoordelijk voor vijf van Bains 20 bedrijven in Europa, waaronder Bugaboo. In een dubbelgesprek met Marc van Voorst tot Voorst, plaatsvervangend directeur van de Nederlandse Vereniging voor Participatieverenigingen (NVP), vertellen Thierry en Van der Wiel over hun samenwerking en de toekomst van Bugaboo.

Wat was voor u de aantrekkingskracht van Bugaboo?

Thierry: ‘Bugaboo zorgde bij de introductie voor een revolutie op de markt. Tot die tijd was een kinderwagen vooral een ongedifferentieerd gebruiksartikel. Met de Bugaboo konden kersverse ouders kiezen voor een designproduct van hoge kwaliteit. Het hippe en functionele design is nog steeds de grote kracht, maar er liggen grote kansen voor het internationale bedrijf om beter in te spelen op de nieuwe wereld. De concurrentie is enorm, de klant is veranderd. Ik zet me graag in om Bugaboo te transformeren.’

Welke kennis en ervaring brengt u mee?

Thierry: ‘Ik was eerder betrokken bij transities met een sterke digitale component. Bij Ahold was ik als marketing- en e-commerce-directeur onder andere verantwoordelijk voor de omschakeling van albert.nl naar ah.nl. Bij Bugaboo is nog werk te doen om de digitale klantreis verder te verbeteren. Daarnaast heb ik ervaring met het leiden van organisaties in transitie. Hoe krijg je een bedrijf in beweging en hoe inspireer je je mensen om de benodigde wijzigingen door te voeren?’

Waarom besloot Bain Capital in 2018 te investeren in Bugaboo?

Van der Wiel: ‘We investeerden al eerder in een groot aantal founder led-bedrijven. Vaak weten de oprichters een prachtig bedrijf op te bouwen, maar voor verdere groei kunnen zij op enig moment wel een investeerder gebruiken. Bij Bugaboo was dat ook het geval. Er liggen nog volop kansen voor het bedrijf. Bugaboo heeft een goed product, een sterke innovatiecultuur en enorm betrokken medewerkers. Er is een grote groeiambitie, daarbij kan Bain Capital veel betekenen.’

Hoe gaat Bugaboo de groeiambities waarmaken?

Thierry: ‘We hebben tijdens de pandemie de strategie en de organisatiestructuur drastisch herzien. De drie toekomstige pijlers zijn diversifiëring, internationalisering en digitalisering, met veel verantwoordelijkheid voor de regio’s. Het is allereerst onze ambitie om naast de kinderwagen meer producten op de markt te brengen. Zo hebben we al autostoeltjes en kinderbedjes gelanceerd. Ook zullen we, zonder Europa uit het oog te verliezen, steviger inzetten op Azië. Daar groeien we nu ook al: in Zuid-Korea zijn we marktleider in het luxesegment. Maar we zullen ook fors investeren in digitalisering. We willen op alle momenten van de customer journey relevant zijn. Door de pandemie is er online al veel verbeterd, maar er zijn nog grote slagen te maken. Daarnaast blijven we innoveren. Sinds 1 februari hebben we een nieuwe chief product officer, Youn Lee. Hij volgt in feite oprichter Max Barenbrug op en zal een nieuwe generatie producten gaan vormgeven.’

Hoe ziet samenwerking met Bain Capital eruit?

Van der Wiel: ’Bain Capital gelooft in intensieve samenwerking met bedrijven. Dat vormt een belangrijk uitgangspunt bij de vraag of en hoe we willen investeren. De focus ligt op industrieën en transities waarvan we veel kennis hebben. Op die manier bieden we partners toegevoegde waarde op voor hen soms lastige thema’s, zoals digitalisering, groei-acceleratie door internationale expansie en innovatie van het businessmodel. Wij zijn gespecialiseerd in complexe transformaties, waar een sterke strategische positie is om op voort te bouwen – zoals bij Bugaboo het merk, product en de cultuur – maar waar verder veel verandering vereist is.

Voor organisaties kan een transformatie veel onzekerheid brengen, de druk is vaak hoog. Managementteams waarderen deze samenwerking en echte hulp op concrete thema’s. Er is een gezamenlijke langetermijnvisie. Als investeerder hebben we de intentie en de daadkracht om echt betere bedrijven te bouwen, met een duidelijke strategie, de sterkste teams in hun industrie en operationele discipline. Bain Capital brengt veel bedrijven naar de beurs die vervolgens goed presteren, ook nadat wij ons teruggetrokken hebben. Publieke investeerders participeren dus graag als wij verkopen, omdat wij echt een verbeterd bedrijf hebben neergezet. In onze samenwerking kiezen we er bewust voor om bestuurders persoonlijk te begeleiden, dus niet volgens de traditionele benadering via de board. Ik heb daarom regelmatig contact met Adriaan. Bugaboo heeft het onder zijn leiding erg goed gedaan. Ondanks de pandemie en de schokeffecten op de verkoop in de eerste golf, groeide in 2020 zowel de omzet als de winst.’

Hoe ervaart u de samenwerking met Bain Capital?

Thierry: ’Er bestaan veel vooroordelen over private equity- investeerders. Mijn ervaring met Bain Capital is echter positief, ik kan me geen betere aandeelhouder wensen. Het bedrijf is niet uit op kortetermijnwinst, het draait juist om waardecreatie. Daarnaast hebben we toegang tot eersteklas kennis binnen de wereldwijde organisatie. Ons managementteam werkt nauw samen met diverse experts. We kunnen rekenen op support bij IT-projecten, het optimaliseren van processen of het aantrekken van talent. Dat biedt, zeker in de fase waarin wij zitten, veel voordelen.

Ook prettig: er is veel vertrouwen vanuit Bain Capital. Tijdens de eerste maanden van de pandemie is er geen paniekvoetbal gespeeld. Natuurlijk is er aanvankelijk kritisch naar de financiële positie gekeken, maar er was al snel ruimte om te investeren. Ik ben trots dat we 2020 met significante groei van de winst hebben afgesloten.’

Hoe belangrijk is duurzaamheid voor Bugaboo en hoe passen ESG-doelstellingen in de samenwerking met Bain Capital als private equity-investeerder?

Thierry: ’Duurzaamheid zit van oudsher in ons DNA. Allereerst omdat de klant dat verlangt. Die wil het liefst een kinderwagen die lang meegaat. De Bugaboo behoudt ook zijn waarde. Kijk maar op verkoopplatforms als marktplaats.nl of eBay.nl om te zien hoeveel een tweedehands Bugaboo nog opbrengt. We zorgen ervoor dat reparaties mogelijk zijn en dat reserve-onderdelen kunnen worden besteld.

Maar we willen het thema duurzaamheid nog verder brengen. Afgelopen zomer formuleerden we onze nieuwe strategie. De ESG-criteria komen daarin nadrukkelijker naar voren. Ik zie totaal geen spanning met de belangen van private equity- investeerders. Onze huidige en toekomstige investeerders vinden het een belangrijk thema. We voeren voortdurend discussies met Bain Capital hoe we verder kunnen verduurzamen. Op diverse vlakken doen we het goed, maar er zijn ook nog kansen.’

Hoe laat Bain Capital duurzaamheid meewegen in investeringsbesluiten?

Van der Wiel: ‘Laat ik beginnen met het wegnemen van een misvatting: we investeren niet alleen kapitaal van Bain Capital zelf. Het grootste deel is afkomstig van onze klanten, die duurzaam investeren ook hoog op de agenda hebben staan. Met die middelen kopen we bedrijven. Verder realiseren wij ons dat we grote impact kunnen maken met onze investeringen en de transformaties die we mede doorvoeren, aangezien wij veel bedrijven in ons portfolio hebben met een groot bereik en duizenden werknemers. Daarbij voelen we een sterke drang to do the right thing. We willen goed zorgen voor de medewerkers van onze portfolio-bedrijven, maar we voelen die zorgplicht ook richting de maatschappij. Het is bemoedigend dat alle spelers in het veld – consumenten, investeerders, medewerkers, bestuurders – overtuigd zijn van de noodzaak om te verduurzamen.’

Met het oog op de pandemie: is het ingewikkeld om te investeren zonder mensen fysiek te ontmoeten?

Van der Wiel: ’Ja, dat is best moeilijk. In de private equity-industrie gaat het om een gelimiteerd aantal, maar erg belangrijke beslissingen. Die worden genomen nadat we ons intensief hebben laten informeren en nadat we diepgravende analyses hebben gemaakt. Maar er speelt uiteindelijk ook altijd een menselijke component mee. Het moet immers van beide kanten goed voelen. Als je elkaar niet in de ogen kunt kijken vereist dat wel wat aanpassingsvermogen.

Ik heb het afgelopen jaar drie ceo’s en cfo’s aangenomen, waarvan ik een aantal nooit heb ontmoet. Daarnaast was ik dit jaar bij twee grote industriële investeringen betrokken, die nagenoeg volledig virtueel zijn afgerond. Het gemis van fysiek contact is echter het grootst bij nieuwe collega’s. We zijn een bedrijf dat zwaar leunt op jarenlange coachingtrajecten. Nieuwe medewerkers doen ervaring op door mee te kijken met collega’s. Dat is veel moeilijker via videoconferencing.’

Hoe was het om in deze coronatijd als ceo te beginnen?

Thierry: ‘Ik was net begonnen toen de pandemie uitbrak. Ik heb de managing directors van onze internationale markten via videobellen leren kennen. Dat viel niet tegen. Ik heb het gevoel dat ik zowel de markt als de mensen goed ken. Binnen het bedrijf plannen we veel gezamenlijke meetings. Het voelt als overcommuniceren, maar medewerkers vinden het prettig. Tijdens het noodgedwongen thuiswerken steunen we collega’s mentaal, maar ook financieel als dat nodig is.’

Wat heeft Bain Capital tijdens deze coronacrisis geleerd van de 20 bedrijven in het portfolio?

Van der Wiel: ‘Het heeft ons verrast hoe snel bedrijven met een sterke marktpositie zich herstelden. Een groot aantal bedrijven met sterke posities, zoals Bugaboo, groeide vanaf half mei 2020 zelfs sterker dan voor de lockdown, terwijl iedereen in maart en april hard geraakt werd. De grootste les: met een goed product en een loyale klantenkring ben je veerkrachtig tijdens crises en kun je zelfs je positie versterken als je zorgt dat je in moeilijke tijden ook klanten blijft bedienen. Het herstel is tevens te danken geweest aan sterke leiders: het was een tijd waarin sommige managers echt boven zichzelf uitstegen.’

Als de NVP met politici praat, geven we aan dat participatiemaatschappijen door de combinatie van kapitaal, kennis en netwerk bij uitstek goed geëquipeerd zijn om bedrijven door uitdagende periodes te helpen. Ook nu, bij het herstel van de economie, kunnen participatiemaatschappijen deel van de oplossing zijn. Hoe denkt Bain Capital daarover?

Van der Wiel: ’Private equity is een geschikt model gebleken om bedrijven door deze onzekere economische periode te helpen. Omdat we echt een langetermijnvisie hebben, kijken we door een crisis heen. In deze pandemie hebben we bedrijven terzijde gestaan die kampten met moeilijkheden. Mede dankzij onze support en geduld zijn we er met onze partners in geslaagd sterker uit de crisis te komen.

Ter onderbouwing: een jaar na corona is het vooruitzicht van waarde van de bedrijven in ons Europese portfolio nagenoeg onveranderd gebleven. Het jaar 2021 wordt interessant gezien het sterke herstelpotentieel van de bestedingen, vooral in de Verenigde Staten. Verder heeft de pandemie duidelijk gemaakt welke bedrijven een sterke marktpositie hebben. Dat geeft nieuwe kansen en een heel interessante set data voor bedrijvenbouwers zoals Bain om nieuwe partners te vinden.’

Dit artikel is gepubliceerd in Management Scope 04 2021.