CPATA’s offices will be closed December 25 to January 1 inclusively for the holidays.

Please note that CPATA’s offices will be closed on Monday, February 19 for Family Day

CPATA has developed the following resources for licensees in the form of Ethics Analyses pieces based on submitted questions on a de-identified basis. These demonstrate the application of the Code of Professional Conduct in real life scenarios and proactively give licensees access to ethical advice. 

File Transferring

Rule 5 – Fees and Disbursements; Foreign Agents

Rule 6 – Withdrawal of services when surrendering a licence

Rule 6 Commentary – fees and disbursements – file transfer/withholding a file – accounts receivable

Rule 7 – Duties to College, Members and Other Persons; Rule 7-5 Mandatory reporting/duty to report

Rule 1: Competence; Rule 4: Quality of Service – missed deadlines

Rule 10 – Unauthorized Practice; Rule 10-2; Rule 1-3 – Duty to Supervise Staff, Agents in Training, etc. 

Rule 1-5 – Competence and staying abreast of developments in the law relating to privilege – the Janssen debate

Rule 2 – Confidentiality

Rule 3 – conflicts of interest and the duty of loyalty 

Ethics byte: an update to the Janssen debate

Courtesy, civility and good faith – Rules 7 and 8 and an agent’s conduct

Rule 6 – Leaving your current practice for another job? Ethical obligations for when you’re leaving your firm or your solo practice and are staying in private practice

Rule 4 Quality of Service

Rule 6 – withdrawal of services; College Bylaws – sections 46(1)(d) and 50(1)(d) – notifying clients and CIPO of withdrawal from client matters

Rule 1 – Competence – Technical Competencies

Rule 1 – Competence – how the competence rules may require honest self-reflection about whether the licensee has the expertise needed to accept the file

Rule 1-5 – Competence and staying abreast of developments in the law relating to Privilege – Boehringer Ingelheim (Canada) Ltd. v Pharmascience Inc.

Rule 9 – Advertising and solicitation – what is misleading marketing

Scope of Practice – non-agents and lawyers – the Patent Rules, Trademarks Regulations and CPATA Act

Rule 1 and Rule 4 – Competence and Quality of Service – considering all relevant facts and providing strategic advice

Rule 1 and Rule 4 – Competence and Quality of Service – advising clients about applying in foreign jurisdictions

Rule 6 – “due care” standard and cooperation with successor agents

Supporting Licensees in Understanding their Ethical Obligations: Top Ethical Analysis Articles from 2023