Technical Aspects Regarding the Transfer and Change in Owner of a Trade-Mark in Canada

2002-01-01

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TECHNICALASPECTSREGARDINGTHETRANSFERANDCHANGEINOWNEROFA
TRADE-MARKINCANADA

LaurentCarrière*
LEGERROBICRICHARD
,L.L.P.
Lawyers,PatentandTrademarkAgents
CentreCDPCapital
1001Square-Victoria–BlocE–8thFloor
Montreal,Quebec,CanadaH2Z2B7
Tel.(514)9876242–Fax(514)8457874
www.robic.ca–info@robic.com

OnDecember5th,2001,theCanadiantrade-marksofficeissuedapractice
noticeintendedtoprovideguidanceonitscurrentpracticesgoverningsome
technicalaspectsoftransfersandchangeofnames.Althoughwelcomed,
thisnoticeleftsomedoubtsonthenutsandboltsofchangesaffectinga
trade-marksincetheearlierandsometimescontradictorypracticenotices
werenotrepealed.Hencethefollowingclarification.
ASSIGNMENT
Legalbasis:section48andrule48.
Documentstobefurnished:”evidencesatisfactorytotheRegistrarofthe
transfer”.Itcouldbetheinstrumentoftransfer(original,certifiedcopy,
photocopyortelecopyofsame,inEnglishorFrench,withthedateof
assignmentandexecutedbytheassignor);itcouldalsobeanoriginal,
certifiedcopy,photocopyortelecopy,inEnglishorFrench,ofanotarial
declarationastotheassignment,withareferencetothedateofthe
assignment.
Furtherdetails:theaddressoftheassigneeshouldbefurnishedand,absent
anaddressinCanada,thenameandaddressofaCanadianrepresentative
forserviceshouldbeindicated.
Powerofattorney:notrequired.
StatutoryFees:$50.00pertrade-mark,whetherregisteredornot.

©CIPS,2002.*OfLEGERROBICRICHARD,L.L.P.,amultidisciplinaryfirmoflawyers,andpatentand
trademarkagents.PublishedintheWinter2002issue(Vol.6,No.1)issueofourNewsletter.
Publication068.044E.NOTE:Sincetheinitialpublicationofthisarticle,thegovermentaltaxes
weredoubled.

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Comment:noneedtoamendapendingapplicationtoreflectthecurrent
assignee;thenameoftheassignorshallbethesameastheonereferredtoin
theapplicationorregistration.
CHANGEOFADDRESS
Legalbasis:paragraph41(1)(a).
Documentstobefurnished:nosupportingdocumentsrequired;arequest
whereinthenewaddressisgivenshallbesufficient;anindicationofthedate
ofchangeofaddressisoptionalbutifnodateisfurnishedtherecordwill
indicatethedateoftherequestasthedateofthechange.
Powerofattorney:notrequired.
StatutoryFees:$25.00perrequest,irrespectiveofthenumberoftrade-marks,
registeredornot,includedinthesamerequest;nofeestobepaidifthe
requestisforpendingapplicationsonly.
Comment:noneedtoamendapendingapplicationtoreflectthenew
address.
CHANGEOFNAME
Legalbasis:paragraph41(1)(a).
Documentstobefurnished:nosupportingdocumentsrequired;arequest
whereinthenewnameisgivenshallbesufficient;anindicationofthedateof
thechangeofnameisoptional;ifdocumentsareneverthelesssubmitted,the
formername,exactlyasindicatedontheRegister,andthenewnameshould
appearonthedocumentssubmitted.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeesforpending
applications.
Comment:apendingapplicationshouldbeamendedtoreflectthenew
nameoftheapplicant.
CHANGEOFCORPORATESTRUCTURE
Legalbasis:paragraph41(1)(a).

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Documentstobefurnished:itcouldbetheinstrumentevidencingthechange
(original,certifiedcopy,photocopyortelecopyofsame,inEnglishorFrench,
withthedateofchange);itcouldalsobeanoriginal,certifiedcopy,
photocopyortelecopy,inEnglishorFrench,ofanotarialdeclarationasto
thechange,withareferencetothedateofthechange.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeestobepaidif
applicationispending.
Comment:noneedtoamendapendingapplicationtoreflectthechange;if
thischangeamountstoanassignment,itshouldbetreatedaccordingly.
MERGER
Legalbasis:paragraph41(1)(a).
Documentstobefurnished:itcouldbetheinstrumentevidencingchange
(original,certifiedcopy,photocopyortelecopyofsame,inEnglishorFrench,
withthedateofmerger);itcouldalsobeanoriginal,certifiedcopy,
photocopyortelecopy,inEnglishorFrench,ofanotarialdeclarationasto
thechange,withareferencetothedateofthemerger.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeestobepaidif
applicationispending.
Comment:noneedtoamendapendingapplicationtoreflectthechange;if
thischangeamountstoanassignment,itshouldbetreatedaccordingly.
CANCELLATION(Voluntary)
Legalbasis:paragraph41(1)(b).
Documentstobefurnished:nosupportingdocumentsrequired;needonlya
request(original,certifiedcopy,photocopyortelecopyofsame)fromthe
owner,itsrepresentativeforserviceoratrade-markagentallegingtobea
representativeoftheowner.
Powerofattorney:notrequired.

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StatutoryFees:$25.00perregisteredtrade-mark;nofeesforpending
applications.
APPOINTMENTOFAGENT
Legalbasis:subsection42(1)andrule11.
Documentstobefurnished:nonesince”appointmentoftrade-markagent
neednottobeinwriting”.
Powerofattorney:notrequired.
StatutoryFees:$25.00perrequest,irrespectiveofthenumberoftrade-marks,
registeredornot,includedinthesamerequest;nofeestobepaidifthe
requestisforpendingapplicationsonly.
Comment:noneedtoamendapendingapplication.
LIEN(ORLICENCE)
Legalbasis:paragraph26(2)(c).
Documentstobefurnished:original,copy,photocopyortelecopyofthe
document”affectingtherightstothetrade-mark”.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeesforpending
applications.
Comment:alien,alicenceorajudgmentaffectingapendingapplication
willonlyappearatthetimeoftheregistration;samefeesanddocumentsfor
theremovalofalien,licenceorjudgments.
DECLARATIONOFUSE
Legalbasis:subsection40(2).
Documentstobefurnished:original,certifiedcopy,photocopyortelecopyof
theexecuteddeclaration(simplesignatureofrepresentative;nonotarization,
legalizationoroathrequired).
Powerofattorney:notrequired.

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StatutoryFees:$200.00finalfeetobepaid;nofeesifextensiontoexisting
registration.
Comment:nospecimenorproofofuserequired.
CORRECTINGANERROR
Legalbasis:paragraph41(1)(a)andrule33.
Documentstobefurnished:supportingdocuments(original,certifiedcopy,
photocopyortelecopyofsame)andexplanationastothenatureofthe
error.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeesforpending
applications.
Comment:nofeestobepaidiftheerroremanatesfromtheRegistrar;
modificationsaffectingtheidentityoftheapplicant,thetrade-mark,thebasis
oftheapplicationorthedescriptionofthewaresandservicesshallbemade
inaccordancewithrules30to33.
AMENDMENTTOTHESTATEMENTOFWARES(whichdoesnotextendit)
Legalbasis:paragraph41(1)(c)andrule31(e).
Documentstobefurnished:none,butsimplyarequestfromtheowner,its
representativeforserviceoratrade-markagentallegingtobea
representativeoftheowner.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeestobepaidif
applicationispending.
Comment:ifthisamendmentistoextendthestatementofwaresorservices
ofaregisteredtrade-mark,statutoryfeesareat$300.00atthetimeofthe
filing,buttherearenofinalfeestobepaid;thestatementofwaresorservices
ofanunregisteredtrade-markcannotbeextendeduntiltheissuanceofthe
registration.

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AMENDINGTHEDEFINEDSTANDARD
Legalbasis:paragraph41(1)(d).
Documentstobefurnished:nosupportingdocuments;arequestbythe
registeredowner,itsrepresentativeforserviceoratrade-markagentalleging
tobearepresentativeoftheregisteredowner,whichrequeststatesthe
particularsofthedefinedstandardofthecertificationmark.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredcertificationmark;nofeestobepaidif
applicationispending.
DISCLAIMER
Legalbasis:paragraph41(1)(e).
Documentstobefurnished:nodocumentationrequired;needonlyarequest
signedbytheowner,itsrepresentativeforserviceoratrade-markagent
allegingtobearepresentativeoftheowner.
Powerofattorney:notrequired.
StatutoryFees:$25.00perregisteredtrade-mark;nofeestobepaidif
applicationispending.

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