Samenvatting
** The EPO has moved its revision cycle to 1 Mar 2021. So the EPO-PCT and EPO-EPC Guidelines included in this book are in force from 1 Nov 2019 to 28 Feb 2021 **
** The EPG Guide will be in force from 1 Jan 2020 to 31 Dec 2020 **
It is printed on the thin 50g paper. Dimensions are: 160mm x 230mm x 20mm - 646 pages - 650g
More details can be found here, including sample pages: fireballpatents.com/study-materials
This book covers EPO procedures during filing (RO), search (ISA, SISA) & examination
(IPEA) of PCT applications filed at the EPO. It also covers PCT entry into the European
phase (DO/EO), and formalities after entry.
It is useful for daily practice by those dealing with the EPO, and includes references
considered essential for EQE candidates:
- for exam questions, EPG helps with the general parts and many details
- GL/PCT-EPO and GL/EPO are considered official references - IPREE R.22
It includes:
● OJ EPO Decisions & Fees relevant for PCT - 31 Oct 20
● PCT Annexes for EPO as RO / ISA / SISA / IPEA / DO & EO - 31 Oct 20
● Full Text & Notes for all PCT Applicant Forms & EP Entry Form 1200 - 31 Oct 20
● Examples of PCT-related EPO communications
● Euro-PCT Guide (EPG) - 1 Jan 2020
● EPO-PCT Guidelines (GL/PCT-EPO) - 1 Nov 2019
● EPO-EPC Guidelines – PCT part only (GL/EPO E-IX) - 1 Nov 2019
All guidelines include our Detailed Table of Contents, page numbers, and indications of
sections with major changes in last 3 years. It does not include legal provisions, treaties or WIPO Guidelines.
EQE 2021 Candidates:
• This version (31 Oct 2020) is the official version for EQE 2021.
• The EPO has switched to a 1st March update cycle for the EPO-PCT Guidelines and
EPO-EPC Guidelines for Examination. No new versions were available on 1 Nov
2020, so the 1 Nov 2019 versions included in this book will stay in force until 28 Feb
2021.
• Answers at the EQE based on Guidelines should be supported by EPC/PCT Articles, Rules,
GL/EPO, or GL/PCT-EPO Guidelines citations - IPREE R.22
New in this version:
• font sizes increased for some overviews to improve readability
• added our own up-to-date overviews for SISA operation, EPO IPEA 2nd WO policy
Inhoudsopgave
01. Overview EPC States: Contracting, Validation, Extension (& relevant data)
02. Overview of OJEPO notices
----- Notices relevant for International Applications
----- Notices relevant for PCT fees
03. Guidance for fee payment (1 Apr 2020) - OJ 2020, A33
----- including relevant PCT notices & fees
----- EPO Fees for International Applications (1 Apr 2020)
04. Fee Reductions
----- 90% reduction for filing fees (WIPO)
----- States that qualify for 90%
----- 75% reduction for PCT search/examination fees at EPO - OJ 2020, A91
05. General info on EP as PCT Authority (ANNEX B)
----- ISA / IPEA agreement between EPO and WIPO
06. IP5 PPH pilot based on PCT & national work products - OJ 2019, A106
----- Flowcharts
07. Info on EP as RO (ANNEX C)
----- Processing of PCT Direct letter by EPO - OJ 2017, A21
08. PCT REQUEST – Filing form RO/101
----- Notes to PCT REQUEST form
----- Fee Calculation Sheet & Notes
09. Info on EP as ISA (ANNEX D)
10. EP as SISA (ANNEX SISA)
----- EPO acting as SISA - OJ 2010, 316 (updated)
11. SIS REQUEST – Supplementary search request form IB/375
----- Notes to SIS REQUEST form
----- Fee Calculation Sheet & Notes
12. Info on EP as IPEA (ANNEX E)
----- EPO policy for issuing 2nd WO as IPEA - OJ 2011, 532 (updated)
13. DEMAND – Examination request form IPEA/401 (Chapter II)
----- Notes to DEMAND form
----- Fee Calculation Sheet & Notes
14. Invitation to Enter European Entry – EPO communication 1201 (at 28m.)
15. Noting of Loss of Rights – EPO communication 1205 (at 32m.)
16. Info on EP as DO/EO (EP NATIONAL CHAPTER)
----- Summary of Regional (National) Entry Requirements
----- Procedure in Regional (National) Phase
----- Fees relevant for Regional (National) Entry
----- European Entry – Entry request form 1200
----- Fee Calculation Sheet & Notes
----- Notes to European Entry form
----- Designation of Inventor & Notes – Declaration form 1002
----- Authorisations & Notes – Power of Attorney forms 1003 (specific) & 1004 (general)
17. Invitation to Amend & Comment – EPO communications 1226AA, BB, CC
18. Euro-PCT Guide (EPG: filing, search, examination, entry for applicants)
----- Detailed Table of Contents
----- A. Terms and abbreviations
----- B. International and European phases of a PCT application
----- C. Timeline for international applications
----- 1. General Overview
----- 2. EPO as a PCT RO
----- 3. EPO as an ISA and a SISA
----- 4. EPO as an IPEA - PCT Chapter II
----- 5. Euro-PCT procedure before EPO as DO (Chapter I) or EO (Chapter II)
----- ANNEX I. Criteria chosen by EPO as ISA/IPEA on specific points in ISPE Guidelines
19. EPO-PCT Guidelines (GL/PCT-EPO: filing, search, examination for IP professionals)
----- Detailed Table of Contents
----- General Part
----- Part A. Formalities Examination
----- Part B. Search
----- Part C. Procedural Aspects in Chapter II
----- Part D. BLANK – no opposition, limitation or revocation under PCT
----- Part E. General Procedural Matters
----- Part F. The International Application (formal requirements, unity, sufficiency, clarity, priority)
----- Part G. Substantive Requirements (excluded subject matter, novelty, inventive step)
----- Part H. Amendments and Corrections
----- List of sections amended in the 2019 revision
20. EPO-EPC Guidelines (PCT part only) (GL/EPO Ch. E-IX: European entry)
----- Detailed Table of Contents
----- General Procedural Matters - Applications under PCT