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{{Short description|Trade identifier of products or services}}
{{Short description|Trade identifier of products or services}}
{{Other uses}}
{{Other uses}}{{distinguish|text=the American rapper [[Trademarc]]}}
{{Use dmy dates|date=June 2022}}{{Intellectual property}}
{{Globalize|1=article|2=United States|date=January 2024}}
{{Use dmy dates|date=June 2022}}
{{Multiple image
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| image1 = RegisteredTM.svg
| alt1 =
| caption1 = [[Registered trademark symbol]]
| image2 = Trademarked2.svg
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| caption2 = [[Trademark symbol]]
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A '''trademark''' (also written '''trade mark''' or '''trade-mark''') is a form of [[intellectual property]] that consists of a word, phrase, symbol, design, or a combination that identifies a [[Good (economics and accounting)|product]] or [[Service (economics)|service]] from a particular source and distinguishes it from others.<ref>{{Cite web |title=Trademark, patent, or copyright |url=https://www.uspto.gov/trademarks/basics/trademark-patent-copyright |access-date=2024-10-13 |website=www.uspto.gov |language=en-US |quote="A word, phrase, design, or a combination that identifies your goods or services, distinguishes them from the goods or services of others, and indicates the source of your goods or services."}}</ref><ref>{{Cite web |title=trademark |url=https://www.law.cornell.edu/wex/trademark |access-date=2024-10-13 |website=LII / Legal Information Institute |language=en |quote="A trademark is any word, name, symbol, or design, or any combination thereof, used in commerce to identify and distinguish the goods of one manufacturer or seller from those of another and to indicate the source of the goods."}}</ref><ref>{{Cite web |title=Trademarks |url=https://www.wipo.int/en/web/trademarks |access-date=2024-10-13 |website=WIPO |language=en-US |quote="A trademark is a sign capable of distinguishing the goods or services of one enterprise from those of other enterprises. Trademarks are protected by intellectual property rights."}}</ref> Trademarks can also extend to non-traditional marks like drawings, symbols, 3D shapes like product designs or packaging, sounds, scents, or specific colors used to create a unique identity.<ref name=":24" /><ref name=":25" /> For example, Pepsi® is a registered trademark associated with soft drinks, and the distinctive shape of the Coca-Cola® bottle is a registered trademark protecting Coca-Cola's packaging design.<ref name=":5" /><ref name=":24" />
{{Intellectual property}}


The primary function of a trademark is to identify the source of goods or services and prevent consumers from confusing them with those from other sources.<ref>{{Cite web |title=Likelihood of confusion |url=https://www.uspto.gov/trademarks/search/likelihood-confusion |access-date=2024-10-27 |website=www.uspto.gov |language=en-US |quote="Your trademark is how customers recognize your goods or services in the marketplace and distinguish your goods or services from your competitors. If your trademark is confusingly similar to another trademark and the goods and services are related, consumers are likely to mistakenly believe these goods or services come from the same source. This is known as a likelihood of confusion, and it’s the most common reason for refusing registration."}}</ref><ref name=":32">{{Cite web |title=trademark infringement |url=https://www.law.cornell.edu/wex/trademark_infringement |access-date=2024-10-27 |website=LII / Legal Information Institute |language=en |quote="Trademark law protects a trademark owner's exclusive right to use a trademark when use of the mark by another would be likely to cause consumer confusion as to the source or origin of goods."}}</ref> Legal protection for trademarks is typically secured through registration with governmental agencies, such as the [[United States Patent and Trademark Office]] (USPTO) or the [[European Union Intellectual Property Office]] (EUIPO). Registration provides the owner certain exclusive rights and provides legal remedies against unauthorized use by others.<ref name=":10" /><ref name=":13" />
A '''trademark''' (also written '''trade mark''' or '''trade-mark''') is a type of [[intellectual property]] consisting of a recognizable [[sign (semiotics)|sign]], [[design]], or [[expression (language)|expression]] that identifies a [[Good (economics and accounting)|product]] or [[Service (economics)|service]] from a particular source and distinguishes it from others.<ref>{{Cite web |title=Trademark, patent, or copyright |url=https://www.uspto.gov/trademarks/basics/trademark-patent-copyright |access-date=2024-10-13 |website=www.uspto.gov |language=en-US |quote="A word, phrase, design, or a combination that identifies your goods or services, distinguishes them from the goods or services of others, and indicates the source of your goods or services."}}</ref><ref>{{Cite web |title=trademark |url=https://www.law.cornell.edu/wex/trademark |access-date=2024-10-13 |website=LII / Legal Information Institute |language=en |quote="A trademark is any word, name, symbol, or design, or any combination thereof, used in commerce to identify and distinguish the goods of one manufacturer or seller from those of another and to indicate the source of the goods."}}</ref><ref>{{Cite web |title=Trademarks |url=https://www.wipo.int/en/web/trademarks |access-date=2024-10-13 |website=WIPO |language=en-US |quote="A trademark is a sign capable of distinguishing the goods or services of one enterprise from those of other enterprises. Trademarks are protected by intellectual property rights."}}</ref> A trademark owner can be an individual, [[business organizations|business organization]], or any [[Juristic person|legal entity]]. A trademark may be located on a [[Packaging and labeling|package]], a [[label]], a [[voucher]], or on the product itself. Trademarks used to identify services are sometimes called [[service mark]]s.<ref>{{Cite web |title=What is a trademark? |url=https://www.uspto.gov/trademarks/basics/what-trademark |access-date=2024-10-13 |website=www.uspto.gov |language=en-US |quote="The word “trademark” can refer to both trademarks and service marks. A trademark is used for goods, while a service mark is used for services."}}</ref><ref>{{cite web |url= http://www.patentamt.de/english/trade_marks/index.html |title= Trade marks identify the goods and services of particular traders. Signs that are suitable for distinguishing products or services of a particular enterprise from that of other companies are eligible for trade mark protection |access-date= 22 December 2012 |archive-date= 15 January 2013 |archive-url= https://web.archive.org/web/20130115084430/http://www.patentamt.de/english/trade_marks/index.html |url-status= dead }}</ref><ref>{{cite web|url=http://www.cbp.gov/xp/CustomsToday/2002/February/other/christmas.xml |title=U.S. Customs Today - February 2002 - an Untimely Christmas Delivery |access-date=27 December 2012 |url-status=dead |archive-url=https://web.archive.org/web/20111023225719/http://www.cbp.gov/xp/CustomsToday/2002/February/other/christmas.xml |archive-date=23 October 2011 }}</ref>


Trademark laws vary by jurisdiction but generally allow owners to enforce their rights against infringement, dilution, or unfair competition.<ref name=":26" /> International agreements, such as the [[Paris Convention for the Protection of Industrial Property|Paris Convention]] and the [[Madrid Protocol]], simplify the registration and protection of trademarks across multiple countries.<ref name=":27" /><ref name=":16" /> Additionally, the [[TRIPS Agreement]] sets minimum standards for trademark protection and enforcement that all member countries must follow.<ref>{{cite web |title=Trade Policy |url=https://www.uspto.gov/ip-policy/trade-policy |access-date=27 October 2024 |website=United States Patent and Trademark Office (USPTO)}}</ref><ref>{{Cite web |title=WTO: agreement on trade-related aspects of intellectual property {{!}} EUR-Lex |url=https://eur-lex.europa.eu/EN/legal-content/summary/wto-agreement-on-trade-related-aspects-of-intellectual-property.html |access-date=2024-10-27 |website=eur-lex.europa.eu |language=en}}</ref><ref>{{Cite web |title=WTO {{!}} intellectual property - overview of TRIPS Agreement |url=https://www.wto.org/english/tratop_e/trips_e/intel2_e.htm |access-date=2024-10-27 |website=www.wto.org}}</ref>
The first [[Legislature|legislative]] act concerning trademarks was passed in 1266 under the reign of [[Henry III of England|Henry III]] of England requiring all bakers to use a distinctive mark for the bread they sold. The first modern trademark laws emerged in the late 19th century. In [[France]], the first comprehensive trademark system in the world was passed into law in 1857. The [[Trade Marks Act 1938]] of the [[United Kingdom]] changed the system, permitting registration based on "intent-to-use", creating an examination-based process, and creating an application publication system. The 1938 Act, which served as a model for similar legislation elsewhere, contained other novel concepts such as "associated trademarks", a consent to use the system, a defensive mark system, and a non-claiming right system.


==Terminology==
The [[trademark symbol]] ™ can be used for goods, and the [[service mark symbol]] ℠ for services, without registration. Once the mark is registered, the [[registered trademark symbol]] ® can be used to indicate its status.<ref>{{Cite web |title=What is a trademark? |url=https://www.uspto.gov/trademarks/basics/what-trademark |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="Every time you use your trademark, you can use a symbol with it. The symbol lets consumers and competitors know you’re claiming the trademark as yours. You can use “TM” for goods or “SM” for services even if you haven’t filed an application to register your trademark. Once you register your trademark with us, use an ® with the trademark. You may use the registration symbol anywhere around the trademark, although most trademark owners use the symbol in a superscript or subscript manner to the right of the trademark. You may only use the registration symbol with the trademark for the goods or services listed in the federal trademark registration."}}</ref>


==Usage==
=== Trademarks ===
The term "trademark" can also be spelled "trade mark" in regions such as the EU, UK, and Australia, and as "trade-mark" in Canada. Despite the different spellings, all three terms denote the same concept.<ref>{{cite web |title=Trade mark |url=https://www.oxfordreference.com/display/10.1093/acref/9780195557558.001.0001/acref-9780195557558-e-3326 |access-date=14 October 2024 |website=Oxford Reference |publisher=Oxford University Press |doi=10.1093/acref/9780195557558.001.0001 |quote="Usage varies by region. UK and Australian spelling is trade mark; the US spelling is trademark."}}</ref><ref>{{Cite web |title=2024 Trademark Glossary of Terms |url=https://corsearch.com/content-library/blog/trademark-glossary-of-terms/ |access-date=2024-10-14 |website=Corsearch |language=en-GB |quote="What is a trademark? Basically anything that can be represented graphically and is capable of distinguishing the commercial origins of a product can be used as a trademark. A trademark gives its owner an exclusive right to use the mark for some specific products. The right to a trademark can be acquired through registration or use. Also spelled trade mark and trade-mark. What is a trade mark? Alternative spelling for trademark officially prefer(r)ed in the EU, UK, Ireland, Australia, and New Zealand. What is a trade-mark? Alternative spelling for trademark officially prefer(r)ed in Canada. Also used officially in the US until the 1970s."}}</ref>
The term ''trademark'' can also be spelled ''trade mark'' in regions such as the EU, UK, and Australia, and as ''trade-mark'' in Canada. Despite the different spellings, all three terms denote the same concept.<ref>{{cite web |title=Trade mark |url=https://www.oxfordreference.com/display/10.1093/acref/9780195557558.001.0001/acref-9780195557558-e-3326 |access-date=14 October 2024 |website=Oxford Reference |date=2010 |publisher=Oxford University Press |doi=10.1093/acref/9780195557558.001.0001 |isbn=978-0-19-555755-8 |quote="Usage varies by region. UK and Australian spelling is trade mark; the US spelling is trademark." |editor-last1=Mann |editor-last2=Blunden |editor-first1=Trischa |editor-first2=Audrey }}</ref><ref>{{Cite web |title=2024 Trademark Glossary of Terms |url=https://corsearch.com/content-library/blog/trademark-glossary-of-terms/ |access-date=2024-10-14 |website=Corsearch |language=en-GB |quote="What is a trademark? Basically anything that can be represented graphically and is capable of distinguishing the commercial origins of a product can be used as a trademark. A trademark gives its owner an exclusive right to use the mark for some specific products. The right to a trademark can be acquired through registration or use. Also spelled trade mark and trade-mark. What is a trade mark? Alternative spelling for trademark officially prefer(r)ed in the EU, UK, Ireland, Australia, and New Zealand. What is a trade-mark? Alternative spelling for trademark officially prefer(r)ed in Canada. Also used officially in the US until the 1970s."}}</ref>


In the United States, the [[Lanham Act]] defines a ''trademark'' as any word, phrase, symbol, design, or combination of these things used to identify goods or services.<ref>{{Cite web |title=Trademark, patent, or copyright |url=https://www.uspto.gov/trademarks/basics/trademark-patent-copyright |access-date=2024-10-13 |website=www.uspto.gov |language=en-US |quote="A word, phrase, design, or a combination that identifies your goods or services, distinguishes them from the goods or services of others, and indicates the source of your goods or services."}}</ref> Trademarks help consumers recognize a brand in the marketplace and distinguish it from competitors.<ref name=":02">{{Cite web |title=What is a trademark? |url=https://www.uspto.gov/trademarks/basics/what-trademark |access-date=2024-10-13 |website=www.uspto.gov |language=en-US |quote="The word “trademark” can refer to both trademarks and service marks. A trademark is used for goods, while a service mark is used for services."}}</ref> A ''service mark'', also covered under the Lanham Act, is a type of trademark used to identify services rather than goods.<ref>{{Cite web |title=service mark |url=https://www.law.cornell.edu/wex/service_mark |access-date=2024-10-15 |website=LII / Legal Information Institute |language=en |quote="A service mark is a mark used to distinguish the services provided by one person or company from services provided by others. The term "service" applies only to services rendered to others; it does not apply to services that are solely for the benefit of the performer."}}</ref> The term ''trademark'' is used to refer to both trademarks and service marks.<ref name=":02">{{Cite web |title=What is a trademark? |url=https://www.uspto.gov/trademarks/basics/what-trademark |access-date=2024-10-13 |website=www.uspto.gov |language=en-US |quote="The word “trademark” can refer to both trademarks and service marks. A trademark is used for goods, while a service mark is used for services."}}</ref>
A trademark identifies the [[brand]] owner of a particular product or service. Trademarks can be used by others under licensing agreements; for example, [[the Lego Group]] purchased a license from [[Lucasfilm]] to be allowed to launch [[Lego Star Wars]]. The unauthorized usage of trademarks by producing and trading [[counterfeit consumer goods]] is known as [[brand piracy]].


Similarly, the [[World Intellectual Property Organization]] (WIPO) defines a ''trademark'' as a sign capable of distinguishing the goods or services of one enterprise from those of other enterprises.<ref>{{Cite web |title=Trademarks |url=https://www.wipo.int/en/web/trademarks |access-date=2024-10-13 |website=WIPO |language=en-US |quote="A trademark is a sign capable of distinguishing the goods or services of one enterprise from those of other enterprises. Trademarks are protected by intellectual property rights."}}</ref> WIPO administers the [[Madrid Protocol]], which allows trademark owners worldwide to file one application to register their trademark in multiple countries.<ref name=":27">{{Cite web |title=Madrid Protocol for international trademark registration |url=https://www.uspto.gov/ip-policy/international-protection/madrid-protocol |url-status=live |archive-url=https://web.archive.org/web/20241009173412/https://www.uspto.gov/ip-policy/international-protection/madrid-protocol |archive-date=2024-10-09 |access-date=2024-10-20 |website=www.uspto.gov |language=en-US}}</ref>[[File:Burberry pattern.svg|thumb|right|Approximate drawing of Burberry check pattern. The pattern is a registered trademark of [[Burberry|Burberry Ltd.]]]]Almost anything that identifies the source of goods or services can serve as a trademark. In addition to words, slogans, designs, or combinations of these, trademarks can also include [[Non-conventional trademark|non-traditional marks]] like sounds, scents, or colors.<ref name=":24">{{Cite web |title=Trademark examples |url=https://www.uspto.gov/trademarks/basics/trademark-examples |access-date=2024-10-15 |website=www.uspto.gov |language=en-US}}</ref><ref name=":25">{{Cite web |title=Trademarks |url=https://www.wipo.int/en/web/trademarks |access-date=2024-10-20 |website=WIPO |language=en-US |quote="What kinds of trademark can be registered? A word or a combination of words, letters, and numerals can perfectly constitute a trademark. But trademarks may also consist of drawings, symbols, three-dimensional features such as the shape and packaging of goods, non-visible signs such as sounds or fragrances, or color shades used as distinguishing features – the possibilities are almost limitless."}}</ref>
The owner of a trademark may pursue [[lawsuit|legal action]] against [[trademark infringement]]. Most countries require formal trademark registration as a precondition for pursuing this type of action. The United States, Canada, and other countries also recognize common law trademark rights, which means action can be taken to protect any [[unregistered trademark]] if it is in use. Still, common law trademarks offer to the holder, in general, less legal protection than registered trademarks.
Under the broad heading of trademarks, there are several specific types commonly encountered, such as trade dress, collective marks, and certification marks:


* ''Trade dress''''':''' the design and packaging of a product.<ref name=":03">{{Cite web |title=trade dress |url=https://www.law.cornell.edu/wex/trade_dress |access-date=2024-10-15 |website=LII / Legal Information Institute |language=en |quote="A trade dress is the design and shape of the materials in which a product is packaged. Product configuration, the design and shape of the product itself, may also be considered a form of trade dress."}}</ref> For example, the distinctive decor of the Hard Rock Cafe restaurant chain is considered trade dress.<ref>{{Cite web |date=2018-04-25 |title=Trade Dress Under the Law |url=https://www.justia.com/intellectual-property/trademarks/trade-dress/ |access-date=2024-10-15 |website=Justia |language=en}}</ref> The Lanham Act protects trade dress when it serves as a source identifier, similar to a trademark.<ref name=":03">{{Cite web |title=trade dress |url=https://www.law.cornell.edu/wex/trade_dress |access-date=2024-10-15 |website=LII / Legal Information Institute |language=en |quote="A trade dress is the design and shape of the materials in which a product is packaged. Product configuration, the design and shape of the product itself, may also be considered a form of trade dress."}}</ref>
As the purpose of the trademark is to identify a particular source of the product, rather than the product itself, it is widespread legal advice that trademark owners should always use their trademarks as [[adjective]]s modifying a generic product name, and set off with capitalization or a distinctive typeface, as a guard against the trademark becoming the generic name of the product.<ref>{{cite web |title=A Guide to Proper Trademark Use For Media, Internet, and Publishing Professionals |url=https://www.inta.org/wp-content/uploads/public-files/resources/consumer/2020_TMUseMediaInternetPublishing.pdf |publisher=International Trademark Association |access-date=5 February 2023}}</ref><ref>{{cite web |last1=Rheintgen |first1=Kathy |date=24 May 2013 |title=Branding 101: Proper Use of a Trademark – It's All In the Grammar |url=https://www.healthcarelawinsights.com/2013/05/branding-101-proper-use-of-a-trademark-its-all-in-the-grammar/ |access-date=5 February 2023 |website=Healthcare Law Insights |publisher=Husch Blackwell}}</ref><ref>{{cite web |title=Proper Trademark Usage |url=https://www.owe.com/resources/proper-trademark-usage/ |publisher=Owen, Wickersham & Erickson |access-date=5 February 2023}}</ref> Thus "[[Lego|LEGO]] bricks" rather than "some Lego" or "Legos". The name of the producer itself is a "trade name" rather than a trademark and can be used as a noun.


* ''Collective mark'': A type of trademark used by members of a collective organization to indicate that the goods or services originate from members who meet the organization’s admission standards.<ref name=":12">{{Cite web |title=Collective mark applications |url=https://www.uspto.gov/trademarks/apply/collective-mark-applications |access-date=2024-10-15 |website=www.uspto.gov |language=en-US |quote="It’s a type of trademark used by members of a collective organization to indicate the origin of goods or services in members of the collective organization who meet the organization’s standards for admission. A collective mark identifies and distinguishes the members’ goods or services from those of nonmembers."}}</ref><ref>{{Cite web |title=collective mark |url=https://www.law.cornell.edu/wex/collective_mark |access-date=2024-10-15 |website=LII / Legal Information Institute |language=en}}</ref><ref>{{Cite web |title=Types of trade marks |url=https://www.euipo.europa.eu/en/trade-marks/before-applying/types-of-trade-marks |access-date=2024-10-29 |website=EUIPO |language=en |quote="A collective mark distinguishes the goods and services of members of an association from those of businesses that are not members of the association."}}</ref> For instance, the collective mark BEST WESTERN is used by its members for hotel services.<ref name=":12">{{Cite web |title=Collective mark applications |url=https://www.uspto.gov/trademarks/apply/collective-mark-applications |access-date=2024-10-15 |website=www.uspto.gov |language=en-US |quote="It’s a type of trademark used by members of a collective organization to indicate the origin of goods or services in members of the collective organization who meet the organization’s standards for admission. A collective mark identifies and distinguishes the members’ goods or services from those of nonmembers."}}</ref>
==Designation and symbols==

* ''Certification mark'': A type of trademark used by authorized individuals or businesses to indicate to consumers that specific goods or services, or their providers, meet the quality standards set by a certifying organization.<ref name=":22">{{Cite web |title=Certification mark applications |url=https://www.uspto.gov/trademarks/apply/certification-mark-applications |access-date=2024-10-15 |website=www.uspto.gov |language=en-US |quote="What is a certification mark? It’s a type of trademark used by authorized users to show consumers that particular goods or services, or the providers of those goods or services, have met certain standards set by a certifying organization. Certification marks are used by the providers of certified goods or services, or by certified providers of goods or services, and are not generally used by the certifying organization itself. The providers of certified goods or services, or certified providers of goods or services, are considered “authorized users” of the certification mark."}}</ref><ref>{{Cite web |title=certification mark |url=https://www.law.cornell.edu/wex/certification_mark |access-date=2024-10-15 |website=LII / Legal Information Institute |language=en}}</ref><ref>{{Cite web |title=Types of trade marks |url=https://www.euipo.europa.eu/en/trade-marks/before-applying/types-of-trade-marks |access-date=2024-10-29 |website=EUIPO |language=en |quote="A certification mark guarantees that the goods and services of a provider that uses the mark (who is not the owner of the mark) meet certain standards or characteristics that have been established by the owner of the mark. It therefore distinguishes goods and services that are certified by the proprietor of the mark from those that are not."}}</ref> For example, the [[Energy Star|ENERGY STAR]] certification mark is used by authorized users to show that their products meet the energy efficiency standards established by the U.S. [[United States Environmental Protection Agency|Environmental Protection Agency]].<ref name=":22">{{Cite web |title=Certification mark applications |url=https://www.uspto.gov/trademarks/apply/certification-mark-applications |access-date=2024-10-15 |website=www.uspto.gov |language=en-US |quote="What is a certification mark? It’s a type of trademark used by authorized users to show consumers that particular goods or services, or the providers of those goods or services, have met certain standards set by a certifying organization. Certification marks are used by the providers of certified goods or services, or by certified providers of goods or services, and are not generally used by the certifying organization itself. The providers of certified goods or services, or certified providers of goods or services, are considered “authorized users” of the certification mark."}}</ref><ref>{{Cite web |title=Specific Guidelines: ENERGY STAR Recognition Marks {{!}} ENERGY STAR |url=https://www.energystar.gov/partner-resources/brand-guidelines/recognition-marks |access-date=2024-10-28 |website=www.energystar.gov |language=en |quote="What It Is. The ENERGY STAR Certification Mark is used as a label on products, homes, buildings, and plants that have been verified to meet ENERGY STAR requirements."}}</ref>
[[File:Energy Star logo.svg|thumb|The ENERGY STAR certification mark is displayed on products, homes, buildings, and plants that have been verified as meeting the program's energy-efficiency standards.]]To maintain [[#Distinctiveness|distinctiveness]], trademarks should function as adjectives, not as nouns or verbs, and be paired with a generic product or service name. They should stand out from the surrounding text using capital letters, bold type, italics, color, underlining, quotation marks, or a unique stylized format. For example, say “LEGO® toy blocks” instead of “Lego’s.”<ref>{{cite web |title=A Guide to Proper Trademark Use For Media, Internet, and Publishing Professionals |url=https://www.inta.org/wp-content/uploads/public-files/resources/consumer/2020_TMUseMediaInternetPublishing.pdf |publisher=International Trademark Association |access-date=5 February 2023}}</ref><ref name=":10" />

=== Trademark symbols ===
A trademark may be designated by the following symbols:
A trademark may be designated by the following symbols:


* '''™''': For unregistered trademarks related to goods.<ref name=":9">{{cite web |date=2017 |title=Making a Mark: An Introduction to Trademarks for Small and Medium-Sized Enterprises |url=https://www.wipo.int/edocs/pubdocs/en/wipo-pub-900-1-en-making-a-mark-an-introduction-to-trademarks-for-small-and-medium-sized-enterprises.pdf |url-status=live |archive-url=https://web.archive.org/web/20240927151517/https://www.wipo.int/edocs/pubdocs/en/wipo-pub-900-1-en-making-a-mark-an-introduction-to-trademarks-for-small-and-medium-sized-enterprises.pdf |archive-date=2024-09-27 |access-date=19 October 2024 |publisher=World Intellectual Property Organization (WIPO) |format=PDF |quote="The use of ®, TM, SM, or equivalent symbols next to a trademark is not a requirement and generally provides no further legal protection. Nevertheless, it may be a convenient way of informing others that a given sign is a trademark, thus warning possible infringers and counterfeiters. The ® symbol may only be used once a trademark has been registered, whereas TM is usually used with unregistered trademarks. SM is used similarly to TM for unregistered trademarks, but in connection with services rather than goods. Using the ® symbol with unregistered trademarks may be considered unfair business practice or misleading marketing. Avoid using it when exporting goods to countries where the trademark is not registered."}}</ref>
*'''[[trademark symbol|{{not a typo|™}}]]''' (the "[[trademark symbol]]", which is the letters "TM" in superscript, for an [[unregistered trademark]], a mark used to promote or brand goods)
*'''[[service mark symbol|{{not a typo|℠}}]]''' (which is the letters "SM" in superscript, for an unregistered [[service mark]], a mark used to promote or brand services)
* '''{{not a typo|℠}}''': For unregistered service marks connected to services.<ref name=":9" />
*'''[[{{not a typo|®}}]]''' (the letter "R" surrounded by a circle, for a registered trademark)
* '''{{not a typo|®}}''': Reserved for registered trademarks.<ref name=":9" />
{{Multiple image
| align = right
| direction = vertical
| image1 = RegisteredTM.svg
| alt1 =
| caption1 = [[Registered trademark symbol]]
| image2 = Trademarked2.svg
| alt2 =
| caption2 = [[Trademark symbol]]
}}


While {{not a typo|™ and ℠}} apply to unregistered marks ({{not a typo|™}} for goods and {{not a typo|℠}} for services),<ref name=":8">{{Cite web |title=What is a trademark? |url=https://www.uspto.gov/trademarks/basics/what-trademark |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="Every time you use your trademark, you can use a symbol with it. The symbol lets consumers and competitors know you’re claiming the trademark as yours. You can use “TM” for goods or “SM” for services even if you haven’t filed an application to register your trademark. Once you register your trademark with us, use an ® with the trademark. You may use the registration symbol anywhere around the trademark, although most trademark owners use the symbol in a superscript or subscript manner to the right of the trademark. You may only use the registration symbol with the trademark for the goods or services listed in the federal trademark registration."}}</ref> the ® symbol indicates official registration with the relevant national authority.<ref name=":8" /><ref>{{Cite web |title=Registration |url=https://www.euipo.europa.eu/en/trade-marks/after-applying/registration |access-date=2024-10-19 |website=EUIPO |language=en |quote="You can use the ® symbol to show that your trade mark is registered.You can also indicate the EU trade mark number next to your trade mark. Do not use the ® symbol on a mark that is not registered as using this symbol with an unregistered mark can be considered a civil or criminal offence."}}</ref> Using the ® symbol for unregistered trademarks is misleading and can be treated as unfair business practice.<ref name=":9" /> It may also result in civil or criminal penalties.<ref name=":9" />
The three symbols associated with trademarks represent the status of a mark and accordingly its level of protection. While {{not a typo|™}} can be used with any common law usage of a mark, {{not a typo|®}} may only be used by the owner of a mark following registration with the relevant national authority, such as the [[U.S. Patent and Trademark Office]] (USPTO or PTO) or [[Indian Patent Office]] (IPO). The proper manner to display either symbol is immediately following the mark in superscript style.<ref>{{cite book|url=https://books.google.com/books?id=_rMEEAAAQBAJ&pg=PA22|title=Patent It Yourself: Your Step-by-Step Guide to Filing at the U.S. Patent Office|edition=20th|last1=Pressman|first1=David|last2=Blau|first2=David E.|publisher=[[Nolo (publisher)|Nolo]]|date=2020|access-date=27 May 2022|pages=22|isbn=978-1-4133-2780-9}}</ref>


=== Brand vs. trademark ===
==Styles==
A brand is a marketing concept that reflects how consumers perceive a product or service.<ref name=":14">{{cite web |title=Trademark Registration Toolkit |url=https://www.uspto.gov/sites/default/files/documents/TM-Registration-Toolkit.pdf |url-status=live |archive-url=https://web.archive.org/web/20240926202327/https://www.uspto.gov/sites/default/files/documents/TM-Registration-Toolkit.pdf |archive-date=26 September 2024 |access-date=2024-10-20 |publisher=U.S. Patent and Trademark Office (USPTO)}}</ref> It has a much wider meaning and refers to the proprietary visual, emotional, rational, and cultural image that customers associate with a company or product.<ref name=":10" /><ref name=":14" />
A trademark is typically a name, word, phrase, [[logo]], [[symbol]], [[design]], image, or a combination of these elements.<ref name="Restatement 1995">Restatement (Third) of Unfair Competition § 9 (1995)</ref> There is also a range of [[non-conventional trademark]]s comprising marks which do not fall into these standard categories, such as those based on colour, smell, or sound (like [[jingle]]s). Trademarks that are considered offensive are often rejected according to a nation's trademark law.<ref>{{cite web|url= http://www.enquirer.com/editions/1997/06/25/bus_nike.html |title= In addition to recalling 38,000 pairs of the offensive shoes, Nike has diverted another 30,000 pairs from Saudi Arabia, Kuwait, Malaysia, Indonesia and Turkey to "less-sensitive" markets |date=25 June 1997}}</ref>


A trademark, by contrast, offers legal protection for a brand with enforceable rights over the brand's identity and distinguishing elements.<ref name=":14" />
The term ''trademark'' is also used informally to refer to any distinguishing attribute by which an individual is readily identified, such as the well-known characteristics of celebrities. When a trademark is used about services rather than products, it may sometimes be called a [[service mark]], particularly in the [[United States trademark law|United States]].<ref name="Restatement 1995"/>


==Fundamental concepts==
==Fundamental concepts==
===Public policy===
The essential function of a trademark is to exclusively identify the source or origin of products or services, so a trademark, properly called, indicates the source or serves as a badge of origin.<ref>{{Cite web |title=trademark |url=https://www.law.cornell.edu/wex/trademark |access-date=2024-04-24 |website=LII / Legal Information Institute |language=en}}</ref> In other words, trademarks serve to identify a particular entity as the source of goods or services.<ref>{{Cite web |title=What is a trademark? |url=https://www.uspto.gov/trademarks/basics/what-trademark |access-date=2024-04-24 |website=www.uspto.gov}}</ref> The use of a trademark in this way is known as trademark use. Certain [[exclusive right]]s attach to a registered mark.
Trademark law is designed to fulfill the [[public policy]] objective of [[consumer protection]], by preventing the public from being misled as to the origin or quality of a product or service. By identifying the commercial source of products and services, trademarks facilitate the identification of products and services which meet the expectations of consumers as to the quality and other characteristics.


Trademarks may also serve as an incentive for manufacturers, providers, or suppliers to consistently provide quality products or services to maintain their business reputation. Furthermore, if a trademark owner does not maintain [[quality control]] and adequate supervision about the manufacture and provision of products or services supplied by a licensee, such "naked licensing" will eventually adversely affect the owner's rights in the trademark. For US law ''see, ex.'' ''Eva's Bridal Ltd. v. Halanick Enterprises, Inc.'' 639 F.3d 788 (7th Cor. 2011). This proposition has, however, been watered down by the judgment of the House of Lords in the case of ''Scandecor Development AB v. Scandecor Marketing AB et al.'' [2001] UKHL 21; wherein it has been held that the mere fact that a bare license (the equivalent of the United States concept of a naked license) has been granted did not automatically mean that a trademark was liable to mislead.
Trademarks are used not only by businesses but also by noncommercial organizations and religions to protect their [[religious identity|identity]] and goodwill associated with their name.<ref>{{cite journal |first=David A. |last=Simon |title=Trademarks and Keep the Faith: Trademarks, Religion, and Identity |journal=[[IDEA: The Intellectual Property Law Review]] |url=https://ssrn.com/abstract=1126350|date=2009 |volume=49 |issue=2 |page=233}}</ref><ref>{{cite journal |first=Wenqi |last=Liu |title=Protection of Religious Signs under Trademark Law: A Perspective of China's Practice|journal=Religions |url=https://www.researchgate.net/publication/320963832 |date=2017 |volume=8 |issue= 11|page=246|doi=10.3390/rel8110246|doi-access=free }}</ref><ref>{{cite journal |first=Tim |last=Lince|title=Governments "should do more" to protect religious signs through trademark law, expert urges|journal=[[World Trademark Review]]|url=https://www.worldtrademarkreview.com/enforcement-and-litigation/governments-should-do-more-protect-religious-signs-through-trademark|date=2018}}</ref>


By the same token, trademark holders must be cautious in the sale of their mark for similar reasons as apply to licensing. When assigning an interest in a trademark, if the associated product or service is not transferred with it, then this may be an "assignment-in-gross" and could lead to a loss of rights in the trademark. It is still possible to make significant changes to the underlying goods or services during a sale without jeopardizing the trademark, but companies will often contract with the sellers to help transition the mark and goods or services to the new owners to ensure continuity of the trademark.
Trademark rights generally arise out of the use of, or to maintain exclusive rights over, that sign about certain products or services, assuming there are no other trademark objections.


===Comparison with patent and copyright===
Different goods and services have been classified by the [[International (Nice) Classification of Goods and Services]] into 45 [[Trademark Classes]] (1 to 34 cover goods, and 35 to 45 cover services). The idea behind this system is to specify and limit the extension of the intellectual property right by determining which goods or services are covered by the mark, and to unify classification systems around the world.
{{See also|Functionality doctrine|Threshold of originality}}Trademarks are often confused with [[Patent|patents]] and [[Copyright|copyrights]]. Although all three laws protect forms of intangible property, collectively known as [[intellectual property]] (IP), they each have different purposes and objectives:
{| class="wikitable"
|+Trademark, patent, or copyright<ref>{{Cite web |title=Trademark, patent, or copyright |url=https://www.uspto.gov/trademarks/basics/trademark-patent-copyright |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref>
! !! Trademark !! [[Patent]] !! [[Copyright]]
|-
| '''Protects'''
| A '''word, phrase, design''', or a combination that identifies and distinguishes each party's goods or services from those of others and indicates their sources.
| Technical inventions, such as chemical compositions like pharmaceutical drugs, mechanical processes like complex machinery, or machine designs that are new, unique, and usable in some type of industry.
| Artistic, literary, or intellectually created works, such as novels, music, movies, software code, photographs, and paintings that are original and exist in a tangible medium, such as paper, canvas, film, or digital format.
|-
| '''Example'''
| [[Coca-Cola]]® for soft drinks
| A new type of hybrid engine
| Song lyrics to "[[Let It Go]]" from ''[[Frozen (2013 film)|Frozen]]''
|-
| '''Benefits'''
| Protects brands against unauthorized registration by other parties and helps prevent others from using similar trademarks with related goods or services.
| Safeguards inventions and processes against duplication, manufacturing, usage, or sale by other parties without the inventor’s consent.
| Protects the exclusive right to reproduce, distribute, and perform or display the created work, and prevents other people from copying or exploiting the creation without the copyright holder’s permission.
|}

Among these types of IP, only trademark law offers the possibility of perpetual rights, provided the trademark is continuously used and renewed.<ref name=":28">{{Cite web |title=Trademark FAQs |url=https://www.uspto.gov/learning-and-resources/trademark-faqs#type-browse-faqs_1928 |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="Trademarks protect words, names, symbols, sounds, or colors that distinguish goods and services from those manufactured or sold by others and indicate the source of the goods. Trademarks, unlike patents, can be renewed forever as long as they are being used in commerce."}}</ref><ref name=":29">{{Cite web |title=Trademarks |url=https://www.wipo.int/web/trademarks |access-date=2024-10-14 |website=trademarks |publisher=WIPO |language=en-US |quote="The term of trademark registration can vary, but is usually ten years. It can be renewed indefinitely on payment of additional fees..."}}</ref> However, if a trademark is no longer in use, its registration may be subject to cancellation.<ref name=":30">{{Cite web |title=Keeping your registration alive |url=https://www.uspto.gov/trademarks/maintain/keeping-your-registration-alive |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="Generally, trademark owners are only entitled to a federal registration if they're using their trademark in commerce. That's why most applicants submit specimens when they apply — to show that they're using their trademark. However, demonstrating trademark use once isn't enough. You must regularly demonstrate use throughout the life of your trademark if you want to maintain your registration and keep its benefits."}}</ref> Trademarks can also lose protection through [[Generic trademark|genericide]], a process where a trademark becomes so widely used to refer to a category of goods or services that it loses its distinctiveness and legal protection.<ref name=":7">{{Cite web |title=genericide |url=https://www.law.cornell.edu/wex/genericide |access-date=2024-10-14 |website=LII / Legal Information Institute |language=en |quote="Genericide refers to the gradual process of a trademarked term becoming generic through use by the common individual. When a term becomes generic, the term cannot receive a trademark nor can current trademarks be enforced. This process can be harmful to companies, but they do not have much control over how the common person refers to their trademarked products. For example, escalator was originally a protected trademark used to designate the moving stairs manufactured by a specific company. Overtime, the common individual used the term to refer to any moving stairs and thus lost its trademark protection. Other examples of trademarks that have become generic terms are lite beer, soft soap, and cola."}}</ref> A well-known example is "escalator," which was once a trademark.<ref name=":7" /><ref>{{Cite web |last=Gordon |first=Whitson |date=2019-06-24 |title=How a Brand Name Becomes Generic |url=https://www.nytimes.com/2019/06/24/smarter-living/how-a-brand-name-becomes-generic.html |access-date=2024-10-14 |website=The New York Times |quote="...If a brand name is understood by the public to refer broadly to a category of goods and services rather than a brand’s specific good or service, a company may be at risk of losing its trademark. Escalator, cellophane, and laundromat have all lost their trademark status to genericide."}}</ref>

In contrast, patents have a fixed term, typically lasting 20 years from the filing date,<ref>{{Cite web |title=Patent essentials |url=https://www.uspto.gov/patents/basics/essentials |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="Utility and plant patents have a term for up to 20 years from the date the first non-provisional application for patent was filed..."}}</ref><ref>{{Cite web |title=Frequently Asked Questions |url=https://www.wipo.int/web/patents/faq_patents |access-date=2024-10-14 |website=patents |publisher=WIPO |language=en-US |quote="Patent protection is granted for a limited period, generally 20 years from the filing date of the application."}}</ref> after which the invention enters the public domain. Copyrights generally last for the life of the author plus an additional 50 to 70 years (depending on the jurisdiction),<ref>{{Cite web |title=How Long Does Copyright Protection Last? (FAQ) {{!}} U.S. Copyright Office |url=https://www.copyright.gov/help/faq/faq-duration.html |access-date=2024-10-14 |website=www.copyright.gov |publisher=U.S. Copyright Office |quote="The term of copyright for a particular work depends on several factors, including whether it has been published, and, if so, the date of first publication. As a general rule, for works created after January 1, 1978, copyright protection lasts for the life of the author plus an additional 70 years. For an anonymous work, a pseudonymous work, or a work made for hire, the copyright endures for a term of 95 years from the year of its first publication or a term of 120 years from the year of its creation, whichever expires first. For works first published prior to 1978, the term will vary depending on several factors. To determine the length of copyright protection for a particular work, consult chapter 3 of the Copyright Act (title 17 of the United States Code). More information on the term of copyright can be found in Circular 15a, Duration of Copyright, and Circular 1, Copyright Basics."}}</ref><ref>{{Cite web |title=Obtaining IP Rights: Copyright |url=https://www.wipo.int/copyright/en/protection.html |access-date=2024-10-14 |website=www.wipo.int |publisher=WIPO |language=en |quote="Generally, protection of the economic rights lasts for the lifetime of the author plus an additional period of at least 50 years. In a number of countries, this period is even longer (for example, 70 years after the death of the author in Europe, the United States of America and several other countries)."}}</ref> after which the protected work enters the public domain.

Although intellectual property laws such as these are theoretically distinct, more than one type may afford protection to the same article. For example, the particular design of a bottle may qualify for copyright protection as a non-utilitarian [sculpture], or trademark protection based on its shape, or the '[[trade dress]]' appearance of the bottle as a whole may be protectable. Titles and character names from books or movies may also be protectable as trademarks while the works from which they are drawn may qualify for copyright protection as a whole. Trademark protection does not apply to utilitarian features of a product such as the plastic interlocking studs on Lego bricks.<ref>See, for example, {{cite CanLII|litigants=Kirkbi AG v. Ritvik Holdings Inc.|link=Kirkbi AG v. Ritvik Holdings Inc.|year=2005|court=scc|num=65|format=scc|courtname=auto}}</ref>


==History==
==History==
=== Early origins ===
[[File:Trend in Trademarks applications 2007-2021.png|thumb|An estimated 13.9 million trademark applications were filed worldwide in 2021. This is represents an increase of 4% compared to 2020. This was the twelfth consecutive year of growth following the end of the global financial crisis in 2009.<ref name=":0">{{Cite web |date=2022 |title=World Intellectual Property Indicators 2022 |url=https://www.wipo.int/edocs/pubdocs/en/wipo-pub-941-2022-en-world-intellectual-property-indicators-2022.pdf |website=WIPO}}</ref>]]
[[File:Lascaux painting.jpg|thumb|Prehistoric Lascaux cave paintings.]]
[[File:Trademarks filling 2011 and 2021.png|thumb|Offices in Asia accounted for 69.7% of all trademark filing in 2021.<ref name=":0" />]]
The earliest examples of use of markings date back to around 15,000 years ago in [[Prehistory]]. Similar to branding practices, the [[Lascaux]] cave paintings in France, for instance, depict bulls with marks, which experts believe may have served as personal marks to indicate livestock ownership.<ref name=":23">{{Cite web |date=2021-12-06 |title=A History of Trademarks: from the Ancient World to the 19th Century |url=https://www.wipo.int/en/web/podcasts/madrid/transcripts/international_trademark_system_talk_01 |access-date=2024-10-23 |website=WIPO |language=en-US}}</ref><ref>{{Cite book |last=Diamond |first=Sidney A. |url=https://tind.wipo.int/record/2715?ln=en |title=The historical development of trademarks |date=1975 |publisher=International Trademark Association |series=The Trademark Reporter |location=New York, New York}}</ref>


Around 6,000 years ago, Egyptian masonry featured quarry marks and stonecutters' signs to identify the stone's origin and the workers responsible.<ref name=":23" /> Wine [[Amphora|amphorae]] marked with seals were also found in the tomb of [[Tutankhamun|Pharaoh Tutankhamun]], who ruled [[ancient Egypt]] more than 3,000 years ago.<ref>{{Cite web |date=August 2006 |title=First evidence of white wine in ancient Egypt from Tutankhamun's tomb |url=https://www.researchgate.net/publication/222039488_First_evidence_of_white_wine_in_ancient_Egypt_from_Tutankhamun's_tomb |access-date=23 October 2024 |website=ResearchGate |quote="...The inscriptions on Tutankhamun’s amphorae show the name of the product, the year, the property and the place of origin, and the name of the vintner in chief but not the color of these wines."}}</ref><ref name=":23" />
In trademark treatises it is usually reported that [[blacksmiths]] who made [[sword]]s in the [[Roman Empire]] are thought of as being the first users of trademarks.<ref>{{cite journal |first=Gary |last=Richardson |title=Brand Names Before the Industrial Revolution |journal=NBER Working Paper No. 13930 |date=April 2008 |doi=10.3386/w13930 |doi-access=free }}</ref> Other notable trademarks that have been used for a long time include [[Stella Artois]], which claims use of its mark since 1366, and [[Löwenbräu]], which claims use of its lion mark since 1383.<ref>{{Cite book |last=Packard |first=Ashley |title=Digital Media Law |publisher=John Wiley and Sons |year=2010 |page=162 |url=https://books.google.com/books?id=YcYJGlKJ4g4C |isbn=9781444318203}}</ref><ref>{{Cite web|url=https://trademark.trademarkia.com/stella-artois-anno-1366-77003422.html|title=STELLA ARTOIS ANNO 1366 Trademark of ANHEUSER-BUSCH INBEV S.A. Serial Number: 77003422 :: Trademarkia Trademarks|website=trademark.trademarkia.com|language=en|access-date=15 December 2019}}</ref> The first trademark legislation was passed by the [[Parliament of England]] under the reign of King [[Henry III of England|Henry III]] in 1266, which required all bakers to use a distinctive mark for the bread they sold.<ref name="tmprotect">{{cite web|url=http://www.tmprotect.idknet.com/eng/history.html|title=History of Trademarks}}</ref>


Over 2,000 years ago, Chinese manufacturers sold goods marked with identifying symbols in the Mediterranean region.<ref name=":23" /> Trademarks have also been discovered on pottery, porcelain, and swords produced by merchants in ancient Greece and the Roman Empire.<ref name=":23" /><ref>{{cite journal |last=Richardson |first=Gary |date=April 2008 |title=Brand Names Before the Industrial Revolution |journal=NBER Working Paper No. 13930 |doi=10.3386/w13930 |doi-access=free}}</ref>
The first modern trademark laws emerged in the late 19th century. In France, the first comprehensive trademark system in the world was passed into law in 1857 with the "Manufacture and Goods Mark Act". In Britain, the [[Merchandise Marks Act 1862]] made it a criminal offense to imitate another's trade mark 'with intent to defraud or to enable another to defraud'. The passing of the [[Trade Marks Registration Act 1875]] allowed formal registration of trademarks at the UK Patent Office for the first time.<ref name=EB1911>{{cite EB1911 |wstitle=Trade Marks |volume=27 |pages=128–135 |first1=A. W. |last1=Renton |first2=W. F. |last2=Craies}}</ref> Registration was considered to comprise ''[[prima facie]]'' evidence of ownership of a trademark and registration of marks began on 1 January 1876. The 1875 Act defined a registrable trade mark as a device or mark, or name of an individual or firm printed in some particular and distinctive manner; or a written signature or copy of a written signature of an individual or firm; or a distinctive label or ticket'.<ref name="Bently 2008">Bently, Lionel, "The Making of Modern Trade Marks Law: The Construction of the Legal Concept of Trade Mark (1860-80)" in Lionel Bently, Jane C. Ginsburg & Jennifer Davis (eds), ''Trade Marks and Brands: An Interdisciplinary Critique'' (Cambridge University Press, 2008)</ref>


Other notable trademarks that have been used for a long time include [[Stella Artois]], which claims use of its mark since 1366, and [[Löwenbräu]], which claims use of its lion mark since 1383.<ref>{{Cite book |last=Packard |first=Ashley |url=https://books.google.com/books?id=YcYJGlKJ4g4C |title=Digital Media Law |publisher=John Wiley and Sons |year=2010 |isbn=9781444318203 |page=162}}</ref><ref>{{Cite web |title=STELLA ARTOIS ANNO 1366 Trademark of ANHEUSER-BUSCH INBEV S.A. Serial Number: 77003422 :: Trademarkia Trademarks |url=https://trademark.trademarkia.com/stella-artois-anno-1366-77003422.html |access-date=15 December 2019 |website=trademark.trademarkia.com |language=en}}</ref>
In the [[United States]], [[United States Congress|Congress]] first attempted to establish a federal trademark regime in 1870.<ref name=EB1911/> This statute purported to be an exercise of Congress' [[Copyright Clause]] powers. However, the Supreme Court struck down the 1870 statute in the ''[[Trade-Mark Cases]]'' later on in the decade. In 1881, Congress passed a new trademark act, this time according to its [[Commerce Clause]] powers. Congress revised the Trademark Act in 1905.<ref>{{citation|url=http://www.iip.or.jp/translation/ono/ch2.pdf|title=The History and Development of Trademark Law}}</ref> The [[Lanham Act]] of 1946 updated the law and has served, with several amendments, as the primary federal law on trademarks.<ref>Roger W. Dyer Jr., [http://scholarship.law.missouri.edu/mlr/vol77/iss1/10 Monetary Damages under the Lanham Act: Eighth Circuit Holds Actual Confusion is Not a Prerequisite], 77 Mo. L. Rev. (2012)</ref>

=== National trademarks ===
The first trademark legislation was passed by the [[Parliament of England]] under the reign of King [[Henry III of England|Henry III]] in 1266, which required all bakers to use a distinctive mark for the bread they sold.<ref name="tmprotect">{{cite web|url=http://www.tmprotect.idknet.com/eng/history.html|title=History of Trademarks}}</ref>

The first modern trademark laws emerged in the late 19th century. In France, the first comprehensive trademark system in the world was passed into law in 1857 with the "Manufacture and Goods Mark Act". In Britain, the [[Merchandise Marks Act 1862]] made it a criminal offense to imitate another's trade mark 'with intent to defraud or to enable another to defraud'. The passing of the [[Trade Marks Registration Act 1875]] allowed formal registration of trademarks at the UK Patent Office for the first time.<ref name="EB1911">{{cite EB1911 |wstitle=Trade Marks |volume=27 |pages=128–135 |first1=A. W. |last1=Renton |first2=W. F. |last2=Craies}}</ref> Registration was considered to comprise ''[[prima facie]]'' evidence of ownership of a trademark and registration of marks began on 1 January 1876. The 1875 Act defined a registrable trade mark as a device or mark, or name of an individual or firm printed in some particular and distinctive manner; or a written signature or copy of a written signature of an individual or firm; or a distinctive label or ticket'.<ref name="Bently 2008">Bently, Lionel, "The Making of Modern Trade Marks Law: The Construction of the Legal Concept of Trade Mark (1860-80)" in Lionel Bently, Jane C. Ginsburg & Jennifer Davis (eds), ''Trade Marks and Brands: An Interdisciplinary Critique'' (Cambridge University Press, 2008)</ref>

In the [[United States]], [[United States Congress|Congress]] first attempted to establish a federal trademark regime in 1870.<ref name="EB1911" /> This statute purported to be an exercise of Congress' [[Copyright Clause]] powers. However, the Supreme Court struck down the 1870 statute in the ''[[Trade-Mark Cases]]'' later on in the decade. In 1881, Congress passed a new trademark act, this time according to its [[Commerce Clause]] powers. Congress revised the Trademark Act in 1905.<ref>{{citation|url=http://www.iip.or.jp/translation/ono/ch2.pdf|title=The History and Development of Trademark Law}}</ref> The [[Lanham Act]] of 1946 updated the law and has served, with several amendments, as the primary federal law on trademarks.<ref>Roger W. Dyer Jr., [http://scholarship.law.missouri.edu/mlr/vol77/iss1/10 Monetary Damages under the Lanham Act: Eighth Circuit Holds Actual Confusion is Not a Prerequisite], 77 Mo. L. Rev. (2012)</ref>


The [[Trade Marks Act 1938]] in the [[United Kingdom]] set up the first registration system based on the "intent-to-use" principle. The Act also established an application publishing procedure and expanded the rights of the trademark holder to include the barring of trademark use even in cases where confusion remained unlikely. This Act served as a model for similar legislation elsewhere.<ref>{{cite book|url=https://books.google.com/books?isbn=9041109382|title=Introduction to Intellectual Property: Theory and Practice|author=World Intellectual Property Organization|year=1997|publisher=Kluwer Law International|page=23}}</ref>
The [[Trade Marks Act 1938]] in the [[United Kingdom]] set up the first registration system based on the "intent-to-use" principle. The Act also established an application publishing procedure and expanded the rights of the trademark holder to include the barring of trademark use even in cases where confusion remained unlikely. This Act served as a model for similar legislation elsewhere.<ref>{{cite book|url=https://books.google.com/books?isbn=9041109382|title=Introduction to Intellectual Property: Theory and Practice|author=World Intellectual Property Organization|year=1997|publisher=Kluwer Law International|page=23}}</ref>


===Oldest registered trademarks===
===Oldest registered trademarks===
[[File:Bass logo oldest trademark.jpg|thumb|[[Bass Brewery]]'s logo became the first image to be registered as a trademark in the UK, in 1876.<ref name=UK00000000001/>]]
[[File:Bass logo oldest trademark.jpg|thumb|[[Bass Brewery]]'s logo became the first image to be registered as a trademark in the UK, in 1876.<ref name="UK00000000001" />]]


The oldest registered trademark has various claimants, enumerated below:
The oldest registered trademark has various claimants, enumerated below:
Line 77: Line 117:
* [[Germany]]: 1875&nbsp;– The [[Krupp]] steel company registered three seamless train wheel tires,<ref>[//www.thyssenkrupp.com/independent/zoom_image.html?id=419&lang=de First Krupp-Logo]. ThyssenKrupp-Website</ref> which are put on top of each other, as its label in 1875, under the German Trade Mark Protection Law of 1874.<ref>[[:s:de: Gesetz über Markenschutz|Gesetz über Markenschutz]] Reichsmarkenschutzgesetz 1874</ref> The seamless train wheel tire did not break, unlike iron tires with seams, and was patented by Krupp in Prussia in 1853.
* [[Germany]]: 1875&nbsp;– The [[Krupp]] steel company registered three seamless train wheel tires,<ref>[//www.thyssenkrupp.com/independent/zoom_image.html?id=419&lang=de First Krupp-Logo]. ThyssenKrupp-Website</ref> which are put on top of each other, as its label in 1875, under the German Trade Mark Protection Law of 1874.<ref>[[:s:de: Gesetz über Markenschutz|Gesetz über Markenschutz]] Reichsmarkenschutzgesetz 1874</ref> The seamless train wheel tire did not break, unlike iron tires with seams, and was patented by Krupp in Prussia in 1853.


== Establishing rights ==
==Terminology==
[[File:Burberry pattern.svg|thumb|right|Approximate drawing of Burberry check pattern. The pattern is a registered trademark of [[Burberry|Burberry Ltd.]]]]


=== First-to-file and first-to-use ===
Terms such as "mark", "[[brand]]" and "[[logo]]" are sometimes used interchangeably with "trademark". "Trademark", however, also includes any [[Wiktionary: device|device]], brand, label, name, signature, word, letter, numerical, shape of goods, packaging, color or combination of colors, smell, sound, movement or any combination thereof which is capable of distinguishing goods and services of one business from those of others. It must be capable of graphical representation and must be applied to goods or services for which it is registered.
Trademark protection can be acquired through registration and/or, in certain countries, through use.<ref name=":10">{{cite web |last=World Intellectual Property Organization |date=2017 |title=Making a Mark: An Introduction to Trademarks for Small and Medium-Sized Enterprises |url=https://www.wipo.int/edocs/pubdocs/en/wipo-pub-900-1-en-making-a-mark-an-introduction-to-trademarks-for-small-and-medium-sized-enterprises.pdf |url-status=live |archive-url=https://web.archive.org/web/20240927151517/https://www.wipo.int/edocs/pubdocs/en/wipo-pub-900-1-en-making-a-mark-an-introduction-to-trademarks-for-small-and-medium-sized-enterprises.pdf |archive-date=27 Sep 2024 |access-date=20 October 2024 |publisher=WIPO}}</ref><ref name=":11">{{Cite web |title=First To File Versus First To Use |url=https://corsearch.com/content-library/blog/first-to-file-versus-first-to-use/ |access-date=2024-10-20 |website=Corsearch |language=en-GB}}</ref>


Globally, the most common method for establishing trademark rights is registration.<ref name=":11" /> Most countries operate under a "first-to-file" system, which grants rights to the first entity to register the mark.<ref name=":10" />{{rp||page=29|style=ama}} However, well-known trademarks are an exception, as they may receive protection even without registration.<ref name=":10" />{{rp||page=29|style=ama}}
Specialized types of trademark include [[certification mark]]s, [[collective trademark]]s and [[defensive trademark]]s. A trademark that is popularly used to describe a product or service (rather than to distinguish the product or services from those of third parties) is sometimes known as a [[genericized trademark]]. If such a mark becomes [[synonym]]ous with that product or service to the extent that the trademark owner can no longer enforce its proprietary rights, the mark becomes generic.


In contrast, a few countries, like the United States, Canada, and Australia, follow a "first-to-use" or hybrid system, where using the mark in commerce can establish certain rights, even without registration.<ref name=":11" /> However, registration in these countries still provides stronger legal protection and enforcement.<ref name=":10" />{{rp||page=30|style=ama}}
A "[[trademark look]]" is an informal term for a characteristic look for a performer or character of some sort. It is usually not legally trademark protected and the term is not used in the trademark law.
[[File:Coca-Cola logo.svg|thumb|The COCA-COLA'''®''' trademark has been registered with the U.S. Patent and Trademark Office since 1893.<ref>{{Cite web |title=Trademark Status & Document Retrieval |url=https://tsdr.uspto.gov/#caseNumber=70022406&caseSearchType=US_APPLICATION&caseType=DEFAULT&searchType=statusSearch |access-date=2024-10-20 |website=tsdr.uspto.gov}}</ref>]]
For example, in the United States, trademark rights are established either (1) through first use of the mark in commerce, creating common law rights limited to the geographic areas of use, or (2) through federal registration with the U.S. Patent and Trademark Office (USPTO), with use in commerce required to maintain the registration.<ref name=":26">{{Cite web |title=Overview of Trademark Law |url=https://cyber.harvard.edu/metaschool/fisher/domain/tm.htm |url-status=live |archive-url=https://web.archive.org/web/20240929021903/https://cyber.harvard.edu/metaschool/fisher/domain/tm.htm |archive-date=2024-09-29 |access-date=2024-10-20 |website=cyber.harvard.edu}}</ref><ref>{{Cite web |title=Trademark Fundamentals – Trademarks and Licensing Services |url=https://trademarks.usc.edu/trademark-fundamentals/ |access-date=2024-10-20 |website=trademarks.usc.edu}}</ref> Federal registration with the USPTO provides additional benefits, such as:


* The registered trademark is added to the USPTO’s database, which provides public notice to anyone searching for similar trademarks.<ref name=":13">{{Cite web |title=Why register your trademark? |url=https://www.uspto.gov/trademarks/basics/why-register-your-trademark |access-date=2024-10-20 |website=www.uspto.gov |language=en-US}}</ref>
==Registration==
* Federal registration establishes a legal presumption of ownership and exclusive rights to use the mark. The registration certificate can serve as evidence of ownership in legal proceedings.<ref name=":13" />
Some law considers a trademark to be a form of [[property]]. [[Wikt: proprietary|Proprietary]] rights about a trademark may be established through actual use of that trademark in the [[marketplace]] or through registration of the mark with the relevant trademarks office (or "trademarks registry") of a particular jurisdiction. In some jurisdictions, trademark rights can be established through either or both means. Certain jurisdictions{{which|date=May 2019}} generally do not recognize trademarks rights arising merely through use. If trademark owners do not hold registrations for their marks in such jurisdictions, the extent to which they will be able to enforce their rights through [[trademark infringement]] proceedings may be limited. In cases of dispute, this disparity of rights is often referred to as "first to file" (i.e., register) as opposed to "first to use". Some countries, such as Germany, offer a limited number of [[common law]] rights for unregistered marks, where to gain protection the goods or services must first occupy a highly significant position in the marketplace&nbsp;— where this could be 40% or more market share for sales in the particular class of goods or services.
* A U.S. trademark registration can be a basis for filing for trademark protection in other countries.<ref name=":13" />
* Registered trademarks can display the ® symbol to designate federal registration and discourage unauthorized use.<ref name=":13" />
* Trademark owners can file infringement claims in federal court and may also record their registered trademarks with U.S. Customs and Border Protection (CBP) to help prevent the importation of counterfeit or trademark infringing goods.<ref name=":13" /><ref>{{Cite web |title=U.S. Customs and Border Protection services for trademark owners |url=https://www.uspto.gov/trademarks/protect/customs-and-border-protection |access-date=2024-10-20 |website=www.uspto.gov |language=en-US}}</ref>


===Distinctiveness===
In the United States, the registration process includes several steps. First, the trademark owner applies with the United States Patent and Trade Mark Office to register the trademark. About three months after it is filed, the application is reviewed by an examining attorney at the U.S. Patent and Trademark Office. The examining attorney checks for compliance with the rules of the Trademark Manual of Examination Procedure. This review includes procedural matters such as making sure the applicant's goods or services are identified properly. It also includes more substantive matters such as making sure the applicant's mark is not merely descriptive or likely to confuse with a pre-existing applied-for or registered mark. If the application runs afoul of any requirement, the examining attorney will issue an office action requiring the applicant to address certain issues or refusals before registration of the mark. If the examining attorney approves the application, it will be "published for opposition". During this 30-day period, third parties who may be affected by the registration of the trademark may step forward to file an [[opposition proceeding]] to stop the registration of the mark. If an opposition proceeding is filed it institutes a case before the [[Trademark Trial and Appeal Board]] to determine both the validity of the grounds for the opposition as well as the ability of the applicant to register the mark at issue. Finally, provided that no third-party opposes the registration of the mark during the opposition period or the opposition is ultimately decided in the applicant's favor, the mark will be registered in due course.
{{Main|Trademark distinctiveness}}


Trademark law grants legal protection to "distinctive" trademarks, which are marks that allow consumers to easily associate them with specific products or services.<ref name=":17">{{cite report |url=https://www.wipo.int/edocs/pubdocs/en/wipo_pub_900_1.pdf |title=Making a Mark: An Introduction to Trademarks for Small and Medium-sized Enterprises |author=WIPO |date=2017 |publisher=World Intellectual Property Organization |isbn= |access-date=20 October 2024}}</ref><ref name=":5" /> A strong trademark is inherently distinctive (able to identify and distinguish a single source of goods or services), often falling into categories such as suggestive, fanciful, or arbitrary, and is therefore registerable.<ref name=":17" /><ref name=":5" /> In contrast, weak trademarks tend to be either descriptive or generic and may not be registerable.<ref name=":5">{{Cite web |title=Strong trademarks |url=https://www.uspto.gov/trademarks/basics/strong-trademarks |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref><ref name=":6">{{Cite web |title=distinctive trademark |url=https://www.law.cornell.edu/wex/distinctive_trademark |access-date=2024-10-14 |website=LII / Legal Information Institute |language=en |quote="A distinctive trademark is a trademark that “identifies and distinguishes” the relevant goods or services. This is required for a trademark to be eligible for federal trademark protection and registration at the United States and Trademark Office."}}</ref>
Outside of the United States, the registration process is substantially similar to that found in the U.S. save for one notable exception in many countries: registration occurs before the [[opposition proceeding]]. In short, once an application is reviewed by an examiner and found to be entitled to registration a registration certificate is issued subject to the mark being open to opposition. The overall length of the trademark registration process varies considerably between individual jurisdictions, from 2 to 24 months.<ref>{{Cite web|title=How long does it take to register a trademark?|url=https://tramatm.com/blog/category/general/how-long-does-it-take-to-register-trademark|access-date=1 November 2021|website=tramatm.com|language=en}}</ref>


==== Acceptable trademarks ====
A registered trademark confers a [[bundle of rights|bundle]] of [[exclusive right]]s upon the registered owner, including the right to exclusive use of the mark about the products or services for which it is registered. The law in most jurisdictions also allows the owner of a registered trademark to prevent unauthorized use of the mark about products or services which are identical or "colorfully similar" to existing registered products or services, and in certain cases, prevent the use of entirely dissimilar ones. The test is always whether a consumer of the goods or services will be confused as to the identity of the source or origin, not just the area of rights specified by the trademark. An example might be a very large multinational electronics brand such as [[Sony|Sony Corporation]] where a non-electronic product such as a pair of sunglasses might be assumed by a consumer to have come from Sony Corporation of Japan despite being outside a class of goods to which Sony has rights, yet still protected by Sony's trademark; a similarly named psychotherapy office or line of hamburger buns or summer camps, however, would not be infringing on Sony Corporation's trademark because the service or products being offered are so vastly different from Sony Corporation's trademark claim of rights and range of manufactured goods.


* '''Fanciful''': Invented words that have meaning only in relation to their goods or services.<ref name=":5" /><ref name=":6" /> For example, Exxon® for petroleum and Pepsi® for soft drinks.<ref name=":5" />
Once trademark rights are established in a particular jurisdiction, these rights are generally only enforceable in that jurisdiction, a quality which is sometimes known as "territoriality". However, there is a range of international trademark laws and systems which facilitate the protection of trademarks in more than one jurisdiction.
* '''Arbitrary''': Actual words that have no association with the underlying goods or services.<ref name=":5" /><ref name=":6" /> For example, Apple® for computers.<ref name=":5" /><ref name=":6" />
* '''Suggestive''': Words that suggest some quality of the goods or services, but don’t state that quality of the goods or services outright.<ref name=":5" /><ref name=":6" /> For example, Coppertone® for sun-tanning products.<ref name=":5" />


==== Unacceptable trademarks ====
=== Top Madrid trademark applicants ===

The [[Madrid Agreement Concerning the International Registration of Marks|Madrid System for the International Registration of Marks]] is a protocol to protect trademarks worldwide, in over 120 countries.<ref>{{Cite web|title=Madrid System|url=https://www.inta.org/topics/madrid-system/|access-date=2021-09-15|website=International Trademark Association|language=en}}</ref><ref>{{Cite web|title=WIPO {{!}} Madrid – The International Trademark System|url=https://www.wipo.int/madrid/en/index.html|access-date=2021-09-15|website=www.wipo.int|language=en}}</ref> The Madrid System has a centralized trademark registration system through a single application, in one language and with one set of fees (in one currency, the [[Swiss franc]]), protection can be obtained in member states and intergovernmental organizations.<ref>{{Cite web|title=International trademarks: Is the Madrid System right for you? {{!}} Novagraaf|url=https://www.novagraaf.com/en/insights/international-trademarks-madrid-system-right-you|access-date=2021-09-15|website=www.novagraaf.com|language=en}}</ref><ref>{{Cite web|last=Australia|first=I. P.|date=2016-03-18|title=Getting an international trade mark|url=https://www.ipaustralia.gov.au/trade-marks/managing-your-trade-mark/international-trade-marks|access-date=2021-09-15|website=www.ipaustralia.gov.au|language=en}}</ref> International registrations can then be modified, renewed or expanded, centrally through WIPO (rather than through each separate IP Office).<ref>{{Cite book|url=https://internationalipcooperation.eu/sites/default/files/arise-docs/2019/ARISEplusIPR_The-Madrid-Protocol_Indonesia_English.pdf|title=The Madrid Protocol|publisher=ARISE+ ASEAN Intellectual Property Rights}}</ref> The Madrid System can only be used by a [[natural person]] or a [[Legal person|legal entity]], which is a national, is domiciled or has a company in the territory of a member of the Madrid System.
* '''Descriptive''': Words that describe some aspect of the goods or services without identifying or distinguishing the source of those goods or services. Descriptive trademarks may become federally registerable if they acquire distinctiveness through long-term use in commerce.<ref name=":5" /><ref name=":6" />
* '''Generic''': Common names for the goods or services and cannot function as trademarks because they fail to indicate a specific source. Generic trademarks are not federally registrable.<ref name=":5" /><ref name=":6" /> For example, "Bicycle" for bicycles.<ref name=":5" />

=== Clearance search ===
The registration process typically begins with a trademark clearance search to identify potential conflicts that could prevent the registration of the trademark.<ref name=":17" /><ref name=":19" /> A comprehensive clearance search can help avoid costly and time-consuming issues, such as refusal to register, opposition or cancellation proceedings, or a trademark infringement lawsuit.<ref name=":4">{{Cite web |title=Comprehensive clearance search for similar trademarks |url=https://www.uspto.gov/trademarks/search/comprehensive-clearance-search-similar-trademarks |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote=}}</ref>

In the United States, the [[United States Patent and Trademark Office|USPTO]] maintains a publicly accessible database of registered trademarks. This database can be searched using the Trademark Search system,<ref>{{Cite web |title=Search our trademark database |url=https://www.uspto.gov/trademarks/search |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref> which replaced the Trademark Electronic Search System (TESS) in 2023.<ref>{{Cite web |title=Retiring TESS: What to know about the new trademark search system |url=https://www.uspto.gov/subscription-center/2023/retiring-tess-what-know-about-new-trademark-search-system |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref> A comprehensive clearance search involves checking the USPTO database for federally registered and applied-for trademarks, state trademark databases, and the internet to see if someone else has already registered that trademark or a similar one.<ref name=":19">{{Cite web |title=Why search for similar trademarks? |url=https://www.uspto.gov/trademarks/basics/why-search-similar-trademarks |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="One of the most common reasons applications are rejected is because the applied-for trademark is too similar to an already registered one and there’s a likelihood of confusion. This means customers are likely to think your goods or services come from the same source as another party’s goods or services. Before you apply to register a trademark, conduct a clearance search to see if someone else already registered that trademark or a similar one. A comprehensive clearance search typically involves searching our trademark database of federally registered and applied-for trademarks, state trademark databases, and the internet. Although the trademark examining attorney assigned to your application will also conduct a search, they will only determine whether there are conflicting trademarks in our federal database. It's your responsibility to search state trademark databases and the internet."}}</ref> The search should also include looking at both words and designs. To search for similar designs in the USPTO database, design search codes must be used.<ref>{{Cite web |title=Design search codes |url=https://www.uspto.gov/trademarks/search/design-search-codes |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref>

[[World Intellectual Property Organization|WIPO]]’s [[Global Brand Database]] provides international access to trademarks and emblems.<ref>{{Cite web |title=Global Brand Database |url=https://www.wipo.int/web/global-brand-database |access-date=2024-10-21 |website=WIPO |language=en-US}}</ref>

=== National registration ===
[[File:Trend in Trademarks applications 2007-2021.png|thumb|An estimated 13.9 million trademark applications were filed worldwide in 2021. This represents an increase of 4% compared to 2020. This was the twelfth consecutive year of growth following the end of the global financial crisis in 2009.<ref name=":0">{{Cite web |date=2022 |title=World Intellectual Property Indicators 2022 |url=https://www.wipo.int/edocs/pubdocs/en/wipo-pub-941-2022-en-world-intellectual-property-indicators-2022.pdf |website=WIPO}}</ref>]]
Trademark owners can either maintain protection at the national level or expand internationally through the [[Madrid Protocol|Madrid System]] by building on their national registration. To pursue international protection, a national registration or pending application is required to act as the "basic mark."<ref name=":16">{{Cite web |title=Filing International Trademark Applications – The Process |url=https://www.wipo.int/web/madrid-system/how_to/file/basics |access-date=2024-10-20 |website=madrid-system |language=en-US}}</ref>

In the international application, the trademark owner can designate one or more Madrid System Member countries for protection. Each designated country’s trademark office will review the Madrid application under its local laws to grant or refuse protection.<ref name=":16" />[[File:Trademarks filling 2011 and 2021.png|thumb|Offices in Asia accounted for 69.7% of all trademark filing in 2021.<ref name=":0" />]]

In the United States, for example, a trademark must first be registered or pending with the [[United States Patent and Trademark Office|U.S. Patent and Trademark Office]] (USPTO) to serve as the "basic mark" necessary for Madrid filings.<ref>{{Cite web |title=Madrid Protocol |url=https://www.uspto.gov/ip-policy/trademark-policy/madrid-system-international-registration-marks-madrid-protocol |access-date=2024-10-20 |website=www.uspto.gov |language=en-US}}</ref> The trademark registration process with the USPTO generally follows these steps:<ref>{{Cite web |title=Apply online |url=https://www.uspto.gov/trademarks/apply |access-date=2024-10-20 |website=www.uspto.gov |language=en-US}}</ref>

# Application''':''' A trademark application is filed after completing a clearance search to identify any potentially conflicting marks.<ref name=":15">{{cite web |title=Trademark Registration Toolkit |url=https://www.uspto.gov/sites/default/files/documents/TM-Registration-Toolkit.pdf |url-status=live |archive-url=https://web.archive.org/web/20240926202327/thttps://www.uspto.gov/sites/default/files/documents/TM-Registration-Toolkit.pdf |archive-date=2024-09-26 |access-date=20 October 2024 |publisher=U.S. Patent and Trademark Office (USPTO)}}</ref>
# Examination''':''' An examining attorney reviews the application to ensure it meets legal requirements and that the trademark is registrable. The applicant may need to respond to any refusals or objections.<ref name=":15" />
# Publication''':''' If approved, the trademark is published in the Trademark Official Gazette for a 30-day period, allowing the public to raise any objections.<ref name=":15" />
# Registration''':''' If no opposition is filed, a registration certificate is issued, but ongoing maintenance is required to keep the registration active.<ref name=":15" />

=== Madrid System ===
Trademark owners seeking protection in multiple jurisdictions have two options: the Paris route, under the [[Paris Convention for the Protection of Industrial Property|Paris Convention]], or the [[Madrid Protocol|Madrid System]], which is administered by [[World Intellectual Property Organization|WIPO]].<ref name=":3">{{cite web |last=World Intellectual Property Organization (WIPO) |date=2024 |title=Madrid Yearly Review 2024: International Registration of Marks |url=https://www.wipo.int/edocs/pubdocs/en/wipo-pub-940-2024-en-madrid-yearly-review-2024.pdf |access-date=21 October 2024 |publisher=WIPO}}</ref>

The Paris route, covering 180 countries and also known as the "direct route," requires filing separate applications with each country’s IP office.<ref name=":3" /> In contrast, the Madrid System streamlines the process by allowing a single Madrid application, built on an existing or applied-for national or regional registration (the "basic mark"), to extend protection to up to 131 countries.<ref>{{Cite web |title=WIPO {{!}} Madrid – The International Trademark System |url=https://www.wipo.int/en/web/madrid-system/index |access-date=2024-10-21 |website=madrid-system |language=en-US}}</ref><ref name=":3" />


{| class="sortable wikitable"
{| class="sortable wikitable"
|+ Top Madrid applicants, 2023<ref name=":3" />
|+ Top Madrid trademark applicants in 2023<ref>{{Cite book |author1=World Intellectual Property Organization |url=https://www.wipo.int/publications/en/details.jsp?id=4526 |title=World Intellectual Property Indicators 2020 |website=www.wipo.int |publisher=World Intellectual Property Organization (WIPO) |year=2020 |isbn=9789280532012 |series=World IP Indicators (WIPI) |language=en |doi=10.34667/tind.42184 |access-date=2021-08-26}}</ref><ref name=":2" /><ref name=":3">{{cite web |title=World Intellectual Property Indicators 2019 |url=https://www.wipo.int/edocs/pubdocs/en/wipo_pub_941_2019.pdf |website=WIPO |publisher=World Intellectual Property Organization}}</ref><ref>{{Cite web |title=Madrid Yearly Review 2024 |url=https://www.wipo.int/edocs/pubdocs/en/wipo-pub-940-2024-en-madrid-yearly-review-2024.pdf |website=wipo.int}}</ref>
!Applicant
!Applicant
!Origin
!Origin
!2021
!Madrid applications
!2022
in 2019
!2023
!Madrid applications
in 2020
!Madrid applications
in 2021
!Madrid applications
in 2022
!Madrid applications
in 2023
|-
|-
|[[L'Oréal|L'Oreal]]
|[[L'Oréal|L'Oreal]]
|{{FRA}}
|{{FRA}}
|193
|189
|115
|187
|170
|170
|199
|199
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|[[BMW|Bayerische Motoren Werke AG]]
|[[BMW|Bayerische Motoren Werke AG]]
|{{DEU}}
|{{DEU}}
|
|
|56
|56
|39
|39
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|[[Euro Games Technology]]
|[[Euro Games Technology]]
|{{BGR}}
|{{BGR}}
|48
|84
|93
|93
|120
|120
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|[[Boehringer Ingelheim|Boehringer Ingelheim International GmbH]]
|[[Boehringer Ingelheim|Boehringer Ingelheim International GmbH]]
|{{DEU}}
|{{DEU}}
|
|
|60
|60
|54
|54
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|[[Novartis]]
|[[Novartis]]
|{{DEU}}
|{{DEU}}
|129
|233
|94
|94
|131
|131
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|[[Berlin Chemie|Berlin-Chemie AG]]
|[[Berlin Chemie|Berlin-Chemie AG]]
|{{DEU}}
|{{DEU}}
|
|
|1
|1
|3
|3
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|[[Shiseido]]
|[[Shiseido]]
|{{JPN}}
|{{JPN}}
|70
|130
|93
|93
|98
|98
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|[[Mizuno Corporation]]
|[[Mizuno Corporation]]
|{{JPN}}
|{{JPN}}
|
|
|21
|21
|51
|51
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|[[Huawei]]
|[[Huawei]]
|{{CHN}}
|{{CHN}}
|164
|197
|106
|106
|80
|80
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|[[Apple Inc.|Apple]]
|[[Apple Inc.|Apple]]
|{{USA}}
|{{USA}}
|104
|80
|92
|92
|47
|47
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|}
|}


=== Maintaining registration ===
==Search==
Unlike [[Patent|patents]] and [[Copyright|copyrights]], which have fixed expiration dates, trademark registrations typically have an initial term of 10 years and can be renewed indefinitely,<ref name=":29" /><ref name=":30" /><ref>{{Cite web |title=Fees and payments |url=https://www.euipo.europa.eu/en/trade-marks/before-applying/fees-payments |access-date=2024-10-27 |website=EUIPO |language=en |quote="An EU trade mark is valid for 10 years. It can be renewed indefinitely, 10 years at a time."}}</ref> as long as the mark remains in continuous use in commerce.<ref name=":28" /><ref name=":31">{{cite web |title=2.2.3 Period of Time to be Considered |url=https://guidelines.euipo.europa.eu/2214311/2043917/trade-mark-guidelines/2-2-3-period-of-time-to-be-considered |access-date=27 October 2024 |website=EUIPO Trade Mark Guidelines |publisher=European Union Intellectual Property Office (EUIPO) |quote="Pursuant to Article 58(1)(a) EUTMR, the EUTM becomes susceptible to revocation if it has not been put to genuine use within a continuous period of 5 years. However, no person may claim that the proprietor’s rights in an EUTM should be revoked where, during the interval between expiry of the 5-year period and filing of the application, genuine use of the trade mark has started or resumed. Further, according to Article 62(1) EUTMR, if the request for revocation is granted, the effective date of revocation is the date of the application for revocation."}}</ref>
In the United States, the [[United States Patent and Trademark Office|USPTO]] maintains a publicly accessible database of registered trademarks. This database can be searched using the Trademark Search system,<ref>{{Cite web |title=Search our trademark database |url=https://www.uspto.gov/trademarks/search |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref> which replaced the Trademark Electronic Search System (TESS) in 2023.<ref>{{Cite web |title=Retiring TESS: What to know about the new trademark search system |url=https://www.uspto.gov/subscription-center/2023/retiring-tess-what-know-about-new-trademark-search-system |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref>


If the trademark owner stops using the mark for too long (typically three to five years, depending on the jurisdiction), the trademark rights may be lost. For example, in the United States, trademark rights are based on use in commerce.<ref name=":28" /> If a mark is not used for three consecutive years, it is presumed abandoned and becomes vulnerable to challenges.<ref>{{Cite web |title=abandonment (of trademark) |url=https://www.law.cornell.edu/wex/abandonment_(of_trademark) |access-date=2024-10-27 |website=LII / Legal Information Institute |language=en |quote="Abandonment of a trademark occurs when the owner of the trademark deliberately ceases to use the trademark for three or more years, with no intention of using the trademark again in the future. When a trademark is abandoned, the trademark owner may no longer claim rights to the trademark. In effect, this frees the trademark so that anyone else can use it without recourse from the original trademark owner."}}</ref> Similarly, the European Union requires "genuine use" of the mark within a continuous five-year period following registration to maintain the trademark, with non-use potentially resulting in revocation.<ref name=":31" />
Before applying to register a trademark, a comprehensive clearance search is recommended,<ref name=":4">{{Cite web |title=Comprehensive clearance search for similar trademarks |url=https://www.uspto.gov/trademarks/search/comprehensive-clearance-search-similar-trademarks |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote=}}</ref> which involves checking the USPTO database for federally registered and applied-for trademarks, state trademark databases, and the internet to see if someone else has already registered that trademark or a similar one.<ref>{{Cite web |title=Why search for similar trademarks? |url=https://www.uspto.gov/trademarks/basics/why-search-similar-trademarks |access-date=2024-10-14 |website=www.uspto.gov |language=en-US |quote="One of the most common reasons applications are rejected is because the applied-for trademark is too similar to an already registered one and there’s a likelihood of confusion. This means customers are likely to think your goods or services come from the same source as another party’s goods or services. Before you apply to register a trademark, conduct a clearance search to see if someone else already registered that trademark or a similar one. A comprehensive clearance search typically involves searching our trademark database of federally registered and applied-for trademarks, state trademark databases, and the internet. Although the trademark examining attorney assigned to your application will also conduct a search, they will only determine whether there are conflicting trademarks in our federal database. It's your responsibility to search state trademark databases and the internet."}}</ref> The search should also include looking at both words and designs. To search for similar designs in the USPTO database, design search codes must be used.<ref>{{Cite web |title=Design search codes |url=https://www.uspto.gov/trademarks/search/design-search-codes |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref> A comprehensive clearance search can help avoid costly and time-consuming issues, such as refusal to register, opposition or cancellation proceedings, or a trademark infringement lawsuit.<ref name=":4" />

Trademarks may also be searched on third-party databases such as [[LexisNexis]], [[Dialog (online database)|Dialog]], and [[CompuMark]].

Within the European Union, searches have to be conducted taking into account both EU trademarks as well as national trademarks.

Classification systems exist to help in searching for marks. One example is the "International Classification of the Figurative Elements of Marks", better known as the [[Vienna Classification]].

==Ability to register== <!-- This section is linked from [[Australian trade mark law]] -->
In most systems, a trademark can be registered if it can [[Trademark distinctiveness|distinguish the goods or services]] of a party, will not confuse consumers about the relationship between one party and another, and will not otherwise deceive consumers concerning the qualities.

===Distinctive character===
{{Main|Trademark distinctiveness}}A strong trademark is inherently distinctive (able to identify and distinguish a single source of goods or services), often falling into categories such as suggestive, fanciful, or arbitrary, and is therefore federally registerable. In contrast, weak trademarks tend to be either descriptive or generic and may not be federally registerable.<ref name=":5">{{Cite web |title=Strong trademarks |url=https://www.uspto.gov/trademarks/basics/strong-trademarks |access-date=2024-10-14 |website=www.uspto.gov |language=en-US}}</ref><ref name=":6">{{Cite web |title=distinctive trademark |url=https://www.law.cornell.edu/wex/distinctive_trademark |access-date=2024-10-14 |website=LII / Legal Information Institute |language=en |quote="A distinctive trademark is a trademark that “identifies and distinguishes” the relevant goods or services. This is required for a trademark to be eligible for federal trademark protection and registration at the United States and Trademark Office."}}</ref>

==== Acceptable trademarks'''<ref name=":5" /><ref name=":6" />''' ====

* '''Fanciful''': Invented words that have meaning only in relation to their goods or services. For example, Exxon® for petroleum and Pepsi® for soft drinks.
* '''Arbitrary''': Actual words that have no association with the underlying goods or services. For example, Apple® for computers.
* '''Suggestive''': Words that suggest some quality of the goods or services, but don’t state that quality of the goods or services outright. For example, Coppertone® for sun-tanning products.

==== Unacceptable trademarks'''<ref name=":5" /><ref name=":6" />''' ====

* '''Descriptive''': Words that describe some aspect of the goods or services without identifying or distinguishing the source of those goods or services. Descriptive trademarks may become federally registerable if they acquire distinctiveness through long-term use in commerce.
* '''Generic''': Common names for the goods or services and cannot function as trademarks because they fail to indicate a specific source. For example, "Bicycle" for bicycles. Generic trademarks are not federally registrable.

==Maintaining rights==
Trademarks rights must be maintained through actual lawful use of the trademark. These rights will cease if a mark is not actively used for a period of time, normally five years in most jurisdictions. In the case of trademark registration, failure to actively use the mark in the lawful course of trade, or to enforce the registration in the event of infringement, may also expose the registration itself to become liable for an application for the removal from the register after a certain period of time on the grounds of "non-use".

A trademark owner does not need to take enforcement action against all infringement if it can be shown that the owner perceived the infringement to be minor and inconsequential{{cn|date=June 2023}}. This is designed to prevent owners from continually being tied up in litigation for fear of cancellation.

An owner can at any time commence an action for infringement against a third party as long as it had not previously notified the third party of its discontent following third party use and then failed to take action within a reasonable period of time (called [[acquiescence]]). The owner can always reserve the right to take legal action until a court decides that the third party had gained notoriety of which the owner "must" have been aware. It will be for the third party to prove their use of the mark is substantial as it is the onus of a company using a mark to check they are not infringing previously registered rights. In the US, owing to the overwhelming number of unregistered rights, trademark applicants are advised to perform searches not just of the trademark register but of local business directories and relevant trade press. Specialized search companies perform such tasks before application.

All jurisdictions with a mature trademark registration system provide a mechanism for removal in the event of such ''non-use'', which is usually a period of either three or five years. The intention to use a trademark can be proven by a wide range of acts as shown in the "Woolly Bully"<ref>{{Cite web|title=CCH Pinpoint {{!}} Australian Legal Research|url=https://pinpoint.cch.com.au/document/legauUio157352sl3670840/woolly-bull-enterprises-pty-ltd-v-reynolds|access-date=25 October 2020|website=pinpoint.cch.com.au}}</ref> and ''[[Aston v Harlee]]'' cases.

In the U.S., failure to use a trademark for this period of time will result in ''abandonment'' of the mark, whereby any party may use the mark.<ref name="Fishman">{{cite book |last1=Fishman |first1=Stephen |title=Trademark: Legal Care for Your Business & Product Name |date=2016 |publisher=Nolo |location=Berkeley |isbn=9781413322941 |page=238 |edition=11th |url=https://books.google.com/books?id=uJy_DAAAQBAJ&pg=PA238 |access-date=2 October 2020}}</ref> An abandoned mark is not irrevocably in the [[public domain]], but may instead be re-registered by any party which has re-established exclusive and active use, and must be associated or linked with the original mark owner. A mark is registered in conjunction with a description of a specific type of goods, and if the party uses the mark but in conjunction with a different type of goods, the mark may still be considered abandoned, as was the case in ''[[Lens.com, Inc. v. 1-800 Contacts, Inc.]]'' If a court rules that a trademark has become "[[Generic trademark|generic]]" through common use (such that the mark no longer performs the essential trademark function and the average consumer no longer considers that exclusive rights attach to it), the corresponding registration may also be ruled invalid.

Unlike other forms of intellectual property (e.g., patents and copyrights) a registered trademark can, theoretically, last forever. So long as a trademark's use is continuous a trademark holder may keep the mark registered with the U.S. Patent and Trademark Office by filing Section 8 Affidavit(s) of Continuous Use as well as Section 9 Applications for renewal, as required, and paying the fees associated with them.

=== Incontestable status ===
Specifically, once registered with the U.S. Patent and Trademark Office the owner of a trademark is required to file a Section 8 Affidavit of Continuous Use to maintain the registration between the 5th and 6th year anniversaries of the registration of the mark or during the 6-month grace period following the 6th anniversary of the registration.<ref name=" TMEP Sec. 1604.04">[http://tess2.uspto.gov/tmdb/tmep/1600.htm#_T160404 TMEP Sec. 1604.04], additional text.</ref> During this period, a trademark owner may concurrently opt to file a Section 15, Declaration of Incontestability. A mark declared incontestable is immune from future challenge, except in instances where the mark becomes generic, the mark is abandoned, or if the registration was acquired fraudulently. Note, if the Section 8 Affidavit is filed during the 6-month grace period additional fees to file the Affidavit with the U.S. Patent and Trademark Office will apply.<ref name="TMEP USPTO Fee Schedule">[http://www.uspto.gov/web/offices/ac/qs/ope/fee2009september15.htm#tm USPTO Fee Schedule] {{Webarchive|url=https://web.archive.org/web/20100513041242/http://www.uspto.gov/web/offices/ac/qs/ope/fee2009september15.htm#tm |date=13 May 2010}}, additional text.</ref>

In addition to the requirements above, U.S. trademark registrations are also required to be renewed on or about every 10th anniversary of the registration of the trademark. The procedure for 10-year renewals is somewhat different from that for the 5th–6th year renewal. In brief, registrants are required to file both a Section 8 Affidavit of Continuous Use as well as a Section 9 Application for Renewal every ten years to maintain their registration.<ref name="TMEP Sec. 1606 et seq.">[http://tess2.uspto.gov/tmdb/tmep/1600.htm#_T1606 TMEP Sec. 1606 et seq.], additional text.</ref>


==Enforcing rights==
==Enforcing rights==
The trademark owner must enforce their rights to preserve the trademark's [[#Distinctiveness|distinctiveness]], prevent trademark infringement, and avoid dilution.<ref>{{Cite web |last=Colson |first=Abby |date=2022-11-14 |title=Trademark litigation 101 - Legal Blog |url=https://legal.thomsonreuters.com/blog/trademark-litigation-101/ |access-date=2024-10-29 |website=Thomson Reuters Law Blog |language=en-US}}</ref> Enforcement after registration generally involves:
{{More citations needed section|date=February 2008}}
The extent to which a trademark owner may prevent unauthorized use of trademarks that are the same as or similar to its trademark depends on various factors such as whether its trademark is registered, the similarity of the trademarks involved, the similarity of the products or services involved, and whether the owner's trademark is ''well known'' or, under U.S. law relating to [[trademark dilution]], ''famous''.


# Border measures: Record registered trademarks with [[customs]] authorities, such as US [[U.S. Customs and Border Protection|CBP]]'s e-Recordation or the EU's Application For Action, to help prevent the importation of counterfeit goods.<ref>{{Cite web |title=ipr |url=https://iprr.cbp.gov/s/ |access-date=2024-10-29 |website=iprr.cbp.gov |quote="United States Customs and Border Protection (CBP) has the authority to detain, seize, forfeit, and ultimately destroy merchandise seeking entry into the United States if it bears an infringing trademark or copyright that has been registered with the United States Patent and Trademark Office (USPTO) or the United States Copyright Office (USCOP), and has subsequently been recorded with CBP. As an intellectual property right (IPR) owner, you can partner with CBP to receive border enforcement of your registered trademarks and copyrights through CBP's e-Recordation Program."}}</ref><ref>{{Cite web |title=Defend your rights - European Commission |url=https://taxation-customs.ec.europa.eu/customs-4/prohibitions-and-restrictions/counterfeit-piracy-and-other-ipr-violations/defend-your-rights_en |access-date=2024-10-30 |website=taxation-customs.ec.europa.eu |language=en |quote="Customs administrations are in the frontline to enforce intellectual property rights at the EU borders. In order to effectively carry out their task, customs need the active engagement of the right-holders themselves. Co-operation is the most effective weapon: thanks to the information provided by the right holders, customs may identify more easily goods suspected of infringing intellectual property rights (IPR) and take the necessary action. As a right holder, you can defend your rights by asking customs to detain goods suspected of infringing IPR."}}</ref><ref name=":10" />{{rp|pages=|style=AMA|page=79}}
If a trademark has not been registered, some jurisdictions (especially [[Common Law]] countries) offer protection for the business [[reputation]] or [[goodwill (business)|goodwill]] which attaches to unregistered trademarks through the [[tort]] of [[passing off (legal term)|passing off]]. Passing off may provide a remedy in a scenario where a [[business]] has been trading under an unregistered trademark for many years, and a rival business starts using the same or a similar mark.
# Monitoring: Track new trademark applications to identify potentially infringing marks.<ref name=":34">{{Cite web |title=Enforcement |url=https://www.inta.org/topics/enforcement/ |access-date=2024-10-29 |website=International Trademark Association |language=en}}</ref><ref name=":10" />{{rp|pages=|style=AMA|page=76}}
# [[Opposition proceeding|Opposition]] proceeding: To prevent the registration of conflicting marks during the review period.<ref>{{Cite web |title=Trademark Trial and Appeal Board (TTAB) FAQs |url=https://www.uspto.gov/trademarks/ttab/trademark-trial-and-appeal-board-ttab#type-browse-faqs_160488 |access-date=2024-10-29 |website=www.uspto.gov |language=en-US |quote="I just got a notice of opposition. What's an opposition? An opposition is a proceeding in which one party is seeking to prevent registration of another party's trademark. Under the law, if a party believes that he will be damaged by the registration of a mark, he can file an opposition. For more information, see TBMP § 102.02."}}</ref><ref>{{Cite web |title=Opposition |url=https://www.euipo.europa.eu/en/trade-marks/after-applying/opposition |access-date=2024-10-29 |website=EUIPO |language=en |quote="If someone owns an earlier right and they think that there is a conflict between your trade marks, they can oppose your application. To do this, they need to fill in an opposition form and pay a fee of €320. If an opposition is filed, your mark will be subject to opposition proceedings. An opposition must be filed no later than 3 months after the publication of the trade mark application."}}</ref><ref name=":34" />
# Cancellation proceeding: To revoke third-party trademark registrations that infringe or dilute a registered mark.<ref>{{Cite web |title=15 U.S. Code § 1064 - Cancellation of registration |url=https://www.law.cornell.edu/uscode/text/15/1064 |access-date=2024-10-29 |website=LII / Legal Information Institute |language=en |quote="A petition to cancel a registration of a mark, stating the grounds relied upon, may, upon payment of the prescribed fee, be filed as follows by any person who believes that he is or will be damaged, including as a result of a likelihood of dilution by blurring or dilution by tarnishment under section 1125(c) of this title, by the registration of a mark on the principal register established by this chapter, or under the Act of March 3, 1881, or the Act of February 20, 1905:"}}</ref><ref name=":34" />
# [[Cease and desist|Cease-and-desist]] letters: Demand that infringers stop unauthorized use.<ref name=":34" /><ref name=":10" />{{rp|pages=|style=AMA|page=78}}
# Litigation for infringement or dilution: Pursue lawsuits for injunctions and damages.<ref name=":34" />


=== Trademark infringement ===
If a trademark has been registered, then it is much easier for the trademark owner to demonstrate its trademark rights and to enforce these rights through an infringement action.<ref>{{Cite news|url=https://www.thepolarislawfirm.com/trademark/|title=Everything You Need to Know About Trademark Law {{!}} The Polaris Law Firm|work=The Polaris Law Firm|access-date=29 July 2018|language=en-US}}</ref> Unauthorized use of a registered trademark need not be intentional for infringement to occur, although damages in an infringement [[lawsuit]] will generally be greater if there was an intention to deceive.
[[Trademark infringement]] occurs when a competitor uses the same or a confusingly similar trademark for the same or similar products in a jurisdiction where the trademark is protected.<ref name=":32" /><ref>{{Cite web |title=Intellectual Property Enforcement |url=https://www.wipo.int/en/web/ip-enforcement |access-date=2024-10-29 |website=WIPO |language=en-US |quote="Trademark infringement occurs when there is an unauthorized use of a registered trademark or similar sign to identify identical or similar products and services as those covered by the registered trademark that lead to likelihood of confusion among consumers about the origin of the goods and services that are identified by these signs."}}</ref> This concept is recognized in many jurisdictions, including the United States, the European Union, and other countries, though specific legal standards may vary. To establish trademark infringement in court, the plaintiff generally must show:


* Ownership of a valid mark.<ref name=":35">{{Cite web |title=About Trademark Infringement |url=https://www.uspto.gov/page/about-trademark-infringement |access-date=2024-10-30 |website=www.uspto.gov |language=en-US}}</ref>
For trademarks that are considered to be well known, infringing use may occur where the use occurs about products or services which are not the same as or similar to the products or services about which the owner's mark is registered.
* Priority of rights (plaintiff's mark is "senior" to the defendant’s in registration or use).<ref name=":35" />
A growing area of law relating to the enforcement of trademark rights is [[secondary liability]], which allows for the imputation of liability to one who has not acted directly to infringe a trademark but whose legal responsibility may arise under the doctrines of either contributory or vicarious liability.<ref>See Jane Coleman, [http://www.secondarytrademarkinfringement.com/?p=95 ''Secondary Trademark Infringement: A Short Treatise on Contributory and Vicarious Infringement in Trademark''] {{Webarchive|url=https://archive.today/20120913081422/http://www.secondarytrademarkinfringement.com/?p=95 |date=13 September 2012 }} (Revised, Sept. 2010).</ref>
* ''A likelihood of confusion'' regarding the source or sponsorship of the goods or services due to the similarity.<ref name=":35" />


===Limits and defenses to claims of infringement===
==== Limits and defenses to claims of infringement ====
Trademark is subject to various defenses, such as abandonment, [[Tea Rose-Rectanus doctrine|limitations on geographic scope]], and fair use. In the United States, the [[fair use (U.S. trademark law)|fair use]] defense protects many of the interests in free expression related to those protected by the [[First Amendment to the United States Constitution|First Amendment]].
Trademark is subject to various defenses, such as abandonment, [[Tea Rose-Rectanus doctrine|limitations on geographic scope]], and fair use. In the United States, the [[fair use (U.S. trademark law)|fair use]] defense protects many of the interests in free expression related to those protected by the [[First Amendment to the United States Constitution|First Amendment]].


Line 264: Line 277:
An example of the second type is that [[Audi]] can run advertisements saying that a trade publication has rated an Audi model higher than a [[BMW]] model since they are only using "BMW" to identify the competitor. In a related sense, an auto mechanic can truthfully advertise that he services [[Volkswagen]]s,<ref>''Volkswagenwerk Aktiengesellschaft v. Church'', 411 F.2d 350, 352 (9th Cor. 1969).</ref> and a former ''[[Playboy]]'' [[Playboy Playmate|Playmate of the Year]] can identify herself as such on her website.<ref>''Playboy Enterprises, Inc. v. Welles'', 279 F.3d 796 (9th Cor. 2002)</ref>
An example of the second type is that [[Audi]] can run advertisements saying that a trade publication has rated an Audi model higher than a [[BMW]] model since they are only using "BMW" to identify the competitor. In a related sense, an auto mechanic can truthfully advertise that he services [[Volkswagen]]s,<ref>''Volkswagenwerk Aktiengesellschaft v. Church'', 411 F.2d 350, 352 (9th Cor. 1969).</ref> and a former ''[[Playboy]]'' [[Playboy Playmate|Playmate of the Year]] can identify herself as such on her website.<ref>''Playboy Enterprises, Inc. v. Welles'', 279 F.3d 796 (9th Cor. 2002)</ref>


===Wrongful or groundless threats of infringement===
==== Wrongful or groundless threats of infringement ====
Various jurisdictions have laws that are designed to prevent trademark owners from making wrongful threats of a trademark infringement action against other parties. These laws are intended to prevent large or powerful companies from intimidating or harassing smaller companies.
Various jurisdictions have laws that are designed to prevent trademark owners from making wrongful threats of a trademark infringement action against other parties. These laws are intended to prevent large or powerful companies from intimidating or harassing smaller companies.


Where one party makes a threat to sue another for trademark infringement, but does not have a genuine basis or intention to carry out that threat, or does not carry out the threat at all within a certain period, the threat may itself become a basis for legal action.<ref>[http://www.opsi.gov.uk/acts/acts1994/ukpga_19940026_en_2#pt1-pb4-l1g21 Section 21, Trade Marks Act 1994]</ref> In this situation, the party receiving such a threat may seek from the Court a [[declaratory judgment]]; also known as a declaratory ruling.
Where one party makes a threat to sue another for trademark infringement, but does not have a genuine basis or intention to carry out that threat, or does not carry out the threat at all within a certain period, the threat may itself become a basis for legal action.<ref>[http://www.opsi.gov.uk/acts/acts1994/ukpga_19940026_en_2#pt1-pb4-l1g21 Section 21, Trade Marks Act 1994]</ref> In this situation, the party receiving such a threat may seek from the Court a [[declaratory judgment]]; also known as a declaratory ruling.


=== Dilution ===<!-- This section is linked from [[Libertarian perspectives on intellectual property]] -->
==Other aspects==
{{Main|Trademark dilution}}


Dilution is a legal concept where the use of a mark similar to a famous one confuses or diminishes the public's perception of the famous mark.<ref name=":20">{{Cite web |title=dilution |url=https://www.law.cornell.edu/wex/dilution |url-status=live |archive-url=https://web.archive.org/web/20230419005031/https://www.law.cornell.edu/wex/dilution |archive-date=2023-04-19 |access-date=2024-10-22 |website=LII / Legal Information Institute |language=en}}</ref> This occurs through "blurring" (weakening the association between the mark and its goods) or "tarnishment" (damaging the mark's reputation).<ref name=":18">{{cite report |url=https://crsreports.congress.gov/product/pdf/IF/IF12456 |title=An Introduction to Trademark Law in the United States |author=Christopher T. Zirpoli |date=July 24, 2023 |publisher=Congressional Research Service |access-date=October 22, 2024}}</ref> For example, selling authorized Starbucks-branded auto parts might blur the association between Starbucks and coffee.<ref name=":18" />
===Public policy===
Trademark law is designed to fulfill the [[public policy]] objective of [[consumer protection]], by preventing the public from being misled as to the origin or quality of a product or service. By identifying the commercial source of products and services, trademarks facilitate the identification of products and services which meet the expectations of consumers as to the quality and other characteristics.


Dilution may only be applied in cases where a party's well-known mark is "famous."<ref>{{Cite web |title=Well-known marks |url=https://www.uspto.gov/ip-policy/trademark-policy/well-known-marks |url-status=live |archive-url=https://web.archive.org/web/20240926173231/https://www.uspto.gov/ip-policy/trademark-policy/well-known-marks |archive-date=2024-09-26 |access-date=2024-10-22 |website=www.uspto.gov |language=en-US |quote="In addition to these grounds, in certain cases the owner of a well-known mark that rises to the level of being "famous" may bring an action against another use of the mark in U.S. federal courts or may seek to oppose or cancel another's application or registration for the mark on the grounds of likelihood of dilution. “Dilution” is the lessening of the capacity of a famous mark to uniquely distinguish its goods, either by tarnishing (that is, weakening the mark through unsavory associations) or blurring (that is, chipping away at distinctiveness due to the unauthorized use of a mark on dissimilar products). However, dilution may only be applied in cases where a party's well-known mark is "famous," such that it is widely known among the U.S. consuming public."}}</ref> To be considered well-known, highly reputable, or famous, the mark must be widely recognized by the general public—essentially a "household name."<ref name=":21">{{Cite web |title=Trademark Dilution (Intended for a Non-Legal Audience) |url=https://www.inta.org/fact-sheets/trademark-dilution-intended-for-a-non-legal-audience/ |url-status=live |archive-url=https://web.archive.org/web/20241006162412/https://www.inta.org/fact-sheets/trademark-dilution-intended-for-a-non-legal-audience/ |archive-date=2024-10-06 |access-date=2024-10-22 |website=International Trademark Association |language=en}}</ref> Examples of marks likely considered famous marks in many countries around the world include GOOGLE, COCA-COLA, SONY, and NIKE.<ref name=":21" />
Trademarks may also serve as an incentive for manufacturers, providers, or suppliers to consistently provide quality products or services to maintain their business reputation. Furthermore, if a trademark owner does not maintain [[quality control]] and adequate supervision about the manufacture and provision of products or services supplied by a licensee, such "naked licensing" will eventually adversely affect the owner's rights in the trademark. For US law ''see, ex.'' ''Eva's Bridal Ltd. v. Halanick Enterprises, Inc.'' 639 F.3d 788 (7th Cor. 2011). This proposition has, however, been watered down by the judgment of the House of Lords in the case of ''Scandecor Development AB v. Scandecor Marketing AB et al.'' [2001] UKHL 21; wherein it has been held that the mere fact that a bare license (the equivalent of the United States concept of a naked license) has been granted did not automatically mean that a trademark was liable to mislead.


Many countries provide dilution protection in some form as a part of trademark law.<ref name=":20" /> Notable examples include the U.S. [[Trademark Dilution Revision Act]] (TDRA), Section 22 of the [[Canadian trademark law|Canadian Trademarks Act]] (TMA), and Articles 4(4)(a), 5(1)(a), 5(2), and 5(5) of the European Union's Community Trade Mark Directive (TMD).<ref>{{Citation |title=Trademark Dilution and Free Riding |date=2023-12-12 |work=Trademark Dilution and Free Riding |pages=5 |url=https://www.elgaronline.com/edcollbook/book/9781035312405/9781035312405.xml |access-date=2024-10-22 |publisher=Edward Elgar Publishing |doi=10.4337/9781035312405 |isbn=978-1-0353-1240-5}}</ref>
By the same token, trademark holders must be cautious in the sale of their mark for similar reasons as apply to licensing. When assigning an interest in a trademark, if the associated product or service is not transferred with it, then this may be an "assignment-in-gross" and could lead to a loss of rights in the trademark. It is still possible to make significant changes to the underlying goods or services during a sale without jeopardizing the trademark, but companies will often contract with the sellers to help transition the mark and goods or services to the new owners to ensure continuity of the trademark.


==Other aspects==
===Comparison with patents, designs and copyright===
{{See also|Functionality doctrine|Threshold of originality}}

While trademark law seeks to protect indications of the commercial source of products or services, [[patent]] law generally seeks to protect new and useful inventions, and registered designs law generally seeks to protect the look or appearance of a manufactured article. Trademarks, patents, and designs collectively form a subset of intellectual property known as industrial property because they are often created and used in an industrial or commercial context.

By comparison, [[copyright]] law generally seeks to protect original literary, artistic, and other creative works. Continued active use and re-registration can make a trademark perpetual, whereas copyright usually lasts for the duration of the author's lifespan plus 70 years for works by individuals, and some limited time after creation for works by bodies corporate.<ref>[[Directive harmonizing the term of copyright protection]]</ref> This can lead to confusion in cases where a work passes into the [[public domain]] but the character in question remains a registered trademark.

Although intellectual property laws such as these are theoretically distinct, more than one type may afford protection to the same article. For example, the particular design of a bottle may qualify for copyright protection as a non-utilitarian [sculpture], or trademark protection based on its shape, or the '[[trade dress]]' appearance of the bottle as a whole may be protectable. Titles and character names from books or movies may also be protectable as trademarks while the works from which they are drawn may qualify for copyright protection as a whole. Trademark protection does not apply to utilitarian features of a product such as the plastic interlocking studs on Lego bricks.<ref>See, for example, {{cite CanLII|litigants=Kirkbi AG v. Ritvik Holdings Inc.|link=Kirkbi AG v. Ritvik Holdings Inc.|year=2005|court=scc|num=65|format=scc|courtname=auto}}</ref>

Drawing these distinctions is necessary, but often challenging for the courts and lawyers, especially in jurisdictions where patents and copyrights pass into the [[public domain]], depending on the jurisdiction. Unlike patents and copyrights, which in theory are granted for one-off fixed terms, trademarks remain valid as long as the owner actively uses and defends them and maintains their registrations with the competent authorities. This often involves the payment of a periodic renewal fee.

As a trademark must be used to maintain rights about that mark, a trademark can be 'abandoned' or its registration can be canceled or revoked if the mark is not continuously used. By comparison, patents and copyrights cannot be 'abandoned' and a patent holder or copyright owner can generally enforce their rights without taking any particular action to maintain the patent or copyright. Additionally, patent holders and copyright owners may not necessarily need to actively police their rights. However, a failure to bring a timely infringement suit or action against a known infringer may give the defendant a defense of implied consent or [[estoppel]] when the suit is finally brought.

Like patents and copyrights, trademarks can be bought, sold, and transferred from one company or another. Unlike patents and copyrights, trademarks may not remain intact through this process. Where trademarks have been acquired for marketing generic (non-distinctive) products, courts have refused to enforce them.

In 1923, the author [[Edgar Rice Burroughs]] registered his fictitious character [[Tarzan]] as a trademark; even after the copyright to the Tarzan story expired, his [[Edgar Rice Burroughs, Inc.|company]] used ownership of the trademarks relating to the character (which unlike copyrights, do not have a limited length) to control the production of media using its imagery and [[Brand licensing|license]] the character for use in other works (such as adaptations). This practice is a precursor to the modern concept of a [[media franchise]].<ref>{{cite web|url= https://www.latimes.com/archives/la-xpm-1996-08-09-me-32680-story.html|title=Law of the Jungle: Burroughs Descendants' Suit Says Adult Movie, Game Violate Trademark|work=[[Los Angeles Times]] |date=9 August 1996 |access-date=26 December 2012 }}</ref>

===Dilution=== <!-- This section is linked from [[Libertarian perspectives on intellectual property]] -->
{{Main|Trademark dilution}}

A trademark is ''diluted'' when the use of similar or identical trademarks in other non-competing markets means that the trademark in and of itself will lose its capacity to signify a single source. In other words, unlike ordinary trademark law, dilution protection extends to trademark uses that do not confuse consumers regarding who has made a product. Instead, dilution protection law aims to protect sufficiently strong trademarks from losing their singular association in the public mind with a particular product, perhaps imagined if the trademark were to be encountered independently of any product (e.g., just the word [[Pepsi]] spoken, or on a billboard). Under U.S. trademark law, dilution occurs either when unauthorized use of a mark "blurs" the "distinctive" nature of the mark or "tarnishes" it. Likelihood of confusion is not required. 15 U.S.C §§ 1125(c).<ref>{{usc|15|1125}}(c)</ref>


===Sale, transfer and licensing===
===Sale, transfer and licensing===
Line 334: Line 327:


Among trademark practitioners there remains a great deal of debate around trademark protection under [[ICANN]]'s proposed generic top-level domain name space expansion. [[World Trademark Review]] has been reporting on the at times fiery discussion between trademark owners and domainers.<ref>{{cite web|url=http://www.worldtrademarkreview.com/daily/Detail.aspx?g=0332a6d5-8494-4466-a8f1-6e1de82bdafd|title=The STIckler: inside the latest trademark protection gTLD discussion – Blog – World Trademark Review|access-date=3 July 2016}}</ref>
Among trademark practitioners there remains a great deal of debate around trademark protection under [[ICANN]]'s proposed generic top-level domain name space expansion. [[World Trademark Review]] has been reporting on the at times fiery discussion between trademark owners and domainers.<ref>{{cite web|url=http://www.worldtrademarkreview.com/daily/Detail.aspx?g=0332a6d5-8494-4466-a8f1-6e1de82bdafd|title=The STIckler: inside the latest trademark protection gTLD discussion – Blog – World Trademark Review|access-date=3 July 2016}}</ref>

==Security==
Trademark owners and applications enjoy many protections. The [[National Intellectual Property Rights Coordination Center|IPR]] (Intellectual Property Rights) Center for example has the message of "protection is our trademark" and is one example of an office that will enforce and protect the marks when needed.{{Clarify|reason = more details on IPR expansion into security and protection of the applicants and the registered, also other countries systems on trademark prosecution and protection of submissions)date=July 2021|date=July 2021}}


==International law==
==International law==
Line 386: Line 376:
* [[Article 6ter]]
* [[Article 6ter]]
* [[List of generic and genericized trademarks]]
* [[List of generic and genericized trademarks]]
* [[Uniform_Domain-Name_Dispute-Resolution_Policy#Process|UDRP (Uniform Domain-Name Dispute-Resolution Policy)]]


==References==
==References==
Line 393: Line 384:
{{Wiktionary|trademark}}
{{Wiktionary|trademark}}
{{Wikibooks|US Trademark Law}}
{{Wikibooks|US Trademark Law}}
* WIPO
** [https://branddb.wipo.int/en/ WIPO Global Brand Database]
** [http://www.wipo.int/trademarks/en/trademarks.html Trademark info on WIPO website]
** [https://www.wipo.int/edocs/pubdocs/en/wipo-pub-940-2024-en-madrid-yearly-review-2024.pdf Madrid Yearly Review 2024]
* [https://web.archive.org/web/20130115084625/http://www.patentamt.de/docs/service/veroeffentlichungen/broschueren_en/trademarks.pdf Trade Marks: The information brochure on trademark protection] by the [[Deutsches Patent- und Markenamt|German Patent and Trade Mark Office (GPTO)]]
* [http://www.ipo.gov.uk/tm-quickfacts.pdf "Quick Facts"] by the [[Intellectual Property Office (United Kingdom)]]
* [http://www.ipo.gov.uk/tm-quickfacts.pdf "Quick Facts"] by the [[Intellectual Property Office (United Kingdom)]]
* [https://tmsearch.uspto.gov/search/ USPTO Trademark Search system]
* [http://www.inta.org/TrademarkBasics/FactSheets/Pages/FactSheets.aspx Trademark Fact Sheets] by the [[International Trademark Association]]
* [http://www.inta.org/TrademarkBasics/FactSheets/Pages/FactSheets.aspx Trademark Fact Sheets] by the [[International Trademark Association]]
* [https://web.archive.org/web/20130115084625/http://www.patentamt.de/docs/service/veroeffentlichungen/broschueren_en/trademarks.pdf Trade Marks: The information brochure on trademark protection] by the [[Deutsches Patent- und Markenamt|German Patent and Trade Mark Office (GPTO)]]
* [http://www.wipo.int/trademarks/en/trademarks.html Trademark info on WIPO website]
* [https://www.wipo.int/edocs/pubdocs/en/wipo-pub-940-2024-en-madrid-yearly-review-2024.pdf Madrid Yearly Review 2024]


{{Trademark law}}
{{Trademark law}}

Revision as of 10:31, 29 December 2024

A trademark (also written trade mark or trade-mark) is a form of intellectual property that consists of a word, phrase, symbol, design, or a combination that identifies a product or service from a particular source and distinguishes it from others.[1][2][3] Trademarks can also extend to non-traditional marks like drawings, symbols, 3D shapes like product designs or packaging, sounds, scents, or specific colors used to create a unique identity.[4][5] For example, Pepsi® is a registered trademark associated with soft drinks, and the distinctive shape of the Coca-Cola® bottle is a registered trademark protecting Coca-Cola's packaging design.[6][4]

The primary function of a trademark is to identify the source of goods or services and prevent consumers from confusing them with those from other sources.[7][8] Legal protection for trademarks is typically secured through registration with governmental agencies, such as the United States Patent and Trademark Office (USPTO) or the European Union Intellectual Property Office (EUIPO). Registration provides the owner certain exclusive rights and provides legal remedies against unauthorized use by others.[9][10]

Trademark laws vary by jurisdiction but generally allow owners to enforce their rights against infringement, dilution, or unfair competition.[11] International agreements, such as the Paris Convention and the Madrid Protocol, simplify the registration and protection of trademarks across multiple countries.[12][13] Additionally, the TRIPS Agreement sets minimum standards for trademark protection and enforcement that all member countries must follow.[14][15][16]

Terminology

Trademarks

The term trademark can also be spelled trade mark in regions such as the EU, UK, and Australia, and as trade-mark in Canada. Despite the different spellings, all three terms denote the same concept.[17][18]

In the United States, the Lanham Act defines a trademark as any word, phrase, symbol, design, or combination of these things used to identify goods or services.[19] Trademarks help consumers recognize a brand in the marketplace and distinguish it from competitors.[20] A service mark, also covered under the Lanham Act, is a type of trademark used to identify services rather than goods.[21] The term trademark is used to refer to both trademarks and service marks.[20]

Similarly, the World Intellectual Property Organization (WIPO) defines a trademark as a sign capable of distinguishing the goods or services of one enterprise from those of other enterprises.[22] WIPO administers the Madrid Protocol, which allows trademark owners worldwide to file one application to register their trademark in multiple countries.[12]

Approximate drawing of Burberry check pattern. The pattern is a registered trademark of Burberry Ltd.

Almost anything that identifies the source of goods or services can serve as a trademark. In addition to words, slogans, designs, or combinations of these, trademarks can also include non-traditional marks like sounds, scents, or colors.[4][5]

Under the broad heading of trademarks, there are several specific types commonly encountered, such as trade dress, collective marks, and certification marks:

  • Trade dress: the design and packaging of a product.[23] For example, the distinctive decor of the Hard Rock Cafe restaurant chain is considered trade dress.[24] The Lanham Act protects trade dress when it serves as a source identifier, similar to a trademark.[23]
  • Collective mark: A type of trademark used by members of a collective organization to indicate that the goods or services originate from members who meet the organization’s admission standards.[25][26][27] For instance, the collective mark BEST WESTERN is used by its members for hotel services.[25]
  • Certification mark: A type of trademark used by authorized individuals or businesses to indicate to consumers that specific goods or services, or their providers, meet the quality standards set by a certifying organization.[28][29][30] For example, the ENERGY STAR certification mark is used by authorized users to show that their products meet the energy efficiency standards established by the U.S. Environmental Protection Agency.[28][31]
The ENERGY STAR certification mark is displayed on products, homes, buildings, and plants that have been verified as meeting the program's energy-efficiency standards.

To maintain distinctiveness, trademarks should function as adjectives, not as nouns or verbs, and be paired with a generic product or service name. They should stand out from the surrounding text using capital letters, bold type, italics, color, underlining, quotation marks, or a unique stylized format. For example, say “LEGO® toy blocks” instead of “Lego’s.”[32][9]

Trademark symbols

A trademark may be designated by the following symbols:

  • : For unregistered trademarks related to goods.[33]
  • : For unregistered service marks connected to services.[33]
  • ®: Reserved for registered trademarks.[33]

While ™ and ℠ apply to unregistered marks (™ for goods and ℠ for services),[34] the ® symbol indicates official registration with the relevant national authority.[34][35] Using the ® symbol for unregistered trademarks is misleading and can be treated as unfair business practice.[33] It may also result in civil or criminal penalties.[33]

Brand vs. trademark

A brand is a marketing concept that reflects how consumers perceive a product or service.[36] It has a much wider meaning and refers to the proprietary visual, emotional, rational, and cultural image that customers associate with a company or product.[9][36]

A trademark, by contrast, offers legal protection for a brand with enforceable rights over the brand's identity and distinguishing elements.[36]

Fundamental concepts

Public policy

Trademark law is designed to fulfill the public policy objective of consumer protection, by preventing the public from being misled as to the origin or quality of a product or service. By identifying the commercial source of products and services, trademarks facilitate the identification of products and services which meet the expectations of consumers as to the quality and other characteristics.

Trademarks may also serve as an incentive for manufacturers, providers, or suppliers to consistently provide quality products or services to maintain their business reputation. Furthermore, if a trademark owner does not maintain quality control and adequate supervision about the manufacture and provision of products or services supplied by a licensee, such "naked licensing" will eventually adversely affect the owner's rights in the trademark. For US law see, ex. Eva's Bridal Ltd. v. Halanick Enterprises, Inc. 639 F.3d 788 (7th Cor. 2011). This proposition has, however, been watered down by the judgment of the House of Lords in the case of Scandecor Development AB v. Scandecor Marketing AB et al. [2001] UKHL 21; wherein it has been held that the mere fact that a bare license (the equivalent of the United States concept of a naked license) has been granted did not automatically mean that a trademark was liable to mislead.

By the same token, trademark holders must be cautious in the sale of their mark for similar reasons as apply to licensing. When assigning an interest in a trademark, if the associated product or service is not transferred with it, then this may be an "assignment-in-gross" and could lead to a loss of rights in the trademark. It is still possible to make significant changes to the underlying goods or services during a sale without jeopardizing the trademark, but companies will often contract with the sellers to help transition the mark and goods or services to the new owners to ensure continuity of the trademark.

Trademarks are often confused with patents and copyrights. Although all three laws protect forms of intangible property, collectively known as intellectual property (IP), they each have different purposes and objectives:

Trademark, patent, or copyright[37]
Trademark Patent Copyright
Protects A word, phrase, design, or a combination that identifies and distinguishes each party's goods or services from those of others and indicates their sources. Technical inventions, such as chemical compositions like pharmaceutical drugs, mechanical processes like complex machinery, or machine designs that are new, unique, and usable in some type of industry. Artistic, literary, or intellectually created works, such as novels, music, movies, software code, photographs, and paintings that are original and exist in a tangible medium, such as paper, canvas, film, or digital format.
Example Coca-Cola® for soft drinks A new type of hybrid engine Song lyrics to "Let It Go" from Frozen
Benefits Protects brands against unauthorized registration by other parties and helps prevent others from using similar trademarks with related goods or services. Safeguards inventions and processes against duplication, manufacturing, usage, or sale by other parties without the inventor’s consent. Protects the exclusive right to reproduce, distribute, and perform or display the created work, and prevents other people from copying or exploiting the creation without the copyright holder’s permission.

Among these types of IP, only trademark law offers the possibility of perpetual rights, provided the trademark is continuously used and renewed.[38][39] However, if a trademark is no longer in use, its registration may be subject to cancellation.[40] Trademarks can also lose protection through genericide, a process where a trademark becomes so widely used to refer to a category of goods or services that it loses its distinctiveness and legal protection.[41] A well-known example is "escalator," which was once a trademark.[41][42]

In contrast, patents have a fixed term, typically lasting 20 years from the filing date,[43][44] after which the invention enters the public domain. Copyrights generally last for the life of the author plus an additional 50 to 70 years (depending on the jurisdiction),[45][46] after which the protected work enters the public domain.

Although intellectual property laws such as these are theoretically distinct, more than one type may afford protection to the same article. For example, the particular design of a bottle may qualify for copyright protection as a non-utilitarian [sculpture], or trademark protection based on its shape, or the 'trade dress' appearance of the bottle as a whole may be protectable. Titles and character names from books or movies may also be protectable as trademarks while the works from which they are drawn may qualify for copyright protection as a whole. Trademark protection does not apply to utilitarian features of a product such as the plastic interlocking studs on Lego bricks.[47]

History

Early origins

Prehistoric Lascaux cave paintings.

The earliest examples of use of markings date back to around 15,000 years ago in Prehistory. Similar to branding practices, the Lascaux cave paintings in France, for instance, depict bulls with marks, which experts believe may have served as personal marks to indicate livestock ownership.[48][49]

Around 6,000 years ago, Egyptian masonry featured quarry marks and stonecutters' signs to identify the stone's origin and the workers responsible.[48] Wine amphorae marked with seals were also found in the tomb of Pharaoh Tutankhamun, who ruled ancient Egypt more than 3,000 years ago.[50][48]

Over 2,000 years ago, Chinese manufacturers sold goods marked with identifying symbols in the Mediterranean region.[48] Trademarks have also been discovered on pottery, porcelain, and swords produced by merchants in ancient Greece and the Roman Empire.[48][51]

Other notable trademarks that have been used for a long time include Stella Artois, which claims use of its mark since 1366, and Löwenbräu, which claims use of its lion mark since 1383.[52][53]

National trademarks

The first trademark legislation was passed by the Parliament of England under the reign of King Henry III in 1266, which required all bakers to use a distinctive mark for the bread they sold.[54]

The first modern trademark laws emerged in the late 19th century. In France, the first comprehensive trademark system in the world was passed into law in 1857 with the "Manufacture and Goods Mark Act". In Britain, the Merchandise Marks Act 1862 made it a criminal offense to imitate another's trade mark 'with intent to defraud or to enable another to defraud'. The passing of the Trade Marks Registration Act 1875 allowed formal registration of trademarks at the UK Patent Office for the first time.[55] Registration was considered to comprise prima facie evidence of ownership of a trademark and registration of marks began on 1 January 1876. The 1875 Act defined a registrable trade mark as a device or mark, or name of an individual or firm printed in some particular and distinctive manner; or a written signature or copy of a written signature of an individual or firm; or a distinctive label or ticket'.[56]

In the United States, Congress first attempted to establish a federal trademark regime in 1870.[55] This statute purported to be an exercise of Congress' Copyright Clause powers. However, the Supreme Court struck down the 1870 statute in the Trade-Mark Cases later on in the decade. In 1881, Congress passed a new trademark act, this time according to its Commerce Clause powers. Congress revised the Trademark Act in 1905.[57] The Lanham Act of 1946 updated the law and has served, with several amendments, as the primary federal law on trademarks.[58]

The Trade Marks Act 1938 in the United Kingdom set up the first registration system based on the "intent-to-use" principle. The Act also established an application publishing procedure and expanded the rights of the trademark holder to include the barring of trademark use even in cases where confusion remained unlikely. This Act served as a model for similar legislation elsewhere.[59]

Oldest registered trademarks

Bass Brewery's logo became the first image to be registered as a trademark in the UK, in 1876.[60]

The oldest registered trademark has various claimants, enumerated below:

  • Australia: Most significant companies were already using trademarks in the mid-nineteenth century and while Australia based its patent law on the British law system, the then province of South Australia (1863), and colonies Queensland and Tasmania (1864), New South Wales (1895) Victoria (1876) and Western Australia (in 1885) had enacted laws to protect trademarks well before Britain did.[61] Thus the Bank of New South Wales had registered its coat of arms in c. 1850 and firms such as Tasmanian Jam and Preserved Fruit Co. had a trademark in 1878,[61] when, after the Federation of Australia, the Commonwealth Trademarks Register was introduced on 2 July 1906 and the Trade Marks Office opened in Melbourne, on which date more than 750 applications were lodged.[62] A product for treatment for coughs colds and bronchitis, PEPS, 'a wonderful breathing medicine in soluble tablet form', was the first of these federal trademarks, registered by Charles Edward Fulford; a rounded rectangle designed for the top of a tin. The shape contained the word 'PEPs' along with a descriptive blurb that read 'for coughs, colds & bronchitis.'[62]
  • United Kingdom: 1876 – The Bass Brewery's label incorporating its triangle logo for ale was the first trademark to be registered under the Trade Mark Registration Act 1875.[60]
  • United States: there are at least two claims:
    • A design mark with an eagle and a ribbon and the words "Economical, Beautiful, and Durable"[63] was the first registered trademark, filed by the Averill Chemical Paint Company on 30 August 1870 under the Trademark Act of 1870.[54][64] However, in the Trade-Mark Cases, 100 U.S. 82 (1879), the U.S. Supreme Court held the 1870 Act to be unconstitutional.[54][64]
    • The oldest U.S. registered trademark still in use is trademark reg. no 11210,[65] a depiction of the Biblical figure Samson wrestling a lion, registered in the United States on 27 May 1884 by the J.P. Tolman Company[66] (now Samson Rope Technologies, Inc.), a rope-making company.[67]
  • Germany: 1875 – The Krupp steel company registered three seamless train wheel tires,[68] which are put on top of each other, as its label in 1875, under the German Trade Mark Protection Law of 1874.[69] The seamless train wheel tire did not break, unlike iron tires with seams, and was patented by Krupp in Prussia in 1853.

Establishing rights

First-to-file and first-to-use

Trademark protection can be acquired through registration and/or, in certain countries, through use.[9][70]

Globally, the most common method for establishing trademark rights is registration.[70] Most countries operate under a "first-to-file" system, which grants rights to the first entity to register the mark.[9](p29) However, well-known trademarks are an exception, as they may receive protection even without registration.[9](p29)

In contrast, a few countries, like the United States, Canada, and Australia, follow a "first-to-use" or hybrid system, where using the mark in commerce can establish certain rights, even without registration.[70] However, registration in these countries still provides stronger legal protection and enforcement.[9](p30)

The COCA-COLA® trademark has been registered with the U.S. Patent and Trademark Office since 1893.[71]

For example, in the United States, trademark rights are established either (1) through first use of the mark in commerce, creating common law rights limited to the geographic areas of use, or (2) through federal registration with the U.S. Patent and Trademark Office (USPTO), with use in commerce required to maintain the registration.[11][72] Federal registration with the USPTO provides additional benefits, such as:

  • The registered trademark is added to the USPTO’s database, which provides public notice to anyone searching for similar trademarks.[10]
  • Federal registration establishes a legal presumption of ownership and exclusive rights to use the mark. The registration certificate can serve as evidence of ownership in legal proceedings.[10]
  • A U.S. trademark registration can be a basis for filing for trademark protection in other countries.[10]
  • Registered trademarks can display the ® symbol to designate federal registration and discourage unauthorized use.[10]
  • Trademark owners can file infringement claims in federal court and may also record their registered trademarks with U.S. Customs and Border Protection (CBP) to help prevent the importation of counterfeit or trademark infringing goods.[10][73]

Distinctiveness

Trademark law grants legal protection to "distinctive" trademarks, which are marks that allow consumers to easily associate them with specific products or services.[74][6] A strong trademark is inherently distinctive (able to identify and distinguish a single source of goods or services), often falling into categories such as suggestive, fanciful, or arbitrary, and is therefore registerable.[74][6] In contrast, weak trademarks tend to be either descriptive or generic and may not be registerable.[6][75]

Acceptable trademarks

  • Fanciful: Invented words that have meaning only in relation to their goods or services.[6][75] For example, Exxon® for petroleum and Pepsi® for soft drinks.[6]
  • Arbitrary: Actual words that have no association with the underlying goods or services.[6][75] For example, Apple® for computers.[6][75]
  • Suggestive: Words that suggest some quality of the goods or services, but don’t state that quality of the goods or services outright.[6][75] For example, Coppertone® for sun-tanning products.[6]

Unacceptable trademarks

  • Descriptive: Words that describe some aspect of the goods or services without identifying or distinguishing the source of those goods or services. Descriptive trademarks may become federally registerable if they acquire distinctiveness through long-term use in commerce.[6][75]
  • Generic: Common names for the goods or services and cannot function as trademarks because they fail to indicate a specific source. Generic trademarks are not federally registrable.[6][75] For example, "Bicycle" for bicycles.[6]

The registration process typically begins with a trademark clearance search to identify potential conflicts that could prevent the registration of the trademark.[74][76] A comprehensive clearance search can help avoid costly and time-consuming issues, such as refusal to register, opposition or cancellation proceedings, or a trademark infringement lawsuit.[77]

In the United States, the USPTO maintains a publicly accessible database of registered trademarks. This database can be searched using the Trademark Search system,[78] which replaced the Trademark Electronic Search System (TESS) in 2023.[79] A comprehensive clearance search involves checking the USPTO database for federally registered and applied-for trademarks, state trademark databases, and the internet to see if someone else has already registered that trademark or a similar one.[76] The search should also include looking at both words and designs. To search for similar designs in the USPTO database, design search codes must be used.[80]

WIPO’s Global Brand Database provides international access to trademarks and emblems.[81]

National registration

An estimated 13.9 million trademark applications were filed worldwide in 2021. This represents an increase of 4% compared to 2020. This was the twelfth consecutive year of growth following the end of the global financial crisis in 2009.[82]

Trademark owners can either maintain protection at the national level or expand internationally through the Madrid System by building on their national registration. To pursue international protection, a national registration or pending application is required to act as the "basic mark."[13]

In the international application, the trademark owner can designate one or more Madrid System Member countries for protection. Each designated country’s trademark office will review the Madrid application under its local laws to grant or refuse protection.[13]

Offices in Asia accounted for 69.7% of all trademark filing in 2021.[82]

In the United States, for example, a trademark must first be registered or pending with the U.S. Patent and Trademark Office (USPTO) to serve as the "basic mark" necessary for Madrid filings.[83] The trademark registration process with the USPTO generally follows these steps:[84]

  1. Application: A trademark application is filed after completing a clearance search to identify any potentially conflicting marks.[85]
  2. Examination: An examining attorney reviews the application to ensure it meets legal requirements and that the trademark is registrable. The applicant may need to respond to any refusals or objections.[85]
  3. Publication: If approved, the trademark is published in the Trademark Official Gazette for a 30-day period, allowing the public to raise any objections.[85]
  4. Registration: If no opposition is filed, a registration certificate is issued, but ongoing maintenance is required to keep the registration active.[85]

Madrid System

Trademark owners seeking protection in multiple jurisdictions have two options: the Paris route, under the Paris Convention, or the Madrid System, which is administered by WIPO.[86]

The Paris route, covering 180 countries and also known as the "direct route," requires filing separate applications with each country’s IP office.[86] In contrast, the Madrid System streamlines the process by allowing a single Madrid application, built on an existing or applied-for national or regional registration (the "basic mark"), to extend protection to up to 131 countries.[87][86]

Top Madrid applicants, 2023[86]
Applicant Origin 2021 2022 2023
L'Oreal  France 189 170 199
Bayerische Motoren Werke AG  Germany 56 39 124
Euro Games Technology  Bulgaria 93 120 118
Boehringer Ingelheim International GmbH  Germany 60 54 110
Novartis  Germany 94 131 110
Berlin-Chemie AG  Germany 1 3 107
Shiseido  Japan 93 98 103
Mizuno Corporation  Japan 21 51 79
Huawei  China 106 80 78
Apple  United States 92 47 74

Maintaining registration

Unlike patents and copyrights, which have fixed expiration dates, trademark registrations typically have an initial term of 10 years and can be renewed indefinitely,[39][40][88] as long as the mark remains in continuous use in commerce.[38][89]

If the trademark owner stops using the mark for too long (typically three to five years, depending on the jurisdiction), the trademark rights may be lost. For example, in the United States, trademark rights are based on use in commerce.[38] If a mark is not used for three consecutive years, it is presumed abandoned and becomes vulnerable to challenges.[90] Similarly, the European Union requires "genuine use" of the mark within a continuous five-year period following registration to maintain the trademark, with non-use potentially resulting in revocation.[89]

Enforcing rights

The trademark owner must enforce their rights to preserve the trademark's distinctiveness, prevent trademark infringement, and avoid dilution.[91] Enforcement after registration generally involves:

  1. Border measures: Record registered trademarks with customs authorities, such as US CBP's e-Recordation or the EU's Application For Action, to help prevent the importation of counterfeit goods.[92][93][9](p79)
  2. Monitoring: Track new trademark applications to identify potentially infringing marks.[94][9](p76)
  3. Opposition proceeding: To prevent the registration of conflicting marks during the review period.[95][96][94]
  4. Cancellation proceeding: To revoke third-party trademark registrations that infringe or dilute a registered mark.[97][94]
  5. Cease-and-desist letters: Demand that infringers stop unauthorized use.[94][9](p78)
  6. Litigation for infringement or dilution: Pursue lawsuits for injunctions and damages.[94]

Trademark infringement

Trademark infringement occurs when a competitor uses the same or a confusingly similar trademark for the same or similar products in a jurisdiction where the trademark is protected.[8][98] This concept is recognized in many jurisdictions, including the United States, the European Union, and other countries, though specific legal standards may vary. To establish trademark infringement in court, the plaintiff generally must show:

  • Ownership of a valid mark.[99]
  • Priority of rights (plaintiff's mark is "senior" to the defendant’s in registration or use).[99]
  • A likelihood of confusion regarding the source or sponsorship of the goods or services due to the similarity.[99]

Limits and defenses to claims of infringement

Trademark is subject to various defenses, such as abandonment, limitations on geographic scope, and fair use. In the United States, the fair use defense protects many of the interests in free expression related to those protected by the First Amendment.

A product bearing "Linux" name, but not infringing the trademark owned by Linus Torvalds, because it falls into a different category

Fair use may be asserted on two grounds, either that the alleged infringer is using the mark to describe accurately an aspect of its products, or that the alleged infringer is using the mark to identify the mark owner. One of the most visible proofs that trademarks provide a limited right in the U.S. comes from the comparative advertising that is seen throughout U.S. media.[100]

An example of the first type is that although Maytag owns the trademark "Whisper Quiet" for its dishwashers, makers of other products may describe their goods as being "whisper quiet" so long as these products do not fall under the same category of goods the trademark is protected under.

An example of the second type is that Audi can run advertisements saying that a trade publication has rated an Audi model higher than a BMW model since they are only using "BMW" to identify the competitor. In a related sense, an auto mechanic can truthfully advertise that he services Volkswagens,[101] and a former Playboy Playmate of the Year can identify herself as such on her website.[102]

Wrongful or groundless threats of infringement

Various jurisdictions have laws that are designed to prevent trademark owners from making wrongful threats of a trademark infringement action against other parties. These laws are intended to prevent large or powerful companies from intimidating or harassing smaller companies.

Where one party makes a threat to sue another for trademark infringement, but does not have a genuine basis or intention to carry out that threat, or does not carry out the threat at all within a certain period, the threat may itself become a basis for legal action.[103] In this situation, the party receiving such a threat may seek from the Court a declaratory judgment; also known as a declaratory ruling.

Dilution

Dilution is a legal concept where the use of a mark similar to a famous one confuses or diminishes the public's perception of the famous mark.[104] This occurs through "blurring" (weakening the association between the mark and its goods) or "tarnishment" (damaging the mark's reputation).[105] For example, selling authorized Starbucks-branded auto parts might blur the association between Starbucks and coffee.[105]

Dilution may only be applied in cases where a party's well-known mark is "famous."[106] To be considered well-known, highly reputable, or famous, the mark must be widely recognized by the general public—essentially a "household name."[107] Examples of marks likely considered famous marks in many countries around the world include GOOGLE, COCA-COLA, SONY, and NIKE.[107]

Many countries provide dilution protection in some form as a part of trademark law.[104] Notable examples include the U.S. Trademark Dilution Revision Act (TDRA), Section 22 of the Canadian Trademarks Act (TMA), and Articles 4(4)(a), 5(1)(a), 5(2), and 5(5) of the European Union's Community Trade Mark Directive (TMD).[108]

Other aspects

Sale, transfer and licensing

In various jurisdictions, a trademark may be sold with or without the underlying goodwill which subsists in the business associated with the mark. However, this is not the case in the United States, where the courts have held that this would "be a fraud upon the public". In the U.S., trademark registration can therefore only be sold and assigned if accompanied by the sale of an underlying asset. Examples of assets whose sale would ordinarily support the assignment of a mark include the sale of the machinery used to produce the goods that bear the mark or the sale of the corporation (or subsidiary) that produces the trademarked goods.

Licensing

Licensing means the trademark owner (the licensor) grants a permit to a third party (the licensee) to commercially use the trademark legally. It is a contract between the two, containing the scope of content and policy. The essential provisions to a trademark license identify the trademark owner and the licensee, in addition to the policy and the goods or services agreed to be licensed.

Most jurisdictions provide for the use of trademarks to be licensed to third parties. The licensor must monitor the quality of the goods being produced by the licensee to avoid the risk of the trademark being deemed abandoned by the courts. A trademark license should therefore include appropriate provisions dealing with quality control, whereby the licensee provides warranties as to the quality and the licensor has rights to inspection and monitoring.

Domain names

The advent of the domain name system has led to attempts by trademark holders to enforce their rights over domain names that are similar or identical to their existing trademarks, particularly by seeking control over the domain names at issue. As with dilution protection, enforcing trademark rights over domain name owners involves protecting a trademark outside the obvious context of its consumer market, because domain names are global and not limited by goods or service.

This conflict is easily resolved when the domain name owner actually uses the domain to compete with the trademark owner. Cybersquatting, however, does not involve competition. Instead, an unlicensed user registers a domain name identical to a trademark and offers to sell the domain to the trademark owner. Typosquatters—those registering common misspellings of trademarks as domain names—have also been targeted successfully in trademark infringement suits. "Gripe sites", on the other hand, tend to be protected as free speech, and are therefore more difficult to attack as trademark infringement.

This clash of the new technology with preexisting trademark rights resulted in several high-profile decisions as the courts of many countries tried to coherently address the issue (and not always successfully) within the framework of existing trademark law. As the website itself was not the product being purchased, there was no actual consumer confusion, and so initial interest confusion was a concept applied instead. Initial interest confusion refers to customer confusion that creates an initial interest in a competitor's "product" (in the online context, another party's website). Even though initial interest confusion is dispelled by the time any actual sales occur, it allows a trademark infringer to capitalize on the goodwill associated with the original mark.

Several cases have wrestled with the concept of initial interest confusion. In Brookfield Communications, Inc. v. West Coast Entertainment Corp. the court found initial interest confusion could occur when a competitor's trademarked terms were used in the HTML metatags of a website, resulting in that site appearing in the search results when a user searches on the trademarked term. In Playboy v. Netscape, the court found initial interest confusion when users typed in Playboy's trademarks into a search engine, resulting in the display of search results alongside unlabeled banner ads, triggered by keywords that included Playboy's marks, that would take users to Playboy's competitors. Though users might ultimately realize upon clicking on the banner ads that they were not Playboy-affiliated, the court found that the competitor advertisers could have gained customers by appropriating Playboy's goodwill since users may be perfectly happy to browse the competitor's site instead of returning to the search results to find the Playboy sites.

In Lamparello v. Falwell, however, the court clarified that a finding of initial interest confusion is contingent on financial profit from said confusion, such that, if a domain name confusingly similar to a registered trademark is used for a non-trademark related website, the site owner will not be found to have infringed where they do not seek to capitalize on the mark's goodwill for their own commercial enterprises.

Also, courts have upheld the rights of trademark owners about the commercial use of domain names, even in cases where goods sold there legitimately bear the mark. In the landmark decision Creative Gifts, Inc. v. UFO, 235 F.3d 540 (10th Cor. 2000) (New Mexico), defendants had registered the domain name "Levitron.com" to sell goods bearing the trademark "Levitron" under an at-will license from the trademark owner. The 10th Circuit affirmed the rights of the trademark owner about the said domain name, despite arguments of promissory estoppel.

Most courts particularly frowned on cybersquatting and found that it was itself a sufficiently commercial use (i.e., "trafficking" in trademarks) to reach into the area of trademark infringement. Most jurisdictions have since amended their trademark laws to address domain names specifically and to provide explicit remedies against cybersquatters.

In the US, the legal situation was clarified by the Anticybersquatting Consumer Protection Act, an amendment to the Lanham Act, which explicitly prohibited cybersquatting. It defines cybersquatting as "(occurring) when a person other than the trademark holder registers the domain name of a well-known trademark and then attempts to profit from this by either ransoming the domain name back to the trademark holder or using the domain name to divert business from the trademark holder to the domain name holder".[109] The provision states that "[a] person shall be liable in a civil action by the owner of the mark ... if, without regard to the goods or services of the person, that person (i) had a bad faith intent to profit from the mark ...; and registers, traffics in, or uses domain name [that is confusingly similar to another's a mark or dilutes another's marked]".[110]

This international legal change has also led to the creation of ICANN Uniform Domain-Name Dispute-Resolution Policy (UDRP) and other dispute policies for specific countries (such as Nominet UK's DRS) which attempt to streamline the process of resolving who should own a domain name (without dealing with other infringement issues such as damages). This is particularly desirable to trademark owners when the domain name registrant may be in another country or even anonymous.

Registrants of domain names also sometimes wish to register the domain names themselves (e.g., "XYZ.COM") as trademarks for perceived advantages, such as an extra bulwark against their domain being hijacked, and to avail themselves of such remedies as confusion or passing off against other domain holders with confusingly similar or intentionally misspelled domain names.

As with other trademarks, the domain name will not be subject to trademark registration unless the proposed mark is actually used to identify the registrant's goods or services to the public, rather than simply being the location on the Internet where the applicant's web site appears. Amazon is a prime example of a protected trademark for a domain name central to the public's identification of the company and its products.

Terms that are not protectable by themselves, such as a generic term or a merely descriptive term that has not acquired secondary meaning, may become registerable when a Top-Level Domain Name (e.g. dot-COM) is appended to it. An example of such a domain name ineligible for trademark or service mark protection as a generic term, but which currently has a registered U.S. service mark, is "HEARSAY.COM".[111]

Among trademark practitioners there remains a great deal of debate around trademark protection under ICANN's proposed generic top-level domain name space expansion. World Trademark Review has been reporting on the at times fiery discussion between trademark owners and domainers.[112]

International law

Although there are systems that facilitate the filing, registration, or enforcement of trademark rights in more than one jurisdiction on a regional or global basis, it is currently not possible to file and obtain a single trademark registration that will automatically apply around the world. Like any national law, trademark laws apply only in their applicable country or jurisdiction, a quality which is sometimes known as "territoriality".

Territorial application

The inherent limitations of the territorial application of trademark laws have been mitigated by various intellectual property treaties, foremost amongst which is the World Trade Organization Agreement on Trade-Related Aspects of Intellectual Property Rights (TRIPS). TRIPS establishes legal compatibility between member jurisdictions by requiring the harmonization of applicable laws. For example, Article 15(1) of TRIPS defines "sign" which is used as or forms part of the definition of "trademark" in the trademark legislation of many jurisdictions around the world.

Madrid system

The major international system for facilitating the registration of trademarks in multiple jurisdictions is commonly known as the "Madrid system[113] ". Madrid provides a centrally administered system for securing trademark registrations in member jurisdictions by extending the protection of an "international registration" obtained through the World Intellectual Property Organization. This international registration is in turn based upon an application or registration obtained by a trademark applicant in its home jurisdiction.

The primary advantage of the Madrid system is that it allows a trademark owner to obtain trademark protection in many jurisdictions by filing one application in one jurisdiction with one set of fees, and make any changes (e.g. changes of name or address), and renew registration across all applicable jurisdictions through a single administrative process. Furthermore, the "coverage" of the international registration may be extended to additional member jurisdictions at any time.

Trademark Law Treaty of 1994, and the Singapore Trademark Law Treaty of 2006

The Trademark Law Treaty of 1994 established procedures for member countries to recognizing trademarks registered in other member countries. It operates under the auspices of the World Intellectual Property Organization.[114] The treaty was established "with objectives to reduce the complexities in the multitude of registration procedures and to increase predictability of application outcomes" through "simplification and harmonization of certain features of these trademark registration procedures and formalities".[115] According to the United States Patent and Trademark Office, the Trademark Law Treaty "simplifies and harmonizes trademark application and registration procedures by member states. It facilitates renewals, the recordation of assignments, name and address changes, and powers of attorney".[116] By the 2000s, it became apparent that the terms of the treaty were outdated in light of the intervening development of the internet as a means of conveying information about products and businesses, leading to the enactment of the Singapore Treaty on the Law of Trademarks.[115]

The Singapore Treaty on the Law of Trademarks further establishes a system under which member jurisdictions agree to standardize procedural aspects of the trademark registration process. It is not necessarily respective of rules within individual countries.[117]

EU Trademark system

The EU Trade Mark (EUTM) system (formerly the Community Trademark system) is the trademark system which applies in the European Union, whereby registration of a trademark with the European Union Intellectual Property Office (EUIPO, formerly Office for Harmonization in the Internal Market (Trade Marks and Designs)), leads to a registration which is effective throughout the EU as a whole. The EUTM system is therefore said to be unitary in character, in that a EUTM registration applies indivisibly across all European Union member states. However, the CTM system did not replace the national trademark registration systems; the CTM system and the national systems continue to operate in parallel to each other (see also European Union trade mark law).

Persons residing outside the EU must have a professional representative to the procedures before EUIPO, while representation is recommended for EU residents.

One of the tasks of a EUTM owner is the monitoring of the later applications whether any of those is similar to his/her earlier trademark. Monitoring is not easy and usually requires professional expertise. To conduct a monitoring there is the so-called Trademark Watching service where it can be checked if someone tries to get registered marks that are similar to the existing marks.

Oppositions should be filed on the standard opposition form in any official language of the European Union, however, the substantive part of the opposition (e.g. the argumentations) can be submitted only in the language of the opposed application, that is one of the working languages of the EUIPO, e.g. English, Spanish, German.

Well-known status

Well-known trademark status is commonly granted to famous international trade marks in less-developed legal jurisdictions.

Under Article 6 bis of the Paris Convention,[118] countries are empowered to grant this status to marks that the relevant authority considers are "well known". In addition to the standard grounds for trademark infringement (same/similar mark applied same/similar goods or services, and a likelihood of confusion), if the mark is deemed well known it is an infringement to apply the same or a similar mark to dissimilar goods/services where there is confusion, including where it takes unfair advantage of the well-known mark or causing detriment to it.[119]

A well-known trademark does not have to be registered in the jurisdiction to bring a trademark infringement action (equivalent to bringing a passing off claim without having to show goodwill and having a lesser burden of proof).

As per the Trademark Rules 2017, India, an applicant needs to substantiate his claim that his trademark is having the "well-known" status. He needs to furnish the documents in support of evidence of his rights & claims, namely use of trademark, any application for trademark, and annual sales turnover, and so on.[120][121]

Protection of well-known marks

Many countries protect unregistered well-known marks following their international obligations under the Paris Convention for the Protection of Industrial Property and the Agreement on Trade-Related Aspects of Intellectual Property Rights (the TRIPS Agreement). Consequently, not only big companies but also SMEs may have a good chance of establishing enough goodwill with customers so that their marks may be recognized as well-known marks and acquire protection without registration. It is, nevertheless, advisable to seek registration, taking into account that many countries provide for extended protection of registered well-known marks against dilution (Art. 16.3 TRIPS),[122] i.e., the reputation of the mark being weakened by the unauthorized use of that mark by others.[123]

Several trademark laws merely implement obligations under Article 16.3[122] of the TRIPS Agreement and protect well-known registered trademarks only under the following conditions: 1- that the goods and services for which the other mark is used or is seeking protection are not identical with or similar to the goods for which the well-known mark acquired its reputation 2- that the use of the other mark would indicate a connection between these goods and the owner of the well-known mark, and 3 – that their interests are likely to be damaged by such use.

See also

References

  1. ^ "Trademark, patent, or copyright". www.uspto.gov. Retrieved 13 October 2024. A word, phrase, design, or a combination that identifies your goods or services, distinguishes them from the goods or services of others, and indicates the source of your goods or services.
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  19. ^ "Trademark, patent, or copyright". www.uspto.gov. Retrieved 13 October 2024. A word, phrase, design, or a combination that identifies your goods or services, distinguishes them from the goods or services of others, and indicates the source of your goods or services.
  20. ^ a b "What is a trademark?". www.uspto.gov. Retrieved 13 October 2024. The word "trademark" can refer to both trademarks and service marks. A trademark is used for goods, while a service mark is used for services.
  21. ^ "service mark". LII / Legal Information Institute. Retrieved 15 October 2024. A service mark is a mark used to distinguish the services provided by one person or company from services provided by others. The term "service" applies only to services rendered to others; it does not apply to services that are solely for the benefit of the performer.
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  30. ^ "Types of trade marks". EUIPO. Retrieved 29 October 2024. A certification mark guarantees that the goods and services of a provider that uses the mark (who is not the owner of the mark) meet certain standards or characteristics that have been established by the owner of the mark. It therefore distinguishes goods and services that are certified by the proprietor of the mark from those that are not.
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  76. ^ a b "Why search for similar trademarks?". www.uspto.gov. Retrieved 14 October 2024. One of the most common reasons applications are rejected is because the applied-for trademark is too similar to an already registered one and there's a likelihood of confusion. This means customers are likely to think your goods or services come from the same source as another party's goods or services. Before you apply to register a trademark, conduct a clearance search to see if someone else already registered that trademark or a similar one. A comprehensive clearance search typically involves searching our trademark database of federally registered and applied-for trademarks, state trademark databases, and the internet. Although the trademark examining attorney assigned to your application will also conduct a search, they will only determine whether there are conflicting trademarks in our federal database. It's your responsibility to search state trademark databases and the internet.
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  88. ^ "Fees and payments". EUIPO. Retrieved 27 October 2024. An EU trade mark is valid for 10 years. It can be renewed indefinitely, 10 years at a time.
  89. ^ a b "2.2.3 Period of Time to be Considered". EUIPO Trade Mark Guidelines. European Union Intellectual Property Office (EUIPO). Retrieved 27 October 2024. Pursuant to Article 58(1)(a) EUTMR, the EUTM becomes susceptible to revocation if it has not been put to genuine use within a continuous period of 5 years. However, no person may claim that the proprietor's rights in an EUTM should be revoked where, during the interval between expiry of the 5-year period and filing of the application, genuine use of the trade mark has started or resumed. Further, according to Article 62(1) EUTMR, if the request for revocation is granted, the effective date of revocation is the date of the application for revocation.
  90. ^ "abandonment (of trademark)". LII / Legal Information Institute. Retrieved 27 October 2024. Abandonment of a trademark occurs when the owner of the trademark deliberately ceases to use the trademark for three or more years, with no intention of using the trademark again in the future. When a trademark is abandoned, the trademark owner may no longer claim rights to the trademark. In effect, this frees the trademark so that anyone else can use it without recourse from the original trademark owner.
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  92. ^ "ipr". iprr.cbp.gov. Retrieved 29 October 2024. United States Customs and Border Protection (CBP) has the authority to detain, seize, forfeit, and ultimately destroy merchandise seeking entry into the United States if it bears an infringing trademark or copyright that has been registered with the United States Patent and Trademark Office (USPTO) or the United States Copyright Office (USCOP), and has subsequently been recorded with CBP. As an intellectual property right (IPR) owner, you can partner with CBP to receive border enforcement of your registered trademarks and copyrights through CBP's e-Recordation Program.
  93. ^ "Defend your rights - European Commission". taxation-customs.ec.europa.eu. Retrieved 30 October 2024. Customs administrations are in the frontline to enforce intellectual property rights at the EU borders. In order to effectively carry out their task, customs need the active engagement of the right-holders themselves. Co-operation is the most effective weapon: thanks to the information provided by the right holders, customs may identify more easily goods suspected of infringing intellectual property rights (IPR) and take the necessary action. As a right holder, you can defend your rights by asking customs to detain goods suspected of infringing IPR.
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  95. ^ "Trademark Trial and Appeal Board (TTAB) FAQs". www.uspto.gov. Retrieved 29 October 2024. I just got a notice of opposition. What's an opposition? An opposition is a proceeding in which one party is seeking to prevent registration of another party's trademark. Under the law, if a party believes that he will be damaged by the registration of a mark, he can file an opposition. For more information, see TBMP § 102.02.
  96. ^ "Opposition". EUIPO. Retrieved 29 October 2024. If someone owns an earlier right and they think that there is a conflict between your trade marks, they can oppose your application. To do this, they need to fill in an opposition form and pay a fee of €320. If an opposition is filed, your mark will be subject to opposition proceedings. An opposition must be filed no later than 3 months after the publication of the trade mark application.
  97. ^ "15 U.S. Code § 1064 - Cancellation of registration". LII / Legal Information Institute. Retrieved 29 October 2024. A petition to cancel a registration of a mark, stating the grounds relied upon, may, upon payment of the prescribed fee, be filed as follows by any person who believes that he is or will be damaged, including as a result of a likelihood of dilution by blurring or dilution by tarnishment under section 1125(c) of this title, by the registration of a mark on the principal register established by this chapter, or under the Act of March 3, 1881, or the Act of February 20, 1905:
  98. ^ "Intellectual Property Enforcement". WIPO. Retrieved 29 October 2024. Trademark infringement occurs when there is an unauthorized use of a registered trademark or similar sign to identify identical or similar products and services as those covered by the registered trademark that lead to likelihood of confusion among consumers about the origin of the goods and services that are identified by these signs.
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  102. ^ Playboy Enterprises, Inc. v. Welles, 279 F.3d 796 (9th Cor. 2002)
  103. ^ Section 21, Trade Marks Act 1994
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  106. ^ "Well-known marks". www.uspto.gov. Archived from the original on 26 September 2024. Retrieved 22 October 2024. In addition to these grounds, in certain cases the owner of a well-known mark that rises to the level of being "famous" may bring an action against another use of the mark in U.S. federal courts or may seek to oppose or cancel another's application or registration for the mark on the grounds of likelihood of dilution. "Dilution" is the lessening of the capacity of a famous mark to uniquely distinguish its goods, either by tarnishing (that is, weakening the mark through unsavory associations) or blurring (that is, chipping away at distinctiveness due to the unauthorized use of a mark on dissimilar products). However, dilution may only be applied in cases where a party's well-known mark is "famous," such that it is widely known among the U.S. consuming public.
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  110. ^ 15 U.S.C. § 1125(d)(1)(A)
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  117. ^ Full text of the Trademark Law Treaty.
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  119. ^ Hong Kong Trade Marks Ordinance section dealing with infringement: Cap 559, s.18
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  122. ^ a b [Article 6bis of the Paris Convention (1967) shall apply, mutatis mutandis, to goods or services which are not similar to those in respect of which a trademark is registered, provided that use of that trademark about those goods or services would indicate a connection between those goods or services and the owner of the registered trademark and provided that the interests of the owner of the registered trademark are likely to be damaged by such use]
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