It is only an overview to the core areas addressed in the corporate due diligence process. Our attorneys have the experience and expertise to support acquisitions of any size and in any technology area. The exercise of conducting ip due diligence is a technical one and it certainly. Cs professional 2020 exams postponed to july 6 embibe. As one of the worlds leading advisors to corporations and financial institutions, we have earned a reputation for crafting innovative business and financial solutions and developing precedentsetting legal strategies to achieve our clients goals. The fact pattern will flow through the 2day event as we address the common due diligence challenges keeping you up at night. While a robust patent portfolio can detail a companys inventions and business objectives, the scope of coverage the patent portfolio affords can be extremely complex and difficult to understand. If a person or organisation a business entity believes they own ip or have an opportunity to source ip from others, a comprehensive appraisal of the viability of commercialising that ip should be made before committing to its commercialisation. Icsi releases cs june session revised exam schedule. Their expertise ranges from litigation of all types of ip issues in federal courts and tribunals to global patent and trademark portfolio creation and management. Dont miss out on the opportunity to participate in the interactive mock fact pattern, drafted by our esteemed cochairs, who bring more than 75 years of ip diligence experience combined. This due diligence checklist provides a summary of the issues that a due diligence team will consider when conducting a due diligence audit of your business. What and why 3 how 10 when and who 22 tricky issues 54.
Secretarial audit, compliance management and due diligence module ii. Buy aj publications secretarial audit, due diligence and compliance management cs executive old syllabus only june 2019 book online at. It is vitally important to fully understand the intellectual property assets of an acquisition target, whose transaction value can reach into the billions. Buy secretarial audit compliance management and due diligence cs professional old syllabus latest edition cs. The last attempt of cs professional old syllabus 2020 will be in june 2020, after that all the students will have to compulsorily switch to the new syllabus of cs. The fact pattern will flow through the 2day event as we address the common.
The buyer who is evaluating the target could be a licensee, business partner, investor, banker, or underwriter. It involves a major law firm, as measured by worldwide revenues. Secretarial audit, compliance management and due diligence module ii, july. The legal team must have an understanding of the products and services of the target so that it may focus on the ip assets that are important to the business of the client. You usually get one chance in front of an investor, let us help you make the most of that chance.
A properly conducted due diligence search can lead to many opportunities for both buyers and sellers, including longterm relationships and new business synergies, and this intensive oneday course will give you invaluable insight into the best practice of organising and conducting an efficient and thorough ip due diligence project. We have extensive experience dealing with the complexities of handling ip rights in bankruptcy proceedings where an acute demand for skilled ip lawyers. Regardless of whether you are the target company or the buyer in a business transaction involving ip, the due diligence process should be designed to reveal the value of the intangible assetspatents, trademarks, s and trade secrets. The buyer who is evaluating the target could be a licensee, business partner, investor, banker. In this interactive panel, our expert faculty will discuss reallife examples of deals that failed miserably as a result of ip due diligence or where a lack of thorough due diligence prevented the deal from going through, or worse, ending up in debilitating litigation. Audit 19 annexure i specimen non disclosure agreement 20. Valuing the target evaluating the strategic and financial risks of buying establishing tax and financial budgeting and deal structure developing a successful integration plan determining target operating model for capturing value and growth opportunities gather information on key. An intellectual property due diligence checklist is an organizational tool. Ip due diligence analyzes patent issues, trade secrets, trademarks, s, freedom to operate, ip litigation, licensing, reps, warranties, disclosures, and even employment agreements. Ip due diligence guarantees that you are selling or purchasing the goods you that intend to and want. Due diligence and compliance management helps in analyzing these aspects taking into. Keiretsu forum due diligence process handbook keiretsu forum due diligence checklist if followed closely, this defines a tenweek due diligence process to funding.
Ip due diligence mergers and acquisitions in the software. The syllabus includes all the detailed topics of the subjects of cs professional 2020. Syllabus for icsi cs professional programme exam december 2018. Aj publications secretarial audit, due diligence and. For over 10 years, the small patent law group attorneys have been supporting or leading ip due diligence teams in mergers, acquisitions and equity investments for large national and international companies. Factors to be kept in mind while conducting due diligence 9 stagesprocess of due diligence 10 transactions requiring due diligence documents to be checked in due diligence process 15 the concept of data room in due diligence 15 due diligence vs. A due diligence checklist is an organized way to analyze a company that you are acquiring through sale, merger, or another method.
Additional research, delays in delivery of information, or scheduling challenges can add significantly to the timeframe, often extending the entire process to three or more months. Aj publication cs professional programme secretarial audit compliance management and due diligence new syllabus by cs anoop jain applicable for. Nexthow to purchase cs study material foundation, executive and professional previous how to prepare cs professional intellectual property rights law. With the increasing number of intellectual property transactions, ip due diligence is growing in importance. Ip due diligence for startups and mature businesses alike, patents can be used to fuel growth, expand into new markets, and attract major investments. Case studies the examination for this paper will be open book examination. Tips and tricks for cs professional exam preparation. Here is a new book about open source in commercial products. Prior to commencing ip due diligence, make sure to retain a legal team that includes ip experts. Any corporate transaction involving ip assets necessitates diligence.
Icsi certificate due diligence, legal and course of. How to prepare cs professional secretarial audit compliance. The client was benefitted with ip due diligence analysis, as it has revealed the target companys patent portfolio included 6 core technology patents, two potential infringers on core patents and moreover the portfolio has been spread over the geographical area as it required by our client. Secretarial audit, compliance management and due diligence icsi. Intellectual property due diligence is extremely important for any business transaction that entails the purchase or sale of intellectual property. Our ip lawyers conduct ip due diligence in transactional matters and in other contested situations, such as complex bankruptcy proceedings, and anticounterfeiting and infringement actions. They represent fortune 100 companies as well as new market entrants with cutting edge technologies in need of sophisticated legal representation. The study material is based on those sections of the companies act, 20 and the. This request list is designed for ip specialists and is intended to provide broad coverage. If you are preparing for investment we provide a preparatory due diligence service, so you can be best prepared and know what to expect. Often the intellectual property is the most important asset of the target, particularly in the case of a startup. Proper documentation of ip includes creating a summary, or ip register, in which the commercialisation entity records all of its ip.
Whether its a large pharmaceutical firm trying to expand its drug pipeline or. Intellectual property due diligence, also known as ip due diligence, is an investigation of ownership done to determine the value of intellectual property. The main objective of intellectual property due diligence is to ascertain the. Auckland ip solved anz pty ltd level 1, anz building. Due diligence is an important process that can result in money being saved or lost. When would a company undergo intellectual property due diligence. This exercise presents a checklist used when conducting an intellectual property due diligence report. Certain characteristics typify the due diligence process, regardless of. Cs professional exam registration cs professional exam.
Fiona stevens, a partner in gjes life sciences team who frequently advises on the intellectual property aspects of commercial transactions, discusses the importance of ip due diligence. Intellectual property due diligence is generally conducted coincident with an investment or acquisition. Icsi cs 2020 june session revised exam schedule has been released by icsi. This study material may therefore be regarded as basic material and must be read along with the. Cs professional syllabus 2020 the institute of company secretaries of india icsi has issued the syllabus of cs professional exam 2020.
Ip can therefore have a direct effect on the value of a business. Introduction to ip due diligence ip assets are a component of virtually every deal and drive many high technology merger and acquisition strategies. Ip due diligence considerations in corporate transactions. The questions test your knowledge of some of the comments synonyms in the area of due diligence in intellectual property. Boulware and valoir together have more than 50 years of ip experience. Multidisciplinary case studies module iii open book exam. Due diligence, legal and regulatory valuation aspects chander sawhney fca, acs, certified valuer icai vice president, corporate professionals icsi certificate course of valuation oct 20. By following this checklist, you can learn about a companys assets, liabilities, contracts, benefits, and potential problems. It should also include an assessment of how intellectual property is captured and protected by the relevant company or business. Cs professional 2020 the exam dates for cs professional june session. Product development, failure analysis, ip and due diligence requirements. Ip due diligence standards need to be continuously updated to stay current, especially, as biopharmaceutical companies increasingly pursue highstakes, ip intensive deals in which an overlooked ip issue can undermine the entire value of such a transaction.
Home the icsi institute of insolvency professionals. This is why conducting ip due diligence as a seller is strongly advised. According to icsi cs exam dates 2020, the paper 1, 2, 3 and 4 for foundation programme will be conducted. Ip due diligence standards need to be continuously updated to stay current, especially, as biopharmaceutical companies increasingly pursue highstakes, ipintensive deals in which an overlooked ip issue can undermine the entire value of such a transaction. Jan 08, 2016 the importance of ip due diligence when negotiating a deal. Ip due diligence 5 questions you must ask in corporate. As with other aspects of corporate due diligence, ip due diligence is. How to register and appear for the icsi cs professional exam. The icsi institute of insolvency professionals formerly known as icsi insolvency professionals agency is a section 8 company incorporated under the companies act, 20 and formed by the institute of company secretaries of india as its 100% subsidiary. Elective 1 out of below 5 subjects module iii open book exam.
The six basic steps of ip due diligence the nature and scope of ip due diligence will vary from transaction to transaction. Retain ip experts for due diligence prior to commencing ip due diligence, make sure to retain a legal team that includes ip experts. Intellectual property laws have undergone dramatic changes in the past few years both in the u. Failure to transfer important ip rights ip rights not as strong as first impression inadvertently acquire potential or actual ip problems. Part ii secretarial audit and due diligence 60 marks.
Although care has been taken in publishing this study material, yet the. Fiona stevens, a partner in gjes life sciences team who frequently advises on the intellectual property aspects of commercial transactions, discusses the importance of ip due diligence introduction. Cs professional syllabus 2020 marking scheme, pattern. Although due care has been taken in publishing this study material yet the possibility of errors, omissions. Intellectual property ip owned by a business can be a very important asset, which may allow the business to establish itself, or maintain its position, in the marketplace. The strength of a companys intellectual property portfolio often drives the value of corporate transactions. Conducting ip due diligence on behalf of the seller 1. Checklists are useful tools from making sure that the proper procedures have been followed and the necessary documents drawn up. If the problems discovered during ip due diligence are significant, the deal might be cancelled. Marketiii insurance law and practiceiv intellectual property rights. Ip due diligence is essentially an audit to assess the quantity and the quality of intellectual property assets owned by, or licensed to, a company, business or individual. This request list is designed for ip specialists and is intended to provide broad coverage of ip and it due diligence issues.
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