Under the regulatory framework of the College of Patent Agents and Trademark Agents (CPATA), patent and trademark agents are subject to ongoing Code of Conduct and professional liability insurance requirements. This webinar explores the practical implications for agents working in-house and in private practice, including:
- Key Code of Conduct provisions agents should understand
- Obligations and insurance requirements across agent classes and practice settings
- Scope of typical professional liability insurance coverage
- Liability considerations for in-house agents, collaborative and prior private practice work
- Best practices for supervising assistants, junior agents, and trainees
- System and process requirements, including docketing and use of foreign associates
- When and how to notify insurers of potential claims or errors
