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February 2017<br />

<strong>GlobalReport</strong><br />

Recent Trademark Developments and INTA Activities in Eight Key Regions<br />

India<br />

Interview: O.P. Gupta, Controller General of Patents, Designs & Trade Marks, India<br />

Latin America<br />

INTA and ASIPI publish the Trademarks in Latin America Impact Study<br />

North America<br />

Interview: Shira Perlmutter, USPTO: Get to Know Your IP Attachés


2017 INTA President Joseph Ferretti,<br />

PepsiCo, Inc. (United States)<br />

As I look ahead to 2017, it’s helpful to reflect on<br />

what was accomplished in 2016 as a benchmark<br />

for success: a landmark year in AsiaPacific, with<br />

the opening of the Singapore branch office; the<br />

Association’s first Board Meeting in mainland<br />

China; the publication of INTA’s first impact study; a<br />

record-breaking Annual Meeting; and much more.<br />

This year, we will continue to focus on international<br />

expansion and engagement, but will delve<br />

deeper into the key issues facing brand owners.<br />

We will focus on counterfeiting, brand restrictions,<br />

and Internet governance. A new Presidential Task<br />

Force will examine all forms of “brand restrictions,”<br />

including plain and standardized packaging,<br />

and will present concrete and proactive<br />

strategies for addressing these issues. The<br />

Association will also work closely with ICANN on<br />

the many challenges ahead.<br />

This is also a year of transition for INTA—we will<br />

finalize the 2018–2021 Strategic Plan, which will<br />

reflect a growing recognition of brands as a whole,<br />

and will determine INTA’s future priorities, guide<br />

our activities for the next four years, and enable<br />

INTA to remain a prominent and influential voice in<br />

the global IP community and beyond.<br />

I hope you enjoy this issue of the Global Report,<br />

which provides a snapshot of what INTA has been<br />

doing globally, and look forward to working with you<br />

in the coming year.<br />

Africa 3<br />

Asia-Pacific 6<br />

China 11<br />

Europe 13<br />

India 19<br />

Latin America 22<br />

Middle East 28<br />

North America 31<br />

This report was compiled with the help of INTA’s Global Advisory Councils, as well as the INTA Bulletins Committee and the<br />

authors named herein. Please direct all comments/feedback to jdarne@inta.org.<br />

Global Report Staff<br />

Chief Executive Officer<br />

Etienne Sanz de Acedo<br />

Director, Communications<br />

Laura Castle<br />

Strategist, Communications Content<br />

Eileen McDermott<br />

Manager, Communications<br />

JC Darné<br />

Editor<br />

Elizabeth Venturo<br />

Graphic Designer<br />

Eric Mehlenbeck<br />

INTA Officers & Counsel<br />

President<br />

Joseph Ferretti, PepsiCo, Inc.<br />

President Elect<br />

Tish L. Berard, Hearts On Fire<br />

Vice President<br />

David Lossignol, Sandoz International GmbH<br />

Vice President<br />

Ayala Deutsch, NBA Properties, Inc.<br />

Treasurer<br />

Tiki Dare, Oracle Corporation<br />

Secretary<br />

Zeeger Vink, Maus Fréres<br />

Counsel<br />

Maury M. Tepper, III, Tepper & Eyster, PLLC<br />

Although every effort has been made to verify the accuracy of items in this report, readers are urged to check independently on matters of specific interest. The Global Report relies on members of the<br />

Global Advisory Councils, INTA Bulletins Committee, and INTA staff for content but also accepts submissions from others. The Global Report Editorial Board reserves the right to make, in its sole discretion,<br />

editorial changes to any item offered to it for publication. For permission to reproduce Global Report articles, send a brief message with the article’s name, volume and issue number, proposed use, and<br />

estimated number of copies or viewers to jdarne@inta.org. Global Report sponsorships in no way connote INTA’s endorsement of the products, services, or messages depicted therein.<br />

© 2017 International Trademark Association<br />

2<br />

INTA Global Report, February 2017


Global Report: Africa<br />

INTA and Anti-Counterfeiting Collaboration, Nigeria<br />

Celebrate Ten Years<br />

On October 19, INTA held the tenth annual<br />

policy dialogue in Nigeria in conjunction with<br />

the Anti-Counterfeiting Collaboration of Nigeria<br />

(ACC-Nigeria) which addressed the “Cost Effective<br />

Measures and Practical Tactics in Combatting<br />

Counterfeiting & Piracy Activities.” The<br />

program brought together brand owners, regulators,<br />

practitioners, and key stakeholders to<br />

discuss possible cost effective measures and<br />

practical tactics in combating counterfeiting<br />

and piracy. The policy dialogue also celebrated<br />

the tenth anniversary of ACC-Nigeria.<br />

Desmond Adeola (Chairmain of ACC-Nigeria)<br />

provided a welcome address to the attendees<br />

and encouraged them to come together to<br />

combat counterfeiting in order to make the<br />

country a better place for future generations.<br />

Uche Nwokocha (Aluko & Oyebode, Nigeria),<br />

Chair of INTA’s Anticounterfeiting Committee<br />

Middle East and Africa Subcommittee<br />

(pictured left) provided opening remarks.<br />

Ms. Nwokocha spoke about the collaboration<br />

between INTA and ACC-Nigeria and highlighted<br />

INTA’s intention to continue to collaborate with<br />

ACC-Nigeria and other national associations<br />

in the Middle East and Africa. Sola Dosunmu<br />

(British American Tobacco Nigeria & West<br />

Africa, Nigeria) provided the keynote address<br />

and discussed ACC-Nigeria’s goal of bringing<br />

together all parties involved in the tobacco<br />

industry in fighting counterfeits. Finally, the<br />

policy dialogue closed with three discussion<br />

sessions involving brand owners, regulators,<br />

and piracy and entertainment.<br />

Africa Global Advisory Council<br />

Chair<br />

Lara Kayode, O. Kayode & Company,<br />

Nigeria<br />

Council Members<br />

Barbara Berdou, Berdou Attorneys,<br />

South Africa<br />

Anne-Marie Breek, Remgro Management<br />

Services Limited, South Africa<br />

Brenda Kahari, B.W. KAHARI, Zimbabwe<br />

Madelein Kleyn, Oro Agri Inc, South Africa<br />

Stephen Le Feuvre, Lysaght, Channel<br />

Islands<br />

William Mansfield, ABRO Industries, Inc.,<br />

United States<br />

Uche Nwokocha, Aluko & Oyebode, Nigeria<br />

Staff Liaison<br />

Bruce MacPherson, Chief Policy Officer<br />

bmacpherson@inta.org<br />

Association Activities<br />

Unreal Campaign Visits Cape Town, South Africa<br />

On August 31, 2016, Lara Kayode (O. Kayode<br />

& Co., Nigeria) visited the Cedar School of<br />

Art in the Mitchell Plains just outside Cape<br />

Town, South Africa. She was accompanied by<br />

Monique Gieskes (Vlisco Netherlands, B.V.,<br />

Netherlands), who was a session speaker at<br />

INTA’s Building Africa with Brands Conference<br />

in Cape Town, September 1–2.<br />

Ms. Kayode and Ms. Gieskes met with the<br />

school’s principal, David Charles, and their<br />

Unreal “Champion” at the school, Courtney<br />

Edwards, educator, who ensured that they had<br />

all the support they required.<br />

The women made two presentations at the<br />

school, first to approximately 40 students and<br />

a second to about ten Business Management<br />

students from the Cape Peninsula University<br />

of Technology who were interning at the school<br />

during the visit.<br />

The presentation began by introducing INTA<br />

and the work that the Association does with<br />

regard to trademarks and other intellectual<br />

property rights (IPRs).<br />

They played two videos illustrating the dangers<br />

of purchasing counterfeits versus real products.<br />

Utilizing the Unreal Campaign presentation<br />

guidelines, they proceeded to educate the<br />

students on the importance of trademarks. The<br />

students were well aware of many international<br />

brands, but were shocked to learn about<br />

the dangers that counterfeit products pose to<br />

consumers.<br />

Ms. Gieskes informed the students of the long<br />

history of Vlisco in Africa and showed them the<br />

differences in quality of authentic and fake<br />

fabrics, which fascinated the students.<br />

The highlight of the presentation was the quiz,<br />

which made their presentation interactive and<br />

well-received.<br />

The teacher in charge of the class was attentive<br />

and interested in the topic and invited<br />

the INTA representatives back to speak to the<br />

economics class the next day. The 17-year-old<br />

economics students were as enthusiastic as<br />

the students from the previous day.<br />

Brenda Matanga (Matanga IP Zimbabwe),<br />

Akeem Aponmade (A.O. Aponmade & Co., Nigeria),<br />

and Ms. Kayode returned to the school<br />

on September 1, 2016, to make a further<br />

presentation to approximately 40 tenth grade<br />

students (between 15 and 16 years-old) and<br />

received the same positive reception.<br />

In addition to being astonished at what they<br />

learned about counterfeiting, they were<br />

surprised to find that an organization such as<br />

INTA would take time out to inform them of the<br />

importance of trademarks and the dangers of<br />

counterfeits.<br />

According to the feedback received from the<br />

school, the students thoroughly enjoyed the<br />

presentation and posted pictures of the presentation<br />

on Facebook.<br />

To learn more about the Unreal Campaign,<br />

please visit INTA’s landing page.<br />

3


Global Report: Africa<br />

In the News<br />

MOZAMBIQUE: New Industrial Property Code Approved<br />

The government of Mozambique approved the<br />

new Industrial Property Code (IPC) on December<br />

31, 2015, Decree No. 47/2015, and the<br />

law came into force on March 31, 2016. The<br />

new Code was published in Official Gazette No.<br />

104, Series I, Supplement 19. The new law<br />

repeals the Code that had been in force since<br />

2006, Decree No. 4/2006, Apr. 12.<br />

The key changes include:<br />

• The creation of a new type of industrial property<br />

right in the country, i.e., the recognition<br />

of protection for establishment names.<br />

Names used to identify the place of manufacture,<br />

processing, storage or marketing<br />

of products, and service delivery are now<br />

eligible to be registered as IP rights;<br />

• An increase from 15 to 30 days regarding the<br />

deadline for attaching documents that may<br />

have been missing when filing an application<br />

for any industrial property right;<br />

• A reduction from 60 to 30 days regarding<br />

the deadline to submit complaints to the<br />

Managing Director of the Industrial Property<br />

Institute (IPI) against an order granting or<br />

refusing rights;<br />

• The introduction of a defense appeal. This<br />

appeal is submitted to the Minister of Industry<br />

and Commerce against orders of the<br />

Managing Director of IPI granting or refusing<br />

rights. The appeal must be submitted within<br />

30 days of the date of notification. The<br />

defense appeal does not have suspensive<br />

effect. This type of appeal previously existed<br />

in administrative practice, but this is the first<br />

time it has been included in the Code;<br />

• An action for invalidation must be initiated<br />

within 90 days of the date of the order granting<br />

the right. The old Code provided a period<br />

of one year;<br />

Names used to identify the<br />

place of manufacture, processing,<br />

storage or marketing<br />

of products, and service<br />

delivery are now eligible to<br />

be registered as IP rights.<br />

• A reduction in the deadline for opposition of<br />

all types of industrial property rights, from 60<br />

to 30 days from the date of publication of the<br />

application in the Industrial Property Bulletin.<br />

• Classification of the trademark registration<br />

requirements concerning the similarity of<br />

goods or services. The trademark to be<br />

registered should not be identical to trademarks<br />

already registered in the country that<br />

belong to another rights holder for the same<br />

products and services or related products<br />

and services;<br />

• The introduction of regional trademark registration.<br />

This type of registration provides for<br />

the protection of trademarks in the signatory<br />

states of regional treaties to which Mozambique<br />

is a contracting party. However, Mozambique<br />

has yet to adhere to any regional<br />

treaty for the protection of trademarks, so it<br />

does not yet apply;<br />

• Classification of the limitation period for<br />

the filing of declarations of intent to use for<br />

international registrations. Statements must<br />

be submitted every five years from the date<br />

of international registration, i.e., “the date of<br />

application of the request for international<br />

registration of the trade mark by the International<br />

Bureau of the World Intellectual Property<br />

Organization on their database”; and<br />

• New publication periods for the Industrial<br />

Property Bulletin. Instead of every two<br />

months, the Bulletin will now be published<br />

monthly.<br />

It is expected that the new Code will simplify<br />

the registration process for applications to<br />

protect different kinds of IP and ensure greater<br />

procedural efficiency.<br />

Contributor: Sérgio Braz<br />

Braz & Associates, Ltd, Maputo, Mozambique<br />

Verifier: Vânia Xavier<br />

Mozmarcas, Lda, Maputo, Mozambique<br />

MOZAMBIQUE: IPI Now Allowing Refused<br />

Trademarks to Be Refiled<br />

On September 2, 2016, the Industrial Property<br />

Institute (IPI) of Mozambique issued an official<br />

letter allowing applicants to refile trademark<br />

applications previously refused by the IPI.<br />

Despite the absence of explicit legislative<br />

provisions, trademark owners have in past<br />

practice been prohibited from refiling trademark<br />

applications which had previously been<br />

refused by the IPI. The new Industrial Property<br />

Code, hich came into force on March 31,<br />

2016, and which replaced the 2006 Industrial<br />

Property Code, sets out the new filing and<br />

registration requirements in Mozambique.<br />

However, like the previous Code, nothing in<br />

the new Code prohibits an applicant from<br />

filing an application for the registration of a<br />

trademark that has previously—and finally—<br />

been refused.<br />

The prohibition on refiling of trademark<br />

applications has posed a serious obstacle to<br />

trademark applicants who wish to refile their<br />

applications for strategic reasons. In many<br />

countries, both legislation and practice directives<br />

permit the refiling of trademark applications,<br />

which provides the applicant with an<br />

opportunity to consider the options available<br />

to overcome refusals. For instance, an earlier<br />

conflicting trademark which posed a bar to<br />

the registration of the original application may<br />

have been removed, abandoned, or simply<br />

withdrawn, and may no longer pose a bar to<br />

the “refiled” application. It is therefore to be<br />

welcomed that applicants will now have the<br />

opportunity to refile refused applications.<br />

It is important to note that refiled applications<br />

will be subject to the same requirements<br />

and examination procedures as the original<br />

application. Therefore, the Registrar will refuse<br />

any applications where grounds for the initial<br />

refusal of the application still exist.<br />

Contributors: Manisha Bugwandeen-Doorasamy<br />

and Ferosa-Fae Hassan<br />

ENSafrica, Durban, South Africa<br />

Verifier: Helena Nel<br />

Braz & Associados, Ltd., Maputo, Mozambique<br />

4<br />

INTA Global Report, February 2017


Global Report: Africa<br />

SOUTH AFRICA: CIPC Clarifies Concerns about<br />

Temporary Delays<br />

In response to an article published in the October<br />

1, 2016, issue of the INTA Bulletin, titled<br />

CIPC to Experience Temporary Delays, the<br />

Companies and Intellectual Property Commission<br />

(CIPC) of South Africa has submitted the<br />

following clarifications to INTA:<br />

• The move of our physical files from one storage<br />

provider to another does not specifically<br />

only impact on trademark files. It has an impact<br />

on all files used in CIPC—in other words,<br />

files relating to companies, co-operatives,<br />

patents, designs, and trademarks;<br />

• While the delays experienced in relation to<br />

file retrieval will surely result in delays with<br />

regard to issuing of (a) registration certificates,<br />

(b) notices of acceptance, and (c)<br />

responses to general correspondence and<br />

submissions received insofar as trademarks<br />

are concerned, it will not cause delays in the<br />

issuing of official actions as the files that are<br />

still to be examined and in relation to which<br />

official actions are still to be issued, are only<br />

sent to offsite storage after the applications<br />

have been examined and the official actions<br />

have been issued;<br />

• The making available of certain documents<br />

free of charge via the website (referred to<br />

as a “workaround” in the article) is not at all<br />

linked to the problems experienced regarding<br />

file retrieval. In fact, it is a value-added service<br />

launched by the CIPC on April 1, 2016,<br />

already as per Practice Notice 1 of 2016,<br />

which notice makes it very clear that official<br />

actions from a certain date will be made<br />

available via the website free of charge,<br />

as well as certain other documents, where<br />

available. This notice in no manner or form<br />

created the impression that all documents<br />

on files are available electronically, nor did it<br />

state that such information is “out of date”<br />

as stated in the INTA article. In addition,<br />

Notice 41 of 2016 (on which this article was<br />

based) also in no manner or form created a<br />

link between these two notices, or attempted<br />

to create a link between the two by indicating<br />

that the value-added service launched in<br />

April 2016 is to be seen as a work around to<br />

the delays experienced in relation to retrieval<br />

of files.<br />

A copy of the notice is available here from the<br />

CIPC.<br />

WORKSHOP<br />

FREE TRADE ZONES:<br />

COMMERCE VS COUNTERFEITS<br />

Free Trade Zones Workshops<br />

March 21 New York, New York, USA<br />

April 19<br />

Dubai, UAE<br />

October 4 Cartagena, Colombia<br />

November 29 Berlin, Germany<br />

For more information, visit www.inta.org /2017FTZ<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Enforcement: An International Litigation<br />

Guide<br />

Geographical Indications, Certification Marks<br />

and Collective Marks: An International Guide<br />

Global Portal<br />

International Opposition Guide<br />

Madrid Agreement and Protocol<br />

Trademark Cancellations Guide<br />

Trademark Office Benchmarking<br />

Testimony and Submissions:<br />

INTA Comments on South Africa Protection<br />

of Traditional Knowledge Bill<br />

Regional Resources<br />

The Anticounterfeiting<br />

Collaboration, Nigeria<br />

ARIPO<br />

OAPI<br />

5


Global Report: Asia-Pacific<br />

Association Concluded a Landmark Year in Asia-Pacific<br />

INTA members kept busy with high-level advocacy<br />

and education activity across the Asia-Pacific<br />

Region in 2016. December concluded a<br />

signal year for the Association following a number<br />

of achievement’s, including the establishment<br />

of its branch office in Singapore in March.<br />

Weighing in on Plain Packaging<br />

Most recently, INTA’s Chair of the Legislation<br />

and Regulation Committee—Asia-Pacific<br />

Subcommittee, Soh Kar Liang (Ella Cheong,<br />

Singapore), spoke at a Financial Times<br />

Business Regulations Seminar on December 8<br />

in Singapore. The theme of the conference was<br />

“Business Regulation: Burden or Benefit?” Mr.<br />

Soh spoke on the pressing concerns presented<br />

by regulatory encroachment on trademark<br />

rights through plain packaging. A number of<br />

jurisdictions in the Asia-Pacific region have<br />

proposed or enacted plain packaging of<br />

tobacco products. Mr. Soh mentioned that<br />

trademark rights are an interesting area where<br />

the interests of consumers and producers<br />

intersect: trademarks protect the consumer<br />

from confusion and dangerous counterfeit<br />

goods, while at the same time protecting<br />

producers from unfair competition and creating<br />

valuable IP rights.<br />

Promoting Stakeholder Engagement<br />

INTA also supported a regional seminar on<br />

December 6 organized by the Singapore Office<br />

of the World Intellectual Property Organization<br />

(WIPO) and the IP Office of Singapore (IPOS)<br />

dedicated to enhancing IP office customer<br />

service and stakeholder engagement. INTA<br />

corporate member, Niki Franks (BP plc,<br />

Singapore), spoke on behalf of INTA, citing the<br />

practical needs that users of IP office services<br />

would like to see. Attendees came from a<br />

diverse number of countries around the Asia-<br />

Pacific region, including Bangladesh, Bhutan,<br />

Cambodia, Indonesia, Lao People’s Democratic<br />

Republic, Malaysia, Myanmar, Pakistan, Papua<br />

New Guinea, the Philippines, the Republic of<br />

Korea, and Singapore.<br />

Comments to IPOPHL and Indonesia Customs<br />

INTA has supported advocacy through written<br />

comments to countries across the region. INTA<br />

submitted comments to the IP Office of the<br />

Philippines (IPOPHL) on December 1 regarding<br />

changes to the IP Code and to the Indonesian<br />

Directorate General of Customs on areas to<br />

improve procedures to seize infringing goods<br />

at the border earlier in November. INTA joined<br />

other associations and interested foreign<br />

governments for a roundtable in Jakarta with<br />

the customs authorities on the matter on<br />

November 30.<br />

Engaging in Dialogue on Border Enforcement<br />

on November 8, INTA’s Chief Representative,<br />

Asia-Pacific, Seth Hays (Singapore), participated<br />

in an event organized by the ASEAN Secretariat<br />

and USPTO on transnational cooperation<br />

in the border enforcement of intellectual<br />

property rights, which included participants<br />

from the Ministries of Trade, Customs and IP<br />

Offices from ten ASEAN countries. INTA spoke<br />

on the importance of international cooperation<br />

and communication among customs agencies,<br />

particularly in light of the increases in trade<br />

due to the formation of the ASEAN Economic<br />

Community in 2015 and the movement of<br />

manufacturing from China to lower cost labor<br />

markets in developing Southeast Asia.<br />

Commissioner Komiya<br />

remarked that protection<br />

of brands from counterfeit<br />

goods was a major priority<br />

for his office and supported<br />

INTA’s efforts in this regard.<br />

INTA further supported enforcement efforts in<br />

the region by participating in the 6th Philippines<br />

Enforcement Summit in Manila on October<br />

24. Mr. Hays presented on INTA’s efforts to<br />

educate the public on the danger of counterfeit<br />

goods, namely through the Association’s Unreal<br />

Campaign, which conducted a program for<br />

children the prior week.<br />

Delegation Visit to Japan<br />

INTA President Ronald van Tuijl led a delegation<br />

of INTA members to meet with association<br />

counterparts and authorities in Japan from<br />

October 25–26, 2016, including the Japan<br />

Patent Office, the Japan IP High Court, customs,<br />

the Japan Trademark Association, and<br />

the Japan Intellectual Property Association.<br />

Mr. van Tuijl spoke with JPO Commissioner<br />

Yoshinori Komiya about INTA’s work in the<br />

Asia-Pacific Global Advisory Council<br />

Co-Chairs<br />

Mona Lee, Hanol Law Offices, South Korea<br />

Kowit Somwaiya, LawPlus Ltd., Thailand<br />

Council Members<br />

Louis Chan, Procter & Gamble, Singapore<br />

Daniel Greif, Spruson & Ferguson,<br />

Singapore<br />

Marion Heathcote, Davies Collison Cave,<br />

Australia<br />

Patsy Lau, Deacons, Hong Kong<br />

Andy Leck, Baker McKenzie, Wong & Leow,<br />

Singapore<br />

Shunji Sato, TMI Associates, Japan<br />

Thomas Treutler, Tilleke and Gibbins,<br />

Vietnam<br />

Jay Young-June Yang, Kim & Chang,<br />

South Korea<br />

Christopher Young, Minter Ellison Rudd<br />

Watts, New Zealand<br />

Staff Liaison<br />

Seth Hays, Chief Representative<br />

Officer: Asia-Pacific<br />

shays@inta.org<br />

region, and indicated INTA’s support for JPO’s<br />

leadership on IP in Asia and the world through<br />

its network of IP attachés, and through projects<br />

at the TM5, such as the Bad-Faith Registration<br />

Project. Commissioner Komiya remarked that<br />

protection of brands from counterfeit goods<br />

was a major priority for his office and supported<br />

INTA’s efforts in this regard. INTA would like<br />

to thank the kind efforts of INTA Board of Directors<br />

Member Shunji Sato and Mitsuko “Mimi”<br />

Miyagawa (TMI Associates, Japan) for their kind<br />

support of the delegation activities in Japan.<br />

2017 and Beyond<br />

INTA looks forward to continuing its engagement<br />

with governments across this important<br />

region through delegations, submission of<br />

important views and comments, and educational<br />

programming, including the INTA Hong<br />

Kong Anticounterfeiting Conference, which will<br />

be held February 6–7, 2017.<br />

6<br />

INTA Global Report, February 2017


Global Report: Asia-Pacific<br />

Association Activities<br />

Dialogue Continues with Vietnam on<br />

Well-Known Marks<br />

On September 23, INTA and the Vietnam Ministry<br />

of Science and Technology (MOST) held the<br />

third policy dialogue on revisions to Vietnam’s<br />

well-known mark regime as part of an ongoing<br />

series under the 2015 Memorandum of Understanding<br />

(MOU) between the two organizations.<br />

MOST Vice Minister Tran Van Tung and INTA<br />

2016 President Ronald van Tuijl gave opening<br />

remarks for the event in Vietnam’s third largest<br />

city, Danang. Nearly 100 policy makers, brand<br />

owners,and IP practitioners attended the event.<br />

Local and international brand owners provided<br />

input during a full-day conference on brands,<br />

such as Vina Café, Vina Milk, and Petrolimex<br />

from Vietnam, and the internationally known<br />

brands Nike, BMW, and Ikea. Kristen Downer,<br />

Assistant General Counsel for Nike, emphasized<br />

the importance that well-known mark<br />

protection has for Nike, and the many countries<br />

in which Nike has been able to gain this<br />

type of protection.<br />

Representatives from the USPTO, Japan,<br />

EuroCham, and INTA spoke about the practice<br />

of well-known mark protection internationally.<br />

INTA Asia-Pacific Chief Representative Seth<br />

Hays noted the numerous board resolutions<br />

INTA has passed relating to well-known marks,<br />

such as INTA’s strong support of the WIPO Joint<br />

Recommendation, and suggestions on how<br />

well-known mark registries should be treated.<br />

Representatives from the Ho Chi Minh City<br />

University of Law, the National Office of IP, the<br />

MOST Inspectorate, the People’s Court of Da<br />

Nang City, the Economic Police Department,<br />

the General Department of Customs, and the<br />

Market Surveillance Agency spoke at the conference<br />

as well.<br />

The event was covered in local media here and<br />

local television here.<br />

INTA and MOST conducted two events on wellknown<br />

marks in Ho Chi Minh City and Hanoi in<br />

2015 and 2016. Articles on these events can<br />

be found here and here.<br />

INTA and MOST look forward to continuing the<br />

engagement on changes to law and practice<br />

in this area. Included in the MOU will also be<br />

training of officials and study tours to learn<br />

best practices from other jurisdictions.<br />

In the News<br />

AUSTRALIA: New Fee Structure for Trademark<br />

Filings at IP Australia<br />

On October 10, 2016, IP Australia introduced<br />

several changes to its fees for the intellectual<br />

property rights that it administers. These<br />

changes are reflected in amendments to the<br />

relevant IP regulations.<br />

The most significant amendments to note are<br />

the changes to the fees payable for registration<br />

of a trademark. In the previous system,<br />

after the application had been examined and<br />

was accepted for registration, and where<br />

there were no oppositions by third parties<br />

during the two-month opposition period, or<br />

where the applicant was successful in an<br />

opposition proceeding, the applicant had to<br />

pay a registration fee to IP Australia of AUD<br />

300 per class of goods and services to finalize<br />

the registration.<br />

Under the new fee system, there is no longer<br />

any registration fee payable, and following the<br />

examination and opposition stages mentioned<br />

above, the trademark is then be automatically<br />

registered.<br />

However, the fees payable at the time of filing<br />

a trademark application, and the fees payable<br />

to renew a trademark registration at the end<br />

of the ten-year registration period, have been<br />

increased, mainly to account for the removal<br />

of the registration fees. Nevertheless, the<br />

overall upfront cost for applicants to register<br />

a trademark (from filing through registration)<br />

has been reduced, which reflects IP Australia’s<br />

focus on innovation in enabling IP rights to be<br />

secured with lower fees payable at the outset.<br />

The fee changes took effect as of 12:00 am<br />

Australian Eastern Daylight Time on October<br />

10, 2016. Further changes were also implemented<br />

at the end of October for applications<br />

made through the Madrid Protocol.<br />

There were also several other fee changes<br />

to aspects of the designs, patents, and plant<br />

breeder’s rights registration processes. Details<br />

are available on IP Australia’s website.<br />

Trademark Office Practices Committee—<br />

Asia-Pacific Subcommittee<br />

continued on page 8<br />

7


Global Report: Asia-Pacific<br />

In the News continued from page 7<br />

AUSTRALIA: Why Qantas’s Trademark Opposition<br />

Failed to Take Off<br />

In a decision of June 23, 2016, Australian<br />

airline Qantas failed on appeal to the Federal<br />

Court of Australia in its opposition to a Class<br />

25 device mark featuring a kangaroo. Qantas<br />

Airways Limited v. Edwards, [2016] FCA 729<br />

(23 June 2016). The respondent, Mr. Edwards,<br />

sought registration of the following T-shirt logo<br />

with respect to “clothing; footwear; headwear;<br />

shirts; t-shirts” in Class 25:<br />

The appellant, Qantas Airways Limited, unsuccessfully<br />

opposed the registration of the T-shirt<br />

logo before the Australian Trade Marks Office.<br />

On appeal, Qantas argued that the T-shirt logo<br />

was deceptively similar to its prior registration<br />

for the following 1984 tail fin logo:<br />

The 1984 tail fin logo was registered for<br />

(among other things) “advertising, marketing<br />

and merchandising services” in Class 35.<br />

Qantas argued these services were closely related<br />

to the applied-for goods. Mr. Justice Yates<br />

(Yates J) held that “clothing; footwear; headwear;<br />

shirts; t-shirts” were not closely related to<br />

“advertising, marketing and merchandising services.”<br />

While accepting that clothing and headgear<br />

are typically used as promotional items,<br />

Yates J stated that the respondent’s goods “are<br />

no more and no less related to ‘advertising,<br />

marketing and merchandising services’ than<br />

any other goods or services that can be advertised,<br />

marketed or merchandised,” which<br />

could be limitless. He contrasted the case with<br />

one involving a more specific claim for services<br />

related to particular goods, such as television<br />

repair services and televisions.<br />

Yates J also considered the marks were not<br />

deceptively similar. While accepting that the<br />

stylized kangaroo was a prominent element of<br />

each mark, he emphasized that the contrasting<br />

triangular element of the 1984 triangle logo<br />

and the T-shirt-shaped outline of the T-shirt logo<br />

were also important aspects of the respective<br />

marks, which provided memorable context to<br />

the kangaroo elements. These were considered<br />

significant points of distinction. Qantas argued<br />

that it had, at the priority date, a significant reputation<br />

in the following logos such that the use<br />

of the T-shirt logo would be likely to deceive or<br />

cause confusion:<br />

1984 tail fin logo 1984 kangaroo logo<br />

2007 tail fin logo 2007 kangaroo logo<br />

Qantas had first adopted a kangaroo device<br />

as part of its branding in 1944. Qantas’s core<br />

services are air transportation services, but<br />

the 1984 and 2007 marks had been used in<br />

relation to a range of other services, ancillary<br />

products, merchandise, and sponsorship activities.<br />

Yates J was satisfied that the 1984<br />

triangle logo and the 2007 triangle logo would<br />

have been recognized by a substantial number<br />

of ordinary members of the public as denoting<br />

Qantas’s airline services at the priority date. He<br />

was less certain about the recognition of the<br />

1984 kangaroo logo and the 2007 kangaroo<br />

logo. Absent a finding of deceptive similarity,<br />

Yates J was not satisfied that the use of the<br />

opposed mark with respect to the respondent’s<br />

goods would have been likely to deceive or<br />

cause confusion. His Honor considered that<br />

general consumer awareness of brand evolution<br />

and brand extension were not factors that<br />

had any significant role to play in the case, or<br />

that ordinary members of the public would<br />

have seen the T-shirt logo as a development<br />

of any of the 1984 or 2007 marks. Qantas’s<br />

evidence of use of its marks on promotional<br />

and sponsorship items was considered to be<br />

evidence of use for promotional or sponsorship<br />

purposes denoting the appellant as a supplier<br />

of airline services, and not trademark use in<br />

relation to the goods themselves.<br />

Brand owners seeking to rely on a brand extension<br />

argument in future cases will likely need<br />

to show a clear connection between the core<br />

services of their business and the applicant’s<br />

goods or services. Applicants should also carefully<br />

consider their filing strategy with a view<br />

to relying on registrations for services against<br />

applications covering specific goods.<br />

Contributor: Carly Mansell<br />

Davies Collison Cave, Australia<br />

Verifier: Stephen Rebikoff<br />

Barrister, Australia<br />

CAMBODIA: New Regulation on<br />

Certification Marks<br />

On August 30, 2016, a new Prakas (declaration)<br />

on the Procedures for Registration and<br />

Protection of Certification Marks was enacted<br />

by the Ministry of Commerce. The declaration<br />

set forth procedures and documents required<br />

for national and international registration, term<br />

of protection, invalidation, and cancellation.<br />

In order to register, the applicant must have<br />

legal personality and competency for certifying<br />

the goods and/or services. The application<br />

form can be submitted to the Department of Intellectual<br />

Property of the Ministry of Commerce<br />

in the Cambodian or English language, using<br />

the prescribed form, along with a statutory declaration/affidavit,<br />

a certificate of competency,<br />

and regulations governing use of the certification<br />

mark.<br />

The applicant can also claim the priority right<br />

of an earlier application filed by the applicant<br />

based on the Paris Convention. Further, a foreign<br />

applicant must be represented by a local<br />

trademark agent, accompanied by a registration<br />

certification or an application in the foreign<br />

applicant's home country, and an original notarized<br />

power of attorney. The official fees will be<br />

determined in a joint declaration between the<br />

Ministry of Commerce and the Ministry of Economy<br />

and Finance. Currently, the official fees for<br />

ordinary trademark registration apply.<br />

The applicant has six months to respond to the<br />

Registrar if the application requirements are not<br />

fulfilled. As soon as it is registered, the information<br />

of the certification mark and the regulations<br />

governing its use will be published. Any<br />

interested person may submit a statement of<br />

opposition to the Registrar within 90 days from<br />

the post-registration publication date.<br />

8<br />

INTA Global Report, February 2017


Global Report: Asia-Pacific<br />

The registration is valid for ten years from<br />

the date of filing the application and may be<br />

renewed for consecutive periods of ten years.<br />

The owner must report the list of products and<br />

producers to the Department of Intellectual<br />

Property annually. The report and the relevant<br />

documents in other languages must be<br />

translated into the Cambodian language and<br />

certified by a Cambodian trademark agent or<br />

professional translator registered in Cambodia.<br />

Failure to provide the annual report and the<br />

required documents to the Department of<br />

Intellectual Property within 90 days from the<br />

date of notification may result in cancellation<br />

of the registration.<br />

Contributor: Pheng Thea<br />

Abacus IP, Phnom Penh, Cambodia<br />

Verifier: Ly Pharavy<br />

Trademark Agent, Phnom Penh, Cambodia<br />

CAMBODIA: New Regulation Issued on<br />

Exclusive Distribution Rights<br />

On May 31, 2016, the Ministry of Commerce<br />

enacted a new Prakas (declaration) on the Procedures<br />

to Record and File Permission Letters<br />

for Imported Goods Bearing Exclusive Trademarks.<br />

The declaration sets forth procedures<br />

and documentation for recording exclusive<br />

distribution agreements and recognizing an exclusive<br />

right in the use of a mark. The declaration<br />

applies only to genuine and new products<br />

that have not been sold first in Cambodia.<br />

Pharmaceutical products and secondhand<br />

goods are excluded based on public health and<br />

poverty concerns.<br />

In order to register an exclusive distribution<br />

right with the Department of Intellectual<br />

Property of Ministry of Commerce, a distributor<br />

must be incorporated in Cambodia and have<br />

the agreement of the registered trademark<br />

owner. The agreement must be signed by<br />

both parties and certified by a notary public or<br />

competent authority. Requests must be made<br />

to the Department of Intellectual Property of<br />

the Ministry of Commerce and accompanied<br />

by payment of the official fee prescribed in the<br />

Joint Prakas on the Public Service Fee of the<br />

Ministry of Commerce and the Ministry of Economy<br />

and Finance dated December 16, 2014.<br />

Irrespective of the terms of the distribution<br />

license, the registration with the Ministry of<br />

Commerce is valid for only two years, but can<br />

be renewed for subsequent two-year terms<br />

indefinitely. However, registrations of exclusive<br />

distributorships under prior practice are no<br />

longer valid after June 30, 2016, and must be<br />

reregistered under the new declarations. The<br />

renewal application must be made to the Department<br />

of Intellectual Property within three<br />

months of the expiry of the registration.<br />

Contributor: Pheng Thea<br />

Abacus IP, Phnom Penh, Cambodia<br />

Verifier: Ly Pharavy<br />

Trademark Agent, Phnom Penh, Cambodia<br />

SOUTH KOREA: Recent Amendments to the<br />

Trademark Act<br />

Many amendments to the Korean Trademark<br />

Act came into effect on September 1, 2016.<br />

One significant change that, unfortunately, was<br />

not implemented was the proposed adoption<br />

of a consent system. The Korean Intellectual<br />

Property Office (KIPO) currently does not permit<br />

a junior trademark applicant to obtain a registration<br />

for an existing mark even if a letter of<br />

consent from the senior registrant is submitted<br />

consenting to the registration. In order to<br />

harmonize with global trademark standards,<br />

it was expected that the Act would be revised<br />

during this round of amendments to recognize<br />

such consent between the parties, as long as<br />

granting a registration for the junior trademark<br />

would not create confusion among consumers.<br />

However, this proposed amendment was not<br />

implemented.<br />

Some of the major changes that were implemented<br />

are summarized below.<br />

1. Elimination of the legal standing requirement to<br />

file non-use cancellation actions<br />

Previously, a party required legal standing<br />

to petition for cancellation of a mark due to<br />

non-use. By eliminating this requirement, the<br />

amendment is expected to make it easier to<br />

cancel unused marks and thereby create a<br />

larger pool of available trademarks for new<br />

market entrants. On the other hand, brand<br />

owners are encouraged to review their portfolios<br />

and take appropriate measures if they own<br />

registered marks that are not in use in Korea.<br />

2. Delayed evaluation of similarity to senior marks<br />

Previously, KIPO would reject a pending application<br />

if a similar or identical senior registration<br />

or application existed at the time the pending<br />

application was filed, even if the senior mark<br />

had subsequently been removed from the<br />

Register. The Act has been amended to address<br />

this problem by providing that similarity to senior<br />

marks will only be reviewed as of the time<br />

the registrability of the applied-for mark is being<br />

reviewed, rather than the application date.<br />

3. Elimination of one-year bar against registering<br />

marks similar to expunged marks<br />

A potential applicant previously had to wait<br />

one year before registering a mark similar or<br />

identical to a registration that was expunged<br />

from the Register. The intended purpose of this<br />

one-year rule was to protect consumers from<br />

potential confusion. However, in order to give<br />

new market entrants more choices when selecting<br />

their trademarks, this one-year bar has<br />

been eliminated.<br />

4. Expanded restrictions against applications filed<br />

by agents<br />

The Act previously provided that an agent or<br />

representative of a party who owns a registered<br />

mark in a [Paris Convention] member<br />

country could not register a similar/identical<br />

mark in Korea within one year of the termination<br />

of the agency relationship.<br />

The amended Act expands this provision to<br />

prohibit “any party who was in a contractual or<br />

business relationship, such as a partnership or<br />

employment, or other relationship” from registering<br />

a similar or identical mark. The one-year<br />

limitation has also been removed.<br />

Contributor: Sung-Nam Kim and Angela Kim<br />

Kim & Chang, Seoul, South Korea<br />

Verifier: Joong-hyo Kim<br />

Choice Kim Intellectual Property Law, Seoul, South<br />

Korea<br />

continued on page 10<br />

9


Global Report: Asia-Pacific<br />

In the News continued from page 9<br />

THAILAND: New Trademark Act Comes into Force<br />

Thailand’s new Trademark Act was published in<br />

the Royal Gazette on April 29, 2016, and came<br />

into force on July 28, 2016. The Act brings<br />

several changes, including the long-anticipated<br />

accession to the Madrid Protocol. The most important<br />

changes under the Act are as follows:<br />

1. Sound marks: The Act allows registration<br />

of sound marks, provided that they are not<br />

directly descriptive of the goods for which<br />

protection has been applied, the natural<br />

sound of said applied goods, or the sound<br />

arising from the functionality of said applied<br />

goods;<br />

2. Multi-class applications: Multi-class applications<br />

are available;<br />

3. Time frame for dealing with office actions and<br />

oppositions: The permitted time frame for<br />

responding to office actions and oppositions<br />

has been reduced from 90 days to 60 days;<br />

4. Association of marks no longer required:<br />

The concept of associated marks has<br />

been abolished. Previously, in the case of<br />

registered or pending marks of the same<br />

proprietor covering similar or related goods/<br />

services where the public might be confused<br />

or misled as to the proprietor or origin of<br />

the goods if used by different persons, the<br />

examiner was required to register the marks<br />

as “associated marks.” The consequence<br />

of accepting an association order was that<br />

the associated marks always had to be<br />

assigned to the same owner at the same<br />

time. The new rule will affect all associated<br />

marks under the previous Act, which will be<br />

treated as if they had not been registered as<br />

associated marks;<br />

5. Partial assignment: Assignment either for<br />

the whole or parts of goods is allowed;<br />

6. Official fees: Official fees, particularly for<br />

filing, registration, and renewal, will be<br />

doubled;<br />

7. Renewal grace period: A grace period for<br />

renewal of six months from the expiry date<br />

is available. A 20 percent surcharge of the<br />

official renewal fee is required during the<br />

grace period;<br />

8. Refilling: The Act creates an offense for the<br />

unauthorized refilling of the genuine packaging<br />

or container to mislead consumers about<br />

the origin of the goods; and<br />

9. Madrid Protocol: The Act provides for<br />

international trademark registration under<br />

the Madrid Protocol. The accession to the<br />

Madrid Protocol will require a separate Royal<br />

Decree, which is expected to be issued in<br />

the fourth quarter of 2016.<br />

The new Trademark Act is a positive step forward<br />

for Thailand toward harmonizing trademark<br />

protection procedures with international<br />

practices. We believe that the new Act will greatly<br />

benefit both Thai and foreign businesses.<br />

Contributor: Nuttachai Unaratana<br />

Rouse & Co., Bangkok, Thailand<br />

Verifier: Prasantaya Bantadtan<br />

LawPlus Ltd., Bangkok, Thailand<br />

Geographical Indications<br />

Certification Marks and Collective Marks: An International Guide<br />

This resource helps you determine how to protect geographical indications, certification marks, and collective<br />

marks in select jurisdictions, whether under sui generis laws or other types of law.<br />

Visit www.inta.org /giguide to learn more about this tool and how it can help you in your daily research!<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Enforcement: An International<br />

Litigation Guide<br />

Geographical Indications, Certification Marks<br />

and Collective Marks: An International Guide<br />

Global Portal<br />

International Opposition Guide<br />

Madrid Agreement and Protocol<br />

Trademark Cancellations Guide<br />

Testimony and Submissions:<br />

INTA Comments to the Draft<br />

Certification Mark Regulations<br />

of the Kingdom of Cambodia<br />

INTA Comments to IP Australia’s Proposals<br />

to Streamline IP Processes and Support<br />

Small Business<br />

Regional Resources<br />

ASEAN<br />

TMview<br />

TM5 Website<br />

10 INTA Global Report, February 2017


Global Report: China<br />

INTA Participates in China Trademark Festival,<br />

TM5 User Group Meeting<br />

From October 27–30, the China Trademark<br />

Association (CTA) held its 10th Annual China<br />

Trademark Festival in Kunshan, China, just outside<br />

of Shanghai. An INTA delegation hosted a<br />

panel session on trademark financing and held<br />

meetings with CTA leadership. The Trademark<br />

5 (TM5), hosted by the China Trademark Office<br />

(CTMO), also held its annual meeting, and INTA<br />

participated in the User Group meeting.<br />

On October 29, 2016, INTA organized a panel<br />

session, titled “Trademark Valuation and<br />

Financing.” INTA 2016 President Ronald van<br />

Tuijl gave opening remarks and INTA Bulletins—<br />

Asia-Pacific Subcommittee Chair Wayne Liu<br />

(Yuanhe United Intellectual Property Partners,<br />

China) moderated. The five panelists covered<br />

a range of topics, including the use of trademarks<br />

as collateral for a loan, management<br />

to safeguard trademark value, the method<br />

and operation of trademark valuation and<br />

financing, legal risk and control of trademarks<br />

used in financing schemes, and how brands<br />

are valued and ranked based on trademark<br />

valuation. The topic received great attention<br />

with standing-room only attendance. The forum<br />

ran 30 minutes overtime due to the intense<br />

Q&A session.<br />

The CTA posted a report of the INTA session on<br />

its official website.<br />

INTA would like to thank its panelists, Fu<br />

Yongjun, Division Chief of the China Trademark<br />

Office, Maggie Wang (Ladas & Parry, China),<br />

Luna Zhang (Thomson Reuters, China), Kirk<br />

Xing (Yuanhe United Intellectual Property<br />

Partners, China), and Simon Chan (Jones Lang<br />

LaSalle, Hong Kong SAR, China).<br />

The INTA delegation also met with CTA Secretary<br />

General Wang Peizhang to discuss cooperation<br />

between INTA and CTA, including more<br />

involvement at the INTA 2017 Annual Meeting<br />

in Barcelona, Spain.<br />

Also on October 29, the TM5 held its annual<br />

meeting concurrently with the CTA Festival. An<br />

INTA delegation, including Asia-Pacific Chief<br />

Representative Seth Hays and Trademark<br />

Office Practices Committee—TM5 Subcommittee<br />

member Joe Simone (Simone Intellectual<br />

Property Services Asia Ltd., Hong Kong SAR,<br />

China), attended the User Group meeting. INTA<br />

raised a number of questions regarding the<br />

China Global Advisory Council<br />

Co-Chairs<br />

Li Yongbo, Unitalen Attorneys At Law, China<br />

Jing He, Anjie Law Firm, China<br />

Council Members<br />

Gang Bai, Wan Hui Da Intellectual Property<br />

Agency, China<br />

George Chan, Simmons & Simmons<br />

(Beijing) Intellectual Property Agency<br />

Company Limited, China<br />

Ding Xianjie, King & Wood Mallesons LLP,<br />

China<br />

Zhen Feng, Hogan Lovells International LLP,<br />

Shanghai<br />

Karen Law, Digital Domain Holdings Limited,<br />

Hong Kong SAR, China<br />

Fei Liao, King & Wood Mallesons LLP, China<br />

Chunxiang Shen, NTD Patent & Trademark<br />

Agency Ltd., China<br />

Fang Zhou, China Telecom, China<br />

Iris Chao, Johnson & Johnson, China<br />

Scott Palmer, Sheppard Mullin Richter &<br />

Hampton LLP, China<br />

Sam Xu, Tencent Technology (Shenzhen)<br />

Co., Ltd., China<br />

Staff Liaison<br />

Seth Hays, Chief Representative, Asia-Pacific<br />

Office, shays@inta.org<br />

TM5 projects on increasing user engagement,<br />

image search, and bad-faith registration.<br />

In the News<br />

District Court Finds Vacuum Cleaner Products for<br />

Export to Be Infringing<br />

On August 4, 2016, the Beilun District Court<br />

of Ningbo City, Zhejiang Province, concluded a<br />

first instance judgment on the trademark dispute<br />

initiated by Robert Bosch GMBH (Bosch)<br />

against trading company Ningbo Ming Fei Intl.<br />

Trading Co. Ltd. (Ming Fei) (court docket No.<br />

2016 Zhe 0206 Min Chu 1735). Ming Fei had<br />

used the trademark BOSCHTURBO on vacuum<br />

cleaner products, 1,220 of which had been detained<br />

by Ningbo Customs on their way to Iraq.<br />

Bosch filed a lawsuit on March 24, 2016, arguing<br />

that the Ming Fei products infringed on its<br />

BOSCH marks, and the hearing was conducted<br />

on July 11, 2016. After examining the evidence<br />

submitted by both parties, the collegiate bench<br />

determined that the activity of the defendant<br />

constituted trademark infringement against<br />

Bosch, and all infringing products were ordered<br />

to be destroyed. An economic penalty of RMB<br />

200,000 (approx. USD 30,303) was imposed<br />

against Ming Fei, and, as the sole investor and<br />

legal representative of Ming Fei, Shen Qiping<br />

was deemed to have joint liability. Although<br />

Ming Fei is a limited liability company, the<br />

court deemed that Shen Qiping did not submit<br />

evidence to prove that the company’s property<br />

was independent of his personal property.<br />

This was a first instance court judgment. It has<br />

become effective since neither party appealed.<br />

Contributor: Nikita Xue<br />

Hong Fang Law, Shanghai, China<br />

INTA Bulletins Law & Practice—Asia-Pacific<br />

Subcommittee<br />

Verifier: Wu Wenjing<br />

Trademark Office Official, Guangzhou Administration<br />

for Industry and Commerce, Guangzhou, China<br />

continued on page 12<br />

11


Global Report: China<br />

In the News continued from page 11<br />

Domain Name Dispute Resolution Policy: Breaking<br />

the Two-Year Time Limit<br />

In a decision regarding the domain name<br />

“leister.net.cn,” the Hong Kong International<br />

Arbitration Centre (HKIAC) ruled that the transfer<br />

of a “.cn” domain name from one party to<br />

another constitutes a new registration under<br />

the China Domain Name Dispute Resolution<br />

Policy (CNDRP) and “resets” the two-year time<br />

limit for bringing a domain name complaint.<br />

In 2006, the China Internet Network Information<br />

Center (CNNIC), which administers all .cn<br />

domain names, revised the CNDRP to include<br />

a two-year time limit for trademark owners<br />

to bring a complaint against the owner of an<br />

infringing .cn domain name.<br />

Consequently, brand owners that failed to file<br />

a complaint within two years of registration of<br />

the domain were limited to seeking redress<br />

from the Chinese courts. This time limit<br />

placed a heavy burden on trademark owners<br />

to monitor the registration of any potentially<br />

infringing .cn domain names and act quickly<br />

to bring a complaint.<br />

Until now, it has been unclear whether the<br />

CNDRP was applicable to .cn domain names<br />

that have been transferred within the last two<br />

years.<br />

Country Guides<br />

Essential Information on TM Protection Worldwide<br />

In Leister Brands AV v. Chen Qiuheng, HKIAC<br />

DCN-1500641 (Oct. 10, 2015), the Panel held<br />

that the transfer of a domain name from one<br />

party to another constitutes a “new” registration<br />

under the CNDRP, which restarts the twoyear<br />

time limit to bring a complaint.<br />

According to the Panel, the language “registering<br />

or acquiring,” which appears in Article 9<br />

of the CNDRP, indicates that a domain name<br />

that has been assigned to another party can<br />

be subject to the CNDRP as an acquisition for<br />

two years after the date of assignment. See<br />

Leister Brands AV v. Chen Qiuheng, HKIAC<br />

DCN-1500641. The Panel found that since the<br />

procedures for registration and assignment of<br />

a domain name are substantially similar, the<br />

assignment of a domain name is essentially a<br />

form of registration. Id.<br />

The Panel also referred to the fact that it has<br />

generally been accepted that the transfer of a<br />

domain name constitutes a new registration<br />

under the Uniform Domain-Name Dispute-Resolution<br />

Policy (UDRP), the equivalent policy<br />

widely used for generic top-level domain names<br />

such as “.com.” See id.<br />

As a policy matter, the Panel noted that if<br />

the assignment of a domain name were<br />

not deemed to be a new registration under<br />

the CNDRP, this would indirectly encourage<br />

cybersquatting and allow a number of domains<br />

to remain unused. Moreover, application of<br />

the CNDRP to domain names that have been<br />

assigned would not result in injustice to the<br />

parties since either party in a CNDRP proceeding<br />

may apply to the courts for relief.<br />

The Panel’s decision in Leister Brands AV v.<br />

Chen Qiuheng expands trademark owners’ ability<br />

to enforce against cybersquatting and sets<br />

welcome precedent for trademark owners that<br />

were previously faced with the prospect of long<br />

and costly court actions in order to recover .cn<br />

domain names that were first registered more<br />

than two years ago.<br />

Now that the HKIAC has confirmed that transfer<br />

of a .cn domain can be considered a new<br />

registration, trademark owners may utilize the<br />

relatively cheap, fast, and predictable CNDRP<br />

domain name procedure to recover a greater<br />

number of infringing .cn domains.<br />

Contributor: James Godefroy<br />

Hong Fang Law, Shanghai, China<br />

Rouse & Co. International LLP, London, United<br />

Kingdom<br />

Verifier: Nikita Xue<br />

Hong Fang Law, Shanghai, China<br />

INTA Bulletins Law & Practice—Asia-Pacific<br />

Subcommittee<br />

A searchable guide of country profiles offering basic, practical information on trademark filing, prosecution,<br />

registration, maintenance, and enforcement.<br />

Visit www.inta.org /countryguides<br />

Additional Resources on INTA.org<br />

China Bulletin<br />

China Microsite<br />

Enforcement: An International Litigation<br />

Guide<br />

Geographical Indications, Certification<br />

Marks and Collective Marks:<br />

An International Guide<br />

International Opposition Guide<br />

Trademark Cancellations<br />

Madrid Agreement and Protocol<br />

Testimony and Submissions:<br />

INTA Comments to the Hong Kong Panel on<br />

Health Services on Legislative Proposals to<br />

Strengthen Tobacco Control<br />

Regional Resources<br />

China Trademark Association<br />

State Administration for Industry<br />

and Commerce<br />

12 INTA Global Report, February 2017


Global Report: Europe<br />

UKIPO Hosts Discussion on<br />

Impact of “Brexit” on UK IP Rights<br />

Patrick Wheeler<br />

Collyer Bristow LLP, London, UK<br />

Simon Clark<br />

Berwin Leighton Paisner LLP—UK<br />

Giles Corbally<br />

Bomhard IP—Spain<br />

David Stone<br />

Simmons & Simmons—UK<br />

In September, the UK Intellectual Property<br />

Office (UKIPO) held a series of three meetings<br />

with representatives from various bodies<br />

concerned with the protection of intellectual<br />

property rights in the UK to explore the implications<br />

of the “Brexit” referendum vote on June<br />

23, 2016. UKIPO identified three priorities for<br />

discussion:<br />

1. The question of the recognition of patent,<br />

trademark, and design attorneys and lawyers<br />

before EU courts and tribunals;<br />

2. The impact on EU and UK unregistered<br />

design rights; and<br />

3. The impact on UK and EU registered trademark<br />

and design rights.<br />

The purpose of these meetings was to assist<br />

the UKIPO in identifying specific difficulties and<br />

concerns and, to the extent possible, to identify<br />

possible solutions to the risks and difficulties.<br />

This will feed into the much wider work being<br />

carried out by the Department for Exiting the EU<br />

of the UK Government (DEXEU).<br />

Impact assessments will also be required for<br />

each of the options, which are then likely to be<br />

made available for public comment. So great is<br />

the anticipated financial and business impact<br />

of registered and unregistered rights being lost<br />

as a result of no action being taken, that this is<br />

not being considered as a serious possibility.<br />

The sessions covered rights of representation<br />

before the EUIPO and the Court of Justice<br />

of the European Union (CJEU); unregistered<br />

Community design (UCD) rights and UK unregistered<br />

design rights (UK UDRs); and registered<br />

trademarks in the UK and EU. A detailed report<br />

of all discussions is available in the October<br />

15, 2016, issue of the INTA Bulletin.<br />

So great is the anticipated<br />

financial and business impact<br />

of registered and unregistered<br />

rights being lost as a result<br />

of no action being taken,<br />

that this is not being considered<br />

as a serious possibility.<br />

While no firm conclusions were reached at any<br />

of the three meetings, they achieved a growing<br />

consensus on the key issues and will assist<br />

DEXEU in identifying preferred options to put<br />

forward for discussion and negotiation. Further<br />

meetings are planned to explore issues and<br />

solutions in more detail. This will be a lengthy<br />

process, and it is only a very small part of the<br />

very large task that faces DEXEU, but INTA will<br />

continue its dialogue with the UK government<br />

and UKIPO to make sure that the importance<br />

of continuing protection for registered and unregistered<br />

trademarks and designs is not lost.<br />

INTA will continue monitoring the subject and<br />

informing its members on the potential implications<br />

of Brexit on IP to help them anticipate<br />

Europe Global Advisory Council<br />

Co-Chairs<br />

Anne Gundelfinger, Swarovski AG,<br />

Liechtenstein<br />

Michael Hawkins, Noerr Alicante IP,<br />

S.L., Spain<br />

Council Members<br />

Carsten Albrecht, FPS Fritze Wicke<br />

Seelig, Germany<br />

Jose Luis Arnaut, CMS Rui Pena &<br />

Arnaut, Portugal<br />

Gerhard Bauer, Gerhard Bauer, Germany<br />

Catherine Boudot, Biofarma, France<br />

Geert Glas, Allen & Overy LLP, Belguim<br />

Lorenzo Litta, Società Italiana Brevetti, Italy<br />

Jeremy Newman, Rouse, United Kingdom<br />

Gabrielle Olsson Skalin, Inter IKEA Holding<br />

Services S.A., Belgium<br />

Petter Rindforth, Fenix Legal KB, Sweden<br />

David Stone, Simmons & Simmons LLP,<br />

United Kingdom<br />

Zeeger Vink, Maus Fréres, France<br />

Vanni Volpi, GUCCI, Italy<br />

Verena von Bomhard, Bomhard IP, Spain<br />

Staff Liaison<br />

Christina Sleszynska, Chief Representative<br />

Officer, Europe<br />

CSleszynska@inta.org<br />

upcoming changes. To this end, INTA has set<br />

up a “Brexit Rapid Response Group,” with<br />

the purpose of assisting INTA in monitoring,<br />

understanding, and engaging on Brexit-related<br />

matters as they affect brand owners. Stay<br />

tuned and check the INTA calendar of events<br />

for updates.<br />

Association Activities<br />

INTA Hosts Regional Receptions Honoring 56th<br />

Series of Meetings of WIPO Assemblies<br />

In honor of the 56th Series of Meetings of<br />

the World Intellectual Property Organization<br />

(WIPO) Assemblies, INTA hosted three different<br />

receptions on October 5–6, 2016, in<br />

Geneva, Switzerland, for government officials<br />

from countries in the ASEAN, Africa, and Latin<br />

America and Caribbean regions, respectively.<br />

2016 INTA President Ronald van Tuijl (JT<br />

International, S.A., Switzerland), INTA Geneva<br />

Representative Bruno Machado, and INTA<br />

External Relations Senior Associate for Latin<br />

America Gabrielle Doyle, represented INTA in<br />

each of the receptions.<br />

ASEAN<br />

On October 5, 2016, Mr. van Tuijl, together<br />

with Mr. Machado and Ms. Doyle, hosted a<br />

luncheon with government officials from the<br />

ASEAN region to touch on issues affecting their<br />

jurisdictions and receive office updates. The<br />

luncheon included 18 attendees and included<br />

participation from the heads of the industrial<br />

property offices of Cambodia, Indonesia, Laos,<br />

Malaysia, and Singapore. Each office provided<br />

the attendees with legislative updates and<br />

other relevant developments. Some offices,<br />

including Malaysia and Singapore, provided<br />

updates on offices that were unable to attend.<br />

Mr. van Tuijls gave opening remarks on the<br />

continued on page 14<br />

13


Global Report: Europe<br />

Association Activities continued from page 13<br />

current priorities of INTA and other activities in<br />

the ASEAN Community.<br />

Africa<br />

The INTA cocktail reception for the government<br />

representatives from Africa took place on the<br />

evening of October 5. The reception drew 25<br />

representatives from the offices of the Central<br />

African Republic, Chad, Congo, Equatorial<br />

Guinea, Kenya, Swaziland, United Republic<br />

of Tanzania, OAPI, and ARIPO. Mr. van Tuijl<br />

gave opening remarks on the priorities of INTA<br />

and its recent activities in Africa, in particular<br />

the success of the Building Brands in Africa<br />

Conference.<br />

Latin America and the Caribbean<br />

On October 6, 2016, Mr. van Tuijl, Mr. Machado,<br />

and Ms. Doyle hosted a luncheon with government<br />

officials from Latin America and the<br />

Caribbean to touch on issues affecting their<br />

jurisdictions and to receive office updates. The<br />

luncheon featured 21 attendees and included<br />

the heads of the industrial property offices<br />

of Argentina, Chile, Colombia, the Dominican<br />

Republic, El Salvador, Guatemala, Honduras,<br />

and Mexico, as well as officials of the industrial<br />

property offices of Brazil, Costa Rica, and Peru,<br />

and WIPO’s Director of the Regional Bureau<br />

for Latin America. Mr. van Tuijl gave opening<br />

remarks on the current priorities of INTA and<br />

its recent activities in Latin America and the<br />

Caribbean, including the anticipated opening of<br />

INTA’s Representative Office in Santiago, Chile,<br />

this year. The offices were delighted by the<br />

news and pleased to know that it would serve<br />

as a means to provide additional focus to the<br />

region.<br />

The receptions were an overall success. INTA<br />

was pleased to have such a broad turnout<br />

from the various IP offices and looks forward<br />

to organizing these events again next year.<br />

For more information on INTA’s activities with<br />

WIPO, please contact Chief Policy Officer Bruce<br />

Macpherson at bmacpherson@inta.org.<br />

Government Officials Training Committee Co-Hosts<br />

13th Annual Industry Training with EUIPO<br />

Each year, INTA’s Government Officials Training<br />

(GOT) Committee collaborates with the EUIPO<br />

on an Industry Training presentation for the<br />

Office’s examining attorneys and staff. The<br />

industry trainings provide a forum whereby an<br />

industry sector and the EUIPO come together<br />

to share information on the latest trends within<br />

the industry that may affect the examination<br />

of trademark applications. The trainings are<br />

mutually beneficial—examiners hear about<br />

common trademark challenges that in-house<br />

counsel face, while in-house counsel have a<br />

direct line of communication to the examiners.<br />

This year’s training was the 13th annual event<br />

and was held at the EUIPO on October 5, 2016.<br />

The topic was titled “Telecommunications and<br />

the Software Industries: IP Challenges.” Reyes<br />

Campello Estebaranz (CEALAW EUIP Attorneys,<br />

Spain), GOT Committee Vice Chair; Seana<br />

Smith (Pfizer, USA), GOT Committee EUIPO<br />

Subcommittee Chair; and EUIPO Subcommittee<br />

members organized a successful and well-received<br />

event. More than 100 representatives<br />

from EU National Offices and EUIPO attended<br />

the panel presentation in the morning and<br />

workshops in the afternoon.<br />

The training seminar presentation was<br />

co-moderated by Stefan Martin of EUIPO and<br />

Ms. Campello Esteberanz. Speakers were INTA<br />

members Angie Hankins (Samsung Electronic<br />

Strategy & Innovation Center, USA); Helen Stanwell-Smith<br />

(Orange Brand Service Limited, UK);<br />

and Sanjiv Sarwate (Dell Inc., USA). While there<br />

was overlap in the issues faced in the various<br />

industries, each panelist presented concerns<br />

unique to his or her company and industry. A<br />

hot topic of discussion was the impact of the<br />

Internet of Things on a company’s trademark<br />

strategy, with some of the major challenges being<br />

ownership of data, privacy and data security,<br />

interoperability of devices, and bandwidth.<br />

The GOT Committee also collaborated with the<br />

Trademark Office Practices Committee on an<br />

industry training that took place on October<br />

26–27 in Mexico City, Mexico, at the Mexican<br />

Institute of Industrial Property (IMPI).<br />

For more information on government officials<br />

training events, contact GOT Committee Staff<br />

Liaison Carin Diep.<br />

INTA Participates in Anticounterfeiting Activities<br />

in the European Union<br />

International Law Enforcement Intellectual<br />

Property Crime Conference<br />

On September 19 and 20, 2016, INTA was<br />

represented at the 10th Annual International<br />

Law Enforcement Intellectual Property Crime<br />

Conference at the Guildhall in London,<br />

England. The event was co-hosted by INTERPOL<br />

and the City of London Police in partnership<br />

with Underwriters Laboratories (UL).<br />

INTA was a Silver Sponsor of the event and was<br />

able to exhibit materials to promote anticounterfeiting<br />

events and the Customs Connection<br />

program to officials. INTA Anticounterfeiting<br />

Manager, Maysa Razavi, spoke on a panel<br />

addressing the effectiveness of investigation<br />

outcomes. She discussed the elements of a<br />

successful investigation and also highlighted<br />

that consumers, as the victims of counterfeiting,<br />

are an underutilized source of information<br />

for these investigations. The Association was<br />

able to coordinate several meetings with<br />

officials in the United Kingdom, including the<br />

Risk and Intelligence Service of Her Majesty’s<br />

Revenue and Customs, Police Intellectual Property<br />

Crime Unit of the City of London Police,<br />

and the Intelligence Unit of the U.K. Intellectual<br />

Property Office. Other meetings were held with<br />

local associations, including the Anti-Counterfeiting<br />

Group, National Market Group, and<br />

the Intellectual Property Chartered Trading<br />

Standards Institute.<br />

INTA would like to thank the following members<br />

14 INTA Global Report, February 2017


Global Report: Europe<br />

for participating in the conference and various<br />

meetings on behalf of the Association:<br />

• Jeremy Newman (Rouse, UK), Anticounterfeit<br />

ing Committee Chair for the EU Subcommittee;<br />

• Myrtha Hurtado Rivas (Novartis, Switzerland),<br />

Anticounterfeiting Committee Chair for Eastern<br />

Europe and Central Asia Subcommittee;<br />

• Ed Wilkie (Apple, USA);<br />

• Brandon Scott (Abercrombie and Fitch, USA);<br />

• Natalie Wong (Abercrombie and Fitch, USA);<br />

• Laurence Morel-Chevillet (Bulgari, Italy); and<br />

• Scott Gelin (Apple, USA).<br />

For those who are interested in anticounterfeiting<br />

activities in London, please see the Intellectual<br />

Property Office’s IP Crime Report.<br />

In the News<br />

GEORGIA: Georgia Joins TMview and DesignView<br />

The National Intellectual Property Center of<br />

Georgia (SAKPATENTI) joined the TMview and<br />

DesignView databases on July 7, 2016. The<br />

databases are hosted and administered by the<br />

European Union Intellectual Property Office’s<br />

(EUIPO’s) European Trade Mark and Design<br />

Network.<br />

The move will provide users of the TMview<br />

and DesignView search engines access to the<br />

content of SAKPATENTI databases on national<br />

trademarks and designs, comprising more than<br />

28,000 trademarks and almost 1,800 designs.<br />

Likewise, SAKPATENTI users will be able to<br />

search the EUIPO databases via the Georgian<br />

interface.<br />

According to the notice available on SAKPATEN-<br />

TI’s website, “the cooperation between EUIPO<br />

and National Intellectual Property Centre of<br />

Georgia Sakpatenti is a result of the Memorandum<br />

of Understanding signed in 2015. The<br />

Memorandum also provides for capacity building<br />

of Georgian examiners, assistance in developing<br />

the trademark and design guidelines<br />

and cooperation with the Intellectual Property<br />

Educational Center founded by Sakpatenti.”<br />

This step is one of the most visible indicators<br />

of the significant efforts made by SAKPATENTI<br />

to promote IP awareness and education and to<br />

support enforcement of IPR.<br />

João Jorge<br />

Raul Cesar Ferreira (Herd.) S.A., Lisbon, Portugal<br />

EUROPEAN UNION: Recent Developments for<br />

EUTM Renewals<br />

The Court of Justice of the EU (CJEU) has<br />

clarified, in the case of Nissan Jidosha KK v.<br />

EUIPO (Case C-207/15), that, under Regulation<br />

No. 207/2009, not only can a European<br />

Union trade mark (EUTM) be renewed for all<br />

the classes it covers, but also the successive<br />

renewal of only some of the goods or services<br />

for which the EUTM is registered may be<br />

requested within the six-month period following<br />

the end of protection.<br />

Article 47 of EU Regulation No. 207/2009<br />

provides that a request for renewal of an<br />

EUTM shall be submitted within a period of six<br />

months, expiring on the last day of the month<br />

in which protection ended (the initial six-month<br />

period). The fees should also be paid in this<br />

period. If the proprietor misses that deadline,<br />

the request may be submitted and the fees<br />

paid within a further period of six months (the<br />

further six-month period) following the day the<br />

protection ends, provided that an additional fee<br />

is paid within this further period. The regulation<br />

further allows that the request for renewal<br />

may also comprise only some of the goods or<br />

services for which the EUTM is registered with<br />

the consequence that the registration will be<br />

renewed solely for those goods and services.<br />

This Article has been replaced by Article 47 of<br />

Regulation No. 2015/2424, which is a similar<br />

provision. However, in the new Article 47, the<br />

initial six-month period expires on the expiry of<br />

the registration.<br />

The General Court (GC) found<br />

that it was incorrect to treat<br />

Nissan’s request for partial<br />

renewal as equivalent to a<br />

surrender of the mark but<br />

nevertheless confirmed that<br />

a successive renewal request<br />

was prohibited.<br />

Nissan is the owner of the figurative EUTM<br />

CVTC (continuous variable valve timing control),<br />

which was registered with respect to goods<br />

in Classes 7, 9, and 12. Within the initial sixmonth<br />

period, Nissan requested the EUIPO<br />

renew that mark, but only with respect to the<br />

goods in Classes 7 and 12. The Office confirmed<br />

the partial renewal with respect to those<br />

two classes and informed Nissan that the remaining<br />

Class 9 goods had been removed from<br />

the Register. In the further six-month period,<br />

Nissan requested several times the renewal of<br />

its mark in regard to the Class 9 goods. The Office<br />

refused Nissan’s request, finding that the<br />

request for renewal of the mark with respect<br />

to the goods in Classes 7 and 12 constituted<br />

a surrender of that mark with regard to goods<br />

in Class 9. Furthermore, partial renewal of that<br />

mark had already been registered by the EUIPO<br />

and notified to Nissan.<br />

Nissan appealed. The General Court (GC) found<br />

that it was incorrect to treat Nissan’s request<br />

for partial renewal as equivalent to a surrender<br />

of the mark but nevertheless confirmed that a<br />

successive renewal request was prohibited.<br />

Nissan’s appeal to the CJEU was successful,<br />

the judgment of the GC was set aside, and<br />

the Office’s decision was annulled. The CJEU<br />

decided that:<br />

• It is not prohibited to file requests for renewal<br />

of an EUTM staggered over time and relating<br />

to different classes of goods or services; and<br />

• The only requirement for the submission of<br />

a request for renewal of an EUTM—either<br />

including all goods and services registered<br />

or only relating to some of those—during the<br />

further six-month period is the payment of an<br />

additional fee.<br />

Contrary to the General Court’s opinion, the<br />

CJEU held that Article 47 of 207/2009 does<br />

not require that the request for renewal must,<br />

as a general rule, be submitted during the ini-<br />

continued on page 16<br />

15


Global Report: Europe<br />

In the News continued from page 15<br />

tial six-month period and that it is only by way<br />

of exception—where no request has been submitted<br />

during that period—that the proprietor<br />

of a mark may submit such a request during<br />

the further six-months period, in return for the<br />

payment of a surcharge.<br />

Consequently, proprietors of EUTMs can file<br />

successive requests for partial renewal of<br />

their marks until the end of the further sixmonth<br />

period.<br />

Contributor: Christopher Benson<br />

Taylor Wessing LLP, London, UK<br />

Verifier: Dimitar Batakliev<br />

PETOŠEVIĆ, Sofia, Bulgaria<br />

INTA Bulletins Law & Practice—Europe<br />

Subcommittee<br />

FRANCE: Supreme Court Rules on<br />

Acquiescence in the EU<br />

In a decision dated July 5, 2016, the French<br />

Supreme Court ruled that the Paris Court of Appeal<br />

was correct in assessing that the French<br />

cosmetic company L’Oréal, owner of a prior EU<br />

registration, should not have ignored the use<br />

of a similar, more recent EU registration by the<br />

Spanish company Cosmetica Cabina in various<br />

territories of the EU for the same activity and<br />

for more than five consecutive years. As a consequence<br />

of this acquiescence, L’Oréal lost the<br />

right to challenge the more recent registration.<br />

L’Oréal owned the EU registration for NOA for<br />

goods in Class 3 that dated back to 2002. It<br />

filed an infringement action against the trademark<br />

AINHOA, which was registered in 2003,<br />

based on the risk of confusion with NOA.<br />

The Court of Appeal of Paris in a decision dated<br />

February 19, 2014, ruled that in accordance<br />

with Article 54 of the European Union Trade<br />

Mark Regulation (EUTMR), L’Oréal, owner of<br />

a prior EU registration for the mark NOA, had<br />

acquiesced in the use of a later EU registration<br />

AINHOA in the EU for a period of five successive<br />

years and would no longer be entitled on the<br />

basis of the earlier trademark to challenge the<br />

use and validity of the later trademark AINHOA<br />

with respect to the goods for which the later<br />

mark had been used.<br />

L’Oréal challenged the Court of Appeal decision<br />

on the ground that it wrongly interpreted the<br />

law. According to L’Oréal, the acquiescence<br />

could apply only to goods that have been used<br />

for a consecutive five-year period. By simply<br />

mentioning “goods in class 3” without listing<br />

them one by one, the Court of Appeal failed to<br />

correctly apply Article 54 of the EUTMR.<br />

To this the Supreme Court answered that since<br />

the EU trademark AINHOA does not list all the<br />

goods in International Class 3 but only “cosmetic<br />

products,” the Court of Appeal did not<br />

need to identify the specific products that were<br />

used by the trademark owner.<br />

L’Oréal also challenged the Court of Appeal decision<br />

on the ground that it did not judge that<br />

L’Oréal had willingly accepted the use of the<br />

later registration but only deduced that L’Oréal<br />

“was necessarily aware” of the use of the later<br />

registration.<br />

To this the Supreme Court ruled that the Court<br />

of Appeal rightly substantiated its decision by<br />

listing the advertisements for both marks NOA<br />

and AINHOA in numerous magazines distributed<br />

in the EU, sometimes even in the same<br />

magazines, by stating that the trademarks<br />

had been present, side by side, in various fairs<br />

since 2001 and that both L’Oréal and Cosmetica<br />

Cabinas were members of the same<br />

business associations.<br />

Therefore the Court of Appeal rightly concluded<br />

that, considering that the owners of the registrations<br />

were competitors, L’Oréal could not get<br />

away with ignoring the use of the later mark for<br />

a continuous five-year period.<br />

This decision is important because it clearly<br />

sets out that in some circumstances the owner<br />

of a prior registration cannot simply claim to<br />

not know of the use of a later registration.<br />

Contributor: Guillaume Mortreux<br />

IPSIDE, Paris, France<br />

INTA Bulletins Law & Practice—Europe<br />

Subcommittee<br />

Verifier: Susanna Heurung<br />

Kotitschke & Heurung Partnerschaft, Munich,<br />

Germany<br />

Co-Chair, INTA Bulletins Law & Practice—<br />

Europe Subcommittee<br />

POLAND: Trademark Opposition System Introduced<br />

On April 15, 2016, the Amendment to the<br />

Polish Act on Industrial Property Law of June<br />

30, 2000, came into effect. (The Amendment<br />

itself is dated September 11, 2015 (Journal of<br />

Laws 2015, item 1615)). The main objective of<br />

the Amendment concerns the transition from<br />

a system based on examination to one based<br />

on opposition. Before the Amendment, the<br />

Patent Office of the Republic of Poland (PPO)<br />

was required to examine not only absolute but<br />

also relative grounds for refusal of granting<br />

protection, such as the conflict of a trademark<br />

application with earlier rights of third parties.<br />

As of April 15, 2016, the PPO is obliged to<br />

verify solely absolute grounds for refusal. It<br />

means that the protection for a trademark will<br />

be granted by the PPO to the applicant when<br />

there are no absolute grounds to refuse registration<br />

and there are no third-party oppositions<br />

against the application.<br />

Oppositions can be filed within a non-renewable<br />

three-month deadline from the date of<br />

announcement of the trademark application<br />

in the PPO Bulletin. After this period lapses,<br />

potentially conflicting new trademarks being<br />

filed and registered can be contested only<br />

through invalidation proceedings. Additionally,<br />

as a result of the Amendment, these invalidation<br />

proceedings are now less burdensome as<br />

there is no longer a requirement to prove legal<br />

interest in such proceedings by a party seeking<br />

invalidation.<br />

The changes made by the Amendment also<br />

apply to international trademark registrations<br />

designating Poland applications.<br />

16 INTA Global Report, February 2017


Global Report: Europe<br />

The Amendment sets out an important change<br />

in the procedure of registering trademarks in<br />

Poland. It requires the constant vigilance of<br />

existing trademark (and other rights) owners<br />

through regular monitoring of applications published<br />

in the PPO Bulletin. The changes are expected<br />

to substantially reduce the time it takes<br />

the PPO to examine applications. The PPO<br />

expects registration time to be reduced from<br />

approximately 14 months to seven months,<br />

from the moment of filing an application<br />

(according to the statement of the President<br />

of the Patent Office published in the Bulletin<br />

Legal Gazette on June 11, 2016). This should<br />

certainly benefit trademark applicants.<br />

Contributor: Adriana Zdanowic and Karina<br />

Zielińska<br />

CMS, Warsaw, Poland<br />

Verifier: Adrianna Zięcik<br />

AOMB, Warsaw, Poland<br />

RUSSIA: IP Court Rules against Parallel Imports<br />

On June 20, 2016, the Russian Intellectual<br />

Property Court ruled in favor of German<br />

brewery Paulaner Brauerei Gmbh & Co. KG in a<br />

parallel import lawsuit against a local importer,<br />

Water Group, LLC, which imported 24,600 bottles<br />

of beer without the rights holder’s consent.<br />

The IP Court upheld both the Moscow Arbitrazh<br />

Court (first instance) and the Ninth Arbitrazh<br />

Court of Appeal (second instance) decisions,<br />

and the Russian importer eventually had to<br />

withdraw the products from the market.<br />

While the Russian courts treat parallel imports<br />

as counterfeits, the Russian Federal Assembly<br />

is considering draft amendments to Article<br />

1487 of the Civil Code (Exhaustion of the<br />

Exclusive Right to a Trademark) that would<br />

legalize parallel imports, an initiative driven by<br />

Russia’s Federal Antimonopoly Service (FAS).<br />

The amendments would substitute the current<br />

principle of regional exhaustion of trademark<br />

rights with the international principle of exhaustion<br />

by excluding the phrase “within the<br />

territory of the Russian Federation” from the<br />

provision. It should be noted that two principles<br />

of exhaustion of trademark rights exist in the<br />

Russian Federation: national and regional. The<br />

regional principle exists for the members of the<br />

Eurasian Customs Union, the national principal<br />

exists for other countries.<br />

According to FAS, legalizing parallel imports<br />

would help prevent monopolization and reduce<br />

prices by 20 percent. Opponents of this legislation<br />

change argue that real counterfeit goods,<br />

in addition to parallel imports, would flood<br />

the Eurasian Customs Union (EACU) because<br />

trademark owners would not be able to guarantee<br />

the quality of these goods.<br />

According to the latest estimates, the changes<br />

may be implemented by 2020, not by 2018, as<br />

initially projected in 2014. To test the waters,<br />

Russian Prime Minister Dmitry Medvedev approved<br />

parallel importation of specific products<br />

in April 2015 and the following list of products<br />

is now subject to government approval:<br />

• Medicine and medical products;<br />

• Perfumes and cosmetics;<br />

• Spare parts for passenger cars and for commercial<br />

vehicles;<br />

• Food;<br />

• Non-alcoholic beverages (excluding beer);<br />

• Personal hygiene products, including diapers;<br />

and<br />

• Baby products, including car seats.<br />

Additionally, Igor Artemyev, head of FAS, has<br />

stated that all EACU members had decided to<br />

legalize parallel import by 2020. The EACU is<br />

also creating a list of products, for which it suggests<br />

parallel importation should be legalized,<br />

and it will circulate it for discussion among<br />

member states.<br />

Contributor: Sitora Rakhmanova<br />

Petošević, Moscow, Russia<br />

Verifier: Maxim A. Voltchenkok<br />

Duane Morris LLP, Philadelphia,<br />

Pennsylvania<br />

SWITZERLAND: Christian Louboutin Loses Position<br />

Trademark Appeal<br />

On April 27, 2016, the Swiss Federal Administrative<br />

Court declined the registration of the<br />

position trademark RED LADIES’ SHOE SOLE<br />

(International Registration No. 1031242;<br />

pictured right) for lack of distinctiveness.<br />

Christian Louboutin v. Swiss Federal Institute<br />

of Intellectual Property, Case B-6219/2013.<br />

The trademark was applied for ladies’ footwear<br />

in International Class 25, in particular, with the<br />

following information: “The mark consists of<br />

the color red (Pantone No. 18.1663TP) applied<br />

to the sole of a shoe as shown in the representation<br />

(the outline of the shoe is not part of the<br />

mark but is intended only to show the placement<br />

of the mark).”<br />

The Swiss Federal Administrative Court argued<br />

that the distinctiveness of a position trademark<br />

must be assessed by means of a general analysis<br />

of the claimed position and of the figurative<br />

elements. The position may add to the distinctiveness<br />

of a trademark if, in particular, the<br />

relevant positioning on the product or its packaging<br />

is unusual or striking or if the positioning<br />

has acquired distinctiveness through use.<br />

However, the position of a graphical element<br />

on a product is frequently banal and often just<br />

decorative, but not distinctive, the court wrote.<br />

In the case at issue, the court regarded the<br />

lower side of a ladies’ shoe sole as not being<br />

a position where the affixing of a trademark is<br />

unusual or striking. Evidence showed that several<br />

producers of high-heel shoes offered on<br />

the Swiss market are coloring the lower side of<br />

the soles, and that red soles of high-heel shoes<br />

do not deviate from the current state of the art.<br />

This Swiss Federal Administrative Court decision<br />

is available online in German here. An<br />

appeal brought against this decision is pending<br />

before the Swiss Federal Supreme Court.<br />

Contributor: Christoph Gasser<br />

Staiger, Schwald & Partner Ltd., Zurich,<br />

Switzerland<br />

INTA Bulletins Law & Practice—Europe Subcommittee<br />

Verifier: Lorenz Ehrler<br />

Bugnion Ballansat Ehrler, Geneva,<br />

Switzerland<br />

continued on page 18<br />

17


Global Report: Europe<br />

In the News continued from page 17<br />

UKRAINE: State Intellectual Property Service<br />

to Be Liquidated<br />

The Government of Ukraine adopted a resolution<br />

providing for (a) the liquidation of the<br />

State Intellectual Property Service of Ukraine<br />

(SIPS); (b) the transfer of functions related to<br />

implementation of the national policy in the<br />

field of IP to the Ministry of Economic Development<br />

and Trade of Ukraine (MEDT); (c) transfer<br />

of the management over the state enterprise<br />

“Ukrainian Intellectual Property Institute”<br />

(Ukrpatent), the state organization “Ukrainian<br />

Agency of Copyrights and Related Rights,” and<br />

the state enterprise “Intelzakhyst” from the<br />

SIPS to the MEDT.<br />

Resolution No. 585 was adopted on August<br />

23, 2016, in the framework of implementation<br />

of an action plan on realization of the concept<br />

of reforming the state system of intellectual<br />

property protection in Ukraine (Order No.<br />

632-р) and is aimed at the optimization of the<br />

activity of central bodies of executive power<br />

of the state system of IPR protection. In the<br />

course of implementation of the action plan, a<br />

particular emphasis will be placed on introduction<br />

of a transparent two-level structure of the<br />

state management in the field of intellectual<br />

property, reorganization of the collective copyrights<br />

management system, improvement of<br />

national legislation, and its harmonization with<br />

EU requirements.<br />

On the basis of Ukrpatent (through its reorganization)<br />

and SIPS, the National Intellectual<br />

Property Agency (NIPA) will be formed. Thus,<br />

A particular emphasis will be<br />

placed on introduction of a<br />

transparent two-level structure<br />

of the state management<br />

in the field of intellectual<br />

property, reorganization<br />

of the collective copyrights<br />

management system, improvement<br />

of national legislation,<br />

and its harmonization<br />

with EU requirements.<br />

there will be a single body responsible for implementation<br />

of the state policy in this sphere.<br />

NIPA will be coordinated by MEDT and will carry<br />

out examination of IP applications, issue registered<br />

IP rights, consider requests for invalidation<br />

of registrations of IP rights under administrative<br />

(out-of-court) procedures, register facts<br />

of disposal of proprietary intellectual property<br />

rights, and maintain respective registers of<br />

ownership of rights. The functions pertaining to<br />

monitoring compliance with the legislation are<br />

expected to be transferred to the law enforcement<br />

authorities, which is in line with the best<br />

European practices.<br />

At the same time, MEDT will fulfill functions<br />

related to developing policy in the field of IP, in<br />

particular developing and approving strategic<br />

directions in this field, elaborating legislative<br />

proposals and regulations, and maintaining<br />

continual public dialogue in the industry. As<br />

explained by Olena Minitch, Director of Department<br />

of Innovation and Intellectual Property,<br />

MEDT, there should be no technical problems<br />

with the issuance of protection documents<br />

(including trademark registration certificates),<br />

and no interruptions in the examining and<br />

appellate proceedings. The MEDT will provide<br />

for a specific sequence of steps to ensure no<br />

interruption in the consideration of applications<br />

and issuance of protection documents<br />

and legal continuity in court cases.<br />

Prior to the changes (the exact date of adoption<br />

has not been specified), the SIPS will continue<br />

performing its functions, including those<br />

related to examination and registration.<br />

Contributor: Antonina Pakharenko-Anderson<br />

Pakharenko and Partners, Kyiv, Ukraine<br />

Verifier: David Aylen<br />

Gowling WLG (International) Inc., Moscow, Russia<br />

Ms. Pakharenko-Anderson and Mr. Aylen are members<br />

of the INTA Bulletins Law & Practice—Europe<br />

Subcommittee.<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Enforcement: An International Litigation<br />

Guide Global Portal<br />

International Opposition Guide<br />

Trademark Cancellations<br />

Madrid Agreement and Protocol<br />

Geographical Indications, Certification Marks<br />

and Collective Marks:<br />

An International Guide<br />

Trademark Office Benchmarking<br />

Testimony and Submissions:<br />

Review of the European Union<br />

Trademark System<br />

EU Observatory Work Programme 2017<br />

Regional Resources<br />

EUIPO<br />

EUROPA<br />

European Commission<br />

European Parliament<br />

continued on page 20<br />

18 INTA Global Report, February 2017


Global Report: India<br />

Third Quarterly Corporate Member Meeting<br />

Held in Mumbai<br />

INTA’s corporate members in India convened<br />

for the Association’s third quarterly Corporate<br />

Member Meeting, which was held in ITC<br />

Grand Central Hotel, Mumbai, September 16.<br />

In previous meetings, India corporate members<br />

had suggested having overseas INTA corporate<br />

members share insights into various IP best<br />

practices on these forums. To maximize the<br />

reach of these quarterly meetings and encourage<br />

our corporate members outside Mumbai to<br />

interact with their peers, the meeting featured<br />

an audio presentation by Meena Sayal, Global<br />

Brand Protection Director, Unilever PLC. During<br />

her presentation, Ms. Sayal discussed at length<br />

tips on building a robust brand protection<br />

program within organizations. She spoke about<br />

best practices in order to combat counterfeiting<br />

and highlighted understanding the source,<br />

the environment, the risks, and the flow of<br />

counterfeit goods. Ms. Sayal also discussed her<br />

role in INTA’s Customs Connection Webcasts.<br />

Members attended the meeting in person or<br />

remotely and participated interactively.<br />

Members were also updated on the various<br />

activities of INTA in the region, including official<br />

meetings and current projects that the Association<br />

is pursuing. They were invited to register for<br />

and attend an INTA roundtable in Gurgaon, India,<br />

on October 5, hosted by Ranjan Narula of RNA,<br />

IP Attorneys, on the topic “Addressing Counterfeits<br />

and Infringements in the Digital World,” with<br />

highlighted speakers from Snapdeal.<br />

INTA Task Force Submits Gap Analysis to India’s Controller<br />

General of Patents, Designs & Trade Marks<br />

A task force created under the aegis of the<br />

Trademark Office Practices—India Subcommittee<br />

produced a gap analysis of the issues<br />

pertaining to the Indian Trade Marks Office.<br />

On August 22, 2016, INTA CEO Etienne Sanz<br />

de Acedo shared this gap analysis with the<br />

Controller General (CG) of Patents, Designs &<br />

Trade Marks, O.P. Gupta. The analysis focuses<br />

on substantive matters and also offers recommendations<br />

to increase procedural efficiencies.<br />

This exercise originated from a meeting<br />

with the CG in June, during which he asked<br />

INTA to undertake this study in order to better<br />

understand issues faced by companies and IP<br />

professionals in registering and protecting the<br />

brands they own and represent.<br />

INTA members are invited to attend an upcoming<br />

INTA workshop. Titled Building Aspirational<br />

Brands—Insights for Competitive Advantage<br />

in Today’s Global Marketplace, the workshop<br />

will take place in Mumbai on March 15, 2017.<br />

Registration is open.<br />

Interview<br />

O.P. Gupta, Controller General of Patents, Designs & Trade Marks, India<br />

India’s Office of the Controller General of<br />

Patents, Designs & Trade Marks (CGPDTM)<br />

functions under the Department of Industrial<br />

Policy & Promotion, Ministry of Commerce &<br />

Industry, Government of India, and is tasked<br />

with administration of IP laws in the country,<br />

including registration of IPRs and carrying<br />

out the day-to-day operations of the various<br />

IP registries under its charge. O.P. Gupta,<br />

Controller General (CG) of Patents, Designs<br />

& Trade Marks, who heads the Intellectual<br />

Property Office of India, faces some significant<br />

challenges, but has initiated key measures and<br />

implemented many recent changes that have<br />

led to vast improvements in the system. Below,<br />

CG Gupta answers questions on the minds<br />

of trademark owners and practitioners in—or<br />

looking to expand into—India.<br />

What is your professional background, and<br />

how did you come to work with CGPDTM and<br />

with IP in general?<br />

I graduated with a degree in mechanical engineering<br />

and became an officer of the Indian<br />

Administrative Service. The head of the country’s<br />

IP office is appointed by the Government<br />

of India and chosen on a merit-cum-selection<br />

basis from the Indian Administrative Service<br />

officers who have engineering or post-graduate<br />

science degrees. The development of<br />

intellectual property rights in India (after India<br />

became signatory to the TRIPS Agreement) was<br />

an upcoming and developing field, and this<br />

piqued my interest and encouraged me to join<br />

the office.<br />

Everyone knows of the challenges being faced by IP<br />

stakeholders in India, but what are the challenges<br />

that you face as Controller General?<br />

As Controller General, one of the major<br />

challenges I face is to speed up intellectual<br />

property registration, specifically with respect<br />

India Global Advisory Council<br />

Co-Chairs<br />

Ranjan Narula, RNA IP Attorneys, India<br />

Shwetasree Majumder,<br />

Fidus Law Chambers, India<br />

Council Members<br />

Murlidhar Balasubramanian,<br />

Castrol India Limited, India<br />

Shailendra Bhandare, Khaitan & Co., India<br />

Vikram Grover, Groverlaw, India<br />

Abhayan Jawaharlal, CIPLA Ltd., India<br />

Latha Nair, K&S Partners, India<br />

Samta Mehra, Remfry & Sagar, India<br />

M.S. Bharath, Anand & Anand, India<br />

Shilpa Joshi, Mahindra & Mahindra<br />

Limited, India<br />

Rick McMurtry, Turner Broadcasting System,<br />

Inc., United States<br />

Sarita Joglekar, Reliance Industries Limited,<br />

India<br />

Hemant Singh, Inttl Advocare, India<br />

Staff Liaison<br />

Gauri Kumar, India Consultant<br />

gkumar.consultant@inta.org<br />

to patents and trademarks. Stakeholders<br />

have historically experienced long waits due to<br />

large-scale pendency in offices. To meet this<br />

objective, recruitment of new staff, improvements<br />

and automation of existing processes,<br />

continued on page 20<br />

19


Global Report: India<br />

Interview continued from page 19<br />

and upgrading of technical resources are key<br />

challenges.<br />

In line with the government’s “Make-in-India” and<br />

“Start-up India” campaigns, as well as the National<br />

IPR Policy, what steps are being considered by<br />

CGPDTM for increasing IP awareness?<br />

In the National IPR policy, one of the main<br />

objectives is increasing IP awareness, not<br />

only among stakeholders, but also among the<br />

general public across the country. Accordingly,<br />

the IP Office of India has had discussions with<br />

various stakeholders, including industry associations,<br />

research and academic institutions,<br />

and IP professionals/facilitators. We have<br />

worked out a plan for conducting workshops,<br />

seminars, and awareness programs to be held<br />

in schools and colleges apart from various<br />

cities and universities in cooperation with the<br />

relevant stakeholders.<br />

To give effect to the National IPR Policy, the DIPP<br />

seeks to bring down the time taken for the first<br />

examination of a trademark application from the<br />

present 13 months to one month by March 2017.<br />

What improvements in the current IP administrative<br />

framework at the Trademarks Registry are necessary<br />

in order to achieve this objective?<br />

To achieve the objective of reducing pendency<br />

of examination in trademarks from 13 to<br />

one month, the following strategy has been<br />

put into place:<br />

The Trade Marks Registry has enhanced its<br />

workforce by hiring 100 examiners;<br />

• Automation of processes relating to registration,<br />

renewal, and other related activities has<br />

been implemented;<br />

• Intensive training of examiners and other officers<br />

so as to reduce superfluous objections<br />

on absolute and relative grounds, thereby<br />

speeding up the process as a whole; and<br />

• Setting up quality control mechanisms so as<br />

to ensure that unsupported objections to applications<br />

are filtered and reexamined before<br />

issuance of the formal examination report,<br />

thereby increasing the number of accepted<br />

and published applications.<br />

The above steps have resulted in increasing<br />

the acceptance of applications for publication<br />

from around 9 percent to 33 percent, thereby<br />

reducing pendency at subsequent stages.<br />

Through the automation of the registration<br />

process, published applications (with no<br />

opposition or deficiency) automatically get<br />

registered and the electronic registration certificate<br />

is issued to the applicant. These steps<br />

have resulted in reduction of first examination<br />

pendency to less than five months currently,<br />

and will be brought down to one month or less<br />

before March 2017.<br />

These steps have resulted<br />

in reduction of first examination<br />

pendency to less<br />

than five months currently,<br />

and will be brought down<br />

to one month or less before<br />

March 2017.<br />

Are there any new initiatives on further digitization of<br />

records and communication via electronic mail?<br />

The Trade Marks Registry has taken several<br />

steps toward automation of the entire registration<br />

process. Accordingly, all applications are<br />

digitized at the application stage itself and further<br />

processing takes place through electronic<br />

module only. All communications are generated<br />

and uploaded, and the same is digitally available<br />

to applicants along with their applications.<br />

Applicants can file their responses and other<br />

communications electronically and, only when<br />

the applicant insists, does any formal postal<br />

communication take place. The examination report,<br />

registration certificate, renewal certificate,<br />

and other correspondence in between is also<br />

sent to the applicant by electronic mail only.<br />

What do you expect for the future of the Indian<br />

trademark regime?<br />

The Indian trademark regime has undergone<br />

various changes already and the process will<br />

be completed once the new amended trademark<br />

rules come into force in the near future.<br />

I expect that the steps already taken and the<br />

proposed steps being taken in the future will<br />

result in new applications (without deficiency or<br />

opposition) being registered in less than a seven-month<br />

period from March 2017 onwards.<br />

Also, with the induction of more officers in the<br />

Trade Marks Registry, the pendency clearance<br />

in opposition matters and disposal of objected<br />

cases will also speed up in the near future.<br />

What is your advice to trademark owners looking to<br />

expand into India?<br />

In addition to many positive changes, as elaborated<br />

above, India is also a Receiving Office for<br />

the Madrid Protocol, which enables international<br />

trademark applicants to obtain early<br />

registration and subsequent protection in India<br />

by designating India, and vice versa for domestic<br />

applicants, who can choose India as the<br />

First Filing Office (Receiving Office) for getting<br />

registration and subsequent protection in other<br />

countries by designating them as Designated<br />

Office. Trademark owners should take advantage<br />

of these mechanisms to start or expand<br />

their business in India and abroad.<br />

Fast Facts<br />

The Office of Controller General of Patents,<br />

Designs & Trade Marks<br />

Boudhik Sampada Bhawan,<br />

S.M. Road, Antop Hill<br />

Mumbai-400 037 (India)<br />

Departments/Registries under the CGPDTM:<br />

i. Patent Office at Kolkata, Mumbai,<br />

Chennai, and Delhi<br />

ii. Trade Marks Registry (TMR) at Mumbai,<br />

Delhi, Chennai, Kolkata, and Ahmedabad<br />

iii. Design Office at Kolkata<br />

iv. Geographical Indications Registry at<br />

Chennai<br />

v. Rajiv Gandhi National Institute of<br />

Intellectual Property Management at<br />

Nagpur<br />

vi. Copyright Office at Delhi<br />

Date O.P. Gupta appointed as CG:<br />

Shri O.P. Gupta joined as CGPDTM on 11-<br />

16-2015.<br />

Number of trademark applications received<br />

2015: 264,558<br />

Number of Madrid filings 2015 (1-1-2015 to<br />

12-31-2015):<br />

10,682<br />

Which includes:<br />

10,500 international registrations seeking<br />

protection of trademarks in India as notified<br />

by WIPO; and<br />

182 domestic applications for international<br />

registration of trademarks under the<br />

Madrid Protocol.<br />

Total Madrid applications received by TMR India<br />

up to 12-31-2015:<br />

20,472, with 20,094 as notified by WIPO<br />

and 378 domestic applications<br />

20 INTA Global Report, February 2017


Global Report: India<br />

In the News<br />

New Logo for CIPAM<br />

On October 19, Nirmala Sitharaman, Minister<br />

of State (Independent Charge) for Commerce<br />

& Industry, unveiled the new logo of the Cell for<br />

IPR Promotion and Management (CIPAM)<br />

CIPAM functions under the aegis of the Department<br />

of Industrial Policy & Promotion (DIPP),<br />

and was set up pursuant to the National IPR<br />

Prominent International Use Trumps Local<br />

Registration and Use<br />

The Delhi High Court’s July 8, 2016, ruling in<br />

Toyota Jidosha Kabushiki Kaisha v. Deepak<br />

Mangal & Ors, C.S. (O.S.) No. 2490 of 2009,<br />

held that prior international use of well-known<br />

marks could trump rights stemming from domestic<br />

use and registration.<br />

The plaintiff (Toyota) sought to register PRIUS<br />

as a trademark, only to discover it had already<br />

been registered by the defendants, which had<br />

been manufacturing and selling auto parts/<br />

accessories under the trade name “M/s Prius<br />

Auto Industries” and “M/s Prius Auto Accessories<br />

Pvt. Ltd.” since 2001. Additionally, the<br />

packaging on some of the defendants’ goods<br />

prominently displayed the TOYOTA mark and device<br />

as well the INNOVA mark—both proprietary<br />

to the plaintiff.<br />

Alleging misuse, Toyota filed a suit seeking a<br />

permanent injunction against infringement<br />

of TOYOTA/INNOVA/TOYOTA DEVICE and to<br />

halt the passing off of its trademark PRIUS. It<br />

also sought and obtained an ex parte interim<br />

injunction restraining the defendants from<br />

using the disputed trademarks, but this was<br />

vacated when the defendants appealed. In a<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Enforcement: An International Litigation<br />

Guide<br />

Global Portal<br />

International Opposition Guide<br />

Madrid Agreement and Protocol<br />

Geographical Indications, Certification Marks<br />

and Collective Marks: An International Guide<br />

Trademark Cancellations<br />

Policy to facilitate the promotion, creation, and<br />

commercialization of IP assets.<br />

setback, Toyota’s further appeal before a twojudge<br />

bench was also dismissed, and though<br />

the order did curb the defendants’ use of the<br />

TOYOTA and INNOVA marks during trial, use<br />

was permitted for describing the nature/use of<br />

the defendants’ products.<br />

In the main suit, the High Court ruled that the<br />

defendants’ use of the marks was not descriptive;<br />

it constituted trademark use and, since it<br />

was unauthorized, the defendants were liable<br />

for infringement of Toyota’s Indian registrations.<br />

With respect to the passing off claim, the court<br />

relied on precedent to establish that common law<br />

rights were independent of statutory rights; thus,<br />

even though the defendants had prior PRIUS<br />

registrations in India, this had no bearing on the<br />

plaintiff’s standing to file a passing-off action.<br />

The defendants’ earliest registration for PRIUS<br />

dated from 2002. In contrast, Toyota sold its<br />

first Prius car in India in 2010. However, Toyota<br />

submitted voluminous evidence to show the<br />

1990 origins of the PRIUS brand; how the PRI-<br />

US commercial launch in 1997 as the first hybrid<br />

vehicle in the world had been immediately<br />

met with widespread success and renown; and<br />

that this renown had spilled over into India<br />

Testimony and Submissions:<br />

INTA’s letter to Indian Law Minister on the<br />

issues surrounding Section 115 (4) of the<br />

Indian Trade Marks Act, 1999<br />

INTA Comments on India’s Draft National<br />

IPR Policy<br />

Annexure A<br />

Annexure B<br />

INTA Comments on India’s Draft Trade Marks<br />

(Amendment) Rules<br />

Presiding over the logo launch, DIPP Secretary<br />

Ramesh Abhishek discussed the pivotal role of<br />

IPR policy in protecting the public interest, as<br />

well as promoting creativity and innovation in<br />

the country. He said that the CIPAM logo has<br />

been designed keeping in mind the clarion call,<br />

“Creative India; Innovative India” as the Cell<br />

is tasked with the crucial role of achieving the<br />

objectives of the IPR policy.<br />

well prior to 2001, when the defendants had<br />

commenced use.<br />

The High Court concurred and—in an unusual<br />

ruling on an unregistered mark—declared that<br />

PRIUS had attained the status of a “well-known<br />

mark” in India. Relying upon the Supreme<br />

Court’s seminal decision in Milment Oftho,<br />

2004 (28) PTC 585, it held that establishing<br />

prior rights in such a case involved determining<br />

who had prominence in the world market. It<br />

also held that reputation in the technological<br />

age could exist even without trade of a product<br />

in a country.<br />

With their long history in the automobile business,<br />

the court found it implausible that the<br />

defendants had remained unaware of Toyota’s<br />

rights. The charge of passing off was, therefore,<br />

upheld. An order of permanent injunction<br />

was issued and punitive damages were calculated<br />

at INR 1 million (about US $14,900).<br />

Contributor: Bisman Kaur<br />

Remfry & Sagar, Gurgaon, India<br />

INTA Bulletins Asia-Pacific Subcommittee<br />

Verifier: Shailendra Bhandare<br />

Khaitan & Co, Mumbai, India<br />

Regional Resources<br />

INTA Suggestions on Opposition Proceedings<br />

at the Indian Trade Marks Registry<br />

Department of Industrial Policy<br />

and Promotion<br />

IP India<br />

Spicy IP (blog)<br />

21


Global Report: Latin America<br />

INTA-ASIPI Project Team Publishes<br />

Latin America Global Advisory Council<br />

Trademarks in Latin America<br />

A Spanish version of the first study undertaken<br />

by INTA and Asociación Interamericana de la<br />

Propiedad Intelectual (ASIPI) was published<br />

on December 15, 2016, and is available here.<br />

INTA and ASIPI collaborated on the study to<br />

determine the impact of trademark-intensive<br />

industries on the economies of Chile, Colombia,<br />

Mexico, Panama, and Peru. The study<br />

was first announced during a series of launch<br />

events taking place in all five countries included<br />

in the study.<br />

The Project Team assembled to develop the<br />

study included Sergio Barragan (Mexico), Juan<br />

Berton Moreno (Argentina), Marissa Lasso de<br />

la Vega (Panama), Ramón Benedetti (Panama),<br />

Gregg Marrazzo (USA), Mónica Wolf de Camhi<br />

(Colombia), Jaime Durand (Peru), Francisco<br />

Silva (Chile), Justin Young (USA), and Luis<br />

Alejandro Henríquez (Venezuela). The Project<br />

Team and ISC worked together when appropriate.<br />

The ISC gratefully ackowledged the<br />

Project Team for sharing their experiences and<br />

best practices, which have helped shape the<br />

processes for future studies.<br />

Overall, the results of the study are positive.<br />

Across the five countries, trademark-intensive<br />

industries generated 8 to 26 percent of total<br />

employment; and 10 to 21 percent of GDP.<br />

This is equivalent to 18.5 million jobs and a<br />

value added per person of US $2,390 annually.<br />

These results underscore the huge potential<br />

for economic growth that can be unlocked by<br />

promoting trademarks within the business<br />

Trademarks in<br />

Latin America<br />

A study of their economic<br />

impact in five countries<br />

in the region<br />

(Chile, Colombia, Mexico,<br />

Panama, and Peru)<br />

communities, and by further developing<br />

national trademark systems and trademark-intensive<br />

industries.<br />

The study is intended to be used as a basis<br />

for raising awareness of trademarks and their<br />

value to a country’s economy, and to support<br />

policymakers in developing related legislation.<br />

The English version will be published in the<br />

coming weeks.<br />

Additional studies in the pipeline include<br />

studies on the economic and social impact of<br />

counterfeiting and piracy and an ASEAN economic<br />

impact study.<br />

Latin America Global Advisory Council<br />

Co-Chairs<br />

Gustavo Giay, Marval, O’Farrell & Mairal,<br />

Argentina<br />

Vianey Romo de Vivar, Romo de Vivar IP<br />

Services, S.C., Mexico<br />

Council Members<br />

Sergio Barragan, PepsiCo, Inc., Mexico<br />

Jacobo Cohen Imach, MercadoLibre.com,<br />

Argentina<br />

Agustina Fernandez Giambruno, Fernandez<br />

Secco & Asociados, Uruguay<br />

Luis Alonso Garcia, Estudio Echecopar<br />

(Baker & McKenzie International), Peru<br />

Elisabeth Kasznar Fekete, Kasznar<br />

Leonardos Intellectual Property, Brazil<br />

Rodrigo Marre, Mackenna, Irarrazaval,<br />

Cuchacovich & Paz, Chile<br />

Hugo Moran R., Icaza, Gonzalez-Ruiz &<br />

Aleman, Panama<br />

Gerardo Munoz de Cote, Televisa,<br />

S.A. de C.V./Mountrigi Management<br />

Group Ltd., Mexico<br />

Urko Ochoa, Minino, Dominican Republic<br />

Graciela Perez de Inzaurraga, Hausheer<br />

Belgrano & Fernandez, Argentina<br />

Monica Wolf de Camhi, Wolf Mendez<br />

Abogados Asociados, Colombia<br />

Staff Liaison<br />

Gabrielle Doyle, Associate,<br />

External Relations, Latin America<br />

gdoyle@inta.org<br />

Association Activities<br />

INTA Delegation Travels to Buenos Aires for<br />

ASIPI Event, Government Meetings<br />

From December 4–7, 2016, INTA President<br />

Ronald Van Tuijl (JT International, SA, Switzerland)<br />

and External Relations Senior Associate<br />

for Latin America, Gabrielle Doyle, attended<br />

the XIX Work Sessions and Administrative<br />

Council of the Inter-American Intellectual<br />

Property Association (ASIPI), held in Buenos<br />

Aires, Argentina. Mr. Van Tuijl and Ms. Doyle<br />

took the opportunity to meet with government<br />

officials, local associations, and members<br />

from the region to discuss collaboration projects<br />

and current events in Latin America and<br />

the Caribbean.<br />

The INTA delegation, which included Latin<br />

American and Caribbean members as well as<br />

INTA representatives, met with a variety of IP<br />

offices from the region. On December 5, the<br />

delegation met with Ray Meloni, Director of the<br />

Distinctive Signs Division of Peru’s Commission<br />

of the National Institute for the Defense of<br />

Competition and Protection of Intellectual Property<br />

(INDECOPI) to discuss IP office updates in<br />

Peru and the dissemination of the Latin America<br />

Impact Study. The INTA delegation also met<br />

with Damaso Pardo, President of the Argentina<br />

National Institute of Industrial Property (INPI);<br />

Carlos Gallo, the Director of Trademarks;<br />

Matias Schweizer, INPI official; and Mercedes<br />

Cullen, International Relations Coordinator at<br />

2016 INTA President Ronald van Tuijl presents the INTA-<br />

ASIPI Latin America Impact Study during ASIPI’s XIX Work<br />

Sessions and Administrative Council.<br />

INPI. This was INTA’s first official one-on-one<br />

meeting with Dr. Pardo and his team. The<br />

discussion included collaboration events for<br />

22 INTA Global Report, February 2017


Global Report: Latin America<br />

2017 and INPI’s modernization plans for the<br />

next three years.<br />

On December 6, 2016, INTA held a meeting<br />

with Eliseo Montiel Cuevas, Director of Trademarks<br />

at the Mexican Institute of Industrial<br />

Property (IMPI), in which they touched on the<br />

success of the 4th Annual Training Seminar<br />

that took place in October 2016, and discussed<br />

plans for the 2017 event. Later that<br />

day, the National Institute of Industrial Property<br />

Chile (INAPI) gave a presentation to the INTA<br />

delegation on the vast updates the Office made<br />

in 2016 and their online portal titled “INAPI<br />

Proyecto.” INTA ended the day with a meeting<br />

with President of the Andean Community<br />

Tribunal of Justice, Justice Hugo Gomez Apac.<br />

The INTA delegation learned of the Tribunal’s<br />

modernization efforts and commended the Tribunal’s<br />

various initiatives to advance processes.<br />

Finally, the delegation met with the USPTO<br />

IP Attaché for Mercosur, Laura Hammel, and<br />

Maria Beatriz Dellore, Regional Legal Advisor<br />

for Intellectual Property, and talked about<br />

the USPTO’s view of the region in terms of<br />

challenges and opportunities for cooperation.<br />

INTA looks forward to working together on joint<br />

events in 2017.<br />

During the ASIPI Congress, INTA also had the<br />

opportunity to meet with the presidents of<br />

the national IP associations of Argentina and<br />

Brazil, Carolina Fernandez of the Argentina<br />

Association of Intellectual Property Agents<br />

(AAAPI), and Maria Carmen de Souza Brito of<br />

the Brazilian Intellectual Property Association<br />

(ABPI), respectively. Each president presented<br />

on the status of IP in her respective country<br />

and the possibility for joint collaboration projects<br />

with INTA.<br />

INTA ended the ASIPI Congress with a high-level<br />

presentation of the just-released Latin<br />

America Impact Study. The study was officially<br />

announced, and released to the public, during<br />

a series of launch events that took place in the<br />

five countries included in the study, namely,<br />

Chile, Colombia, Mexico, Panama, and Peru.<br />

Each event was organized in collaboration with<br />

ASIPI and each country’s respective IP office<br />

and included a press conference and roundtable<br />

meeting with government officials. The<br />

Spanish version of the study is available here.<br />

The English version will be published in the<br />

coming weeks.<br />

At the ASIPI Work Sessions presentation, Mr.<br />

van Tuijl, ASIPI President Maria del Pilar Troncoso,<br />

and ASIPI/INTA Impact Study Project Team<br />

Co-Chair Juan Berton Moreno (Berton Moreno<br />

INAPI Director Maximiliano Santa Cruz, President of<br />

the National Chamber of Commerce Ricardo Mewes,<br />

INTA CEO Etienne Sanz de Acedo, and ASIPI Vice<br />

President Rafael Covarrubias at the Impact Study<br />

Launch Event in Santiago, Chile.<br />

& Asociados, Argentina), provided attendees<br />

with an overview of the study, including the<br />

reason for its development, methodology, the<br />

value of the results, and next steps. Attendees<br />

at the panel included IP office representatives,<br />

corporations, and local members.<br />

For more information on the Latin America<br />

Trademark Impact Study or INTA’s initiatives in<br />

Latin America, please contact Gabrielle Doyle<br />

at gdoyle@inta.org.<br />

INTA Organizes Fourth Annual IMPI/INTA Training<br />

Seminar in Mexico City<br />

From October 26–27, 2016, INTA and the<br />

Mexican Institute of Industrial Property (IMPI)<br />

hosted their fourth Annual Training Seminar<br />

at the IMPI Offices in Mexico City, Mexico. The<br />

annual Seminar unites INTA’s Trademark Office<br />

Practice Committee’s Latin America Subcommittee<br />

and the Government Officials Training<br />

Committee, which together organize the event.<br />

The two-day seminar included both industry<br />

and trademark examination-focused presentations<br />

for the examiners at IMPI, featuring<br />

experts from around the world. Opening remarks<br />

were delivered by Eliseo Montiel Cuevas,<br />

Director of Trademarks at IMPI, and Gabrielle<br />

Doyle, INTA External Relations Senior Associate<br />

for Latin America.<br />

Trademarks and Certification Marks<br />

The session on October 26, 2016, highlighted<br />

trademark-specific issues in the area of certification<br />

marks, as presented by Paul Brown (UL,<br />

USA), and Rodolfo Consuegra (ANCE, A.C., Mexico),<br />

and was moderated by the Government<br />

Official Training Committee IMPI Subcommittee<br />

Chair Britt Anderson (K&L Gates, LLP, USA).<br />

Following these informative presentations<br />

Paul Brown (UL, USA), speaks to participants about<br />

the certifications marks industry. From left to right:<br />

Todd Reves (USPTO, USA), Rodolfo Consuegra (ANCE<br />

(Mexico), Vianey Romo de Vivar (ROMO DE VIVAR V.IP<br />

SERVICES, S.C., Mexico), and Paul Brown.<br />

was a Q&A session moderated by Government<br />

Officials Training Committee Chair Vianey Romo<br />

de Vivar (Romo de Vivar V.IP Services, Mexico)<br />

and the USPTO IP Attaché for Mexico, Central<br />

America, and the Caribbean, Todd Reves.<br />

Trademark Examination after TPP and Mexican<br />

Opposition System<br />

The second day of the seminar focused on<br />

trademark examination issues, particularly<br />

best practices for examiners with respect to<br />

nontraditional marks and opposition procedures.<br />

The presentation topics were selected<br />

based on the new and pending updates to the<br />

trademark examination guidelines following the<br />

requirements in the Trans-Pacific Partnership<br />

(TPP) Agreement. The presentation on non-traditional<br />

marks, by Victor M. Adames (Becerril,<br />

Coca & Becerril, S.C., Mexico), member of the<br />

INTA Trademark Office Practices Latin America<br />

Subcommittee and Catalina Lozada Brown<br />

(Arochi & Lindner, Mexico), member of the INTA<br />

Non-Traditional Marks Latin America Subcommittee,<br />

focused primarily on sound marks. The<br />

Opposition Procedures presentation by Alvaro<br />

Huerta (Malpica, Iturbe, Buj y Paredes, S.C,<br />

Mexico) and Alfredo Pineda (Hogan Lovells,<br />

Mexico), members of the INTA Enforcement<br />

Committee Oppositions and Cancellations<br />

Subcommittee, covered best practices for<br />

examiners following the implementation of<br />

the trademark opposition system in Mexico in<br />

January 2016.<br />

For more information on INTA’s activities in<br />

Latin America, please contact Ms. Doyle at<br />

gdoyle@inta.org.<br />

23


Global Report: Latin America<br />

In the News<br />

ARGENTINA: Foreign Trademarks Protected against<br />

Bad Faith Registrations<br />

Division I of the Federal Court of Appeals in Civil<br />

and Commercial Matters of the City of Buenos<br />

Aires confirmed the lower court’s decision in Velasco<br />

Baquedano, Juan Ignacio v. Agrícola San<br />

José de Peralillo S.A. on April 5, 2016. The decision<br />

allowed an opposition filed by the defendant,<br />

owner of the marks ANTU and ANTU NINQUÉN in<br />

Chile and other countries, but not in Argentina.<br />

The plaintiff filed a complaint requesting that<br />

the opposition filed against his trademark<br />

application for ANTU in Class 25 be declared<br />

ungrounded. He said that he was well-known in<br />

the wine industry and that at the time of filing<br />

the opposition, the defendant had no local<br />

rights to ANTU.<br />

The defendant argued that it had registered<br />

the marks ANTU and ANTU NINQUÉN for wines<br />

in Chile and the United States, and ANTU in<br />

the European Union, before the plaintiff’s<br />

application. The company said that the ANTU<br />

NINQUEN wine was exported from Chile to 21<br />

countries, having received awards from 2005<br />

to 2011. The company also claimed that it had<br />

opposed the plaintiff’s mark as it was a slavish<br />

imitation of their mark.<br />

The Court of First Instance rejected the complaint.<br />

On appeal, the Federal Court of Appeals<br />

held that notoriety required two elements:<br />

broad knowledge of the sign (to be known by<br />

all the public and not only by the purchaser of<br />

the relevant market) and people spontaneously<br />

connecting the sign with the product.<br />

The Court of Appeals ruled that the notoriety of<br />

the opposing mark had been proven. Moreover,<br />

it added that, upon conducting an Internet<br />

search of the keywords “ANTU wines,” it found<br />

several articles and photos of the products sold<br />

by the defendant, and an even larger number<br />

of articles and photos in the case of the mark<br />

ANTU NINQUÉN.<br />

The court added that the marks were identical<br />

and protected wines. It mentioned that the Mapuche<br />

word ANTU (related to the sun) was not<br />

commonly used and people could be confused<br />

regarding the origin of the products.<br />

The Court of Appeals concluded that it was<br />

reasonable to accept that the plaintiff must<br />

have known of the existence of the foreign<br />

mark ANTU, pointing out that such knowledge<br />

constituted an act of unfair competition.<br />

Finally, the court held that, on account of the<br />

circumstances of the case and regardless of<br />

the local and foreign renown and reputation<br />

of the mark, the plaintiff had tried to copy<br />

the foreign trademark ANTU, adding that the<br />

plaintiff had illegally attempted to register the<br />

trademark ANTU in order to unlawfully benefit<br />

from its prestige and renown.<br />

The case is an example of the protection granted<br />

by Argentine courts to foreign marks that<br />

have not been locally registered against bad<br />

faith registration attempts.<br />

Contributor: Diego Laurini<br />

Estudio Gold, Buenos Aires, Argentina<br />

INTA Bulletins Law & Practice—Latin America<br />

Subcommittee<br />

Verifier: Claudia Serritelli<br />

Estudio Chaloupka, Buenos Aires, Argentina<br />

INTA Bulletins Features Subcommittee<br />

BRAZIL: New Regulation on Trademark Disclaimers<br />

Comes into Force<br />

On June 1, 2016, Resolution No. 166/2016,<br />

issued by the National Institute of Industrial<br />

Property (INPI), came into force, setting out<br />

new rules regarding trademark disclaimers in<br />

Brazil.<br />

The resolution establishes that all trademark<br />

registrations will be issued containing the<br />

following standard disclaimer: “the protection<br />

conferred by this registration is limited by<br />

article 124, paragraphs II, VI, VIII, XVIII and<br />

XXI, of Law No. 9.279, of May 14, 1996.” The<br />

paragraphs contained in the default disclaimer<br />

refer to legal impediments based on lack of<br />

distinctiveness, such as paragraph VI, which<br />

deals with the prohibition against the registration<br />

of colors and their denominations unless<br />

displayed or combined in a peculiar and distinctive<br />

fashion.<br />

Before this resolution, INPI had issued different<br />

types of disclaimers for each case, which<br />

might explain, for instance, that the mark was<br />

being granted with protection as a whole or<br />

that a certain part or element of the mark remained<br />

free.<br />

The standard disclaimer now adopted will not<br />

contain an explanation from INPI as to which<br />

part has been protected and what has been<br />

left out. It will also not contain any indication<br />

of which specific legal impediment was considered<br />

by the examiner.<br />

All future registrations as well as applications<br />

granted as of February 23, 2016, which had<br />

the corresponding certificates of registration<br />

still pending at the date of entry into force<br />

of the resolution, will receive the standard<br />

disclaimer. Certificates of renewal and official<br />

copies of old certificates will also feature the<br />

default disclaimer.<br />

INPI indicated on the resolution that the standard<br />

disclaimer is expected to expedite the<br />

examination of trademark applications and<br />

create consistency in future disclaimers issued<br />

by the Office.<br />

However, there may also be downsides. The<br />

number of conflicts brought before INPI and<br />

before judicial courts may dramatically increase,<br />

since there will be space for a wide<br />

range of interpretations regarding the scope of<br />

protection conferred by the registrations.<br />

Some critics have stated that INPI has transferred<br />

to the judiciary its duty of examining the<br />

elements that deserve protection in a given<br />

mark when issuing the appropriate disclaimers,<br />

which is prohibited by the Brazilian legal system,<br />

on both constitutional and infra-constitutional<br />

levels.<br />

The market and IP practitioners will have to adjust<br />

their practices and, where there is a lack<br />

of clarity, resort to the judiciary.<br />

Contributor: Conrado Vieites Novaes de Freitasi<br />

Ouro Preto Advogados, Rio de Janeiro, Brazil<br />

Verifier: Rodrigo Borges Carneiro<br />

Dannemann Siemsen Bigler & Ipanema Moreira,<br />

Rio de Janeiro, Brazil<br />

INTA Bulletins Law & Practice—Latin America<br />

Subcommittee<br />

24 INTA Global Report, February 2017


Global Report: Latin America<br />

CAYMAN ISLANDS: Trade Marks Bill Would Update<br />

Local Trademark Regime<br />

Ms. Van Deusen Hely is Co-Chair and Ms.<br />

Pearson is a member of the INTA Bulletins Law<br />

& Practice—Latin America Subcommittee.<br />

On August 31, 2016, the Cayman Islands issued<br />

Trade Marks Bill, 2016. Once passed, the<br />

new law would completely overhaul the current<br />

trademark regime. An implementation date for<br />

the new law has not yet been set.<br />

Perhaps most notably, the bill provides for a fully<br />

local registration system and abolishes the<br />

current system, which requires trademark owners<br />

to file on the basis of an already-registered<br />

UK mark, EUTM, or International Registration<br />

designating the UK. Of the English-speaking<br />

Caribbean jurisdictions, the Cayman Islands is<br />

the last jurisdiction without a local registration<br />

system in place.<br />

Although the current system of registration<br />

can be quite quick, it may also frustrate mark<br />

owners that have no need for a European<br />

registration. Without one of the prerequisite<br />

registrations, mark owners currently have no<br />

way to register their marks locally in the Cayman<br />

Islands.<br />

Also, under the current system, applications<br />

are granted as a right, as the local registry<br />

relies on the prior examination of the base<br />

registration. Once the new law is implemented,<br />

applications will be examined on both absolute<br />

and relative grounds and be subject to opposition<br />

by third parties.<br />

Once enacted, the Cabinet of the Cayman<br />

Islands will have regulatory powers relating to<br />

the laws, including the power to determine the<br />

effective date, trademark fees, and transitional<br />

regulations, among other things. It is not clear<br />

how existing registered marks will be treated<br />

under the new law, particularly with respect<br />

to renewal. Under the current law, the term of<br />

registration for the Cayman mark is the same<br />

as that of the underlying registration to which<br />

the mark is based, no matter the date of local<br />

filing. Marks to be registered under the new law<br />

will be registered for a term of ten years from<br />

the date of registration. The official registration<br />

date will date back to the filing date. There will<br />

be a six-month grace period for late renewal.<br />

Mark owners must continue to pay annual fees<br />

each year to maintain their marks. While the<br />

new fees have not yet been set, it is unlikely<br />

they will decrease under the new system. As<br />

was noted in an earlier INTA Bulletin article,<br />

trademark owners can no longer pay annual<br />

fees in advance. Instead, annual fees must be<br />

paid between January 1 and March 31 of the<br />

year in which they are due to retain the mark in<br />

good standing.<br />

Contributor: Katherine Van Deusen Hely<br />

Caribbean IP, West Palm Beach, Florida<br />

Verifier: Kathryn Pearson<br />

Livingston Alexander & Levy, Kingston, Jamaica<br />

COLOMBIA: Good News for Tactile Trademarks:<br />

The “Old Parr” Bottle Case<br />

In a June 2, 2016, decision of the Superintendencia<br />

de Industria y Comercio (SIC), a registration<br />

was granted to the Dutch company,<br />

Diageo Brands B.V., for a tactile trademark.<br />

On February 27, 2015, Diageo filed a tactile<br />

trademark application in Colombia for the<br />

crackle-glass texture of their Old Parr Whisky<br />

bottle (see right). During the substantive examination<br />

of the application, the SIC requested<br />

a prejudicial interpretation before the Andean<br />

Court of Justice (ACJ) concerning the eligibility<br />

of tactile trademarks for registration.<br />

In Decision 242-IP-2015, the ACJ issued the<br />

preliminary ruling accepting the registrability<br />

of tactile trademarks, as long as they show<br />

distinctiveness with the following two requirements:<br />

• A clear, precise, and specific description,<br />

including a 3D drawing or a photograph of<br />

the product; and<br />

• A physical sample of the product.<br />

Diageo’s tactile trademark application and the<br />

ACJ prejudicial interpretation have provided the<br />

foundation for tactile trademark registration<br />

in Colombia. In the June 2 decision of SIC,<br />

an application was granted to Diageo for the<br />

following description of texture (see above):<br />

A wrinkled, cracked, hard texture (surface),<br />

that is, striated or scraped in the form of an<br />

agglomeration of irregular geometric shapes<br />

which include mainly, pentagons, rhomboids<br />

and hexagons, which shared walls are between<br />

3 and 6 millimeters long, 0,08 and 0,5 millimeters<br />

high and between 0,1 and 1 millimeters<br />

wide. Walls and areas contained in the walls<br />

are smooth. The material in which this texture<br />

is used will be a glass in amber color and will<br />

be used in different sizes.<br />

The cited ACJ prejudicial interpretation has<br />

been very important, not only for the Old Parr<br />

bottle case, but also—and most importantly—for<br />

the future of tactile trademarks in Colombia.<br />

On February 2, 2016, SIC enacted Resolution<br />

3718/2016, regulating the filing of nontraditional<br />

trademarks in Colombia. The requirements<br />

fixed by the ACJ prejudicial interpretation are<br />

now mandatory for filing tactile trademarks.<br />

continued on page 26<br />

25


Global Report: Latin America<br />

In the News continued from page 25<br />

Despite the fact that registrations protecting<br />

the texture of the Old Parr bottle have already<br />

been granted in other jurisdictions, such as<br />

Ecuador and the United States, this marks the<br />

first tactile trademark registration in Colombia.<br />

For local trademark practice and rights owners<br />

in Colombia and abroad, this is excellent news,<br />

as the time has come to protect the creativity<br />

and investment of companies and product designers<br />

that create textures that are distinctive<br />

enough to obtain trademark protection.<br />

Contributor: José Roberto Herrera<br />

Herrera Díaz Abogados, Bogota, Colombia<br />

Verifier: Pedro Vilhena<br />

Kasznar Leonardos Advogados, Brazil<br />

COLOMBIA: New Software for Managing<br />

Trademarks Launched<br />

On July 18, 2016, the Superintendencia de<br />

Industria y Comercio (SIC) launched a new<br />

technology platform (SIPI) to manage and<br />

handle all aspects of trademark and patent<br />

prosecution in Colombia.<br />

With this new software, the SIC has taken another<br />

step in its process of modernization and<br />

adaptation toward international standards<br />

regarding the management of trademarks,<br />

patents, and industrial designs. The hope<br />

is that all of the procedures and paperwork<br />

related to registration, appeals, cancellations,<br />

recordal of assignments, changes of names,<br />

changes of domiciles, and renewals will be<br />

able to done online, including the presentation<br />

of evidence.<br />

Furthermore, the SIC is in the process of<br />

improving the process of revising and correcting<br />

its database of trademark registrations<br />

and applications, which contains more than<br />

700,000 trademarks. It is expected that with<br />

this revision and the new system, the reliability<br />

of information about the intellectual property<br />

protected in Colombia will be enhanced.<br />

Among the new tools, SIPI will provide the<br />

possibility of keeping information on patent<br />

and trademark owners up to date in a more<br />

agile and efficient manner. Because all of the<br />

information in the files will be digital, the hope<br />

is that the examiners’ reviews of the relevant<br />

information will be available more quickly and<br />

will be more precise. At the same time, SIPI will<br />

introduce a new electronic payment method<br />

focused on making the trademark and patent<br />

filing procedure a much easier task.<br />

Likewise, with SIPI, one will be able to access<br />

the trademark class in order to make product<br />

descriptions. Examiners will be able to discuss<br />

salient points with the representatives in case<br />

any doubts arise during the administrative<br />

process. This will be done by implementing<br />

a system based on tasks and conversations<br />

that each representative will receive every day<br />

according to the different requirements that<br />

arise during the administrative process. It’s<br />

important to take into account that SIPI will<br />

allow representatives to view and reply to those<br />

requirements in a very intuitive way, providing<br />

the possibility of attaching digital files and images<br />

instead of filing them in a physical way.<br />

In addition, Colombia’s Industrial Property Gazette<br />

will be published more regularly and will<br />

include direct access to the digital dossier of<br />

the application, making it possible to present<br />

evidence supporting oppositions in a more<br />

effective manner.<br />

The intellectual property community views this<br />

software as extremely positive for IP owners. It<br />

will almost certainly allow the SIC to improve its<br />

industrial property procedures and make their<br />

responses more timely.<br />

Contributor: Tatiana Carrillo<br />

Lloreda Camacho, Bogota, Colombia<br />

Verifier: Gerardo Florez<br />

Philippi Prietocarrizosa & Uria S.A.S.,<br />

Bogota, Colombia<br />

INTA Bulletins Law & Practice—Latin America<br />

Subcommittee<br />

JAMAICA: Seek and Ye Shall NOT Find: New Rules for<br />

Searches at JIPO<br />

On September 20, 2016, the Jamaica Intellectual<br />

Property Office (JIPO) issued a notice to its<br />

customers stating that trademark searches done<br />

via JIPO’s publicly available computers would be<br />

limited to searches for “obtaining information on<br />

specific trade marks and trade mark clearance<br />

searches, i.e. checking if a similar or identical<br />

trade mark has been filed.” Proprietor and date<br />

range searches, among other types of searches,<br />

will no longer be available, except “upon request<br />

and payment of the requisite fees.”<br />

The most notable change in practice is that of<br />

the newly restricted proprietor searches. Prior<br />

to this change in policy and the issuance of this<br />

notice, it was possible for any member of the<br />

public to use public computers at JIPO’s New<br />

Kingston offices to search for the trademark<br />

holdings of any person or entity. The information<br />

supplied would include details on pending<br />

applications not yet accepted for registration<br />

and not yet published in the Trade Marks<br />

Journal. With this new policy in place, it will no<br />

longer be possible to get this type of information<br />

in this manner, although applicants can<br />

still use JIPO’s facilities for trademark clearance<br />

searches.<br />

The trademark statute and regulations are not<br />

clear as to whether unpublished applications<br />

should be accessible to searching, and so it is<br />

possible that JIPO’s position could change in<br />

the future.<br />

Contributor: Kathryn Pearson<br />

Livingston Alexander & Levy, Kingston, Jamaica<br />

Verifier: Katherine Van Deusen Hely<br />

Caribbean IP, West Palm Beach, Florida<br />

Ms. Pearson is a member and Ms. Van Deusen Hely<br />

is Co-Chair of the INTA Bulletins Law & Practice—<br />

Latin America Subcommittee.<br />

26 INTA Global Report, February 2017


Global Report: Latin America<br />

MEXICO: Burden of Proof in Trademark Invalidation<br />

Actions Clarified<br />

In a binding decision published July 1, 2016,<br />

Contradicción de tesis 9/2016; tesis PC.I.A.<br />

J/78 A (10a.), a Mexican appellate court resolved<br />

a conflict between previous decisions<br />

regarding the burden of proof in trademark invalidation<br />

actions brought on the basis of false<br />

statements in the application.<br />

The court held that the burden in these actions<br />

falls on the plaintiff, reversing years of practice<br />

by the Mexican Institute for Industrial Property<br />

(IMPI) and earlier jurisprudence of IMPI’s primary<br />

reviewing court.<br />

A trademark registration may be declared<br />

invalid under Article 151.III of the Industrial<br />

Property Law (LPI) if it was granted on the basis<br />

of an application containing false information.<br />

Typically, cases under Article 151.III involve<br />

dates of first use.<br />

The LPI is silent on the burden of proof under<br />

Article 151.III. However, under Article 81 of<br />

the Federal Code of Civil Procedure, a plaintiff<br />

must prove the facts that form the basis of its<br />

action. Also, Articles 82.I and 82.II of the Code<br />

state that a party that denies a fact need only<br />

support the denial with evidence if the denial<br />

involves the express affirmation of another fact<br />

or if it seeks to rebut a legal presumption. The<br />

application of these principles to cases arising<br />

under Article 151.III was subject of great debate<br />

between plaintiffs and registrants.<br />

Historically, IMPI has placed the burden of proof<br />

on the registrant, reasoning that the documents<br />

required to prove the truth or falsity of a<br />

claimed date of first use are in the possession<br />

of the registrant. IMPI’s primary reviewing court,<br />

the Federal Court for Fiscal and Administrative<br />

Justice (TFJFA), reached the same conclusion in<br />

a binding decision published in 2006, tesis V-J-<br />

SS-90. However, the Collegiate Circuit Courts for<br />

Administrative Matters of the First Circuit, which<br />

review decisions of the TFJFA, have issued conflicting<br />

decisions.<br />

The recent decision, published by the Plenary<br />

of the Collegiate Circuit Court for the First<br />

Circuit, resolves the issue by placing the burden<br />

of proof on the plaintiff. The court reasoned<br />

as follows:<br />

• As a general rule, that which is ordinary may<br />

be presumed, while that which is extraordinary<br />

must be proven;<br />

• An applicant for trademark registration<br />

need not provide evidence to corroborate its<br />

claimed date of first use. In other words, the<br />

LPI presumes the good faith of the applicant<br />

and the accuracy of the date of first use<br />

claimed in the application;<br />

• Because of this presumption, a plaintiff<br />

seeking the invalidation of a trademark<br />

registration under Article 151.III is claiming<br />

something “extraordinary” (an incorrect date<br />

of first use) which must be proven; and<br />

• Further, from a public policy standpoint, placing<br />

the burden on the registrant to corroborate<br />

its claimed date of first use encourages<br />

the filing of baseless invalidation actions<br />

under Article 151.III.<br />

Since there is virtually no discovery under<br />

Mexican law, the initial burden of proof often<br />

determines the outcome of the litigation. Thus,<br />

the likely effect of the court’s decision will be to<br />

greatly reduce the number of successful invalidation<br />

claims under Article 151.III of the LPI.<br />

Contributor: Aldo de Landa<br />

Arochi & Lindner S.C., Mexico City, Mexico<br />

Verifier: Juan M. Alvarez<br />

Bufete Ocampo, Mexico City, Mexico<br />

INTA Bulletins Law & Practice—Latin America<br />

Subcommittee<br />

MEXICO: Mexico Adopts Opposition System<br />

Mexico has harmonized its industrial property<br />

laws to international standards by incorporating<br />

the opposition system into its legal framework.<br />

As of August 31, 2016, trademark owners<br />

became entitled to oppose not only the registration<br />

of any trademark filed by third parties<br />

that may be considered to be infringing such<br />

owners’ rights but also any applications lacking<br />

distinctiveness, as well as any applications contrary<br />

to public order, moral, and good customs,<br />

or contravening any other legal provision.<br />

As in other jurisdictions, one of the opposition<br />

proceeding’s main objectives and advantages<br />

is to avoid the granting of trademark registrations<br />

that could invade previously conferred<br />

rights. Oppositions provide trademark owners<br />

with a solution to potentially extensive and<br />

expensive litigation proceedings while preventing<br />

the dilution of registered trademarks<br />

and trademark hijacking, as well as warning<br />

trademark owners about potential non-use<br />

cancellation actions.<br />

Even though it is not mandatory to file or<br />

contest an opposition, trademark owners<br />

should not overlook the possibility of influencing<br />

the animus of the examiner analyzing a<br />

trademark’s registrability. It is therefore worth<br />

evaluating this legal resource to strengthen<br />

and secure trademark rights. The implementation<br />

of a trademark watch service in Mexico<br />

is intended to become a common practice in<br />

order to monitor conflicting applications and<br />

either oppose their registration or contest any<br />

opposition filed by third parties, within the<br />

non-extendible 30-day term from the date of<br />

publication in the Industrial Property Gazette.<br />

Contributor: Veronique Durand<br />

Baker & McKenzie Mexico, Mexico City, Mexico<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Enforcement: An International Litigation<br />

Guide<br />

Global Portal<br />

International Oppositions Guide<br />

Madrid Agreement and Protocol<br />

Trademark Cancellations<br />

Geographical Indications, Certification Marks<br />

and Collective Marks: An International Guide<br />

Regional Resources<br />

ABPI<br />

Andean Community<br />

ASIPI<br />

27


Global Report: Middle East<br />

Learn About Enforcement Laws in Saudi Arabia with<br />

INTA’s New Practice Guide<br />

INTA’s Publications Committee launched a new<br />

searchable practice guide on November 15,<br />

2016,titled Enforcement: An International Litigation<br />

Guide. Its purpose is to assist attorneys<br />

in addressing and answering straightforward<br />

client questions about basic litigation issues in<br />

their jurisdictions.<br />

Mohammad Jomoa (Kadasa & Partners, Saudi<br />

Arabia), a member of the Middle East Global<br />

Advisory Council, participated as the contributor<br />

for Saudi Arabia. That particular chapter<br />

deals with the new Gulf Cooperation Council<br />

(GCC) trademark law, which was adopted in<br />

Saudi Arabia on September 27, 2016. Subject<br />

to the procedure in each member state for legislative<br />

adoption, the law is equally applicable<br />

in all of the GCC member states (Saudi Arabia,<br />

Bahrain, Kuwait, Qatar, Oman, and the United<br />

Arab Emirates).<br />

Among other changes, the GCC trademark law<br />

specifically:<br />

• Recognizes and extends the right over prior<br />

In the News<br />

use of trademarks to disputes over ownership;<br />

• States that enforcement of a registered<br />

trademark may be challenged by defendants<br />

on a plea of unlawful registration; and<br />

• Establishes cause of action to file a cancellation<br />

action against trademarks registered<br />

unlawfully.<br />

It is expected that infringement cases in the<br />

future may be challenged via counterclaims<br />

within the region. Before September 27, 2016,<br />

such rights or causes of action were not recognized<br />

by Saudi courts.<br />

The law presents many challenges from an<br />

enforcement perspective for trademark rights,<br />

so the practice guide is a timely and useful<br />

contribution.<br />

Members may view the full database in the<br />

Member Resources section of INTA.org, under<br />

Searchable Practice Guides/Enforcement<br />

Guides.<br />

Middle East Global Advisory Council<br />

Co-Chairs<br />

Hoda Barakat (Chair), Hoda Barakat Legal<br />

Consultancy, United Arab Emirates<br />

Charles Shaban (Chair), Abu-Ghazaleh<br />

Intellectual Property (AGIP), Jordan<br />

Council Members<br />

Motasem Abu-Ghazaleh, Abu-Ghazaleh<br />

Intellectual Property (AGIP), United Arab<br />

Emirates<br />

Ghaida Ala’Eddein, Saba & Co. IP, Jordan<br />

Elie Atallah, Brand Owners’ Protection<br />

Group, United Arab Emirates<br />

Faisal Daudpota, Daudpota International,<br />

United Arab Emirates<br />

Mohammad Jomoa, Kadasa & Partners,<br />

Saudi Arabia<br />

Hady Khawand, Saba & Co. IP, United Arab<br />

Emirates<br />

Alireza Laghaee, Dr. Laghaee & Associates<br />

Inc. International, Iran<br />

Omar Obeidat, Al Tamimi & Company,<br />

Advocates & Legal Consultants, United<br />

Arab Emirates<br />

Staff Liaison<br />

Bruce MacPherson, Chief Policy Officer<br />

bmacpherson@inta.org<br />

IRAN: Judiciary Starts to Enforce New<br />

Criminal Procedure Law<br />

On April 1, 2016, the Iranian judiciary began<br />

enforcing the Iranian law of criminal procedure,<br />

which was passed two years ago and<br />

introduced important changes to criminal<br />

procedure that will have consequences for<br />

IP cases.<br />

According to the Iranian Criminal Procedure<br />

Law, issued on February 23, 2014 (Articles<br />

22, 294, 426), due process of criminal law<br />

has three stages: (1) a preliminary investigation<br />

in the prosecutor’s office (under the state<br />

attorney), which may end in issuing an indictment;<br />

(2) proceedings before the court of first<br />

instance primary court, which issues a ruling in<br />

either sentencing or acquittal; and (3) proceedings<br />

before the court of appeal.<br />

The new Islamic Penal Code, Article 19, issued<br />

on April 21, 2013, has classified all punishments<br />

into eight categories based on their<br />

severity. Article 19 of the new Islamic Penal<br />

Code defines category 7 in the following terms,<br />

“imprisonment from 91 days to six months;<br />

fines ranging between 10 million Ryials and 20<br />

million Ryials; between 11 and 30 lashes; deprivation<br />

of social rights for up to six months.”<br />

Article 61 of the Patents, Industrial Designs and<br />

Trademarks Registration Act (issued in 2008)<br />

prescribes the following punishment for all IP<br />

cases dealt with in this law: a fine of between<br />

10 and 50 million Ryials, or imprisonment of<br />

between 91 days and six months, or both.<br />

Taking the new classification into consideration,<br />

this punishment falls under category 7<br />

of the Islamic Penal Code described above,<br />

although lashes will not apply in IP cases.<br />

Under Article 340 of the Criminal Procedure<br />

Law, crimes subject to punishments in categories<br />

7 and 8 will be directly investigated by the<br />

primary court, including all IP cases. The judge<br />

in the primary court will also issue orders for<br />

seizure and detention if necessary. Then an appeal<br />

can be filed in the Appellate Court. As the<br />

prosecutor’s office no longer has jurisdiction in<br />

IP cases, the due process of law in these cases<br />

is effectively reduced from three to two stages.<br />

This legislation passed three years ago, but<br />

only recently began to be implemented. The<br />

goal of the legislator was to reduce the workload<br />

of the prosecutor’s office, and to accelerate<br />

the process of law when the crimes are not<br />

that serious.<br />

The other reform that affects the length of the<br />

process in criminal prosecution is Article 450<br />

of the Criminal Procedure Law, according to<br />

which, if the Appellate Court wants to sentence<br />

in a given case or to approve a sentence issued<br />

in the primary court, it must schedule a hearing<br />

and invite the parties to the court. In the<br />

former version of the law, this was optional, but<br />

it is now mandatory. This new requirement will<br />

give more precision to the court hearing and<br />

more effectively protect the defendant’s rights,<br />

but it may add several months or even a year to<br />

the length of the criminal process.<br />

Contributor: Hossein Badamchi<br />

Reza Badamchi & Associates, Tehran, Iran<br />

Verifier: Kerem Gokmen<br />

Dis Patent, Istanbul, Turkey<br />

28 INTA Global Report, February 2017


Global Report: Middle East<br />

JORDAN: Promoting the Use of Arabic on Signboards<br />

Pursuant to the issuance of Arabic Protection<br />

Law No. 35 of 2015 on July 1, 2015, which<br />

became enforceable as of September 1, 2016,<br />

Jordan now joins Egypt, Oman, Qatar, the UAE,<br />

Saudi Arabia, Yemen, and Syria in their call<br />

for the compulsory use of Arabic script on<br />

signboards.<br />

Article 5 of the Law allows for the use of a<br />

language other than Arabic on signboards as<br />

long as the Arabic portion appears in a much<br />

larger font. The scale is not explicitly identified<br />

in the Law.<br />

Although Article 16 of the Law says that all<br />

affected parties had until September 1, 2016,<br />

to ensure full compliance with the underlying<br />

provisions, it is not yet clear how this will be put<br />

into practice since the regulations implementing<br />

the Law have not yet been issued. In principle,<br />

violations will be subject to fines ranging<br />

between US $1,400 and US $4,200.<br />

Since use of a mark in Arabic will no longer be<br />

a matter of choice but a statutory requirement<br />

governed by local regulations, it is advisable<br />

to register the transliteration in the local script<br />

in Class 35, in addition to the registration in<br />

the Latin version. A key disadvantage of filing<br />

an Arabic trademark is the additional costs of<br />

clearance and registration. However, the benefits<br />

of protecting a mark in Arabic outweigh the<br />

associated costs. Problems can certainly arise<br />

when it comes to enforcing trademark rights<br />

against third parties using or attempting to<br />

register confusingly similar Arabic transliterations.<br />

It is always easier to enforce marks in the<br />

same language.<br />

Contributor: Zeina Salameh<br />

Saba IP, Beirut, Lebanon<br />

Verifier: Liana Robert Elian<br />

Salem Law Firm, Amman, Jordan<br />

LEBANON: New Requirements for Recordals<br />

According to a new regulation issued by the<br />

Trademark Office of Lebanon’s Office of<br />

Intellectual Property, power of attorney (PoA)<br />

in relation to new applications, renewals, and<br />

recordals must be legalized by the Lebanese<br />

Consulate, and late filing of documents is no<br />

longer accepted.<br />

The decision took effect on September 1,<br />

2016. Accordingly, applicants are asked to<br />

provide legalized PoAs as well as other original<br />

documents related to any recordal transactions<br />

along with the application. Priority documents,<br />

however, do not require legalization and can be<br />

submitted within two months of the filing date<br />

(a scanned copy by email is required for filing).<br />

Contributor: Firas Qumsieh<br />

NJQ & Associates - Dubai, United Arab Emirates<br />

Co-Chair, INTA Bulletins Law & Practice—Middle<br />

East & Africa Subcommittee<br />

Verifier: Mujeeb Al-Rahman Harmal<br />

Unimark Trademark & Intellectual Property,<br />

Sana’a, Yemen<br />

SAUDI ARABIA: Increase in Official Fees and<br />

Substantial Procedural Changes in Trademark<br />

Opposition<br />

Pursuant to Ministerial Decree no. 306 of 2014<br />

approving the Implementing Regulations of the<br />

GCC Trademark Law, effective September 30,<br />

2016, the official fees for trademark-related<br />

matters have increased significantly in comparison<br />

with their previous level, with registration<br />

fees increasing from around USD 1,870 to USD<br />

2,400, and renewal fees from USD 1,600 to<br />

USD 2,270. The new rates are applicable on all<br />

new applications, as well as applications that<br />

are still pending examination.<br />

The increase in fees will also be coupled with<br />

the introduction of a number of substantial<br />

procedural changes related to trademark<br />

opposition:<br />

• The opposition period has been modified. It<br />

will be set as 60 days from publication date<br />

(pre-grant of registration), instead of 90 days<br />

from publication date, based on Article 12 of<br />

the regulations, bringing the procedure more<br />

in line with international standards. An extension<br />

of time to oppose will not be possible.<br />

• An opposition will no longer be a legal<br />

proceeding—administered only by the Board<br />

of Grievances or the Court of First Instance.<br />

Pursuant to the new regulations, oppositions<br />

will be handled by a newly established<br />

Trademark Board, an administrative tribunal<br />

responsible for hearing inter partes opposition<br />

proceedings.<br />

• Pursuant to Articles 12 and 13 of the regulations,<br />

the Trademark Board is expected to<br />

notify the applicant of the opposition within<br />

30 days from opposition date. Afterwards,<br />

the applicant is expected to submit a written<br />

counterstatement within 60 days from notification<br />

date, non-extendable. The Trademark<br />

Board will then appoint a hearing for<br />

oral submissions by the opponent and the<br />

applicant as well as submissions of sufficient<br />

documentary evidence. The decision is<br />

expected to be rendered by the Trademark<br />

Board within 90 days following the hearing.<br />

This is an incremental process change which,<br />

in time, is expected to streamline the system<br />

and result in quick turnaround for decisions.<br />

Contributor: Zeina Salameh<br />

Saba IP, Beirut, Lebanon<br />

Verifier: Bassel El Turk<br />

Executive, Rouse Dubai Office, United Arab Emirates<br />

UNITED ARAB EMIRATES: Trademark Litigation<br />

Goes Online<br />

On August 7, 2016, the Corporate Commercial<br />

Compliance & Consumer Protection Sector of<br />

the Department of Economic Development (the<br />

Department) in Dubai announced the launch<br />

of the Intellectual Property Gateway, the first of<br />

its kind in the region, which will specialize in receiving<br />

infringement complaints online through<br />

the Department’s website.<br />

Through this electronic gateway, the Department<br />

aims to automate all transactions related<br />

to IP practice in the Emirates, starting with the<br />

opening of complaint files to the issuance of<br />

a final decision. The service will become available<br />

online on September 1, 2016.<br />

This new tool is said to have added value for<br />

trademark owners, law offices, and IP firms by<br />

allowing them to file a complaint online within<br />

a relatively short time rather than having to<br />

visit the Department’s office. It also gives them<br />

continued on page 30<br />

29


Global Report: Middle East<br />

In the News continued from page 29<br />

the chance to follow up on each case update<br />

and see its development.<br />

The Department also aims to reduce the<br />

number of walk-in visitors to its premises by 80<br />

percent by the year 2018; likewise, this system<br />

is expected to reduce the number of trademark<br />

owner and law firm visitors by 100 percent.<br />

This electronic gateway will develop IP practice,<br />

enhance the quality of service provided by the<br />

Department, protect traders’ rights, and facilitate<br />

interaction between the government and<br />

private sectors by reducing time and effort.<br />

Contributor: Firas Qumsieh<br />

NJQ & Associates - Dubai, United Arab<br />

Emirates<br />

Co-Chair, INTA Bulletins Law & Practice—Middle<br />

East & Africa Subcommittee<br />

Verifier: Mujeeb Al-Rahman Harmal<br />

Unimark Trademark & Intellectual Property,<br />

Sana’a, Yemen<br />

UNITED ARAB EMIRATES: Customs Recordal Kicks<br />

Off in Abu Dhabi<br />

It is now possible to file for customs recordal<br />

in Abu Dhabi, effective as of August 21, 2016.<br />

This makes Abu Dhabi the fifth Emirate (out<br />

of the seven Emirates of the UAE) to allow for<br />

recordal, in addition to the Emirates of Dubai,<br />

Sharjah, Ajman, and Ras Al Khaimah.<br />

Recordal of marks will undoubtedly help<br />

customs officials target, intercept, and seize<br />

shipments of infringing goods. The request for<br />

a recordal must be accompanied by the certificate<br />

of registration of the mark and a power<br />

of attorney, among other documents. Recordal<br />

will be valid for the trademark’s protection term<br />

and will be renewable for like periods.<br />

There is now a total of nine countries in the<br />

Middle East and North Africa (MENA) region<br />

that allow for customs recordal. These countries<br />

are Algeria, Cyprus, Jordan, Morocco,<br />

Saudi Arabia, Sudan, Tunisia, Turkey, and the<br />

abovementioned Emirates of the UAE.<br />

Contributor: Zeina Salameh<br />

Saba IP Head Office, Beirut, Lebanon<br />

Verifier: Bassel El Turk<br />

Executive, Rouse Dubai Office, United Arab Emirates<br />

Enforcement<br />

An International Litigation Guide<br />

David Allison (Bird & Bird), one of Enforcement Guide’s principal editors, discussed the guide during its<br />

rollout at the 2017 Leadership Meeting in Hollywood, Florida. Please watch David’s video and visit the<br />

Enforcement landing page to learn more about this exciting new resource.<br />

Visit www.inta.org /EnforcementGuides<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Geographical Indications, Certification<br />

Marks and Collective Marks:<br />

An International Guide<br />

Global Portal<br />

International Opposition Guide<br />

Madrid Agreement and Protocol<br />

Trade Dress: International Practice and<br />

Procedures<br />

Trademark Office Benchmarking<br />

Trademark Cancellations<br />

Regional Resources<br />

Gulf Cooperation Council<br />

Report: U.S. Economic Sanctions and<br />

Anti-Boycott Law<br />

30 INTA Global Report, February 2017


Global Report: North America<br />

INTA Meets with Canadian Prime Minister’s Office, Top<br />

Officials During Delegation Visit<br />

On October 17, 2016, INTA CEO Etienne<br />

Sanz de Acedo, Government Relations Senior<br />

Director Deborah Cohn, and Anticounterfeiting<br />

Manager Maysa Razavi traveled to Ottawa,<br />

Canada, for several high-level meetings with<br />

Canadian officials. During these meetings, INTA<br />

discussed amendments to the Trade-marks<br />

Liaison to the Parliamentary Secretary, and two<br />

officials of the Royal Canadian Mounted Police:<br />

Andris Zarins, Director of International Policing<br />

Development, and Jeffrey Karran, Intellectual<br />

Property Rights Crime Federal Coordinator. This<br />

conversation included an active discussion<br />

of issues with the current anticounterfeiting<br />

North America Global Advisory Council<br />

Co-Chairs<br />

Paula Clancy, Clancy P.C. + Brion Raffoul,<br />

Canada<br />

Adam Scoville, RE/MAX, LLC, United States<br />

Council Members<br />

Lori Ball, Molson Coors Canada, Canada<br />

Phillip Barengolts, Pattishall, McAuliffe,<br />

Newbury, Hilliard & Geraldson LLP, United<br />

States<br />

Thomas Brooke, Holland & Knight LLP,<br />

United States<br />

Anthony Dreyer, Skadden, Arps, Slate,<br />

Meagher & Flom LLP, United States<br />

Elisabeth Escobar, Marriott International,<br />

Inc., United States<br />

Julia Huston, Foley Hoag LLP, United States<br />

Christopher Kindel, Pirkey Barber PLLC,<br />

United States<br />

Jennifer Morton, Gowling Lafleur<br />

Henderson LLP, Canada<br />

Cynthia Rowden, Bereskin & Parr LLP,<br />

Canada<br />

Act, development of an IPR Coordination Center<br />

in Canada, establishment of a trademark<br />

caucus in Parliament ,and INTA support of<br />

Canadian trademark strategies.<br />

The first meeting was an introductory meeting<br />

with Mesmin Pierre, the new Director General<br />

of the Trademarks Branch of the Canadian<br />

Intellectual Property Office (CIPO). Mr. Pierre<br />

promised to continue the close collaboration<br />

of CIPO with INTA, and both organizations<br />

proposed several possible projects for 2017.<br />

The delegation then went on to meet with the<br />

Prime Minister’s Office for the first time, where<br />

members had a discussion with the Deputy Director<br />

of Policy, Justin To, about the importance<br />

of trademarks to Canada’s innovation agenda.<br />

Members continued their meetings with a<br />

conversation with Greg Fergus, the Parliamentary<br />

Secretary for the Minister of Innovation,<br />

Science, and Economic Development. INTA<br />

has met with the Department of Innovation,<br />

Science, and Economic Development several<br />

times in the past, but this first meeting with Mr.<br />

Fergus led to discussions on how to cultivate<br />

the current trademark and anticounterfeiting<br />

landscape in Canada. The Delegation met with<br />

Michael Picard, the Parliament Secretary for<br />

the Minister of Public Safety, Eloge Butera, Policy<br />

Advisor to the Minister of Public Safety and<br />

regime and ways to improve it, including the<br />

establishment of an IPR Coordination Center,<br />

among the many departments and agencies of<br />

the Canadian government focused on combating<br />

counterfeiting.<br />

The day ended with a reception hosted by the<br />

Honorable Senator Joseph Day to promote the<br />

establishment of a Trademark Caucus in the<br />

Canadian Parliament (pictured right). Senator<br />

Day is a strong supporter of a stronger trademark<br />

and anticounterfeiting agenda in Canada<br />

and he proposed several actions that INTA will<br />

explore with him to better advocate this agenda<br />

in Ottawa.<br />

INTA would like to thank the members that participated<br />

in the delegation trip: Perveen Atwal<br />

(lululemon athletica, Canada), Rod Jones (UL,<br />

LLC, USA), Shelley Jones (Blackberry Limited,<br />

Canada), Monique Couture (Gowling WLG, Canada),<br />

Jennifer Morton (Gowling WLG, Canada),<br />

Lorne Lipkus (Kestenberg Siegal Lipkus LLP,<br />

Canada), and Karen MacDonald (Bull, Housser<br />

& Tupper, LLP, Canada). INTA Consultant Gar<br />

Knutson (Borden Ladner Gervais LLP, Canada)<br />

was the delegation’s guide in Ottawa.<br />

For more information on INTA’s activities in<br />

Canada, please reach out to INTA<br />

Staff Liaison<br />

Deborah Cohn, Senior Director of<br />

Government Relations, dcohn@inta.org<br />

Anticounterfeiting Manager, Maysa Razavi, at<br />

mrazavi@inta.org.<br />

31


Global Report: North America<br />

Association Activities<br />

INTA Opposes U.S. House of Representatives Office<br />

of Law Revision Counsel Plan to Re-Codify the<br />

Lanham Act<br />

Recently, INTA learned of a proposal by the<br />

United States House of Representatives Office<br />

of Law Revision Counsel (OLRC) to re-codify<br />

the Trademark Act of 1946 (the Lanham Act).<br />

INTA’s Legislation and Regulation Committee—U.S.<br />

Subcommittee and INTA Washington,<br />

D.C., staff reviewed the draft legislation and<br />

determined that INTA should oppose it due to<br />

the long-term confusion and financial burdens<br />

that the re-codification would cause.<br />

Following this review, INTA sent a letter expressing<br />

its concern to the Chairman of the<br />

House Judiciary Committee, Representative<br />

Bob Goodlatte (R-VA), and the House Judiciary<br />

Committee Ranking Minority Member, Representative<br />

John Conyers (D-MI), opposing this<br />

proposal and requesting an opportunity to discuss<br />

the issue with House Judiciary Committee<br />

leadership.<br />

This is not a new position or issue for INTA. In<br />

2006, INTA objected to a similar proposal and<br />

INTA is unaware of any<br />

other people or organizations<br />

that share the OLRC’s<br />

concern that the federal<br />

trademark law is somehow<br />

not authoritative in its<br />

current form.<br />

ten years later continues to believe that the<br />

negative implications and burdens of re-codification<br />

far outweigh any intended benefits. In<br />

summary, the OLRC proposal removes the Lanham<br />

Act from Title 15 of the U.S. Code, rewrites<br />

the statute into positive law, and places the law<br />

into Title 35, which contains the Patent Act.<br />

INTA is unaware of any other people or organizations<br />

that share the OLRC’s concern that the<br />

federal trademark law is somehow not authoritative<br />

in its current form. In our letter, we note<br />

that over the years, U.S. courts have not had<br />

difficulty accepting the statutory language in<br />

Title 15. Additionally, for the public and trademark<br />

owners who need access to the courts,<br />

the changes would introduce uncertainty as to<br />

their rights and available remedies.<br />

Further, the OLRC proposal would have real<br />

financial consequences, not only to trademark<br />

practitioners who need to keep track of current<br />

law, but also to the United States Patent and<br />

Trademark Office, which would have to update<br />

all of its content, from its many online forms to<br />

the Trademark Manual of Examining Procedure.<br />

INTA will continue to review this issue, including<br />

a close analysis of the draft legislation, to<br />

further examine the changes, especially if it<br />

moves ahead in Congress. Additionally, INTA<br />

plans to continue to reach out to key members<br />

of Congress and others about its opposition to<br />

this proposal.<br />

For more information, contact Debbie Cohn,<br />

INTA Senior Director for Government Relations<br />

at dcohn@inta.org.<br />

Interview<br />

Shira Perlmutter, USPTO: Get to Know Your IP Attachés<br />

Shira Perlmutter has worn hats ranging from<br />

law professor, author, and consultant at<br />

WIPO to the Associate Register for Policy and<br />

International Affairs at the U.S. Copyright<br />

Office and Vice President and Associate General<br />

Counsel for IP Policy at Time Warner—to<br />

name a few. Today, in her role as Chief Policy<br />

Officer and Director for International Affairs<br />

at the USPTO, she serves as a policy advisor<br />

to the Under Secretary of Commerce for Intellectual<br />

Property and Director of the USPTO,<br />

Michelle Lee.<br />

As part of that role, Ms. Perlmutter is<br />

responsible for the administration of a<br />

network of 13 IP attachés based in ten<br />

countries who serve as the USPTO’s “eyes<br />

and ears on the ground,” says Ms. Perlmutter.<br />

Along with Dominic Keating, the<br />

Director of the IP Attaché Program, it is Ms.<br />

Perlmutter’s job to oversee the work of the<br />

attachés, monitor the need for expansion<br />

of the program, hire qualified candidates,<br />

and make sure IP stakeholders are aware<br />

that they can contact attachés for help. Ms.<br />

Perlmutter spoke with the INTA Bulletin to<br />

explain more about the program.<br />

What is the role of the USPTO Office of Policy and<br />

International Affairs?<br />

In addition to the attaché program, OPIA has<br />

several diverse areas of responsibility. In<br />

addition to dedicated teams of subject matter<br />

experts in each type of IP, and a separate China<br />

team, we have the Office of Governmental<br />

Affairs, the Office of the Chief Economist, and<br />

our Global IP Academy.<br />

OPIA handles issues related to policy in all<br />

areas of IP—that includes not only patents<br />

and trademarks, but also copyrights, trade<br />

secrets, and enforcement policy issues. I think<br />

of policy as looking at what the law should be,<br />

rather than interpreting and applying the law<br />

as it is. Often, this comes up in the context of<br />

legislation, litigation that raises policy issues,<br />

economic research and analysis, and other<br />

matters that arise in the government where we<br />

help to ensure that the IP perspective is taken<br />

into account.<br />

32 INTA Global Report, February 2017


Global Report: North America<br />

Then, there is the international side of our<br />

work. That includes representing the United<br />

States at the World Intellectual Property Organization<br />

(WIPO), assisting the Office of the U.S.<br />

Trade Representative (USTR) in the negotiation<br />

of IP provisions of trade agreements, providing<br />

IP education and training, and engaging<br />

in bilateral discussions with other IP offices<br />

and governments around the world. In doing<br />

that, we of course work closely with our sister<br />

agencies, like the U.S. State Department, USTR<br />

and other parts of the Department of Commerce,<br />

with the Copyright Office on copyright<br />

issues, and internally with the USPTO’s Patent<br />

and Trademark Operations, which implement<br />

a lot of the international agreements that we<br />

work on.<br />

What’s a typical day like for you?<br />

I wish there was such a thing as a typical<br />

day. I do a fair amount of traveling, sometimes<br />

speaking at conferences, but also participating<br />

in international meetings, primarily<br />

at WIPO. Given the diversity of OPIA’s work,<br />

there are always ongoing meetings within<br />

the USPTO and with stakeholders, as well<br />

as significant management responsibilities.<br />

We also have a lot of meetings with other<br />

agencies. The U.S. government is very good<br />

at having coordinated policy positions that<br />

take into account input from all parts of the<br />

government. Other countries don’t always<br />

have that same level of coordination, and<br />

I think it makes U.S. government positions<br />

particularly strong, well-balanced, and<br />

thought-through.<br />

What is the USPTO’s IP Attaché Program, and what<br />

is an IP attaché?<br />

The IP attachés are IP experts based at embassies<br />

and missions around the world. Their<br />

job is to promote U.S. government policies on<br />

IP and to do their best to ensure high-quality<br />

IP systems in their host countries and regions,<br />

ultimately for the benefit of U.S. stakeholders.<br />

That entails a number of things. They work<br />

with their host governments and meet with<br />

government officials on a whole range of IP<br />

issues; they serve as our eyes and ears on<br />

the ground, reporting on developments in the<br />

region, communicating on our behalf in an<br />

informal and prompt manner; they organize<br />

and run outreach and education programs; and<br />

last, but not least, especially from the perspective<br />

of INTA members, they have an important<br />

role in assisting U.S. stakeholders in navigating<br />

the local IP systems. If a U.S. trademark owner<br />

is having a problem getting a registration, or<br />

handling litigation, they can talk to the attaché<br />

about how the local system works and—if it’s<br />

the kind of thing where it would help to talk to<br />

someone—the attaché can explain who would<br />

be the right person to contact.<br />

Who are they?<br />

The backgrounds of IP attachés are quite<br />

diverse. Several are attorneys who come from<br />

OPIA or elsewhere at the USPTO, but we have<br />

drawn people from a variety of backgrounds.<br />

We have had partners in law firms, law professors,<br />

one head of a nonprofit, and several from<br />

other agencies in the U.S. government, such as<br />

the USTR, the General Counsel’s Office of the<br />

Department of Commerce, and the Intellectual<br />

Property Enforcement Coordinator’s Office at<br />

the White House.<br />

The backgrounds of IP<br />

attachés are quite diverse.<br />

Several are attorneys who<br />

come from OPIA or elsewhere<br />

at the USPTO, but we<br />

have drawn people from a<br />

variety of backgrounds.<br />

When was the program created, and why?<br />

It goes back to the Uruguay Round negotiations<br />

that established the World Trade Organization<br />

(WTO). Our very first attaché was placed in Geneva<br />

at the U.S. Mission to the WTO in 1993.<br />

The idea was to have someone with technical<br />

expertise in IP who would be on the ground and<br />

could help with negotiation of the TRIPS Agreement.<br />

The next attaché position wasn’t created<br />

for another ten years, and then was based in<br />

Beijing because of the growing importance of<br />

IP matters in China. The first attaché in Beijing<br />

was Mark Cohen, who is now Senior Counsel<br />

for China, here at the USPTO.<br />

Because those initial forays seemed to be<br />

working very well, in 2006, we expanded<br />

the program and created attaché positions<br />

in Brazil, Russia, India, in Thailand covering<br />

Southeast Asia, and in Egypt covering the<br />

Middle East.<br />

Over the past ten years, we have expanded<br />

quite a bit. Today, we are up to 13 attachés in<br />

ten countries. In addition, we’ve added one<br />

more attaché in Geneva, so now we have one<br />

representing us at WIPO and one at the WTO.<br />

We also have two more in China—one each in<br />

Beijing, Shanghai, and Guangzhou. We have<br />

moved the Middle East position from Cairo to<br />

Kuwait City, just because of political developments<br />

in the region. We’ve created a position<br />

in Mexico City, and most recently, in the last<br />

year, we created one in Lima, Peru, and one<br />

in Brussels, covering the EU and EU Member<br />

States. Ultimately, we’re going to be moving the<br />

attaché position in Moscow to Kiev. Contact<br />

information for each attaché is available on the<br />

program’s homepage and is kept up to date.<br />

How are you measuring the success of the program?<br />

On the one hand, we’re measuring it by the<br />

feedback we’re getting. We’ve had overwhelmingly<br />

positive feedback from industry associations,<br />

individual companies, and other stakeholders.<br />

We’ve also had tremendously positive<br />

feedback from other government agencies.<br />

The attachés provide information, assistance,<br />

and input to all government agencies. User<br />

feedback is the primary means, but sometimes<br />

there are specific positive outcomes on particular<br />

matters as well.<br />

How are you deciding where to place attachés?<br />

That’s a relatively complex process. The overall<br />

question is, “What are the locations where<br />

there’s the greatest need?” from the perspective<br />

of both the U.S. government and stakeholders,<br />

which generally tends to be the same.<br />

We are in regular communication with other<br />

agencies and stakeholders about the program<br />

and where they see a need. Whenever we begin<br />

to hear there’s a need, we have discussions with<br />

the International Trade Administration, the State<br />

Department, and USTR to see what kind of interagency<br />

support there is for the position. If there<br />

seems to be general agreement that this would<br />

be a good place to put an attaché, then we start<br />

a formal interagency process to create the position,<br />

which includes the embassy or consulate<br />

where the position would be based to get their<br />

input as well. The factors we consider include<br />

the size of the market there, the importance of<br />

IP issues in that market to the U.S. government<br />

and stakeholders, and the nature of our bilateral<br />

relationship with that government.<br />

How do you promote the program—do you find that<br />

most people are aware of it?<br />

More and more, we’re getting the word out, but<br />

there’s still more that can be done. It’s a big<br />

country and a lot of stakeholders don’t necessarily<br />

participate in Washington processes,<br />

so we’re trying to reach out more broadly. This<br />

interview, for example, will be one fantastic<br />

opportunity for people to learn about the<br />

program. In addition, all attachés come home<br />

to headquarters every December for a week of<br />

consultations, and during that time, they meet<br />

with a lot of different stakeholders, including<br />

continued on page 34<br />

33


Global Report: North America<br />

Interview continued from page 33<br />

INTA. In recent years, we’ve been having the<br />

attachés go to our regional offices as well,<br />

now that we have them. And we’ve also been<br />

including them in IP association meetings—at<br />

the INTA Annual Meeting we had a panel of<br />

attachés, for example. And then, of course, we<br />

disseminate information through the website.<br />

Do other countries have similar programs?<br />

They do. Japan was actually the first country to<br />

have an IP attaché—they started at the WTO in<br />

Geneva and since then they’ve expanded. A lot<br />

of countries see IP protection and enforcement<br />

as a global issue, and some are also following<br />

our lead, because they’ve seen the good work<br />

our attachés do. Korea, the EU, France, UK,<br />

and Italy have all placed IP attachés and we<br />

see that as a very positive development. Our<br />

attachés are able to work with other attachés<br />

in the countries where they’re posted. They can<br />

collaborate and cooperate and help each other<br />

lighten their load and share information.<br />

What does the future of the program hold?<br />

One thing we keep looking at is whether we<br />

should expand further. At the moment we have<br />

pretty broad coverage, but we do keep looking<br />

at whether expansion would be useful, so we<br />

welcome any input from INTA members. We<br />

are also trying to facilitate more cross-regional<br />

collaboration between attachés—both our<br />

own and attachés of other countries—because<br />

we see more and more cross-regional issues<br />

We need high quality<br />

attachés to make sure<br />

the program continues<br />

to be as successful as it<br />

has been to date.<br />

arising, especially in the enforcement space<br />

with counterfeit goods that can flow across<br />

one country’s borders into others’. We are also<br />

formalizing our procedures and policies more<br />

because the program has been in existence for<br />

more than ten years now, so it has matured.<br />

And then, last but not least, we are very interested<br />

in continuing to ensure a pipeline of<br />

good candidates for these positions. As you<br />

can imagine, given the nature of the job, we<br />

need people who are not only experienced and<br />

knowledgeable IP lawyers, but who are able<br />

to be excellent diplomats as well, and that’s a<br />

range of skills not everyone has. Of course, the<br />

attachés also have to deal with all types of IP<br />

issues. So what we’ve been trying to do is to<br />

educate the public about the program, and to<br />

make sure everyone at the USPTO is fully aware<br />

of it, so we get good candidates from within our<br />

ranks as well as the broader U.S. government.<br />

We need high quality attachés to make sure<br />

the program continues to be as successful as it<br />

has been to date.<br />

Who should INTA members contact for more input?<br />

The first point of contact should be Dominic<br />

Keating at Dominic.Keating@uspto.gov, the<br />

Director of the program. They’re also welcome<br />

to email me directly at Shira.Perlmutter@<br />

uspto.gov. We’d be delighted to hear any<br />

suggestions.<br />

In the News<br />

CANADA: Benefit Now from Using the Nice<br />

Classification<br />

Canadian Intellectual Property Office (CIPO)<br />

The Canadian Intellectual Property Office<br />

(CIPO) is working on modernizing its IP system<br />

to be better aligned with international best<br />

practices. Part of this modernization process is<br />

the amendment of the Trade-marks Act.<br />

Once the newly titled Trademarks Act comes<br />

into force, applicants will be required to classify<br />

their goods and services according to the<br />

Nice Classification. To make things easier, the<br />

CIPO Goods and Services Manual’s (GSM’s)<br />

pre-approved list of goods and services, which<br />

are compliant with Section 30(a) of the Trademarks<br />

Act, has been updated to include the<br />

appropriate Nice classes. This list of terms<br />

deemed acceptable by CIPO should be used<br />

when filing a new or revised application.<br />

Use it Now<br />

Using the pre-approved list with Nice Classification<br />

provides efficiencies in examination<br />

of your application and may result in quicker<br />

processing time to approval. Further, once the<br />

Using the pre-approved list<br />

with Nice Classification<br />

provides efficiencies in<br />

examination of your application<br />

and may result in<br />

quicker processing time to<br />

approval.<br />

new Trademarks Act comes into force, renewal<br />

will be dependent on the inclusion of Nice Classification<br />

for the goods and services.<br />

With Canada’s introduction of the Madrid<br />

Protocol, Canadians who wish to register a<br />

trademark in other countries using the Madrid<br />

System and the pre-approved GSM terms, will<br />

know their goods and services are compliant<br />

with World Intellectual Property Office (WIPO)<br />

standards and will already designate the appropriate<br />

class.<br />

Provide Your Suggestions<br />

Some discrepancies can occur between countries<br />

in the classification of goods and services.<br />

Canada has taken the position to closely follow<br />

the classification methods of WIPO according<br />

to the latest edition of the Nice Classification.<br />

The CIPO GSM is an evolving document. It was<br />

updated during August 2016 to add 5,000 new<br />

acceptable entries; and it was updated again in<br />

January 2017 to align itself to the 11th edition<br />

of the Nice Classification, adding even more<br />

entries. We expect that by the end of March<br />

2017, a minimum of 20,000 additional entries<br />

will have been included in the GSM, bringing<br />

the total to 65,000.<br />

We encourage you to provide suggestions for<br />

additions to the GSM by filling out the CIPO<br />

feedback form found on the GSM webpage of<br />

the CIPO website and include the subject reference:<br />

Trademarks Goods and Services Manual.<br />

Requests will be reviewed to ensure compliance<br />

with Section 30(a) of the Trade-marks Act<br />

before they will be added to the GSM.<br />

34 INTA Global Report, February 2017


Global Report: North America<br />

CANADA: Federal Court of Appeal Endorses<br />

Punitive Damages<br />

The Canadian Federal Court of Appeal (FCA)<br />

has endorsed the awarding of significant punitive<br />

damages in a decision in the case of Lam<br />

v. Chanel S. de. R.L., 2016 FCA 111, which<br />

was handed down on April 11, 2016. This is<br />

noteworthy because punitive damages are relatively<br />

rare in Canada. In the same decision, the<br />

FCA also endorsed the use of summary trial in<br />

cases involving counterfeit goods.<br />

The appellant, a repeat infringer who flouted<br />

previous awards of the court, continued to deal<br />

in knock-off Chanel merchandise after purporting<br />

to sell her business to her children. In light<br />

of some ambiguity in the trial judge’s decision,<br />

the case was ultimately sent back to the trial<br />

judge for redetermination.<br />

The FCA confirmed both the appropriateness<br />

of an award of nominal damages in cases<br />

involving counterfeit goods and the awarding of<br />

CA $8,000 per act of infringement to both the<br />

trademark owner and its Canadian licensee.<br />

More specifically, the FCA held, “The authorities<br />

support a nominal damages award in a<br />

case like this, where the defendants are uncooperative,<br />

proof of actual damages is difficult<br />

and it is hard to estimate the harm done to the<br />

trade-mark owner’s goodwill through the sale<br />

of inferior quality goods.” Para 17.<br />

In endorsing an award of significant punitive<br />

damages the FCA identified the factors that<br />

warrant an award of significant punitive damages<br />

as including: the need for deterrence, compensatory<br />

damages being calculated on a nominal<br />

basis due to the nature of the appellant’s<br />

infringing acts, repeated violations, flouting of<br />

court orders, and the attempts of the appellant<br />

to obscure their involvement. Para 26.<br />

This decision clears the way for future cases<br />

involving counterfeit goods to proceed by way<br />

of summary trial. The FCA held that “[c]ases<br />

like the present, involving ongoing sales of<br />

counterfeit goods by a defendant that seeks to<br />

put forward a specious defense, are particularly<br />

well-suited to being decided by way of<br />

summary trial.” Para 16.<br />

In a summary trial, almost all of the evidence is<br />

in writing. The availability of summary trial is a<br />

discretionary decision based upon a number of<br />

factors, including whether credibility is at issue.<br />

Contributor: Tamara Ramsey<br />

Chitiz Pathak LLP, Toronto, Canada<br />

Verifier: Timothy O. Stevenson<br />

Smart & Biggar/Fetherstonaugh, Ottawa, Canada<br />

INTA Bulletins Law & Practice—North America<br />

Subcommittee<br />

UNITED STATES: TTAB Refuses to Register Mark Used<br />

in Selling State-Legalized Marijuana<br />

The U.S. Trademark Trial and Appeal Board<br />

(the Board) affirmed the refusal to register the<br />

mark HERBAL ACCESS for “retail store services<br />

featuring herbs” in the matter of In re Morgan<br />

Brown, Serial No. 86362968 (T.T.A.B. July 14,<br />

2016) (precedential). The Board based the refusal<br />

to register on its finding that the services<br />

at issue were illegal under federal law, so it<br />

was not being used in lawful commerce.<br />

The applicant’s own specimen of use demonstrated<br />

that the applicant’s retail store was<br />

engaged in the business of selling marijuana in<br />

Washington State. While the Board noted that<br />

marijuana has been legalized for adults in the<br />

state, it found this state legalization immaterial<br />

in light of the continued federal prohibition on<br />

possession of marijuana under the Controlled<br />

Substances Act, 21 U.S.C. §§ 801, et seq. It<br />

held that federal registration requires the mark<br />

to be used in commerce lawful under federal<br />

law.<br />

The Board also rejected the applicant’s argument<br />

that the services which were listed on<br />

the application, “retail store services featuring<br />

herbs,” were themselves legal under federal<br />

law. The Board found that there was objective<br />

evidence that marijuana is considered a “herb”<br />

and, accordingly, its sale would be covered by<br />

the registration of the mark if it were allowed.<br />

As the Board found this to be impermissible<br />

under federal law, it denied registration.<br />

Contributor: Richard Rivera<br />

Gambrell & Russell, LLP, Jacksonville, Florida<br />

Verifier: Cynthia Moyer<br />

Fredrikson & Byron P.A., Minneapolis, Minnesota<br />

Mr. Rivera and Ms. Moyer are members of the<br />

INTA Bulletins Law & Practice—North America<br />

Subcommittee.<br />

UNITED STATES: Important New U.S. TTAB<br />

Rules to Know for 2017<br />

In an effort to provide more efficiency and<br />

clarity to proceedings, conform rules to current<br />

practice, and codify case law, the U.S. Patent<br />

and Trademark Office (USPTO) published<br />

Miscellaneous Changes to Trademark Trial and<br />

Appeal Board Rules of Practice, 81 Fed. Reg.<br />

69950 (Oct. 7, 2016) (Final Rules Notice),<br />

effective for all cases filed and pending as<br />

of January 14, 2017 (collectively, Amended<br />

Rules). The Amended Rules mark the most<br />

significant changes to practice before the<br />

Trademark Trial and Appeal Board (TTAB) since<br />

2007. A summary of some of the key rule<br />

changes for inter partes proceedings before<br />

the TTAB are discussed below.<br />

All Submissions Must Be Filed through ESTTA<br />

The TTAB’s filing system, the Electronic System<br />

for Trademark Trials and Appeals (ESTTA) was<br />

launched in 2002, and the vast majority of submissions<br />

are currently made through ESTTA.<br />

Under the Amended Rules, all submissions<br />

must be filed through ESTTA unless extraordinary<br />

circumstances or technical difficulties<br />

prevent filing through ESTTA. In such cases,<br />

which should be rare, a party may file on paper<br />

pursuant to the procedures outlined in these<br />

Amended Rules. However, extensions of time to<br />

oppose and notices of opposition against applications<br />

under Section 66(a) of the Trademark<br />

Act, 15 U.S.C. Section 1141f(a), must be filed<br />

through ESTTA, with no exceptions.<br />

Change in Service Requirements<br />

The TTAB, not the plaintiff, will now serve the<br />

complaint on the defendant in an opposition or<br />

cancellation proceeding by email or to the correspondence<br />

address of record for the parties,<br />

attorneys, or domestic representatives under<br />

37 C.F.R. Sections 2.105(a)–(c) and 2.113(a)–<br />

(c). The notice of institution will include a<br />

web link or web address for the defendant to<br />

access the electronic proceeding record. If the<br />

notice of institution is returned to the TTAB as<br />

undeliverable, additional notice may be given<br />

by publication in the Official Gazette under 37<br />

C.F.R. Section 2.118.<br />

continued on page 36<br />

35


Global Report: North America<br />

In the News continued from page 35<br />

All papers must be served on an adversary by<br />

email, and alternative service methods provided<br />

under 37 C.F.R. Section 2.119(b)(1)–(6) are<br />

permitted only if email service cannot be made<br />

due to technical problems or extraordinary<br />

circumstances. When service of voluminous or<br />

large electronic file sizes may not be practical<br />

through email, the TTAB encourages the parties<br />

to agree on alternative methods of service,<br />

such as cloud storage, Dropbox, USB drives,<br />

and other methods of service.<br />

Content and Filing of the Complaint<br />

The Amended Rules clarify that, under 37<br />

C.F.R. Sections 2.104(c) and 2.107(b), for<br />

oppositions filed against applications under<br />

Section 66(a) of the Trademark Act, 15 U.S.C.<br />

Section 1141f(a), the ESTTA cover sheet controls<br />

and all goods and/or services opposed<br />

and grounds for opposition are limited to those<br />

set forth in the ESTTA cover sheet and may not<br />

be amended after filing the complaint.<br />

For applications filed under Sections 1 and 44<br />

of the Act, 15 U.S.C. Sections 1051 and 1126,<br />

however, the ESTTA cover sheet is considered<br />

part of the complete complaint, and the scope<br />

of the opposition is not necessarily limited to<br />

the ESTTA cover sheet. However, the complaint<br />

may not be amended to add to the goods or<br />

services or to add or join an opposer after the<br />

opposition deadline.<br />

In addition, the Amended Rules require a petitioner<br />

to provide, “to the best of petitioner’s<br />

knowledge, a current email address(es) of the<br />

current owner of the registration” in the petition.<br />

The TTAB also encourages plaintiffs to provide<br />

information about any new owner of the registration,<br />

domestic representatives, and current contact<br />

information for attorneys and any contact<br />

information for the designated representative<br />

for registrations under 66(a) of the Act.<br />

Disclosures and Discovery<br />

Under 37 C.F.R. Section 2.120(a)(3), all discovery<br />

requests must be served, and all responses<br />

and objections and documents must be served<br />

and produced on or before the close of the<br />

discovery period. The Final Rules Notice specifically<br />

states that discovery must be served early<br />

enough in the discovery period that all responses<br />

and documents will be served by the close<br />

of discovery. This is a change from the current<br />

rules and practice, where responses, documents,<br />

and objections thereto may be served<br />

after the close of the discovery period.<br />

Further, under 37 C.F.R. Sections 2.120(d), (e),<br />

and (i), the number of document requests and<br />

requests for admissions is limited to 75, counting<br />

subparts, similar to the current limitations<br />

on interrogatories. If a party believes that the<br />

number of these discovery requests exceeds<br />

75, it may serve a general objection.<br />

In addition, under 37 C.F.R. Section 2.120(i), a<br />

party may serve “one comprehensive request<br />

for admission of any adverse party that has<br />

produced documents for an admission authenticating<br />

specific documents or specifying<br />

which of those documents cannot be authenticated.”<br />

This rule requires the identification<br />

of “specific documents,” instead of a broad<br />

request for admission to authenticate “all documents<br />

produced.”<br />

The deadline to respond to written discovery<br />

requests has also changed under 37 C.F.R.<br />

Section 2.120(a)(3), so that responses to<br />

interrogatories, requests for production of documents,<br />

and requests for admission must be<br />

served within 30 days from the date of service<br />

of such discovery requests. The additional five<br />

days previously added under 37 C.F.R Section<br />

2.119(c) for responding to written discovery<br />

requests is eliminated.<br />

Contributors: Linda McLeod<br />

Kelly IP, LLP, Washington, D.C.<br />

Amy Keenan<br />

Anthem, Inc., Chicago, Illinois<br />

UNITED STATES: Pizza Dispute Clarifies Knowledge<br />

Requirement to Prove Fraud<br />

A unanimous Second Circuit Court of Appeals<br />

panel clarified the knowledge requirement to<br />

prove fraud with the USPTO. The case arose<br />

from a dispute among cousins operating<br />

pizza parlor locations in New York. MPC Franchise,<br />

LLC v. Tarntino, 2016 WL 3512500<br />

(June 27, 2016).<br />

In 1963, the Cleary brothers opened a pizza<br />

parlor in Elmira, New York, named “Pudgie’s.”<br />

The three brothers then formed Pudgie’s Pizza<br />

Franchising Corporation (PPFC), which granted<br />

a franchise to Bernadette Tarntino, the brothers’<br />

sister, in 1973. PPFC then registered the<br />

PUDGIE’S mark with the USPTO in 1978.<br />

In 1985, PPFC failed to file the required use<br />

declaration and the USPTO canceled the<br />

PUDGIE’S registration. PPFC officially dissolved<br />

in 1993 and the franchisees became independently<br />

run restaurants.<br />

Following Bernadette Tarntino’s death in 2007,<br />

her son, Brent Tarntino, inherited one third of<br />

her franchised restaurant, as did each of his<br />

two brothers. In 2010, Tarntino filed a trademark<br />

application in his individual name with<br />

the USPTO for a mark consisting of the word<br />

“Pudgie’s” displayed in custom font. Tarntino<br />

then informed all owners of Pudgie’s pizza<br />

restaurants that he was the registered owner<br />

of the PUDGIE’S mark and use of the mark beyond<br />

the regions they currently served required<br />

his permission. They responded by filing a lawsuit<br />

in the Western District of New York alleging,<br />

inter alia, violations of the Lanham Act and<br />

seeking cancellation of Tarntino’s registration.<br />

Upon summary judgment, the district court<br />

canceled the registration due to fraudulent<br />

procurement, finding that Tarntino had met<br />

the standard set in Patsy’s Italian Restaurant,<br />

Inc. v. Banas, 658 F.3d 254 (2d Cir. 2011).<br />

In Patsy’s, the court stated that the scienter<br />

requirement is met when a plaintiff shows that<br />

an applicant “should have known” the falsity<br />

of a representation in the application. Tarntino<br />

appealed, arguing that the proper standard<br />

for scienter is the higher standard of “actual<br />

knowledge,” as established in In re Bose Corp.,<br />

580 F.3d 1240, 1243 (Fed. Cir. 2009). The<br />

Second Circuit Court of Appeals agreed that<br />

the scienter required for proving trademark<br />

fraud is “actual knowledge,” and held that to<br />

the extent Patsy’s suggested a standard that<br />

the applicant “should have known” the falsity<br />

of his representation, that was mere dicta.<br />

The higher standard for fraud, however, did<br />

not save Tarntino. Notwithstanding its citation<br />

to Patsy’s “should-have-known” standard,<br />

the district court unequivocally had found<br />

that Tarntino had “actual knowledge” of the<br />

fraudulent nature of his declaration, according<br />

to the court. Beyond filing the application in his<br />

own name when he was only one-third owner,<br />

Tarntino had knowledge of multiple other Pudgie’s<br />

locations using the mark; familiarity with<br />

36 INTA Global Report, February 2017


Global Report: North America<br />

the history of the original Pudgie’s locations,<br />

which grew into a family business; knowledge<br />

of his mother opening a Pudgie’s as a franchisee;<br />

and submitted as the specimen for his<br />

application, a pizza box containing the words<br />

“® Pudgie’s Pizza Franchising Corporation<br />

1972,” which he testified at deposition meant<br />

he knew someone else had the right to use the<br />

mark as well.<br />

Finding no genuine issue of Tarntino’s actual<br />

knowledge of the false declaration and his<br />

intent to mislead the PTO, the court affirmed<br />

summary judgment canceling the registration.<br />

Contributor: Deborah A. Wilcox<br />

Hostetler LLP, Cleveland, Ohio<br />

Verifier: Kevin W. Grierson<br />

Culhane Meadows PLLC, Washington, D.C.<br />

Ms. Wilcox and Mr. Grierson are members of the<br />

INTA Bulletins Law & Practice—North America<br />

Subcommittee.<br />

UNITED STATES: Incontestable Status Does Not<br />

Preclude Later Genericness Finding<br />

On May 13, 2016, the United States Court of<br />

Appeals for the Federal Circuit affirmed that<br />

prior registrations of related marks lack precedential<br />

value as to whether marks are generic.<br />

In re Cordua Restaurants, Inc., No. 2015-<br />

1432 (Fed. Cir. May 13, 2016).<br />

In Cordua Restaurants, the Federal Circuit<br />

affirmed a final decision of the U.S. Patent and<br />

Trademark Office’s Trademark Trial and Appeal<br />

Board (TTAB), which refused to register the<br />

stylized word mark CHURRASCOS for use in<br />

connection with “Bar and restaurant services;<br />

Catering.” The applicant serves a number of<br />

South American dishes and its “menu describes<br />

chargrilled ‘Churrasco Steak’ as ‘our<br />

signature[,]’” the court noted. The applicant<br />

also owns a previous registration for the word<br />

mark CHURRASCOS for the same services. The<br />

TTAB refused to register the stylized mark finding<br />

it was merely generic for the steaks served<br />

by the applicant and for a restaurant serving<br />

the steaks. The applicant argued that its prior<br />

registration for the word mark CHURRASCOS<br />

was incontestable, precluding a finding that<br />

the stylized mark was generic for the same<br />

class of services.<br />

The Federal Circuit held the TTAB properly<br />

found the stylized mark generic. In so holding,<br />

the court reasoned that under its precedent,<br />

the only relevant inquiries for genericness<br />

are: (1) what is the genus of goods or<br />

services sought to be protected by the mark;<br />

and (2) does the public understand the mark<br />

to primarily refer to that genus of goods and<br />

services. The court found that the TTAB properly<br />

applied this test.<br />

It further reasoned that incontestable status<br />

does not protect a mark from being canceled<br />

on the basis of being generic for the<br />

protected goods or services. Thus, the court<br />

found, the TTAB did not err in refusing to consider<br />

the prior registration as evidence that<br />

the stylized mark is not generic. The court<br />

stressed that each application must be considered<br />

on its own.<br />

Contributor: Richard Rivera<br />

Smith, Gambrell & Russell, LLP, Jacksonville, Florida<br />

Verifier: Sonia F. Lakhany<br />

Lakhany Law, PC, Atlanta, Georgia<br />

Mr. Rivera and Ms. Lakhany are members of the<br />

INTA Bulletins Law & Practice—North America<br />

Subcommittee.<br />

UNITED STATES: ITC Limits Protection for<br />

Chuck Taylors<br />

A United States International Trade Commission<br />

(ITC) decision of June 23, 2016,<br />

extends protection to one aspect of Converse’s<br />

famous Chuck Taylor sneakers—the<br />

diamond-patterned outsole. The ITC is an<br />

“independent, bipartisan, quasi-judicial,<br />

federal agency of the United States government”<br />

that has the power to grant investigations<br />

into imported products that potentially<br />

infringe patents, trademarks, and other IP<br />

rights. Going forward, Converse will be able<br />

to block any company importing shoes that<br />

violates Converse’s trademark outsole, which<br />

has been a long-time part of the iconic Chuck<br />

Taylor brand. This broad exclusion order by<br />

the ITC goes beyond any one specific company,<br />

which gives Converse protection against<br />

potential future knockoffs as well.<br />

The decision also means, however, that the<br />

remaining notable aspects of the Chuck Taylor<br />

sneakers—the rubber-toe band, toe cap, and<br />

stripes—are not afforded the same protection.<br />

Effectively, competitors can and likely will continue<br />

to design and sell similar footwear, simply<br />

without the diamond outsole.<br />

Converse owns several federal trademark<br />

registrations for its various brands and logos,<br />

both in connection with footwear as well as<br />

in other categories of goods. The three in<br />

particular that were referenced in Converse’s<br />

complaint to the ITC were (1) U.S. Registration<br />

No. 4,398,753 (covering footwear in Class 25)<br />

(see below) for the two stripes on the midsole<br />

of the shoe, the design of the toe cap, the design<br />

of the multi-layered toe bumper featuring<br />

diamonds and line patterns, and the relative<br />

position of these elements to each other (the<br />

’753 Trademark); (2) U.S. Registration No.<br />

3,258,103 (covering footwear in Class 25) for<br />

the three-dimensional tread design located<br />

on the outsole of the shoe (the ’103 Trademark);<br />

and (3) U.S. Registration No. 1,588,960<br />

(covering athletic footwear in Class 25) for the<br />

three-dimensional sole design of the shoe,<br />

including the lining and stippling elements of<br />

the sole design (the ’960 Trademark).<br />

In a public opinion issued in early July 2016,<br />

the ITC explained that its decision was based<br />

continued on page 38<br />

37


Global Report: North America<br />

In the News continued from page 37<br />

on its conclusion that the ’753 Trademark<br />

lacks secondary meaning in the eyes of consumers.<br />

In effect, it could potentially be more<br />

challenging for Converse to claim exclusive<br />

rights to certain elements of its sneaker design,<br />

such as the toe cap and multilayered toe<br />

bumper with the diamond and line patterns.<br />

The ITC was largely persuaded by evidence<br />

that the Converse outsole design at issue<br />

had actually been used by several other shoe<br />

designers for over eight decades. Converse’s<br />

rights in its other two registrations at issue, the<br />

’103 and ’960 Trademarks, remain affirmed by<br />

the ruling.<br />

Contributor: Sonia Lakhany<br />

Lakhany Law, PC, Atlanta, Georgia<br />

Verifier: Rui W. Geissler<br />

Muncy, Geissler, Olds & Lowe, P.C., Fairfax, Virginia<br />

Ms. Lakhany and Ms. Geissler are members of<br />

the INTA Bulletins Law & Practice—North America<br />

Subcommittee.<br />

UNITED STATES: TTAB: Amended Identification<br />

Cannot Exceed Scope of Original ID<br />

The U.S. Trademark Trial and Appeal Board (TTAB)<br />

affirmed a refusal to register the mark PITCHING-<br />

SMART because the applicant’s amendments to<br />

the identification of services exceeded the scope<br />

of the original identification, and the specimens<br />

did not show use of the mark. In re Jimmy Moore<br />

LLC, Serial No. 86353015 (T.T.A.B. Aug. 24,<br />

2016) (precedential).<br />

The applicant filed its trademark application<br />

for “entertainment in the nature of baseball<br />

games.” According to the applicant, it inadvertently<br />

misidentified the services and filed<br />

a “voluntary amendment” ten days after the<br />

application was filed. In that amendment, the<br />

identification was changed to a baseball and<br />

softball pitching training system.<br />

During examination, the examining attorney<br />

rejected the amendment because it was<br />

beyond the scope of the original identification.<br />

She reinstated the original identification but rejected<br />

the applicant’s specimens because they<br />

did not show the mark’s use for the originally<br />

identified services. The applicant submitted<br />

substitute specimens, but those were also<br />

rejected on grounds that they did not show use<br />

of the mark for the identified services.<br />

In response, the applicant tried to amend<br />

the identification once more to educational<br />

seminars for baseball and softball pitching. It<br />

also provided new specimens. However, the<br />

amendment and specimens were rejected for<br />

the same reasons the previous amendment<br />

and specimens had been rejected.<br />

The applicant petitioned the Director to reverse<br />

the examining attorney’s actions as procedural<br />

error because the initial amendment was voluntarily<br />

filed shortly after the application had been<br />

filed and before the examining attorney had<br />

performed a substantive review. The Director,<br />

however, dismissed the petition. Trademark<br />

Rule 2.71 prohibits amendments that broaden<br />

the scope of the original identification of<br />

services or goods. Accordingly, the Director<br />

determined that the examining attorney could<br />

not accept the amendment since it was outside<br />

the scope of the original, even though the initial<br />

amendment was filed voluntarily before being<br />

reviewed. Also, the Director found that reinstating<br />

the original identification was proper.<br />

The applicant then appealed the refusal and<br />

claimed (among other things) that the examining<br />

attorney improperly refused the applicant’s<br />

preliminary amendment and specimens.<br />

However, the TTAB did not consider that issue<br />

because “a formal requirement which was the<br />

subject of a petition decided by the Director<br />

may not thereafter be the subject of an appeal<br />

to the Board.” TBMP § 1201.05 (2016).<br />

Instead, the TTAB addressed, among other<br />

issues, whether the amended identifications<br />

were broader than the original identification.<br />

Although the TTAB found the applicant’s<br />

arguments were “quite creative,” it was not<br />

persuaded by them, and found that the proposed<br />

amendments exceeded the scope of the<br />

original. Furthermore, the TTAB rejected the<br />

applicant’s specimens, as they did not support<br />

the original identification, and the applicant<br />

had acknowledged as much.<br />

Contributor: Connie Limperis<br />

Law Office of Connie P. Limperis,<br />

San Diego, California<br />

Verifier: Cynthia Moyer<br />

Fredrikson & Byron, P.A., Minneapolis, Minnesota<br />

Ms. Limperis and Ms. Moyer are members of the<br />

INTA Bulletins Law & Practice—North America<br />

Subcommittee.<br />

UNITED STATES: Federal Courts Have Jurisdiction<br />

over Cross-Border Conduct<br />

The Ninth Circuit Court of Appeals has reversed<br />

a trial court’s finding that it lacked jurisdiction<br />

over claims arising from selling branded goods<br />

in a Canadian store meant to mimic the trade<br />

dress of the brand owner. Trader Joe’s Co. v.<br />

Hallatt, No. 14-35035 (9th Cir. Aug. 26, 2016).<br />

The plaintiff owns several federal trademark registrations<br />

for its mark TRADER JOE’S for grocery<br />

store services and food products in the United<br />

States. It also claims rights in its South Pacific–<br />

Among other things, the<br />

owner alleged that the<br />

defendant had failed to<br />

adhere to quality control<br />

standards in transporting<br />

the goods, thus tarnishing<br />

its reputation.<br />

themed trade dress in its stores. The defendant<br />

allegedly purchased large quantities of TRADER<br />

JOE’S branded goods in a Trader Joe’s store<br />

located near the United States/Canada border<br />

and sold them at higher prices in a Canadian<br />

store, which employed a trade dress similar to<br />

that of Trader Joe’s stores and did business as<br />

Pirate Joe’s. The trial court dismissed the case<br />

for lack of subject matter jurisdiction over the<br />

non-U.S. activity of the defendant.<br />

The appellate court determined that the<br />

Lanham Act was meant to have an expansive<br />

38 INTA Global Report, February 2017


Global Report: North America<br />

application and its grant of jurisdiction to<br />

federal courts was not meant to be limited<br />

to U.S. conduct. The court further found that<br />

the question of whether the conduct at issue<br />

affects U.S. commerce is an element of the<br />

substantive claim, and not a potential bar to<br />

the court’s jurisdiction.<br />

In this case, the court found that the brand<br />

owner had alleged a sufficient nexus between<br />

the defendant’s conduct and its business within<br />

the United States, as well as a detrimental<br />

effect on its business, to apply the Lanham Act<br />

extraterritorially. Among other things, the owner<br />

alleged that the defendant had failed to adhere<br />

to quality control standards in transporting the<br />

goods, thus tarnishing its reputation.<br />

As a result, the appellate court reversed the<br />

trial court’s dismissal of the Lanham Act claims<br />

and remanded the case to the trial court for<br />

further proceedings.<br />

Contributor: Richard Rivera<br />

Smith, Gambrell, & Russell, LLP, Jacksonville, Florida<br />

Verifier: Connie Limperis<br />

Law Office of Connie P. Limperis, San Diego,<br />

California<br />

Mr. Rivera and Ms. Limperis are members of the<br />

INTA Bulletins Law & Practice—North America<br />

Subcommittee.<br />

Brands and Fashion<br />

March 22–23, 2017 | New York, NY<br />

Register today!<br />

www.inta.org/2017Fashion<br />

Additional Resources on INTA.org<br />

Country Guides<br />

Enforcement: An International Litigation<br />

Guide<br />

Global Portal<br />

International Oppositions Guide<br />

Madrid Agreement and Protocol<br />

Trademark Administration<br />

Trademark Cancellations<br />

Trademark Office Benchmarking<br />

The Unreal Campaign<br />

U.S. State Trademark and Unfair<br />

Competition Law<br />

Testimony and Submissions:<br />

INTA Testimony before the U.S.<br />

Congressional Hearing, “Stakeholders Perspectives<br />

on the Operation of the Internet<br />

Corporation for Assigned Names and Numbers<br />

(ICANN)”<br />

Regional Resources<br />

CIPO<br />

USPTO<br />

USTR<br />

39


th<br />

Fira Gran Via: Barcelona | May 20–24, 2017<br />

Register Today!<br />

www.inta.org/2017AM<br />

INTA Calendar of Events<br />

Plan your calendar with these INTA events and stay up to date on<br />

issues that affect your trademarks—domestically, regionally, and globally.<br />

March 15 India Workshop in Mumbai Mumbai, India<br />

March 21 Free Trade Zones Workshop New York, NY, USA<br />

March 22–23 Brands and Fashion Conference New York, NY, USA<br />

April 19 Free Trade Zones Workshop Dubai, UAE<br />

May 20–24 INTA’s 139th Annual Meeting Barcelona, Spain<br />

September 17–19 TMAP Meeting New Orleans, LA, USA<br />

October 2–3 The Changing Landscape in Latin America Cartagena, Colombia<br />

October 4 Free Trade Zones Workshop Cartagena, Colombia<br />

November 7–10 Leadership Meeting Washington, D.C., USA<br />

November 29 Free Trade Zones Workshop Berlin, Germany<br />

November 30–December 1 Brand Authenticity: How Sustainability, Berlin, Germany<br />

Responsibility, and Integrity Impact your Bottom Line<br />

Learn more about INTA events, including international roundtables, networking receptions,<br />

e-Learning, academic competitions, and more, at www.inta.org/programs<br />

Dates and topics subject to change. Contact meetings@inta.org for the latest information.

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