TRADE-MARKS University of Toronto IP298HS Cynthia Mason – [email protected] –...

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TRADE-MARKS University of Toronto IP298HS ynthia Mason – [email protected] – 416.216.4841 March 17, 2005 © Cynthia Mason, 2005 2481-0304

Transcript of TRADE-MARKS University of Toronto IP298HS Cynthia Mason – [email protected] –...

Page 1: TRADE-MARKS University of Toronto IP298HS Cynthia Mason – cmason@ogilvyrenault.com – 416.216.4841cmason@ogilvyrenault.com March 17, 2005© Cynthia Mason,

TRADE-MARKS

University of TorontoIP298HS

Cynthia Mason – [email protected] – 416.216.4841

March 17, 2005 © Cynthia Mason, 2005

2481-0304

Page 2: TRADE-MARKS University of Toronto IP298HS Cynthia Mason – cmason@ogilvyrenault.com – 416.216.4841cmason@ogilvyrenault.com March 17, 2005© Cynthia Mason,

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Outline

• Trade-mark Searching

• Procedure for Trade-mark Registration

• Registrable Trade-marks

Page 3: TRADE-MARKS University of Toronto IP298HS Cynthia Mason – cmason@ogilvyrenault.com – 416.216.4841cmason@ogilvyrenault.com March 17, 2005© Cynthia Mason,

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Types of trade-mark searches

Opinions

Trade-mark Searching

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Locate Search

• Trade-marks Office register

• Identical trade-marks

Types of Trade-mark Searches

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Types of Trade-mark Searches

•Registrability Search

Trade-marks Office register

Similar or confusing trade-marks

• Phonetic equivalents

• Visually similar marks

• Marks in similar channels of trade

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Availability Searches

• Trade-marks Office register

• Common law sources

• Business names

• Trade directories

• Magazine and newspaper articles

• Internet

• Specialty sources – pharmaceutical indices, catalogues

Types of Trade-mark Searches

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After the Search

• Opinion Limitations of search

• Follow up investigation

• File trade-mark application

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Procedure for Registering Trade-marks

•Application

•Examination

•Approval/Advertisement

•Allowance

•Registration

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Application

• Trade-marks Act, RSC 1985, c. T-13

Section 30 – Contents of Application

• Trade-marks Regulations (1996), SOR/96-195

Sections 24 to 29 – Formalities

Sections 30 to 33 - Amendments

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Application

1. Applicant’s Name and Address

• Individual

• Partnership

• Joint venture

• Corporation

• Association

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Application

2. Trade-mark

Words

Designs

Patterns on 3D objects

Shapes of wares or packaging (distinguishing guise)

Certification mark

Official mark

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Application

3. Wares or Services

• Specific and ordinary commercial terms

• Amendments

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Application

4. Basis for Application

Use in Canada

Making Known in Canada

Foreign Application or Registration and Use

Proposed Use in Canada

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Application

5. Priority Claim

Foreign application filing date

6. Entitlement Claim

7. Representative for Service in Canada

8. Filing Fee

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Examination

• Formal requirements

• Description of wares and services – Act, s. 30(a)

• Foreign registration certificate – Act, s. 31(1)

• Drawing – Regulations, ss, 27 and 28

• Translation and Transliteration – Regulations, s. 29

• Registrability

• Entitlement to registration

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Examination

• Entitlement to registration

• Trade-mark confusing with a co-pending application

• Trade-marks Act, s. 16

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Approval/Advertisement

• Trade-marks Journal

• Amendments

• Opposition

Trade-marks Act, s. 38

Trade-marks Regulations, ss. 35 to 47

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Allowance/Registration

• Declaration of Use in Canada

• Fee

• Continued use

Trade-marks Act, s. 45

• Renewal

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Names or Surnames

Clearly descriptive or deceptively misdescriptive

Confusing with registered trade-mark

Prohibited marks

Distinguishing guises

Registrable Trade-marks

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Registrable Trade-marks

Names and Surnames

Trade-marks Act, s, 12(1)(a) – primarily merely the name or surname of an individual who is living or has died within preceding 30 years.

Rationale

• Fairness

• Inability of names and surnames to distinguish

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Registrable Trade-marks

Names and Surnames

“primarily merely”

• Principal meaning is nothing more than a name or surname

• Perspective of Canadian of ordinary intelligence and education

• Other meanings

• Examples – Brown, Swan

• Acquired secondary meaning (distinctiveness)

• Trade-marks Act, s. 12(2) or s. 14

• Examples – Coles, McDonalds

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Registrable Trade-marks

Names and Surnames (continued)

Disclaimer

• Trade-marks Act, s. 35

Well known historical persons

• Example – George Washington

Fictitious Names

• Example – Peter Cottontail

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

Trade-marks Act, s. 12(1)(b) – whether written, depicted or sounded, either clearly descriptive or deceptively misdescriptive of character, quality, conditions of production or place of origin of wares or services

Rationale

• Fairness

• Inability of descriptive words to distinguish

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

“Clearly”

• Self-evident, plain or easy to understand

• First impression

• Perception in connection with wares and services

• Perspective of ordinary everyday dealer in or purchaser of wares or services

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

Character

• Feature, trait, function or result

• Examples – KOOL ONE (beer), BRIGHTS CHILLABLE RED (wine), THE GOOD SLICE (cheese)

Quality

• Laudatory epithets

• Examples – BEST BUY, SUPER SCRABBLE

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

Conditions of production or persons employed in production

• Examples – KILNCRAFT (wares), KREBS ENGINEERS

Place of Origin

• TORONTO LIFE (magazines), SWISS FORMULA (lotions)

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

Whether depicted, written or sounded

• Descriptive designs

• Descriptive word/design composite marks

• Best Canadian Motor Inns Ltd. v. Best Western International, Inc., 2004 FC 135.

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

Deceptively misdescriptive

• Marks that would deceive consumers into making false buying decisions

• Examples – SHAMMI (gloves with no chamois), LIVER DINNER (cat food)

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Registrable Trade-marks

Clearly Descriptive or Deceptively Misdescriptive

Disclaimer

• Trade-marks Act, s. 35

Acquired distinctiveness

• Trade-marks Act, s. 12(2) or s. 14

• Clearly descriptive words are registrable if they have been used by an applicant so as to have become distinctive

• Examples – CANADIAN (beer)

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Registrable Trade-marks

Confusing with Registered Trade-mark

• Trade-marks Act, s. 12(1)(d)

• Confusion

• Trade-marks Act, s. 6(2)

• Use of trade-marks in same area would be likely to lead to the inference that they have the same origin

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Registrable Trade-marks

Confusing with Registered Trade-mark

• Trade-marks Act, s. 6(5)

• Factors to consider in determining confusion

• “all the surrounding circumstances” including

• Inherent distinctiveness and extent to which marks known

• Length of time in use

• Nature of wares or services

• Nature of trade

• Degree of resemblance in appearance, sound or ideas suggested

• Other circumstances

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Registrable Trade-marks

Prohibited Marks

• Trade-marks Act, ss. 12(1)(e), 9 and 10

• Marks consisting of or so nearly resembling as to be likely to be mistaken for

Royal crests, arms, etc.

Government arms, crests, flags, RCMP

Red Cross, United Nations, other international symbols

Scandalous, obscene or immoral words or designs

Matter falsely suggesting connection with individual, portraits and signatures

Official marks

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Registrable Trade-marks

Prohibited Marks

• Official marks

Trade-marks Act, s. 9(1)(n)

Badges, crests, emblems or marks adopted and used by Canadian Forces, any university, or any “public authority”

“Public authority”

• Subject to significant degree of government control

• Public benefit

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Registrable Trade-marks

Prohibited Marks

• Official marks

Not limited to specific wares and services

Not removable from register

Can be registered and used by others with consent of public authority

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Registrable Trade-marks

Prohibited Marks

Well known commercial symbols of quality, quantity, value, and place of origin (Trade-marks Act, s. 10)

• Examples – XXX (beer), Canadian Champagne

Plant varieties (Trade-marks Act, s. 10.1)

Geographical indications for wine and spirits (Trade-marks Act, ss. 12(1)(g) and (h))

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Registrable Trade-marks

• Distinguishing guises

Trade-marks Act, s. 13

Registrable only if distinctive and its exclusive use is not likely to unreasonably limit the development of any art or industry

Examples

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Registrable Trade-marks

• Distinguishing guises

Page 38: TRADE-MARKS University of Toronto IP298HS Cynthia Mason – cmason@ogilvyrenault.com – 416.216.4841cmason@ogilvyrenault.com March 17, 2005© Cynthia Mason,

TRADE-MARKS

University of TorontoIP298HS

Cynthia Mason – [email protected] – 416.216.4841

March 17, 2005 © Cynthia Mason, 2005

2481-0304