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R&D agreements: IP and competition law drafting checklist covering scope of licence, ownership and exploitation of results, infringement management, warranties, indemnities, confidentiality and compliance with R&D block exemptions

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This Checklist concentrates on the IP elements of R&D agreements and pinpoints the principal provisions commonly found in such contracts. It serves as a list of points to address when drafting, reviewing or negotiating these agreements. It also touches on central competition law issues. Nevertheless, a case-by-case analysis is required to confirm that an agreement’s IP clauses align with competition rules, notably the bans on anti-competitive agreements in Article 101(1) of the Treaty on the Functioning of the European Union (TFEU) and Chapter I of the Competition Act 1998 (CA 1998).

On 1 June 2023, the European Commission adopted the EU Research & Developments Block Exemption, Commission Regulation (EU) 2023/1066 (EU R&D BER), together with the related Horizontal Guidelines. The EU R&D BER took effect on 1 July 2023 and will lapse on 30 June 2035. On 5 December 2022, the UK government placed before Parliament the Competition Act 1998 (Research and Development Agreements Block Exemption) Order 2022 (UK R&D BEO), SI 2022/1271. The UK R&D BEO superseded the UK Retained R&D BER on 1 January 2023 and will end on 31 December 2035. It is a tool for drafting agreements...

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Denis Fosselard
Denis Fosselard

Denis is a partner and head of the Antitrust, Regulation and Foreign Investment department in Brussels. Denis is a dual qualified lawyer (Rome and Brussels Bar) and speaks fluent Italian, French and English. His practice focuses on all aspects on EU antitrust law and he has 20 years' experience in advising leading European corporates in relation to behavioural and merger control cases. He also has significant experience in assisting companies in State aid investigations. Denis regularly represents clients before both the European Commission and national competition authorities in Italy, Belgium, and so on, as well as the EU General Court and Court of Justice in antitrust and other Community law proceedings....

Fiona Garside
Fiona Garside

Fiona Garside is a Senior Expertise Lawyer in Ashurst's Antitrust, Regulation and Foreign Investment team. She has advised on a wide range of EU and UK competition law matters, including cartel investigations, merger control, market reviews/investigations and competition law compliance, with particular experience in financial services.   ...

Web page updated on 27/05/2026

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