ARTICLE
19 May 2025

Court Of Appeal, April 11, 2025, Amendment Of Claim And Addition Of A Defendant, UPC_CoA_169/2025

BP
Bardehle Pagenberg

Contributor

BARDEHLE PAGENBERG combines the expertise of attorneys-at-law and patent attorneys. As one of the largest IP firms in Europe, BARDEHLE PAGENBERG advises in all fields of Intellectual Property, including all procedures before the patent and trademark offices as well as litigation before the courts through all instances.
The Court of First Instance has a broad discretion when considering allowance of amendments to claims and the addition of parties under Rule 263 and 305 RoP.
Spain Intellectual Property

1. Key takeaways

Discretion of the Court of First Instance when applying Rules on amendment of claims and addition of parties (Rule 263 and 305 RoP).

The Court of First Instance has a broad discretion when considering allowance of amendments to claims and the addition of parties under Rule 263 and 305 RoP.

The Court of Appeal clarified that its review of such decisions is limited to whether the Court of First Instance acted outside the bounds of its discretion. The appellant must prove that the Local Division exceeded its discretion and made unreasonable decisions in the challenged orders (see headnote 1).

Annexes to the application can be used to set out the precise wording of amendments under Rule 263 RoP.

The Court clarified that while the reasoning  for amendments must be included in the application itself, the specific wording can be presented in annexes, such as marked-up versions of the amended Statements of claim (see headnote 2).

The Court of Appeal supports the inclusion of detailed changes in annexes, as it enhances legal certainty and procedural efficiency. It allows for immediate service of the final Statement if the request is allowed, and simplifies the process if only part of the request is approved.

Addition of a defendant under Rule 305 RoP is justified when it is at risk of joint liability.

When considering a request to add a person as a party under Rule 305 RoP, the Court evaluates several factors, including whether the claimant was or should have been aware of the alleged infringing acts earlier, the involvement of other parties with the alleged infringer, the impact on other parties if the new party is added, and the stage of the proceedings. The burden of presenting and proving these circumstances is lower for requests under Rule 305 RoP compared to the merits of the case. The Court has discretion in weighing the evidence, relevant circumstances, and interests of the parties, as well as procedural efficiency (see headnote 3).

In this case, the Court found that adding a defendant is justified when that defendant is potentially jointly liable for the alleged infringement. The addition of the new defendant was deemed appropriate due to its alleged joint infringement with the existing defendants and the risk of irreconcilable inconsistent decisions if separate proceedings were initiated.

Extension of territorial scope may be allowable to avoid inconsistent decisions and ensure procedural efficiency.

The Court of Appeal upheld the Local Division's decision to include both German and Spanish territories in the case, emphasizing procedural efficiency and the avoidance of inconsistent and irreconcilable decisions.

The Local Division has the discretion to balance the potential delay in proceedings caused by adding the territory of Spain under the new CJEU case law against the risk of the respondent initiating separate proceedings for the Spanish territory, which could lead to inconsistent and irreconcilable decisions. The appellants have not convincingly demonstrated that the Local Division's decision was unreasonable.

2. Division

Court of Appeal

3. UPC number

UPC_CoA_169/2025

4. Type of proceedings

Appeal

5. Parties

Appellants/Defendants: TGI Sport Suomi Oy, TGI Sport Virtual Limited, Supponor SASU, TGI Sport Italia S.r.l., Supponor España SL

Respondent/Claimant: Aim Sport Development AG

6. Patent(s)

EP 3 295 663

7. Jurisdictions

UPC

8. Body of legislation / Rules

R. 263 RoP, R. 305 RoP, R. 340 RoP, R. 243.2 RoP, R. 306.2 RoP, R. 23 RoP

UPC_CoA_169_2025

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