JP2006011579A - Transaction system for industrial property - Google Patents

Transaction system for industrial property Download PDF

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JP2006011579A
JP2006011579A JP2004184514A JP2004184514A JP2006011579A JP 2006011579 A JP2006011579 A JP 2006011579A JP 2004184514 A JP2004184514 A JP 2004184514A JP 2004184514 A JP2004184514 A JP 2004184514A JP 2006011579 A JP2006011579 A JP 2006011579A
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trademark
rights
industrial property
registered
company
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Kazuhiko Ichihashi
和彦 市橋
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BRIDGEMAN KK
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BRIDGEMAN KK
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Abstract

<P>PROBLEM TO BE SOLVED: To solve the following problem: an enterprise stocking a large number of trademark rights seems to be unnecessary has to spend a lot of labor or costs for preservation of the trademark rights, while it is difficult for an enterprise desiring acquisition of a trademark right to secure the right as it wishes by presence of the already registered trademark rights, so that it cannot sufficiently cope with economical efficiency, certainty and tightness even if using a revocation judgement system by disuse. <P>SOLUTION: One of the enterprises performing member registration to an intermediary in advance determines a start price of an effective industrial property right which the enterprise thinks unnecessary in the presence and even in the future among the effective industrial property rights already registered in the Patent Office and placing it on net auction, and waits access and a tender of one desiring purchase of the effective industrial property right among the enterprises performing the member registration. When conditions accord, a transaction is concluded, and a transfer registration procedure of the right is performed to the Patent Office. The effective industrial property right is the trademark right. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

本発明は工業所有権の取引システム、それも有効に特許庁において既登録とされている商標権を対象とした取引システムに関する。   The present invention relates to a trade system for industrial property rights, and also to a trade system for trademark rights that have already been registered with the Patent Office.

現在、我が国にあって有効に登録済となっている商標権の合計数は百数十万件となっているものの、実際に商標として使用されているのはその30%にも満たず、残りはいわゆるストック商標もしくは死蔵の商標となっている。   Currently, the total number of registered trademark rights in Japan is hundreds of thousands, but less than 30% are actually used as trademarks. Is a so-called stock trademark or dying trademark.

また、近年は企業における新商品やサービスの促進力の一つとしてブランドによる戦略が非常に重要とされ、似たような商品、サービスの売り上げがブランド、それもネーミングの良否によって大きく影響されてしまう傾向にある。ところが、好ましく思われるネーミングの約8割は、既に第三者によって商標権が取得されてしまっているケースがあり、そのままでは法律上使用することができないというのが実状となっている。   In recent years, brand strategies have become very important as one of the driving forces for new products and services in companies, and sales of similar products and services are greatly influenced by the quality of the brand and its naming. There is a tendency. However, about 80% of the naming that seems to be preferable has already been acquired by a third party, and the fact is that it cannot be used legally as it is.

係る場合、商標権者と使用を欲する者との間で譲渡や使用権の設定契約がなされることもあるが、業種が重なる時は商標権者はこれを手放したり、使用権を許諾しないことが多く、核商標権が不使用と思われる際には取消審判を請求する道もあるが、これも費用がかかるのが現実で、それと共に使用を欲する者が出願手続をしたとしても必ず登録となる保証もないものであり、市場との関係での逼迫性にも十分に対応できない。   In such cases, there may be a transfer or usage right setting contract between the trademark owner and the person who wants to use it. However, when the business types overlap, the trademark owner should not give up or grant the right to use. There is a way to request a trial for revocation when nuclear trademark rights are considered to be unused, but this is also expensive, and even if the person who wants to use it carries out application procedures, it must be registered There is no guarantee that it will be, and it cannot sufficiently cope with the tightness in relation to the market.

また、商標権を数多く所有している企業では格別にその商標権の各々について資産評価することもなく休眠状態としているだけで有効な資産運用もなされていないのが実状であり、将来的にも使用の可能性がないかもしれない商標権保全のため、権利の更新やその管理費用等も含め、膨大な経費が費いやされ続けることとなる。   In addition, companies that have many trademark rights are not actually evaluating assets for each trademark right, and are in a dormant state. In order to preserve the trademark rights that may not be used, enormous expenses will continue to be spent, including renewal of rights and management costs.

一方、新興の企業や日本に新規参入する外資系企業にとっては日本国内において望むような良好なブランド、特にネーミングを思うように取得することが、既登録されている商標権の存在によってなし得ず、理想的なブランド戦略をすることができない。これがニューエコノミー企業の市場参入を阻む大きな障害の一つとなっており、市場の活性化も進まない一因となっている。
出願人サイドにあって、先行する技術文献の調査を行なったが格別に類似すると思われる文献は発見することができなかった。
On the other hand, it is impossible for a new company or a foreign-affiliated company entering Japan to acquire a good brand, especially naming, as desired in Japan due to the existence of registered trademark rights. Unable to make an ideal brand strategy. This is one of the major obstacles to the entry of new economy companies into the market, and is one of the reasons why the market has not been activated.
Although it was on the applicant's side, prior technical literature was searched, no literature that seemed to be particularly similar could be found.

本発明が解決しようとする問題点は、不用と思われる商標権を数多くストックしている企業は、その商標権の保全のため多くの労力や費用を費いやさねばならなくなってしまい、一方、商標権の取得を希望する企業にとっては既登録の商標権の存在によって思うような権利の確保が困難となり、不使用による取消審判制度を利用するとしても経済的、確実性、逼迫性に十分に対応することができないという点である。   The problem to be solved by the present invention is that a company that stocks many trademark rights that are considered to be unnecessary has to spend a lot of labor and expense to preserve the trademark rights, For companies that want to acquire the rights, it is difficult to secure the right that they think due to the existence of the registered trademark right, and even if the cancellation trial system by non-use is used, the economy, certainty, and tightness are sufficiently dealt with Is that you can't.

本発明は前記した問題点を解決するため、仲介業者に対して事前に会員登録を行った企業のうち、特許庁に対して登録済となっている有効工業所有権のなかで、自社が現在、将来的にも不要と考えるものをスタート価格を決めてネットオークションに出品し、やはり前記した会員登録を行った企業のうち、当該有効工業所有権の購入を希望する者のアクセス、入札を待ち、条件が合致した場合に取引を成立させ、権利の移転登録手続を特許庁に対し行なうことを特徴とし、前記した有効工業所有権は商標権であることを特徴としている。   In order to solve the above-mentioned problems, the present invention is the effective industrial property right registered with the JPO among the companies that have registered with the broker in advance. In the future, we decided on a start price for what we thought was unnecessary in the Internet auction, and also waited for access and bidding by those who wished to purchase the effective industrial property right among the companies that registered for membership. In the case where the conditions are met, the transaction is concluded and the transfer registration procedure of the right is performed with respect to the JPO, and the above-mentioned effective industrial property right is a trademark right.

また、本発明は前記した会員登録を行なった企業が複数の商標権を所有している場合、その商標権を整理し、価値を算定し、売却処分とする商標権の抽出作業を仲介業者がフォローしながら行なうことを特徴とし、前記したスタート価格の決定は登録されている商標権の分類ごとに市場価値を評定し、ビジネス機会を予測し、質的価値を評定し、その市場性、ビジネス収益予想、質的有用性に逼迫状況を加味して行なうものとし、前記した仲介業者のコンサルティングも行なわれることを特徴としている。   Further, in the present invention, when a company that has registered as a member has a plurality of trademark rights, an intermediary performs the trademark right extraction work for organizing the trademark rights, calculating the value, and disposing of them for sale. The start price is determined according to the classification of registered trademark rights, the market value is estimated, the business opportunity is predicted, the qualitative value is evaluated, and the marketability and business are determined. It is characterized by a tight situation with respect to earnings forecasts and qualitative usefulness, and is also characterized by consulting with the brokers described above.

さらに、本発明は前記したネットオークションに出品がなされた場合、商標権の分類ごとに既登録となっている会員企業に対してeメールによる案内の送信が仲介業者によりなされることを特徴とし、前記したネットオークションに出品された商標権に、購入希望企業よりアクセスがあった時、該企業と該商標権の適合性や購入価格レンジ等について仲介業者がコンサルティングを行なうことを特徴としている。   Furthermore, the present invention is characterized in that when an exhibition is made at the above-mentioned net auction, an agency sends a guide by e-mail to a registered member company for each trademark right classification, When a trademark wished to be purchased is accessed from a company wishing to purchase, the broker consults on the suitability of the trademark right with the company, the purchase price range, and the like.

本発明は上記したように構成されるため、商標権が価値ある商品として流通されることとなり、取得を欲する企業が、必要性の低い企業から商標権を買い取ることとなり、両者を仲介する形態での交換マーケットを確立することができる。   Since the present invention is configured as described above, the trademark right will be distributed as a valuable product, and a company that wants to acquire will purchase the trademark right from a company that is less necessary, and mediate both An exchange market can be established.

商標権をストックの形態で所有している企業にとっては、本発明に係る取引システムに参入することで売却処分とすべき商標権の選別作業が社内的に加速され、予備的に所有しており、将来的にも必要性の乏しい商標権を売却することで休眠していた資産が現金化され、キャッシュフロー改善を実現することができる。   For companies that own trademark rights in the form of stock, the selection of trademark rights that should be disposed of for sale is accelerated internally by entering the transaction system according to the present invention, and the company owns them in advance. In the future, selling dormant trademark rights will convert the dormant assets into cash and improve cash flow.

また、商標権の取得を希望する企業例にとっては、従来のような個別の売買交渉という面倒な手間が一切必要なくなり、足元を見られるような法外な価格を提出されることもなくなり、社会的にも社内的にも納得のいく妥当な価格で商品カテゴリー適合性のある商標権を買い取ることができることとなる。   In addition, for companies that wish to acquire trademark rights, there is no need for the troublesome labor of individual sales negotiations as in the past, and there is no need to submit an exorbitant price that allows you to see the latest. This means that you can purchase a trademark right that is compatible with the product category at a reasonable price that is acceptable both internally and internally.

さらに、商標権の譲渡の流れにあって、当初の不要な商標権の選別から価格設定、そして買い手側に対しての価値説明や適正価格レンジの提案、最終的には当該商標権の法的なチェック等まで、仲介業者のアドバイスやコンサルティングがなされるので、常に安全性が高く、不用な経済的、時間的負担が、売り手側、買い手側の両者にとって一切なくなることとなるのである。   Furthermore, in the process of transfer of trademark rights, initial unnecessary trademark rights selection to pricing, and explanation of value to buyers and proposal of reasonable price range, finally legal Since the broker's advice and consulting are done until the check, etc., the safety is always high, and unnecessary financial and time burdens are eliminated on both the seller side and the buyer side.

実施例として図に示す作業の流れをプログラムとして組むことによって実現した。   As an example, the flow of work shown in the figure was implemented as a program.

次に、本発明の好ましい実施の一例を図面を参照して説明する。図1は本発明に係る工業所有権の取引システムを、特に対象を商標権として示すフローチャート図である。   Next, an example of a preferred embodiment of the present invention will be described with reference to the drawings. FIG. 1 is a flowchart showing an industrial property transaction system according to the present invention, in particular, an object as a trademark right.

この図1と示すフローチャート図にあって作業的には大きく4つの区分に分かれる。また、この図中、商標棚卸の語は複数の商標権を所有している企業にあって、その複数の商標権を整理、選別し、資産としての価値を考察する等の作業概念を意味しており、出願人の保有する商標でもあり、ホームページアドレスとしても使用される。   In the flowchart shown in FIG. 1, the work is roughly divided into four sections. Also, in this figure, the term “inventory” refers to a work concept such as organizing and selecting a plurality of trademark rights and considering the value as an asset in a company that possesses a plurality of trademark rights. It is also a trademark owned by the applicant and is used as a homepage address.

前記した4つの作業区分において、仲介業者(商標棚卸.com)は関与し、アドバイス、コンサルティングを行なうこととなる。図1にあって、仲介業者へ会員登録、即ち入会金や年会費の支払いは第2のステップのスタートに記載されてはいるが、第1のステップの開始でなされることも可能である。   In the above four work categories, the broker (trademark inventory.com) is involved and provides advice and consulting. In FIG. 1, the member registration to the broker, that is, the payment of the membership fee and the annual membership fee, is described at the start of the second step, but it can also be made at the start of the first step.

図1にあって、第1のステップ(区分)は売り手側に対する商標棚卸作業の支援となる。これは複数の商標権を所有する企業が、不用な商標権を選別、抽出して売却対象となる商標権を決定する作業となり、まず、第一には使用中の商標権(ライセンスを設定しているもの等も含む)と、予備の保有商標権とを分別することにより開始される。   In FIG. 1, the first step (section) is support for the trade mark inventory work for the seller. This is a process in which a company that owns multiple trademark rights selects and extracts unnecessary trademark rights and determines the trademark rights to be sold. And other reserve trademark rights).

次いで、将来に対する事業ドメイン展開計画を検討し、将来的にも使用する予定がない商標権を抽出し、売却可能性を検討する。ここで、資産として計上される帳簿残存額を参照して手持ち商標権の優先順位付けをして、商標権の存続期間更新手続に必要となる費用以下しかないと判断した商標権は売却処分とする(社内基準も作成しておく)。こうして売却対象となる商標権が抽出、決定される。   Next, the business domain development plan for the future is examined, trademark rights that are not scheduled to be used in the future are extracted, and the possibility of sale is examined. Here, with reference to the remaining book value recorded as an asset, prioritizing the trademark rights held, the trademark rights that are determined to be less than or equal to the cost required for the renewal period of the trademark rights shall be disposed of. Yes (preparation of internal standards). In this way, the trademark right to be sold is extracted and determined.

続いて第2のステップ(区分)は客観的な商標権の市場価値の評定であるが、ここでは仲介業者が冷静な第三者的立場から、売却処分が決定された商標権をその登録されている商品や役務の区分、カテゴリーごとに市場価値を評定する。   Next, the second step (category) is an objective assessment of the market value of the trademark right. Here, the broker has registered the trademark right that has been decided to be sold from a calm third party. Assess the market value for each product and service category and category.

これは、商標権の登録されている分類ごとにビジネス機会を予測し、商標権の適合性を評価する。この適合性の評価は分類ごとに質的価値を評定するもので、この質的価値の具体的内容はネーミングの適合性、商標の持つ感性価値、登録されている分類自体の価値(市場性の大小等)の高さ等を基準とする。   This predicts business opportunities for each registered classification of trademark rights and evaluates the suitability of trademark rights. This assessment of suitability is a qualitative value for each category, and the specific content of this qualitative value is the suitability of naming, the sensitivity value of the trademark, the value of the registered category itself (marketability Based on height, etc.

そして、対象とされる商標権の取引価格を計算フォーミュラによって算出する。このための内容として市場のカテゴリーサイズ、ビジネス収益予想標準値、ブランドの質的有用性があり、逼迫状況等も加味されることとなる。こうしてスタート価格の決定がなされる。   Then, the transaction price of the targeted trademark right is calculated by a calculation formula. The contents for this include the category size of the market, the expected standard value of business revenue, the qualitative usefulness of the brand, and the situation of tightness is also taken into account. In this way, the start price is determined.

次いで、第3のステップ(区分)はネットオークションによる売買取引となるが、ここでは仲介業者は買い手に対してもアドバイス、コンサルティングを行ない、交渉成立の促進をはかる。まず、売り手側の企業は売却予定の商標権を仲介業者が主催するネットオークションへ出品し、仲介業者は商品、役務の分類ごとに登録し、会員となっている企業へeメールを利用した案内を送信する。   Next, the third step (classification) is a sales transaction through an online auction. Here, however, the broker provides advice and consulting to the buyer in order to promote negotiations. First, the seller's company will exhibit the trademark right to be sold at the online auction hosted by the broker, and the broker will register for each product and service category and guide the member company by e-mail. Send.

ネットオークションへ出品された商標権は一定の期限(2週間を想定)を限っての購入希望企業からのアクセスを受けることができる。このアクセスがあると、仲介業者は一種のサービス業務としてその買い手にその商標の適合性の評価を行なう。その要素としては出品されている商標権の価値評価、ブランド戦略との適合性、そして購入価格レンジの提案等となる。   Trademark rights submitted to online auctions can be accessed by companies wishing to purchase for a limited time limit (assuming two weeks). With this access, the broker evaluates the buyer's suitability of the trademark as a kind of service. The elements include the value evaluation of the trademark right being exhibited, compatibility with the brand strategy, and the proposal of a purchase price range.

続いて、購入希望企業による入札が行なわれ、売り手側の希望とマッチングしたところで売買取引が成立する。この時点で買い取り価格が最終的に決定されることとなる。   Subsequently, a bid is made by a purchase-requesting company, and a sales transaction is established when matching with the seller's request. At this point, the purchase price is finally determined.

また、第4のステップ(区分)は譲渡があったことを特許庁の原簿へ登録するための移転登録手続であるが、この場合、売り手側は法的な有効な譲渡証書や単独申請承諾書、委任状等の書類を買い手側に渡すこととなり、手続は買い手側(登録権利者)によって行なわれることとなる。   The fourth step (category) is a transfer registration procedure for registering the transfer in the JPO's original book. In this case, the seller must provide a legally valid transfer certificate or single application acceptance certificate. Documents such as a letter of attorney will be handed over to the buyer, and the procedure will be carried out by the buyer (registered right holder).

本実施例における作業の流れは上記のように構成されているが、仲介業者における入金は会員としての登録料や年間会費のほかに、売り手側に対しては商標棚卸業務や保有商標権の適合性評価や強化すべき分類カテゴリー等のコンサルティング業務、売却処分とする商標権の価値の算定業務等がある。   The flow of work in this example is configured as described above. However, in addition to the registration fee and annual membership fee as a member, the deposit at the broker is compatible with the trademark inventory business and the trademark rights held by the seller. There are consulting services such as sex assessment and classification categories that should be strengthened, and calculation of the value of trademark rights for sale disposal.

また、買い手側からは取引成立価格の3〜5%(額によって変動)の手数料のほか、出品された商標権の購入妥当性のアドバイス、コンサルティング業務等がある。   Also, from the buyer's side, there are 3-5% (fluctuated depending on the amount) fee of the transaction settlement price, advice on the appropriateness of purchase of the displayed trademark right, consulting services, etc.

さらに、本実施例におけるネットオークションに参加できるのは登録された会員のみに限定され、付与されたコードナンバー等によって画面を見ること、入力することができるため、投機目的の企業や個人は参画できない。そして、誓約書によってオークションサイトを通じて知り得た商標権に対して不使用取消審判をはじめとする不利益行為は一切行なわないとの規制を設け、出品する商標権はいかなる法的制約もないことを条件とする(後で露見した場合のペナルティについても会員登録時の契約書等に記載しておく)。   In addition, only registered members can participate in the net auction in this embodiment, and since the screen can be viewed and entered according to the assigned code number etc., companies and individuals for speculative purposes cannot participate. . In addition, a regulation has been established that the trademark rights obtained through the auction site through the pledge will not be subjected to any disadvantageous acts such as non-use cancellation trials. The trademark rights to be exhibited are not subject to any legal restrictions. It is a condition. (Penalty in case of exposure later is also described in the contract at the time of member registration).

本発明に係る工業所有権の取引システムは上記のように構成され、作業される。そのために、商標権のみならず、特許権、実用新案権、意匠権にも応用して実施することができ、また、未登録状態である特許を受ける権利や商標登録出願により生じた権利等にも出願人名義変更の手続を行なうことで応用して実施することが可能となる。   The industrial property transaction system according to the present invention is configured and operated as described above. Therefore, it can be applied not only to trademark rights, but also to patent rights, utility model rights, design rights, and the right to receive unregistered patents or rights arising from applications for trademark registration. Can also be applied and implemented by changing the applicant name.

本発明に係る工業所有権の取引システムを商標権を対象として示すフローチャート図である。It is a flowchart figure which shows the trade system of the industrial property rights which concern on this invention for the trademark right.

Claims (6)

仲介業者に対して事前に会員登録を行った企業のうち、特許庁に対して登録済となっている有効工業所有権のなかで、自社が現在、将来的にも不要と考えるものをスタート価格を決めてネットオークションに出品し、やはり前記した会員登録を行った企業のうち、当該有効工業所有権の購入を希望する者のアクセス、入札を待ち、条件が合致した場合に取引を成立させ、権利の移転登録手続を特許庁に対し行なうことを特徴とする工業所有権の取引システム。   Among companies that have registered with an intermediary in advance as a member, among the effective industrial property rights registered with the JPO, those that the company considers to be unnecessary in the future are now starting prices. Of the companies that have registered for membership as described above and who wish to purchase effective industrial property rights, wait for the bid, and if the conditions are met, An industrial property transaction system characterized in that the registration process of rights transfer is performed with the JPO. 前記した有効工業所有権は商標権であることを特徴とする請求項1に記載の工業所有権の取引システム。   2. The industrial property transaction system according to claim 1, wherein the effective industrial property right is a trademark right. 前記した会員登録を行なった企業が複数の商標権を所有している場合、その商標権を整理し、価値を算定し、売却処分とする商標権の抽出作業を仲介業者がフォローしながら行なうことを特徴とする請求項2に記載の工業所有権の取引システム。   If a company that has registered as a member of the company has multiple trademark rights, the broker will follow up the trademark rights extraction process, organizing the trademark rights, calculating the value, and disposing them for sale. The transaction system for industrial property rights according to claim 2. 前記したスタート価格の決定は登録されている商標権の分類ごとに市場価値を評定し、ビジネス機会を予測し、質的価値を評定し、その市場性、ビジネス収益予想、質的有用性に逼迫状況を加味して行なうものとし、前記した仲介業者のコンサルティングも行なわれることを特徴とする請求項2または請求項3に記載の工業所有権の取引システム。   In determining the starting price, the market value is evaluated for each registered trademark classification, the business opportunity is predicted, the qualitative value is evaluated, and the marketability, business revenue forecast, and qualitative usefulness are tight. 4. The industrial property transaction system according to claim 2 or 3, wherein the consulting of the broker is performed in consideration of the situation. 前記したネットオークションに出品がなされた場合、商標権の分類ごとに既登録となっている会員企業に対してeメールによる案内の送信が仲介業者によりなされることを特徴とする請求項2、請求項3または請求項4に記載の工業所有権の取引システム。   3. When an exhibition is made in the above-mentioned online auction, an agency sends a guide by e-mail to a registered member company for each classification of trademark rights. Item 5. The industrial property transaction system according to item 3 or claim 4. 前記したネットオークションに出品された商標権に、購入希望企業よりアクセスがあった時、該企業と該商標権の適合性や購入価格レンジ等について仲介業者がコンサルティングを行なうことを特徴とする請求項2、請求項3、請求項4または請求項5に記載の工業所有権の取引システム。   The broker who consults the compatibility of the trademark right with the company, the purchase price range, etc. when the trademark right exhibited in the above-mentioned net auction is accessed by the company wishing to purchase. The industrial property transaction system according to claim 2, claim 3, claim 4 or claim 5.
JP2004184514A 2004-06-23 2004-06-23 Transaction system for industrial property Pending JP2006011579A (en)

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