2024年知识产权预算：加拿大知识产权局官费将增加25%

2024年知识产权预算：加拿大知识产权局官费将增加25%

IP Budgeting for 2024: Canadian Intellectual Property Office fees will increase by +25%

最近的立法修正案将从2024年1月1日起大幅增加加拿大知识产权局（CIPO）的大部分知识产权官费。这是在年度费用调整之外，在2023年官费的基础上一次性增加了25%，总体增加幅度从25%到36%不等。CIPO在近20年内没有对官费进行实质性调整。此次官费上涨旨在解决通货膨胀、劳动力成本、申请数量和IT投资的增长。以下是加拿大官费增长的概述，以及2023-2024年度加拿大知识产权预算管理的注意事项。

Recent legislative amendments will significantly increase most government fees for IP services payable at the Canadian Intellectual Property Office (CIPO) effective January 1, 2024. This reflects a one-time 25% increase over 2023 fees, in addition to an annual fee adjustment, for a total increase ranging from 25% up to 36% depending on the fee. CIPO has not substantially adjusted its fees in 20 years. The fee increases are intended to address increases in inflation, labour costs, application volumes, and IT investments. Below provides an overview of fee increases, and considerations to help manage IP budgets in Canada between 2023 and 2024.  

增加的常见专利费包括：申请费（以及进入国家阶段的费用），从420加元增加到555加元；审查费（以及申请继续审查费），从815加元增加到1110加元；终审费，从305加元增加到420加元；以及第二年的维持费，从100加元增加到125加元。

Common patent fees that are increased include: the application filing fee (and fee for national phase entry), from $420 to $555; the examination fee (and request for continued examination fee), from $815 to $1110; the final fee, from $305 to $420; and the year-2 maintenance fee, from $100 to $125.

为减少费用，常规申请、国家阶段申请和分割申请（通常需要较高的后期维持费）可于2023年按照2023年费用标准申请。2024年1月1日之后到期的费用（例如维持费和审查费）可在2023年按照2023年费用标准缴付。

To minimize fees, regular applications, national phase applications, and divisional applications (often with numerous catch-up maintenance fees) can be filed in 2023 at 2023 fees. Fees due after January 1, 2024 (such as maintenance fees and examination fees) can be paid in 2023 at 2023 fees.

目前，如果满足“小型实体条件”，获得和维持专利的某些费用将享受50%的折扣。自2024年1月1日起，“小型实体”的定义将扩大到员工人数少于100人（之前是50人或更少）的实体，同时将在很大程度上保持小型实体当前的大部分费用标准（可进行年度费用调整，但不可一次性增加25%）。小型实体条件为：

Currently, certain fees for obtaining and maintaining a patent are discounted by 50% if a “small entity condition” is met. Effective January 1, 2024, the definition of “small entity” will be expanded to an entity that has fewer than 100 employees (instead of 50 employees or less), while largely maintaining most current fees payable by small entities (subject to the annual fee adjustment but not the one-time 25% increase). The small entity status condition will be that: 

1. 就专利申请而言，除PCT国家阶段申请或分案申请外，截止申请日，申请人的雇员应少于100人或申请人是大学，以下实体除外：

   in respect of an application for a patent — other than a PCT national phase application or a divisional application — the applicant of the application on the filing date is, on that date, an entity that has fewer than 100 employees or is a university, other than

   
   

   （i）由拥有100名或以上雇员的实体（大学除外）直接或间接控制的实体，或

   an entity that is controlled directly or indirectly by an entity, other than a university, that has 100 employees or more, or

   
   

   （ii）已向拥有100名或100名以上雇员的实体（大学除外）转让或许可，或有义务（债务除外）转让或许可，所涉发明的任何权利或权益的实体；

   an entity that has transferred or licensed, or has an obligation other than a contingent obligation to transfer or license, any right or interest in a claimed invention to an entity, other than a university, that has 100 employees or more;

   
   

2. 就国际申请而言，截止进入国家阶段之日，该申请的申请人是雇员少于100人的实体或大学，但 a. （i）或（ii）项所述实体除外；和

   in respect of an international application, the applicant of the application on the national phase entry date is, on that date, an entity that has fewer than 100 employees or is a university, other than an entity referred to in subparagraph a (i) or (ii); and

   
   

3. 就分案申请而言，原始申请需满足小型实体条件的适用要求。

   in respect of a divisional application, the applicable requirements of this small entity condition are met in respect of the original application.

实体状态在常规申请的提交日（或国家阶段申请的国家阶段进入日）一次性确定；在任何其他时间都不重新确定状态。例如，如果一家截至申请日或国家阶段进入日由10名员工组成的公司获得了小型实体身份，但随后发展到100多名员工，那么它仍具有小型实体资格。由于实体状态仅一次性确定，根据扩展定义而非当前定义符合条件的申请人需要等到扩展定义于2024年1月1日生效后才能提交申请、提交小型实体声明，并按小型实体费率缴纳费用。

An entity status is determined once, at the filing date of a regular application (or at the national phase entry date of a national phase entry application); the status is not redetermined at any other time. For example, if a company consisting of 10 employees as of the filing date or the national phase entry date receives small entity status but subsequently grows to more than 100 employees, it still qualifies as a small entity. Since entity status is determined only once, Applicants who qualify under the expanded definition, but not the current definition, would need to wait until the expanded definition comes into force on January 1, 2024 to file an application, submit a small entity declaration, and pay fees at small entity rates.

对于商标申请和注册，大多数官费的增长率在32%左右。2019年，官费依据立法变化进行了调整，包括加拿大实施尼斯分类制度，该制度向加拿大引入了分类申请和续展费用。此次是对2019年费用变更的进一步调整。

For trademark applications and registrations, most government fees are increasing by about 32%. This follows 2019 fee changes that coincided with legislative changes, including as a result of Canada implementing the Nice Classification System, which introduced per-class filing and renewal fees to Canada.  

2024年，提交加拿大商标申请的官费将增加到第一类460加元，每增加一类140加元（目前第一类350加元，每增加一类105加元）。续展官费增加到第一类555加元，每增加一类175加元（目前第一类420加元和每增加一类130加元）。转让和其他权益移转的备案官费从每商标申请/注册100加元增加到125加元。

In 2024, the government fee to file a Canadian trademark application is increasing to $460 for the first class and $140 for each additional class (from the current fees of $350 for the first class and $105 for each additional class). The fee for renewal is increasing to $555 for the first class and $175 for each additional class (from $420 for the first class and $130 for each additional class). Fees for recording assignments and other transfers of title are increasing from $100 per application/registration to $125 per application/registration.  

在预算允许的情况下，商标所有者可能愿意在2023年提前提交新的加拿大申请。例如，由于2024年有优先权而推迟加拿大申请的申请人可以选择在优先权到期前于2023年申请，以享受目前较低的官费。同样，选择一标一类而非一标多类的申请人可能愿意在2023年提交申请。

Where year-over-year budgeting permits, trademark owners may wish to prioritize filing new Canadian applications in 2023. For example, applicants that are delaying a Canadian filing because a priority claim is available in 2024 may opt to file in 2023 before the expiry of the priority period in order to take advantage of the current lower government fees. Likewise, owners that prefer to file single class, rather than multi-class applications may wish to file in 2023.  

在加拿大推迟变更备案的商标所有者可能愿意在2023年进行，特别是在涉及大宗变更的情况下。（注：官费适用于转让和其他权益移转；简单的名义或地址变更备案无官费。）

Trademark owners that have held off on recording title changes in Canada may wish to proceed in 2023, particularly where large portfolios are implicated. (Note: a government fee is applicable to assignments and other transfers of title; there is no government fee to record a simple name change or address change.)

如可能，注册人可能更愿意在2023年续展。2019年6月17日之前注册的加拿大商标注册可以在任何时候首次续展，随后的续展以及2019年6日17日之后的注册可以在首次续展截止日期前六（6）个月内续展。

Registrants may prefer to renew in 2023 if possible. Canadian trademark registrations issued to registration prior to June 17, 2019, can be renewed for the first time at any time, and subsequent renewals along with registrations issued after June 17, 2019, can be renewed up to six (6) months in advance of the initial renewal deadline.  

异议和简易撤销的官费也相应增加。有延期要求的潜在异议人可能愿意在2024年之前进行异议，因为提交异议声明的官费将在2024年增加到1050加元（目前790加元）。有多个潜在异议商标的异议人可能对此更感兴趣。同样，推迟撤销不使用商标简易程序的第三方可能愿意今年启动，因为启动简易撤销程序的费用将在2024年增加到555加元（目前420加元）。对于正考虑通过简易撤销程序清除注册障碍以使其申请通过审查、但由于加拿大审查积压尚不知其商标申请走向的加拿大申请人来说，这可能非常挫败。

Fees for opposition and summary cancellation matters are also increasing commensurately. Potential opponents that have requested extensions of time may wish to proceed with oppositions before 2024, as the government fee for filing a Statement of Opposition will increase to $1050 in 2024 (up from $790). This may be of particular interest if there are multiple advertised applications at issue. Likewise, third parties that have delayed commencing summary non-use cancellation proceedings, may wish to do so this year, noting that the fee for commencing a summary cancellation proceeding will increase to $555 in 2024 (up from $420). This may be a particular point of frustration for Canadian applicants that are considering summary cancellation to clear the Register for the sole purpose of getting through examination but do not yet know the fate of their pending application(s) owing to significant Canadian examination backlogs.  

申请外观设计（包括审查）的官费将从430加元增加到570加元（超过10页的每页加14加元）。一次性维持费从376加元增加到500加元。 

Government fees for filing an industrial design application, including examination, will increase from $430 to $570 (plus $14 for each drawing page in excess of ten). The one-time maintenance fee is increasing from $376 to $500.

版权费也在增加。申请版权登记的官费将从50加元增加到65加元。版权转让或许可备案的官费将从65加元增加到80加元。计划进行大量版权登记和/或备案的版权所有者可能愿意在2023年提前进行。

Copyright fees are also increasing. Government fees for filing an application to register a copyright will increase from $50 to $65. Government fees to record a copyright assignment or a license against a registration will increase from $65 to $80. Copyright owners that plan to proceed with a volume of copyright registrations and/or recordals may wish to prioritize proceeding in 2023. 

如需查看CIPO发布的通知以及费用增加的完整列表，请参阅此处*。

To review the notice published by CIPO, with a complete list of fee increases, please see here*. 

*https://ised-isde.canada.ca/site/canadian-intellectual-property-office/en/what-you-need-know-about-upcoming-changes-cipos-fees

鉴于CIPO费用即将发生变化，知识产权所有者可能愿意在2023年处理加拿大知识产权事务；等待至2024年将导致官费上涨25-36%。此外，对于专利事项，小型实体的规模评估应谨慎进行。

In view of the upcoming changes to CIPO’s fees, intellectual property owners may wish to proceed with Canadian IP matters in 2023; waiting for 2024 will result in 25-36% increased government fees. Further for patent matters, any assessment of small entity size should be exercised carefully.

以上内容仅供参考，并非法律或专业建议。如需建议并讨论2023年至2024年期间帮助管理知识产权预算的策略，请联系Marks&Clerk Canada。

The above content is intended for informational purposes only and does not constitute legal or professional advice. To obtain such advice and discuss strategies to help manage your IP budget between 2023 and 2024, please contact Marks & Clerk Canada. 

本文列出的所有费用的货币单位均为加元。

All fees listed are approximate fees in Canadian dollars.

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联系作者 Contact the author

Catherine Lovrics: clovrics@marks-clerk.ca

Jean-Charles Grégoire: jcgregoire@marks-clerk.ca

Amrita V. Singh: asingh@marks-clerk.ca

Yuelin (Helen) Ren: hren@marks-clerk.ca

Shannon Young: shyoung@marks-clerk.ca