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61 Cards in this Set

  • Front
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Warnink v J Townend


(Advocaat)

Requirements for passing off:

1. Misrepresentation
2. Made by a trader in the course of trade
3. To prospective customers of that trader or ultimate consumers of goods or services supplied by that trader
4. Which is calculated to injure the business or goodwill of another trader (reasonably foreseeable consequence)
5. And which causes actual damage to a business or goodwill of the trader by whom the action is brought


Damages in extended passing off


Loss of trade


Damage to reputation


Dilution of the Advocaat term

Reckitt & Colman v Borden


(Jif Lemon)

Requirements for passing off:

1. The mark has to have goodwill associated with it
2. There must be a misrepresentation
3. The misrepresentation damages the goodwill of the claimant


Goodwill can be associated with distinctive packaging



Misrepresentation due to source of product - can be anonymous source (i.e. public relies on a particular brand name but there is little public awareness of the identity of the proprietor)

Maxwell v Hogg

Pre-trading goodwill


Not found in this case - Maxwell advertised a magazine pre-launch in Hogg's publication. Hogg then launched their own magazine under the same name before Maxwell.


Court ruled Maxwell had no goodwill as no trading

BBC v Talbot Motor

Pre-trading goodwill


Evidence of existing goodwill found as a result of market research and extensive advertising on TV/radio/print


"some 1.2 million of the population knew of BBC's CARFAX"

Sheraton v Sheraton Motels

Goodwill of foreign traders


Sheraton Hotels had not hotels in UK but court affirmed existence of goodwill through bookings made through UK office


EVIDENCE OF BUSINESS ACTIVITY

Bernardin v Pavilion
Goodwill of foreign traders
Claimant was proprietor of Crazy Horse Saloon in Paris. Defendant opened place of same name in London. No injunction awarded - even though claimant had distributed leaflets on England, no evidence that there were English customers of Paris establishment.
NO BUSINESS ACTIVITY

Anheuser-Busch v Budejovicky Budvar

Defendant started selling "Budweiser Budvar" in the UK


At the time plaintiff's product (Budweiser beer) was known in UK but only sold on US Forces bases. Court ruled no goodwill in UK as not available for general purpose.


MERE REPUTATION

Reddaway v Banham

Goodwill in a descriptive term - trader needs to show that the words have acquired a secondary meaning of goods or services of which they are the source.


Claimant made machinery belts from camel hair, competitors did too but did not use the phrase camel hair, therefore court ruled that Reddaway had goodwill from the term

Scandecor Development v Scandecor Marketing

Ownership of goodwill


If contractual agreements between companies expires, goodwill belongs to the person who carried out the trading activity in the territory, not necessarily parent company

Spalding v Gamage

Misrepresentation as to quality


Defendants sold plaintiff's disused footballs as newly improved models


Court ruled that this counted as misrepresentation despite not misrepresenting the source of product

Colgate-Palmolive v Markwell Finance

Misrepresentation as to quality


Colgate sell cheap low quality toothpaste in Brazil (availability of local ingredients). However mark and packaging were same.


Markwell imported to UK and sold - said Colgate were at fault for misrepresenting quality by using same packaging.


However court ruled that Markwell had made a false representation to public that Brazilian toothpaste was the same quality as UK toothpaste.

Harrods v Harrodian School

Misrepresentation that Plaintiff has control or responsibility over Defendant's Goods or Services


Harrods refused injunction over prep school naming. Connection must be one likely to be made by public. Belief that plaintiff has sponsored defendant will not give public impression that there is some connection between the traders


Misrepresentation may target public at large or narrower consumer circle (in this case parents of prospective pupils)



Damages


Dilution of brand name not found here - "no danger of Harrods becoming a generic term for a retail emporium in luxury class" especially when used in connection with a school


Bristol Conservatories v Custom Built

Reverse passing off


Defendant's catalogue of products had pictures of plaintiff's conservatories - claiming benefit of another trader to enhance own reputation.


Court of Appeal held that defendant had made a misrepresentation that its goods were of same quality as claimant's.

McDonalds v Burger King

Comparative advertising


Advertising that mentions another trader's goods or services could be misrepresentation as public could interpret it as an improved version of product

BT v One In A Million

Cybersquatting is an actionable misrepresentation - likely to make people think registrant is connected with owner of goodwill in domain name. Also domain name registration in this case was ruled as instrument of fraud - intention of threatening dishonest use


Lever v Goodwin

Providing deceptive goods is also actionable misrepresentation even if defendant is not directly selling goods


Defendant argued that they sold goods to retailers who were not confused - court denied that they could escape liability in this way

Elvis Presley Trade Marks

Personality merchandising


Court ruled that public were unlikely to think (or care) that Elvis Presley name applied to toiletries and perfumes indicated any connection with the Presley estate

Mirage Studios v Counter-Feat Clothing

Character merchandising


Regarding cartoon or television character representation on goods, court ruled public likely to think this was as the result of a license granted by owner of copyright - therefore a misrepresentation


n.b. copyrighted part seems crucial here



Damages


Loss is in royalties from both goods and potential license agreements (market not exclusive)


Loss of control over quality of garments - therefore loss in reputation

Rihanna v Arcadia

Personality merchandising


Court ruled that there was a misrepresentation due to the target market - and similarity to Rihanna's newest album cover

Factors for determining if misrepresentation is deceptive
i) strength of public association with claimant's sign
ii) similarity of defendant's sign
iii) proximity of fields of business
iv) location of fields of business
v) characteristics of market
vi) intention of defendant
vii) disclaimer
viii) parody or satire

Bollinger v Costa Brava Wine

Extended passing off


Use of 'champagne' term by defendant. Court recognised that a group of traders may share goodwill in a name that is distinctive of a certain class of goods.


Defendant's wine was not produced in Champagne region and therefore not champagne. Therefore misrepresentation, described deliberately with the object of acquiring sales through goodwill of champagne label. Ruled as deceptive as there was considered to be a not insignificant number of people who would be misled.


Fage v Chobani

Extended passing off


Chobani yoghurts were made by straining method but not made in Greece. Held liable for passing off

L'Oreal v Bellure

Passing off


Bellure manufactured smell-alikes of L'Oreal perfumes. Smells were not trademarked.


L'Oreal submitted that fragrance had goodwill however court ruled that no suggestion that anyone had been misled by similarity of fragrance.


L'Oreal also tried to say they were instruments of deception - that some vendors of product would make false representations due to smell-alike quality. Judge ruled that instruments of deception must have some quality themselves that deceives (e.g. packaging or name). Packaging in this case different.


Claimants finally tried to say that it was a form of unfair competition. Rejected by courts as being unnecessary, undesirable and inappropriate.

Trade Marks Act 1994 Section 1(1)

Absolute grounds


A trade mark means any SIGN capable of being REPRESENTED GRAPHICALLY which is CAPABLE OF DISTINGUISHING goods or services of one undertaking from those of another.

Philips v Remington

There is no class of marks having a distinctive character by nature or by use made of them which is not capable of distinguishing goods or services - i.e. no class of marks which is a priori excluded from protection



Capable of distinguishing is preliminary requirement (assessed before distinctive character). However if a mark has distinctive character it is capable of distinguishing.



For an otherwise descriptive word to be registerable, it must have, in practice, displaced its ordinary meaning



Shape necessary to achieve a technical result


Cannot register shapes whose essential characteristics perform technical function, result that exclusivity would limit possibility of competitors supplying a product incorporating such a function, or at least limit their freedom of choice in regard to technical solution (the mere fact that technical function can be achieved by more than one shape does not render it registerable)

Sieckmann

Criteria for graphic representation


i) clear


ii) precise


iii) self-contained


iv) easily accessible


v) intelligible


vi) durable


vii) objective



Registration of smells


In this case registration was sought for the smell of cinnamon; verbal description, chemical formula and sample of smell provided. However court indicated these would not meet criteria. Deposit of sample not graphic representation, or durable/stable. Chemical formula not clear, precise or intelligible.

Libertel v Benelux

Graphical representation


Registration of single colours


Sample of colour held to be not durable. Verbal description would also not satisfy the criteria. Designation using internationally recognised identification code MIGHT be considered to constitute a graphic representation and meet Sieckmann criteria (in combination with sample and description).


Colour also unlikely to have distinctive character

Nestlé v Cadbury

Graphical representation


Registration of single colours


Cadbury Pantone 2685C applied to whole visible surface or being the predominant colour of the packaging of the goods. Court of Appeal ruled this introduced a multitude of possibilities not graphically representable.

Heidelberge Bauchemie
Graphical representation
Registration of two colours
Tried to register blue and yellow as a trade mark, application indicating colours would be used "in every conceivable form"
Only sufficiently clear and precise if the application specified that the colours would be "systematically arranged" in a "clear and predetermined way".

Shield Mark v Joost Kist

Graphical representation


Registration of sounds


First nine notes of Für Elise in musical notation and instructions to be played on piano - held to meet Sieckmann requirements (intelligibility does not have to be immediate)


Cockerel: onomatopoeiacally (kukelekuuu) and description - did not meet Sieckmann requirements as subjective


Dyson v Registrar of Trade Marks

Sign requirement


Attempt to register the transparent dust collecting bin as a trade mark


Held to not be a sign - merely a property of the product


Also not precise re. Sieckmann - could take on many forms depending on model of vacuum cleaner.

Apple Inc v German Patent and Trademark Office

Sign requirement


Shop layout can satisfy sign requirement if the depicted layout departs significantly from the norm or customs of sector concerned

CIPA v Registrar of Trade Marks

Speciality


CIPA sought to register "IP translator" for services of education etc. Includes translation services.


Rejected as mark was descriptive of those services. CJEU ruled that you have to state whether application is intended to cover all goods and services within a class, or only some - CIPA indicated had not intended to cover translation so was allowed on further processing

Trade Marks Act 1994 Section 3

Absolute grounds


Will not be registered:


(1)


a) signs which do not satisfy section 1(1)


b) devoid of any distinctive character


c) consist exclusively of signs or indications which designate characteristics of goods or services (kind, quality, quantity, intended purpose, value, geographical origin, time of production)


d) consist exclusively of signs or indications which have become customary in the current language or in established practices of the trade


- unless before the date of application and following use which has been made of it, it has acquired a distinctive character



(2) will not be registered if consists exclusively of


(a) shape resulting from nature of goods


(b) shape necessary to give a technical result


(c) shape that gives substantial value to the goods



(3)


(a) contrary to public policy or morality


(b) deceptive



(4) prohibited by law (particularly passing off)



(5) specially protected emblems (royal arms, crown, olympic symbols, UK flags)



(6) made in bad faith

Rewe Zentral v OHIM

Devoid of distinctive character


Rewe sought to register "LITE" for food/drink classes.


Distinctive character of a mark must be assessed in relation to:


a) the goods or services for which registration has been requested


b) the perception of the section of the public targeted



Application of principles:


LITE is commonly used in English language in relation to foodstuffs, namely the lightness of them


Would be regarded by public as low in calories without imagining that it would be a trademark


Therefore would not enable public to distinguish goods concerned from those with a different commercial origin

SAT1 v OHIM

Devoid of distinctive character


SAT.2 mark - consider separate parts ("SAT", "." and "2") first, then consider mark as a whole

BioID v OHIM

Devoid of distinctive character


ompound marks


Just because separate parts are devoid of distinctive character doesn't mean whole mark is

Henkel v OHIM
Devoid of distinctive character
dishwasher tablets
Shape of goods - distinctive character
Does the shape depart significantly from norm of sector?
General consumer's level of attentiveness is lower in relation to everyday goods

Linde, Winward & Rado

Devoid of distinctive character


Test for "Devoid of distinctive character"


Mark must be capable of identifying product as originating from a particular undertaking, distinguishing it from other undertakings



Average consumer is "reasonably well-informed and reasonably observant and circumspect"

Deutsche SiSi v OHIM

Devoid of distinctive character


Distinctiveness of product packaging


Stand-up pouches for fruit drinks not distinctive - average consumer does not treat packaging material as indicating source - merely decorative or protective

DaimlerChrysler v OHIM

Devoid of distinctive character


Court allowed registration of shape of car grille, saying consumers had come to understand car grilles as signs of origin

Audi v OHIM

Devoid of distinctive character


Slogans - even though Vorsprung Durch Technik is an objective message, it doesn't mean it's devoid of distinctive character. Acquired distinctiveness through use

Koninklijke KPN Nederland v Benelux Merkenbureau

Test for "Exclusively descriptive"


Does the mark represent, in the mind of relevant class of persons, a description of the characteristics of the goods/services and will that be the case in the future


Irrelevant that it may not be the ONLY way of describing goods/services

Procter & Gamble v OHIM


(affirmed in Campina Melkunie v Benelux-Merkenbureau)

Exclusively descriptive


BABY-DRY for nappies - consider descriptiveness of each word but also consider as a whole


Unusual juxtaposition of two words can make the mark not descriptive - any perceptible difference between combination of words and terms used in common parlance is enough



If a mark is purely descriptive in one of the languages used in trade in the community, renders it ineligible for registration as a CTM

Windsurfing Chiemsee v Attenberger
Acquired distinctiveness - for descriptive words, connotation must no longer be PURELY descriptive
1. market share
2. intensity
3. geographical spread
4. longevity
5. investment
6. proportion of public who recognise as belonging to undertaking
7. statements from chambers of commerce

Streamserve


(affirmed in Doublemint)

Exclusively descriptive


Registration not allowed - excluded from registration if "at least one of its possible meanings designates a characteristic of the goods concerned"

Hauck v Stokke

Shape results from nature of goods


Shape which results from nature of goods means the shapes with essential characteristics inherent to generic function of such goods

Lego v OHIM

Shape necessary to give a technical result


Technical result = any desirable functional aspect of a shape

Bang & Olufsen v OHIM

Shape gives substantial value


Shape of speaker was emphasised in marketing - timeless sculpture for music reproduction. Therefore substantial value given by shape.


n.b. important to remember that the shape gives value because it signifies something other than the brand producing it

Bennetton Group v G-Star International

Shape gives substantial value


Shape of a product which gives substantial value cannot constitute a trade mark where, prior to application, it acquired attractiveness as a result of its recognition as a distinctive sign

Ajit Weekly
Bad faith
What did applicant actually know?
Would a reasonable person regard the applicant's behaviour, given that knowledge, as "conduct falling short of acceptable commercial behaviour"?

Trade Marks Act 1994 Section 5

Relative grounds


(1)


will not be registered if it is identical with an earlier mark and it is applied for identical goods/services


(2) will not be registered if


(a) it is identical with an earlier mark and is to registered for similar goods/services


(b) it is similar to an earlier mark and is to be registered for goods/services identical or similar, and there exists a likelihood of confusion on part of public (including association with earlier mark)


(3)


(a) will not be registered if is identical or similar to an earlier mark, if the earlier mark has a reputation in UK (or EC in the case of CTM or ITM) and use of later mark would take unfair advantage of distinctive character or repute of earlier mark.


(4) not be registered if liable to be prevented by


(a) law (in particular passing off)


(b) an earlier right (in particular copyright, design or reg design)


(5) unless proprietor of earlier mark consents

LTJ Diffusion

Meaning of identical marks


Interpret identical strictly - mark should be the same in all respects (from the view of average consumer)

Oberhauser v OHIM

Meaning of identical goods/services


If earlier mark is for broad category and application is for narrower category inside that, treat that as identical.

Galileo

Meaning of identical goods/services


Any overlap - goods/services within overlap treated as identical

Canon v MGM

Similarity of goods/services


Take into account factors including physical nature of goods, intended use, end users, distribution channels, location in supermarkets and whether in competition



Requirements of section 5 are interdependent/cumulative (i.e. less similarity between goods/services may be offset by great similarity between marks or vice versa)



Likelihood of confusion


Judge through eyes of average consumer

Sabel v Puma

Similarity of marks


Consider marks as a whole, in way average consumer would see them


Visual, aural and conceptual similarity (dominant components) - if earlier mark well known greater chance of confusion


Lloyd Schuhfakrik Meyer v Klijsen Handel


also Asda v Specsavers

Average consumer is reasonably well-informed, circumspect and observant


Suffers from imperfect recollection


Analyses marks as a whole and does not proceed to analyse various details

General Motors v Yplon

Reputation of earlier mark


Marks must be known by significant part of the public for relevant goods/services


Consider market share, intensity, geographical extent, duration of use, investment made in promoting it

Intel v CPM UK

Reputation of earlier mark


Global appreciation test


Stronger distinctive character and reputation, easier it will be to accept detriment has been caused


Existence of a link does not mean he has to prove there has been damage - proof requires evidence of a change in economic behaviour of average consumer


Any mark with a reputation could have character damaged

Interflora v Marks and Spencers

Due cause for similarity


Adwords


Selection of trademarks with reputation as internet words can be seen as taking unfair advantage


Especially where such ad words are used to sell goods which are imitations of the goods which are sold under mark with reputation


But where selection is used to sell goods which are alternatives to goods sold under TM with reputation, no adverse effects - must be regarded as fair competition