IP case law Court of Justice

Trade marks

Directive 2008/95/EC (previously Directive 89/104/EEC)
Regulation (EC) No 207/2009 (previously Regulation (EC) No 40/94)
Regulation No 2868/95 implementing regulation (CTMIR)

20 categories

Signs of which a trade mark may consist

A trade mark may consist of any sign capable of being represented graphically, particularly words, including personal names, designs, letters, numerals, the shape of goods or of their packaging, provided that such signs are capable of distinguishing the goods or services of one undertaking from those of other undertakings. (Directive 2008/95 - Article 2 and CTM Regulation - Article 4)

Absolute grounds for refusal or invalidity

The following shall not be registered or, if registered, shall be liable to be declared invalid (...)
(Directive 2008/95 - Article 3, CTM Regulation - Articles 7 and 52)

Concept of 'use'
Concepts of 'offering and putting on the market'
Concept of 'third party'
Double identity

any sign which is identical with the trade mark in relation to goods or services which are identical with those for which the trade mark is registered;
(relative ground for refusal or invalidity and right conferred by the trade mark)

Likelihood of confusion

any sign where, because of its identity with, or similarity to, the trade mark and the identity or similarity of the goods or services covered by the trade mark and the sign, there exists a likelihood of confusion on the part of the public; the likelihood of confusion includes the likelihood of association between the sign and the trade mark;
(relative ground for refusal or invalidity and right conferred by the trade mark)

Enhanced protection

any sign which is identical with, or similar to, the trade mark in relation to goods or services which are not similar to those for which the trade mark is registered, where the latter has a reputation in the Member State and where use of that sign without due cause takes unfair advantage of, or is detrimental to, the distinctive character or the repute of the trade mark.
(relative ground for refusal or invalidity and right conferred by the trade mark)

Use other than for the purpose of distinguishing

the use of a sign other than for the purposes of distinguishing goods or services, where use of that sign without due cause takes unfair advantage of, or is detrimental to, the distinctive character or the repute of the trade mark

Proof of genuine use

Articles 15, 42 and 51 CTM Regulation
Articles 10 to 12 Directive 2008/95

Loss of distinctive character

a trade mark shall be liable to revocation if, after the date on which it was registered (...) in consequence of acts or inactivity of the proprietor, it has become the common name in the trade for a product or service in respect of which it is registered;
(Article 51(1)(b) CTM Regulation, see also Article 12(2)(a) Directive 2008/95)

Misleading
Further relative grounds for refusal or invalidity

Without prejudice to paragraph 1, a trade mark shall be liable to revocation if, after the date on which it was registered:
in consequence of the use made of it by the proprietor of the trade mark or with his consent in respect of the goods or services for which it is registered, it is liable to mislead the public, particularly as to the nature, quality or geographical origin of those goods or services.

Limitation of the effects of a trade mark

A Community trade mark shall not entitle the proprietor to prohibit a third party from using in the course of trade:
(a) his own name or address;
(b) indications concerning the kind, quality, quantity, intended purpose, value, geographical origin, the time of production of the goods or of rendering of the service, or other characteristics of the goods or service;
(c) the trade mark where it is necessary to indicate the intended purpose of a product or service, in particular as accessories or spare parts, provided he uses them in accordance with honest practices in industrial or commercial matters.
(Article 12 CTM Regulation, see also Article 6 Directive 2008/95)

Exhaustion of the rights conferred by a trade mark

1. The trade mark shall not entitle the proprietor to prohibit its use in relation to goods which have been put on the market in the Community under that trade mark by the proprietor or with his consent.
2. Paragraph 1 shall not apply where there exist legitimate reasons for the proprietor to oppose further commercialisation of the goods, especially where the condition of the goods is changed or impaired after they have been put on the market.
(Article 13 CTM Regulation and Article 7 Directive 2008/95)

Limitation in consequence of acquiescence

Where, in a Member State, the proprietor of an earlier trade mark as referred to in Article 4(2) has acquiesced, for a
period of five successive years, in the use of a later trade mark registered in that Member State while being aware of such use, he shall no longer be entitled on the basis of the earlier trade mark either to apply for a declaration that the later trade mark is invalid or to oppose the use of the later trade mark in respect of the goods or services for which the later trade mark has been used, unless registration of the later trade mark was applied for in bad faith.
(Article 54(1) CTM Regulation and Article 9 Directive 2008/95)

Enforcement
Transfer of a trade mark registered in the name of an agent

Where a Community trade mark is registered in the name of the agent or representative of a person who is the proprietor of that trade mark, without the proprietor's authorisation, the latter shall be entitled to demand the assignment in his favour of the said registration, unless such agent or representative justifies his action.

Licensing

1. A trade mark may be licensed for some or all of the goods or services for which it is registered and for the whole or part of the Member State concerned. A licence may be exclusive or non-exclusive.
2. The proprietor of a trade mark may invoke the rights conferred by that trade mark against a licensee who contravenes
any provision in his licensing contract with regard to:
(a) its duration;
(b) the form covered by the registration in which the trade mark may be used;
(c) the scope of the goods or services for which the licence is granted;
(d) the territory in which the trade mark may be affixed; or
(e) the quality of the goods manufactured or of the services provided by the licensee.
(Article 22 CTM Regulation and article 8 Directive 2008/95)

Prosecution matters


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