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Trademarks
What is a trademark?
A trademark is a word, design,
three-dimensional form, sound or color or other combination of
these types of elements which is used by one person or entity to
distinguish their products or services from those of another and
to identify their particular products or services to the
consumer. When you
market a new product or service, you build good will in the
image of your product. The
color of the package, logo, or the product name, all help to
identify your goods or services and distinguish your goods and
services from your competitors.
A trademark registration protects the goodwill that
attaches to the name or other mark which identifies your goods
and services to the buying public.
The traditional boundaries of trademark protection are
broadening, allowing people to claim protection for a broader
range of distinguishing marks or characteristics for their goods
and services.
Consider what the results would be
if you were required to change the name under which you sell
your goods and services.
Especially when starting a new venture, you will wish to
avoid the chance of building public awareness of your goods or
services in association with a name or other mark that belongs
to someone else.
A trademark owner acquires some
limited rights in their trademark simply by adopting and using
it. However, the
trademark rights which vest in the owner of a registered
trademark are in many ways superior, such that people relying
heavily on their trademarks or the goodwill in their brands are
often best served by seeking registrations for their trademarks.
The rights of the owner of a trademark registration
include the right to exclusive use of the mark throughout
Canada, and the ability to sue for infringement of these rights.
Doing a trademark search:
We recommend that the first step
in choosing a trademark for use or registration is to conduct a
level of trademark searching to gain knowledge of the existing
trademark landscape, identify any existing trademarks or other
impediments to the possible adoption or registration of your new
trademark, and/or to use the results of the trademark search as
business intelligence to assess the competitive landscape in
advance of launching a new product under a new trademark.
Various levels of trademark
searching can be conducted.
We recommend that at a minimum a trademark owner acquaint
themselves with any previous marks in the field using free
databases available over the Internet.
Again, links to the most useful of these databases can be
reached through our website at www.furman-kallio.com.
As in the case of patent databases, however, it is
important to realize the limitations of key word or phonetic
searching—marks which are spelled or referenced in different
ways might be missed by a very basic search.
Searches of increased accuracy and
complexity can also be conducted on your behalf by a trademark
lawyer or agent. A
screening search can be performed of pre-existing trademark
registrations or applications, or a search which includes the
Internet and other common law uses of marks and different
language can also be done. Generally
speaking, as the breadth or level of complexity of a search
continues, the costs are higher.
Filing a trademark application:
If the landscape appears to be
clear to proceed, you can file a trademark application to seek
registration of your trademark.
You can file a trademark application to protect a
trademark which you have already started to use, or a trademark
which you are planning to commence using.
Your lawyer or agent can help you search the existing
trademarks registered in Canada for ones which might be
confusingly similar to yours, and they might also advise you on
the descriptive or distinctive nature of your proposed
trademark. A
trademark application can be filed and prosecuted on your behalf
by your lawyer or agent.
How long does it take to
register?
In most cases, the registration
certificate will not be finally obtained for at least a year to
a year and a half from the date of filing of a trademark
application. As such
it is often times advisable to file sooner rather than later, if
it is anticipated that the registration is desired or required
for business or enforcement purposes.
When should you file a trademark
application?
Unlike the patent field, where a
public disclosure of your idea in advance of filing a patent
application can have serious negative consequences, the priority
scheme in the trademark field is the exact opposite.
The mark can and should be used in public in association
with your goods and services as soon as possible, and even in
advance of filing a trademark application if you so desire.
The use of the mark should be properly documented so that
the right use priority can be claimed when the trademark
application is filed.
What are the rules for trademark
registrability?
To be registrable, a trade mark
must not offend any of the general trademark registrability
criteria set out in the Trademarks Act, and must not be potentially
confusing in its channel of trade with a previously filed or
registered trademark.
1. The general trademark
registrability criteria include the following:
2. the proposed trademark must not be
a generic term;
3. the proposed trademark must not be
confusing with an official or prohibited mark;
4. the proposed trademark must not be
"scandalous, obscene or immoral";
5. the proposed trademark must not
falsely suggest a connection with any living or recently
deceased person;
6. the proposed trademark must not be
primarily merely the name or surname of an individual who is
living or recently deceased; and
7. the proposed trademark must not be
clearly descriptive of the wares or services themselves, nor
deceptively misdescriptive.
These requirements ensure that
consumers are not deceived regarding the source of the wares
and/or services, and protect consumers and producers alike from
the extension of a trademark monopoly to one party for a
descriptive term within a channel of trade.
The second prong of trademark
registrability is the consideration of the potential of
confusion with any previously filed or registered marks in the
same channel of trade. The
rights of a trademark owner are conferred by the Trade-marks Act through registration of the
trademark, and include the exclusive right to use of the trademark
throughout Canada in respect of the wares or
services set forth in the registration, subject to adjudication.
What is trademark infringement?
Under Canadian law, the
unauthorized use of a registered trademark on wares and/or
services in the same or similar channel of trade in respect of
which the mark was registered constitutes trademark
infringement. The
test of trademark registrability is roughly the converse of an
analysis of trademark infringement – if there is likely not
infringement of a prior mark, then the registrability test is
likely satisfied. Infringement
exists where there is a deliberate appropriation of the owner's trademark
or an essential portion of the mark.
The Court may "deem" that a registered trademark
is infringed if it is used on somewhat different
wares, or in a different geographical area, or if a
"confusing" trademark rather than the identical
mark is used. The
rights of a trademark owner are conferred by the Trade-marks Act through registration of the
trademark, and include the exclusive right to use of the trademark
throughout Canada in respect of the wares or
services set forth in the registration, subject to adjudication.
Public authority marks:
The Canadian Trademarks Act provides under section 9 thereof
for the registration of ‘public authority’ trademarks by
governments and quasi-governmental bodies.
What constitutes a “public authority” for the
purposes of section 9 has been the subject of judicial
consideration. In
finding that the Canadian Olympic Association was a “public
authority”, the Federal Court of Appeal adopted a test that,
to be regarded as a public authority, a body must be under a
duty to the public, must be subject to a significant degree of
government control, and must be required to dedicate any profit
earned for the benefit of the public and not for private
benefit. The public
authority mark is not limited to a particular channel of trade,
and is registered regardless of confusion with a similar prior
mark – as such it has definite advantages to those wishing and
able to use it.
Geographical scope of trademark
coverage:
A trademark registration provides
you with nationwide protection of your mark, in the country
in which it is registered. Once registered, a trademark
registration lasts for 15 years and can be renewed.
Obtaining a trademark registration, however, is only half
of the battle. As
soon as a trademark is adopted, and after it is registered, the
proper measures need to be taken to maintain its distinctive
character if the distinctive character of a mark is lost,
the protection attendant therewith can also be lost, leaving the
unsuspecting trademark owner without their trademark rights.
By registering your trademarks and taking proper measures
in their use, the individual nature of your mark can be
maximized and protected. Your
trademark lawyer can assist you in taking the necessary steps to
preserve your trademark rights, and to enforce your rights
against others who infringe your mark or pass off their goods or
services as yours.
Licensing issues:
If your business involves
licensing others to use your trademarks, it is essential that
you be properly covered by trademark registrations and licensing
clauses to maintain your own rights in your trademark.
You should consult with a trademark lawyer to ensure that
the proper steps have been taken to protect your rights in your
trademarks in advance of allowing the licenses use of your
marks.
Using your trademark properly:
Many trademark owners have lost
their trademark rights in the past because their marks have been
misused. Take for
example escalator,
kerosene, corn flakes, linoleum, dry ice or shredded wheat
these are all examples of trademarks which have been lost by
their original owners because they became generic through
general or improper use. The
following guidelines will help to ensure that a company's
trademarks will be properly honored and will not become generic
in the future. These
guidelines apply to advertising, product literature, business
documents and correspondence, packaging and labels and any other
place where the trademarks are used.
The danger in the successful
adoption and use of a trademark is that the mark might become
generic. Once a mark
becomes generic, or in other words is widely accepted as a term
for the description of the type of goods or services with which
it is used rather than with the goods or services of a
particular person, anyone can use it.
This is because the mark no longer indicates to the
general public or consumers of the products or services in
question that the goods or services were made by the trademark
owner. A trademark
represents not only a substantial investment of resources by a
trademark owner but also an asset which, in the case of a
successfully developed mark or market might have significant
good will or value attached to it.
For the consumer, a trademark provides a method of
differentiating the products or services of various producers
and allows them to easily identify their preferred brand
choices.
1. TRADEMARKS ARE
NOT VERBS.
It is dangerous to use your
trademark as a verb, since you risk the problem of your
trademark becoming generically descriptive of the activity to
which it is used to refer.
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RIGHT
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WRONG
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"Send
this package out with a FEDEX courier"
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"FEDEX
this package"
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"Make
six copies for me on the XEROX copier"
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"XEROX
six copies of this for me."
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"Please
use TURTLEWAX auto wax when you polish my car"
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"Please
TURTLEWAX my car."
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2. DO NOT PLURALIZE
A TRADEMARK.
Since trademarks are adjectives
which describe nouns, rather than being nouns themselves, they
should not be used in plural form.
Rather than pluralizing the trademark, the nouns which
they describe should be pluralized.
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RIGHT
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WRONG
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"Two FOSTERS beers"
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"Two FOSTERS"
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In the case of trademarks which
end in an "S", however, the treatment should be no
different. The mark
should not be adapted to imply the singular tense by removing
the "s". For
example:
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RIGHT
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WRONG
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"A BAGGIES plastic
bag"
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"A Baggie"
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3.
TRADEMARKS AND
TRADE NAMES ARE NOT THE SAME.
Trademarks are different from
trade names, corporate names or business names.
Trade names are proper nouns which can be used in the
form of a possessive and do not require a generic modifier.
Trade names should not be marked with a trademark symbol.
Many companies use their trade names as trademarks.
For example:
Corporate name:
"These shirts are made by Tommy Hilfiger Ltd."
Trade name:
"These shirts are made by Tommy Hilfiger."
Trade name:
"Tommy Hilfiger’s newest jeans are for
women."
Trademark: "Are
those TOMMY HILFIGER jeans?"
4.
TRADEMARKS SHOULD
NOT BE USED IN A POSSESSIVE FORM.
Trademarks should never be used in
a possessive way, such as by adding " ‘s ", unless
the trademark itself is a possessive mark, such as
"WENDY’S restaurants" "LEVI’S jeans", or
"PEAR’S shampoo".
Trade names, unlike trade marks, can be used in a
possessive sense.
5.
AVOID GENERIC USE
- TRADEMARKS ARE PROPER ADJECTIVES.
Properly displaying your
trademarks will distinguish your mark from the generic language
with which they are used. For
example, trademarks should either be used with Initial Caps,
used with "Initial Caps" with quotes, or optimally
CAPITALIZED COMPLETELY. Generic
terms should always appear after the trademark e.g.
"LITTLE CAESAR’S pizza".
At the very least the generic term should be used after
the trademark at least once in each written communication and
where possible or appropriate also in all broadcast matter.
Preferably this should be the first time the mark
appears. Some
examples of this are:
FORD car;
"Kleenex" tissues;
DELL computer;
Kodak film;
SUBWAY restaurant.
Additional emphasis can be placed
on trademarks by using the word "brand" after the mark
example, "SCOTCH Brand transparent tape".
Proper marking, discussed below, should also be
considered.
6.
SHOW PEOPLE THAT
YOUR MARK IS IMPORTANT TO YOU.
Additional emphasis can be placed
on trademarks by using one of the universally acceptable symbols
or methods of indicating trademark status.
Some companies make the proper marking of their trademark
status a requirement for each trademark on each piece of
advertising material, packaging or other communication using
their marks. Some of
the marking methods are as follows:
® or Reg. Canadian Intel. Prop.
Office if the mark is registered in the Canadian Intellectual
Property Office.
™
for marks that are not registered.
An
asterisk (*) and footnote that the mark is either "Reg.
Canadian Intel. Prop. Office" if the mark is registered in
the Canadian Intellectual Property Office, or if the mark is
unregistered, "A trademark of X Company."
Trademark Services:
The following are some of the
services which Furman & Kallio can offer to you:
-
searches and opinions as to the
registrability of trademarks and regarding the advisability of
adoption of your proposed mark;
-
drafting, filing and prosecution
of trademark applications in countries around the world;
-
opinions as to whether or not
someone is infringing your trademark, or if you are infringing
someone else’s trademark;
-
searches and opinions on the
validity of trademarks;
-
commencing trademark impeachment
proceedings or challenges;
-
advice and assistance in the
enforcement of your trademark, or conversely advice and
assistance in the case where you are accused of infringing
someone else’s trademark;
-
assistance
in the licensing, assignment or transfer of trademark rights, or
other trademark-related aspects of business transactions.
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