GL C VII 2.2 Persons participating in the consultation

The consulted person must be a person entitled to act for the applicant before the EPO. If the applicant is a natural or legal person having either residence or place of business in a contracting state, consultations may only be conducted with:
(a)the applicant (see A‑VIII, 1.1),
(b)a professional representative (see A‑VIII, 1.1) or
(c)a duly authorised employee of the applicant (see A‑VIII, 1.2) or, to the extent defined in Art. 134(8), a legal practitioner (see A‑VIII, 1.4).
Regarding (c), see also A‑VIII, 1.5.
If the applicant is a natural or legal person having neither residence nor place of business in a contracting state, consultations may only be conducted with:
– a professional representative (see A‑VIII, 1.1) or
– a legal practitioner (see A‑VIII, 1.4 and A‑VIII, 1.5).
The person entitled to act before the EPO, i.e. one of the persons listed above, may be accompanied by other persons, such as the inventor, a non-European representative or an employee of the applicant. On request of the person entitled to act, such other persons may be allowed to take part in the consultation if their participation is relevant to the proceedings. Where the consultation is held as a videoconference, these persons may connect from a different location than the person entitled to act before the EPO.
If there is any doubt as to the identity of any of the persons participating in the consultation or if the consulted person so requests, the examiner or formalities officer will check the identity of the person or persons concerned. This can be done by inviting them to show an official identity document to the camera in the case of a videoconference or to send a copy of the document by email. For data protection reasons, the copy of the identity document sent by email will not be included in the file (see also E-III, 8.3.1).
From the examining division, only the examiner dealing with the case will normally be present. However, there is no objection to one or even both of the other members of the examining division participating in the consultation.
When the inventor or an expert is attending the consultation, it is recommended that at least the chair of the examining division should also attend. However, the applicant or representative does not have the right to demand that additional members of the examining division be present. If a request is made for a consultation with all three members, it will usually be advisable to appoint oral proceedings instead.

Source: http://www.epo.org/law-practice/legal-texts/html/guidelines/e/c_vii_2_2.htm

Date retrieved: 17 May 2021

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EPC Articles

EPO Guidelines - A Formalities Examination

EPO Guidelines - C Procedureal Aspects of Substantive Examination

EPO Guidelines - E General Procedural Matters