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The supervising examiner must be informed of any proposed meeting with an applicant or attorney in the first instance. If the meeting is with a private applicant, then a supervising examiner or an Assistant General Manager should also be present. If the meeting is with an attorney, then, depending on the matter being discussed, the supervising examiner should either be personally present or depute a senior examiner to attend.

Where applicants raise questions concerning the commercialisation of their invention, they should be advised to seek professional advice, such as from a patent attorney.

A record of the conversation should be added to every case file to which the conversation is relevant using the principles outlined in Communication with Applicants or Attorneys by Phone.

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