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<Elementary> Lesson No.33

Intellectual Property Rights Discussion in Product Development with Overseas Financial Institution / 海外金融機関との商品開発における知的財産権の取り扱い協議

0.Greetings & Ice-break (2min.)|挨拶と導入

 

0-1 Greetings

Let’s practice a short small talk that you can use to greet a business partner and start building a good relationship.

講師との挨拶を兼ねて、ビジネスパートナーと信頼関係を築くための短いスモールトークを練習してみましょう。

[Tips / 会話のヒント]

・Can you hear me clearly? 

 私の声はクリアに聞こえますか?
・How's your day going so far?

 今日はどんな一日でしたか?
・Talk about one small topic (Work, Weather, News, Hometown, Sports event, etc.)

 軽い話題について話しましょう(仕事、天気、ニュース、地元、スポーツイベントなど)

0-2 Introduction​

In today’s lesson, we’ll learn about the following situation. Have you ever experienced something similar?

本日のレッスンでは以下のようなシチュエーションについて学びます。同様のシチュエーションを経験したことがありますか?​

​​

- If you have experience, please tell us what it was like, what was difficult, or what you learned.

   経験があれば、どんな内容だったか、難しかったことや学んだことなどを教えて下さい。 

- If you don’t have experience, try to imagine yourself handling that situation in English.

  What do you think would be challenging?

  経験がなければ、英語でその状況に対応しているところを想像してみましょう。どんなことが難しそうですか?

Situation / シチュエーション

This involves discussing intellectual property rights handling when jointly developing new financial products with overseas financial institutions, determining detailed agreements on rights attribution and revenue sharing.
海外金融機関と共同で新金融商品を開発する際、知的財産権の取り扱いについて協議し、権利帰属や収益配分について詳細取り決めを行う場面です。

1. Read (2 min)|型を学ぶ
Let's read the following key sentences aloud!
下記の文章や単語を順番に音読しましょう!

1-1 Basic phrases
1.I propose joint ownership with...(...との共同所有を提案する)
2.Let me explain our proposal...(提案内容を説明させてください...)
3.We suggest a 50-50 revenue split for...(...について50対50の収益配分を提案する)
4.Each party can develop...(各当事者は...を開発できる)
5.We should include an arbitration clause in...(...に仲裁条項を含めるべきです)
6.This ensures fairness while...(これにより...しながら公平性を確保する)
7.That's a valid point...(それは妥当な指摘です...)

1-2 Essential words
1.ownership(所有権)
2.propose(提案する)
3.approval(承認)
4.concern(懸念)
5.explain(説明する)
6.ensure(確保する)
7.independently(独自に)
8.appropriate(適切な)
9.resolve(解決する)
10.maintain(維持する)
2. Try  (3 min)|ロールプレイ練習

Let’s practice the role-play.

ロールプレイの練習をしましょう!

Situation / シチュエーション(Reference again)

This involves discussing intellectual property rights handling when jointly developing new financial products with overseas financial institutions, determining detailed agreements on rights attribution and revenue sharing.
海外金融機関と共同で新金融商品を開発する際、知的財産権の取り扱いについて協議し、権利帰属や収益配分について詳細取り決めを行う場面です。

👨‍💼【Teacher / Partner Bank Representative】:
Thank you for meeting today. I'd like to discuss the intellectual property rights for our joint product development. How do you propose we handle the ownership of the new trading system?
(本日はお時間をいただきありがとうございます。共同商品開発における知的財産権について話し合いたいと思います。新しい取引システムの所有権をどのように扱うことを提案されますか?)
🧑‍🎓【Student / Legal Affairs Manager】:
I propose joint ownership with clear usage rights for both parties. First, we share the development costs equally. Second, each party can use the system in their own region without additional fees. Third, we need approval from both sides before licensing to third parties.
(双方に明確な使用権を持つ共同所有を提案します。第一に、開発コストを均等に分担します。第二に、各当事者は追加料金なしで自地域でシステムを使用できます。第三に、第三者へのライセンス供与前に双方の承認が必要です。)

👨‍💼【Teacher / Partner Bank Representative】:
That sounds reasonable, but what about revenue sharing if we license the system to other institutions? Our management expects some return on this investment.
(それは妥当に聞こえますが、他の機関にシステムをライセンス供与する場合の収益配分はどうなりますか?当社の経営陣はこの投資に対して何らかのリターンを期待しています。)
🧑‍🎓【Student / Legal Affairs Manager】:
I understand your concern. Let me explain our proposal. We suggest a 50-50 revenue split for any third-party licensing. The party that brings the client will handle the contract, but both parties must approve the terms. This ensures fairness while allowing flexibility in business development.
(ご懸念は理解しています。提案内容を説明させてください。第三者へのライセンス供与については50対50の収益配分を提案します。顧客を紹介した当事者が契約を処理しますが、双方が条件を承認する必要があります。これにより事業展開の柔軟性を保ちながら公平性を確保します。)

👨‍💼【Teacher / Partner Bank Representative】:
I see. But what happens if one party wants to improve the system independently in the future? We may need to add features specific to our market.
(なるほど。しかし将来、一方の当事者が独自にシステムを改善したい場合はどうなりますか?当社の市場に特有の機能を追加する必要があるかもしれません。)
🧑‍🎓【Student / Legal Affairs Manager】:
That's a valid point. Each party can develop additional features independently and own those improvements. However, the core system remains jointly owned. If one party's improvement benefits both sides, we can discuss including it in the joint version with appropriate compensation.
(それは妥当な指摘です。各当事者は独自に追加機能を開発し、それらの改善を所有できます。ただし、中核システムは共同所有のままです。一方の改善が双方に利益をもたらす場合、適切な報酬を伴って共同版に含めることを協議できます。)

👨‍💼【Teacher / Partner Bank Representative】:
One more concern — what if disputes arise regarding the intellectual property? We need a clear resolution process.
(もう1つ懸念があります。知的財産に関して紛争が生じた場合はどうなりますか?明確な解決プロセスが必要です。)
🧑‍🎓【Student / Legal Affairs Manager】:
We should include an arbitration clause in the agreement. First, we try to resolve issues through direct discussion. If that fails, we use a neutral third-party arbitrator agreed upon by both parties. This approach avoids lengthy legal processes and maintains our business relationship.
(契約に仲裁条項を含めるべきです。第一に、直接協議を通じて問題解決を試みます。それが失敗した場合、双方が合意した中立的な第三者仲裁人を利用します。このアプローチにより長期の法的手続きを回避し、ビジネス関係を維持します。)

👨‍💼【Teacher / Partner Bank Representative】:
That makes sense. Your proposal addresses our main concerns. Let me share this with our legal team and get back to you by the end of next week with our formal response.
(それは理にかなっています。あなたの提案は当社の主な懸念に対処しています。これを当社の法務チームと共有し、来週末までに正式な回答をお返しします。)
3. Use  (4 min)|ロールプレイ & 実践(空欄補完)

Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!

Situation / シチュエーション(Reference again)

This involves discussing intellectual property rights handling when jointly developing new financial products with overseas financial institutions, determining detailed agreements on rights attribution and revenue sharing.
海外金融機関と共同で新金融商品を開発する際、知的財産権の取り扱いについて協議し、権利帰属や収益配分について詳細取り決めを行う場面です。

👨‍💼【Teacher / Partner Bank Representative】:
Thank you for meeting today. I'd like to discuss the intellectual property rights for our joint product development. How do you propose we handle the ownership of the new trading system?
🧑‍🎓【Student / Legal Affairs Manager】:
I [提案する] joint [所有権] with clear usage rights for both parties. First, we share the development costs equally. Second, each party can use the system in their own region without additional fees. Third, we need [承認] from both sides before licensing to third parties.

👨‍💼【Teacher / Partner Bank Representative】:
That sounds reasonable, but what about revenue sharing if we license the system to other institutions? Our management expects some return on this investment.
🧑‍🎓【Student / Legal Affairs Manager】:
I understand your [懸念]. Let me [説明する] our proposal. We suggest a 50-50 revenue split for any third-party licensing. The party that brings the client will handle the contract, but both parties must approve the terms. This [確保する]s fairness while allowing flexibility in business development.

👨‍💼【Teacher / Partner Bank Representative】:
I see. But what happens if one party wants to improve the system independently in the future? We may need to add features specific to our market.
🧑‍🎓【Student / Legal Affairs Manager】:
That's a valid point. Each party can develop additional features [独自に] and own those improvements. However, the core system remains jointly owned. If one party's improvement benefits both sides, we can discuss including it in the joint version with [適切な] compensation.

👨‍💼【Teacher / Partner Bank Representative】:
One more concern — what if disputes arise regarding the intellectual property? We need a clear resolution process.
🧑‍🎓【Student / Legal Affairs Manager】:
We should include an arbitration clause in the agreement. First, we try to [解決する] issues through direct discussion. If that fails, we use a neutral third-party arbitrator agreed upon by both parties. This approach avoids lengthy legal processes and [維持する]s our business relationship.

👨‍💼【Teacher / Partner Bank Representative】:
That makes sense. Your proposal addresses our main concerns. Let me share this with our legal team and get back to you by the end of next week with our formal response.
4. Challenge (7 min)|応用実践

Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!

*Let's practice this part repeatedly until we can speak it smoothly.

  このパートはスムーズにスピーキングできるようになるまで繰り返し練習しましょう。

Situation / シチュエーション(Reference again)

This involves discussing intellectual property rights handling when jointly developing new financial products with overseas financial institutions, determining detailed agreements on rights attribution and revenue sharing.
海外金融機関と共同で新金融商品を開発する際、知的財産権の取り扱いについて協議し、権利帰属や収益配分について詳細取り決めを行う場面です。

👨‍💼【Teacher / Partner Bank Representative】:
Thank you for meeting today. I'd like to discuss the intellectual property rights for our joint product development. How do you propose we handle the ownership of the new trading system?
🧑‍🎓【Student / Legal Affairs Manager】:
[双方に明確な使用権を持つ共同所有を提案します。] First, we share the development costs equally. Second, each party can use the system in their own region without additional fees. Third, we need approval from both sides before licensing to third parties.

👨‍💼【Teacher / Partner Bank Representative】:
That sounds reasonable, but what about revenue sharing if we license the system to other institutions? Our management expects some return on this investment.
🧑‍🎓【Student / Legal Affairs Manager】:
I understand your concern. [提案内容を説明させてください。] [第三者へのライセンス供与については50対50の収益配分を提案します。] The party that brings the client will handle the contract, but both parties must approve the terms. [これにより事業展開の柔軟性を保ちながら公平性を確保します。]

👨‍💼【Teacher / Partner Bank Representative】:
I see. But what happens if one party wants to improve the system independently in the future? We may need to add features specific to our market.
🧑‍🎓【Student / Legal Affairs Manager】:
That's a valid point. Each party can develop additional features independently and own those improvements. However, the core system remains jointly owned. If one party's improvement benefits both sides, we can discuss including it in the joint version with appropriate compensation.

👨‍💼【Teacher / Partner Bank Representative】:
One more concern — what if disputes arise regarding the intellectual property? We need a clear resolution process.
🧑‍🎓【Student / Legal Affairs Manager】:
We should include an arbitration clause in the agreement. First, we try to resolve issues through direct discussion. If that fails, we use a neutral third-party arbitrator agreed upon by both parties. This approach avoids lengthy legal processes and maintains our business relationship.

👨‍💼【Teacher / Partner Bank Representative】:
That makes sense. Your proposal addresses our main concerns. Let me share this with our legal team and get back to you by the end of next week with our formal response.
\ If you have some extra capacity, give it a try(余力があればやってみましょう)/
5. Real-world application (5 min)|実務応用

Let's speak freely with the phrases and flow we learned today. If you can, imagine your real job—it makes practice more effective.
本日学習した単語やフレーズ、会話の流れを思い出しながら、自由に話してみましょう。可能であれば、自身の実務を想像しながら話すと効果的です。​

Situation / シチュエーション
You are negotiating intellectual property rights for a joint financial product development with an overseas partner.
Your partner has concerns about ownership structure and future revenue distribution.
海外パートナーとの共同金融商品開発における知的財産権について交渉しています。
パートナーは所有権の構造と将来の収益配分について懸念を持っています。

👨‍💼【Teacher / Partner Bank Representative】:
I'd like to understand your proposal for intellectual property ownership and licensing. Can you explain how we can protect both parties' interests while maintaining flexibility for future business?
(知的財産の所有権とライセンス供与に関するあなたの提案を理解したいと思います。将来のビジネスに柔軟性を保ちながら、双方の利益をどのように保護できるか説明していただけますか?)

🧑‍🎓【Student / Your Role】:
(Free Speaking based on today's lesson)

Hints / ヒント
1.Propose the ownership structure(所有権の構造を提案する)
2.Explain the revenue sharing plan(収益配分計画を説明する)
3.Ensure fairness in the agreement(契約における公平性を確保する)
4.Include a dispute resolution process(紛争解決プロセスを含める)
​※This is not a role-play. Please speak until you finish your thoughts.
 このパートはロールプレイ形式ではありません。最後まで通して話してみましょう。
6.  Wrap-up (2 min) |レッスンの振り返り

Let's review today's lesson with your teacher!
今日のレッスンについて講師と振り返ってみましょう!

 

6-1 Comments from student

・Good points / 良かったところ・上手くできたところ
・Things to work on / 今後強化したいところ

 

6-2 Feedback from teacher

・Good points / 良かった点
・Things to work on / 今後の強化ポイント
・What to review / 復習ポイント

 

*6-3 Questions from student (if any)

Japanese translation(日本語訳)

1. Read (2min)(型を学ぶ)|基本フレーズ

2. Try  (4min)(ロールプレイ練習)|型を使った練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!

3. Use  (7min)|応用
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!

4. Challenge (7min)|実践
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!

5. Wrap-up (3min) – レッスンの振り返り

"Let’s review today’s lesson with your teacher!”

「今日のレッスンについて講師と振り返ってみましょう!」

5-1.  Comments from Student

  - Good points / 良かったところ・上手くできたところ

  - Things to work on / 今後強化したいところ

5-2.  Feedback from Teacher

  - Good points / 良かった点

  - Things to work on / 今後の強化ポイント

  - What to review / 復習ポイント

5-3. Question from Students (If any)

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