Reality Bites Enjoy a Smörgåsbord of Routes to Protection of GIs

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Reality Bites Enjoy a Smörgåsbord of Routes to Protection of GIs Keri Johnston, Johnston Wassenaar LLP, Canada Louise Gellman, Nabarro LLP, United Kingdom Peter Munzinger, Bardehle Pagenberg, Germany Sébastien Vitali, Nestlé, Switzerland Miguel Angel Medina, Elzaburu, Spain Paulo Monteverde, Baptista Monteverde & Associados, Portugal Alessandro Sciarra, Società Italiana Brevetti, Italy September 15, 2011

Key GI Concepts Peter Munzinger Partner, Bardehle Pagenberg

Key GI Concepts Geographical Indications Appellations of Origin Certification Marks Collective Trade Marks Quick reference guide

Key GI Concepts Thank you! Peter Munzinger BARDEHLE PAGENBERG munzinger@bardehle.de

Routes to Protection of GI s: Legislative Framework for GI Protection Sébastien Vitali Brand IP Counsel Nestlé

National Frameworks Wide range of protection concepts: Unfair competition law Consumer protection law Special GI laws Trade mark law

Regional Framework (EU) Regulation 510/2006 (agricultural products) Regulation 1234/2007 (wine) Regulation 110/2008 (spirits) Guidelines for the use of GIs as ingredients

Regional Framework (EU) The absolute refusal grounds for CTMs in CTM Reg. 207/2009: - geographically descriptive - 7(1)(c) - prior GI according to EU Reg. (agricultural products) - 7(1)(k) - exception for Collective CTMs - 66(2)

Bilateral Framework Lack of efficient multinational system bilateral agreements on GI protection between: - individual countries - EU and third countries

Bilateral Framework EU Bilateral Agreements with: Australia, Canada, Mexico, Chile, South Africa, USA, Croatia, Macedonia, Montenegro, Albania, Bosnia, South Korea, Switzerland (as part of the FTA)

International Framework Paris Convention Madrid Agreement of 1891 Lisbon Agreement of 1958 TRIPS 22-24 Future?

Thank you!... captures the very essence of Nestlé and the promise we commit ourselves to everyday, everywhere as the leading Nutrition, Health and Wellness Company

What s Cooking? Update on EU, Lisbon and WTO Developments Worldwide Symposium Miguel Angel Medina Associate Partner Elzaburu

What About DOHA and the WTO? Negotiating mandate to debate: the facilitating of a multilateral system for wines eligible for protection in those Members participating in the system (Art. 23.4 TRIPs)

What About DOHA and the WTO? Negotiating positions: Modalities Group compulsory participation/register certain effects in all Members Joint proposal group voluntary database of registered GIs effects under domestic law Middle ground position voluntary; certain legal iuris tantum presumptions

What About DOHA and the WTO? Current status: Development of single negotiating text in consultations since January 2011 Some topics on the table GI extension What kind of formal examination? Fees/renewal of registrations/withdrawal of registered GIs DCs and LDCs (Transitional periods, assistance, exemption from fees)

Latest Developments of EU Regulations (2011) Amendments to existing GI regulations New proposals Statement of Geneva at the Lisbon Working Group

Where Does Lisbon Lead To? Lisbon Agreement (Appellations of origin) WIPO Working Groups and developments Towards a new instrument? (Geographical Indications and Appellations of origin)

Other Developments Around the GI World Miguel Angel Medina ELZABURU mam@elzaburu.es

Enforcing GIs Practical Case Studies Paulo Monteverde Partner

Relations Between Trade Marks and GIs CTM Regulation: geographically descriptive - 7(1)(c) prior GI - 7(1)(k) EU Reg. (agricultural products) -14(1)

Enforcement of GIs Against Distinctive Signs NETHERLANDS CIVC against Unilever use of ANDRÉLON CHAMPAGNE shampoo by Unilever infringed the rights in the designation of origin Champagne (District Court of The Hague 8 October 2010)

Enforcement of GIs Against Distinctive Signs PORTUGAL - IVDP against Solinca PORTOBEER restaurante cervejaria infringed the rights in the designation of origin PORTO Second Instance Court of Lisbon (8 June 2010)

Enforcement of Trade Marks against GIs and GIs Against Trade Marks BUDWEISER: GI or Trade Mark? Anheuser Busch, Inc. vs Budweiser Budvar, NC

Enforcement of Trade Marks against GIs and GIs against Trade Marks BUDWEISER: GI or Trade Mark? Worldwide litigation Interaction between GIs and Trade Marks Landmark Court decisions

Thank you! paulo.monteverde@bma.com.pt

REAL BITES & TASTES A selection of Geographical Indication delicacies of Italy Alessandro Francesco Sciarra Società Italiana Brevetti S.p.A. Società Italiana Brevetti 2011

Protected Designations of Origin Barolo Brunello di Montalcino Valpolicella Conegliano Valdobbiadene Prosecco Parmigiano Reggiano Miele della Lunigiana Aceto Balsamico Tradizionale di Modena Lucca Terra di Bari Società Italiana Brevetti 2011

Protected Geographical Indication Lardo di Colonnata Società Italiana Brevetti 2011

Barolo Red wine Full and enveloping bouquet, fruity and spicy perfume Entirely produced from Nebbiolo grapes Delimited territory within the Province of Cuneo, Piedmont Wine of Kings King of wines Società Italiana Brevetti 2011

Brunello di Montalcino Red wine Harmonious body, vigorous, intense perfume Entirely produced from Sangiovese grapes Territory of the Municipality of Montalcino, Tuscany Società Italiana Brevetti 2011

Valpolicella Red wines Recioto: notable body and structure, sweet Amarone: notable body and structure, ripe cherry, red currant, chocolate, spices Valpolicella: light-to-medium body, floral/fruit nose, cherry aromas, hint of bitterness Valpolicella Superiore, Valpolicella Ripasso Società Italiana Brevetti 2011

Conegliano - Valdobbiadene - Prosecco Sparkling white wine Light body, fruity/floral nose Delimited territory within the Province of Treviso, Veneto Prosecco Superiore (sparkling): Brut, Dry, Extra Dry Prosecco (semi-sparkling) Prosecco (still) Cartizze (Valdobbiadene subzone): the highest quality Società Italiana Brevetti 2011

Miele della Lunigiana Lunigiana Honey Acacia honey (very light in colour, delicate vanilla taste) Chestnut honey (dark in colour, reddish tones, strong aroma) Lunigiana Mountain Community, Tuscany 1873: beekeepers Association Società Italiana Brevetti 2011

Aceto Balsamico Tradizionale di Modena Traditional Balsamic Vinegar of Modena Made from grape must grown in the area of origin Runny syrup consistency, penetrating and persistent bouquet, hints of wood Ageing: 12 years (minimum) / 25 years Municipalities of the Province of Modena, Emilia Romagna 1747: balsamic vinegar 1860: first consolidated production regulations Società Italiana Brevetti 2011

Parmigiano Reggiano Parmesan Hard matured cheese Fragrant, delicate, flavoursome but not pungent Milk must come from cows fed primarily on fodder from the area of origin Provinces of Bologna (left bank of the river Reno), Mantua (right bank of the river Po), Modena, Parma and Reggio Emilia Portioning, grating and packaging must be carried out in the area of origin 1200-1300: Benedectine and Cistercian monks Giovanni Boccaccio, The Decameron Società Italiana Brevetti 2011

Lardo di Colonnata Lard of Colonnata Pig fat, cured and aged in white marble basins (conche) Delicate, fresh taste, almost sweet 6-month aging (minimum) From pigs farmed in Tuscany, Emilia-Romagna, Veneto, Friuli-Venezia Giulia, Lombardy, Piedmont, Umbria, Marche, Lazio and Molise Curing and aging are carried out in the area of Colonnata, within the municipality of Carrara, Tuscany Società Italiana Brevetti 2011

Lucca Extra virgin olive oil Sweet, with a hot and bitter taste Delimited territory within the Province of Lucca, Tuscany Production, processing and bottling are carried out in the designated area Società Italiana Brevetti 2011

Terra di Bari Extra virgin olive oil Fruity, with a slightly pungent and bitter taste Delimited territory within the Province of Bari, Puglia Production, processing and bottling are carried out in the designated area Società Italiana Brevetti 2011

Enjoy! Alessandro Francesco Sciarra Società Italiana Brevetti S.p.A. alessandro.sciarra@sib.it Società Italiana Brevetti 2011

Reality Bites Enjoy a Smörgåsbord of Routes to Protection of GIs On behalf of the MARQUES GI Team, thank you very much for attending and eating!