Ip - Trademarks Coverage
Ip - Trademarks Coverage
Ip - Trademarks Coverage
a) Definition
b) Functions
2. Acquisition of Ownership of Mark
a) Filing date
b) Priority right
4. Non-Registrable Marks
a. Dominancy Test
b. Holistic Test
c. Idem Sonans
7. Well-Known Marks
a. Trademark Infringement
b. Damages
c. Requirement of Notice
d. Penalties
11. Unfair Competition
a. Coverage
b. Rights Conferred
d. Term of Protection
Principle of specificity:
SECTION 138. Certificates of Registration. –
• A certificate of registration of a mark
• shall be prima facie evidence of the (VOEG)
✓ validity of the registration,
✓ the registrant’s ownership of the mark, and
✓ of the registrant’s exclusive right to use the same in connection with the
goods or services and those that are related thereto specified in the
certificate.
• the word or phrase used to describe the said article may be exempt from being
stricken as descriptive and acquire secondary meaning
• if it has been used so long and exclusively by one producer with reference to his
article that,
• in that trade and to that branch of the purchasing public, the word or phrase has
come to mean that the article was his product.
1. Definition of Marks, Collective Marks, and Trade Names
a.
Trademark (ViCA)
A trademark is any visible sign (word, a group of words, sign, symbol, or a logo, letters,
numerals, pictures, shapes, colors, logotypes, labels) capable of distinguishing the
goods (trademark) or services (service mark) of an enterprise from that of another and
shall include a stamped or marked container of goods.
Notes:
E.g
• Even stitches are trademarks. They are designs.
• Even the color combination like that of threads
• Swoosh or check mark in the shoes
• Word Mark: University of the Cordilleras
Question:
Can you have a trademark on fragrance?
Answer:
No, because it is not visible. If not visible, it might fall under IP.
Question:
Was able to compose music?
Answer.
Not register under trademark but copyright.
Tradename
In relation thereto, a trade name means the name or designation identifying or
distinguishing an enterprise
Collective Marks
Any visible sign designated as such in the application for registration and capable of
distinguishing the origin or any other common characteristic, including the quality of
goods or services of different enterprises which use the sign under the control of the
registered owner of the collective mark. [Sec. 121.2, RA 8293]
b. Functions of a Trademark
1. To point out distinctly the origin or ownership of the goods and to which it is affixed;
2. To secure him, who has been instrumental in bringing into the market a superior
article of merchandise, the fruit of his industry and skill;
3. To assure the public that they are producing the genuine article;
4. To prevent fraud and imposition; and
5. To protect the manufacturer against substitution and sale of an inferior and different
article as its product. [Mirpuri v. CA, G.R. No. 114508 (1999)
c. Spectrum of Distinctiveness
1. Generic Marks (avoid when selecting a trademark)
Generic Marks are those which constitute the name of an article substance; or comprise
the genus of which the particular product is a species of. [Societe Des Produits Nestle v.
CA, G.R. No. 112012, 2001] These must remain in the public domain and can never be
registered as a trademark. Examples: “SUGAR” for refined sugar, “KAPE” for instant
coffee, “WATER” for bottled water. CHAIR to sell chairs
2. Descriptive Marks (avoid when selecting a trademark: with GR and E)
Consists exclusively of signs or of indications that may serve in trade to designate the
kind, quality, quantity, intended purpose, value, geographical origin, time or production
of the goods or rendering of the services, or other characteristics of the goods or
services. [Sec. 123(j), RA 8293] These are words that merely describe the product or
service or refer to their quality or characteristic.
General rule: Descriptive marks are not entitled to protection and are too weak to
function as a trademark.
e.g.
▪ SWEET to sell chocolates
▪ Mabango perfume cannot be registered as a trademark because it is descriptive.
Exception:
***Doctrine of Secondary meaning, infra. Example: “YELLOW PAGES” for telephone
directory having yellow pages.
Notes:
ANA L. ANG, petitioner, vs. TORIBIO TEODORO (Ang Tibay Case)
ISSUE: Attack on the validity of respondent's trade-mark "Ang Tibay." He contends that
the phrase "Ang Tibay" as employed by the respondent on the articles manufactured by
him is a descriptive term because, "freely translate in English," it means "strong,
durable, lasting." He invokes section 2 of Act No. 666, which provides that words or
devices which related only to the name, quality, or description of the merchandise
cannot be the subject of a trade-mark.
On the other hand, counsel for the respondent, in an equally well-prepared and
exhaustive brief, contend that the words "Ang Tibay" are not descriptive but merely
suggestive and may properly be regarded as fanciful or arbitrary in the legal sense.
RULING:
The phrase "ang tibay" is never used adjectively to define or describe an object. One
does not say, "ang tibay sapatos" or "sapatos ang tibay" is never used adjectively to
define or describe an object. One does not say, "ang tibay sapatos" or "sapatos ang
tibay" to mean "durable shoes," but "matibay na sapatos" or "sapatos na matibay."
From all of this we deduce that "Ang Tibay" is not a descriptive term within the
meaning of the Trade-Mark Law but rather a fanciful or coined phrase which may
properly and legally be appropriated as a trade-mark or trade-name
In her second assignment of error petitioner contends that the Court of Appeals erred in
holding that the words "Ang Tibay" had acquired a secondary meaning. In view of the
conclusion we have reached upon the first assignment of error, it is unnecessary to
apply here the doctrine of "secondary meaning" in trade-mark parlance. This doctrine is
to the effect that a word or phrase originally incapable of exclusive appropriation with
reference to an article of the market, because geographically or otherwise descriptive,
might nevertheless have been used so long and so exclusively by one producer with
reference to his article that, in that trade and to that branch of the purchasing public, the
word or phrase has come to mean that the article was his product. (G. & C. Merriam Co.
vs. Salfield, 198 F., 369, 373.) We have said that the phrase "Ang Tibay," being neither
geographic nor descriptive, was originally capable of exclusive appropriation as a trade-
mark. But were it not so, the application of the doctrine of secondary meaning made by
the Court of Appeals could nevertheless be fully sustained because, in any event, by
respondent's long and exclusive use of said phrase with reference to his products and
his business, it has acquired a proprietary connotation
▪ When people see the word Ang Tibay, it will automatically tell the quality of the
product- good quality
▪ By copying the name, deprived the rightful owner of his economic benefits
▪ Freeloader si Ang, reaped the economic benefits of Teodor
a. Filing date
The filing date of an application shall be the date on which the Office received the
following indications and elements in English or Filipino:
a. An express or implicit indication that the registration of a mark is sought;
b. The identity of the applicant;
c. Indications sufficient to contact the applicant or his representative, if any;
d. A reproduction of the mark whose registration is sought; and
e. The list of the goods or services for which the registration is sought. [Sec. 127.1, RA
8293]
Problem
▪ Once you applied application, all other states to consider as their filing date in
▪ Oct 2, 2021 – Philippines
▪ Oct. 2, 2021- United States
Consider the east coast as the first applicant.
b. Priority Right
Possible exam question:
An application for registration of a mark filed in the Philippines by a person referred to in
Section 3, and who previously duly filed an application for registration of the same mark
in one of those countries, shall be considered as filed as of the day the application was
first filed in the foreign country
“Priority date” or Right of priority for an application for patent may be claimed by
any person who has previously applied for the same invention in another country
which by treaty, convention, or law affords similar privileges to Filipino citizens.
Thus, such shall be considered filed as of the date of filing the foreign
application: Provided, That
1. The local application expressly claims priority;
2. ****(Provided, the Philippine application is filed within 6 months from the filing of the
foreign application). [Sec. 131.1, RA 8293]
No registration of a mark in the Philippines by a person described in this section shall be
granted until such mark has been registered in the country of origin of the applicant.
[Sec. 131.2, RA 8293]
The Office may accept as prima facie evidence that the mark has become distinctive,
proof of substantially exclusive and continuous use thereof by the applicant: (i) In
commerce in the Philippines (ii) For 5 years before the date on which the claim of
distinctiveness is made. [Sec. 123.2, RA 8293]
a. DAU-
***
Declaration of Actual Use (DAU)
The applicant or the registrant is required to file a Declaration of Actual Use of the mark
***after filing and registration.
Note: Failure to file declaration of actual use automatically results in the denial of the
registration or the cancellation of the registration by operation of law. [Secs. 124.2&
145, RA 8293
***Possible exam question:
b. When to file Declaration of Actual Use (DAU)
If new applicant:
1. Within 3 years from the filing date of the application (3rd Year DAU);
▪ 2020
▪ 2023
Possible exam question:
Question: If before I reach this period, I know that I cannot comply. Can you file an
extension?
Answer: For new trademarks, you can file an extension for the 1st period only provided
the application for extension before the expiration of the 1st period.
▪ E.g. September 13, 202
▪ File the request before September 13
This is the only time that an extension allowed. No extension for the renewal and and
no. 2If you fail to file. Automatically removed from the registry.
2. Within 1 year from the 5th anniversary of the registration of the mark (6th Year
DAU);
▪ 2020
▪ 2026
If for renewal:
3. Within 1 year from the date of renewal; and
▪ 2022
▪ 2023
4. Within 1 year from the 5th anniversary of each renewal. [Rule 204, Trademark
Regulations of 2017]
▪ 2022
Failure to file DAU results into automatic removal in the automatic removal of
trademarks and the renewal cannot be refiled
Possible exam question:
Can you file an MR from the denial of renewal?
No. The proper remedy is to refile the application.
c. When non-use of mark excused
Non-use caused by circumstances arising independently of the will of the trademark
owner shall be excused.
***Possible exam question:
However, non-use due to lack of funds shall not excuse non-use of a mark. [Sec. 152.1,
RA 8293]
Grounds for cancellation or removal of a mark
The ff. shall not be grounds for cancellation or removal of a mark:
1. Use which does not alter its distinctive character though the use is different from the
form in which it is registered. [Sec. 152.2, RA 8293]
2. Use of a mark in connection with one or more of the goods/services belonging to the
class in which the mark is registered. [Sec. 152.3, RA 8293]
3. Use of the mark by a company related to the applicant or registrant. [Sec. 152.4, RA
8293]
4. Use of the mark by a person controlled by the registrant. [Sec. 152.4, RA 8293]
***Possible exam question:
Declaration of Non-Use
In lieu of a DAU, an applicant or registrant, when warranted, shall file a Declaration of
Non-Use indicating the grounds or justification therefor.
Non-use of a mark may be excused in the following cases:
1. Where the applicant or registrant is prohibited from using the mark in commerce
because of a requirement imposed by another government agency prior to putting the
goods in the market or rendering of the services;
2. Where a restraining order or injunction was issued by the Bureau of Legal Affairs, the
courts or quasi-judicial bodies prohibiting the use of the mark; or
3. Where the mark is the subject of an opposition or cancellation case. [Rule 211,
Trademark Regulations of 2017
BLA-IPO
IPO Director General
Court of Appeals
SC
c. Idem Sonans
The rule on idem sonans is also a test to resolve the confusing similarity of trademarks.
• A mark with a different spelling but is similar in sound with a registered mark when
read, may be ruled as being confusingly-similar with the said registered mark or senior
mark.
• Two names are said to be "idemsonantes" if the attentive ear finds difficulty in
distinguishing them when pronounced. [Martin v. State, 541 S.W. 2d 605 (1976)]
Similarity of sound is sufficient to rule that the two marks are confusingly similar when
applied to merchandise of the same descriptive properties. [Marvex Commercial v.
Director of Patent, G.R. No. L-19297 (1966)
7. Well-Known Marks
A well-known mark is a mark which a competent authority of the Philippines has
designated to be well-known internationally and in the Philippines. [Sec. 123.1(e), RA
8293]
.
"Competent authority" for purposes of determining whether a mark is well-known,
means:
• The Court;
• The Director General;
• The Director of the Bureau of Legal Affairs [Rule 101 (d), Trademark Regulations of
2017];
• Any administrative agency or office vested with quasi-judicial or judicial jurisdiction to
hear and adjudicate any action to enforce the rights to a mark. [Dy v. Koninklijke]
Note: In case of the use of an identical sign for identical goods or services, a likelihood
of confusion shall be presumed. [Sec. 147.1, RA 8293 as amended by RA 9502]
Exception: In cases of importation of drugs and medicines allowed under Section 72.1
of his Act and of off-patent drugs and medicines, third parties can import the same even
without the owner’s consent, provided that: • Said drugs and medicines bear the
registered marks • The registered marks have not been tampered, unlawfully modified,
or infringed upon [Sec. 147.1, RA 8293 as amended by RA 9502]
4. Prior User: A registered mark shall have no effect against any personwho, in good
faith,before the filing date or the priority date,was using the mark for the purposes of his
business or enterprise. [Sec. 159.1, RA 8293]
***5. Non-Use: Failure to file declaration of actual use automatically results in the
denial of the registration or the cancellation of the registration by operation of law.
[Sec. 124.2]
3. The assignment of the application for registration of a mark, or its registration, shall
be in writing and require the signatures of the contracting parties. Transfers by mergers
or other forms of succession may be made by any document supporting such transfer.
[Sec. 149.3, RA 8293]
4. Assignments and transfers shall have no effect against third parties until they are
recorded at the Office. [Sec. 149.5, RA 8293]
a. Trademark Infringement
The ff. shall be liable in a civil action for infringement:
1. Any person who shall, without the consent of the owner of the registered mark, use in
commerce any reproduction, counterfeit, copy, or colorable imitation of a registered
mark or the same container or a dominant feature thereof
2. Any person who shall, without the consent of the owner of the registered mark: a.
Reproduce, counterfeit, copy or colorably imitate a registered mark or a dominant
feature thereof; and b. Apply such reproduction, counterfeit, copy or colorable imitation
to labels, signs, prints, packages, wrappers, receptacles or advertisements, intended to
be used in commerce:
The use or application of the infringing mark or trade name is likely to cause
confusion or mistake or to deceive purchasers or others as to the goods or
services themselves or as to the source or origin of such goods or services or the
identity of such business;
***Of these, it is the element of likelihood of confusion that is the gravamen of trademark
infringement
Whether a trademark causes confusion and is likely to deceive the public hinges on
"colorable imitation" which has been defined as "such similarity in form, content, words,
sound, meaning, special arrangement or general appearance of the trademark or trade
name in their overall presentation or in their essential and substantive and distinctive
parts as would likely mislead or confuse persons in the ordinary course of purchasing
the genuine article."
Two types of confusion arise from the use of similar or colorable imitation marks,
namely –
***
1. Confusion of goods (product confusion) and
2. Confusion of business (source or origin confusion). While there is confusion of goods
when the products are competing, confusion of business exists when the products are
non-competing but related enough to produce confusion or affiliation. [McDonald’s
Corporation v. L.C. Big Mak Burger, Inc., et al., G.R. No. 143993 (2004)]
b. Damages
The owner of a registered mark may recover damages from any person who infringes
his rights, and the measure of the damages suffered s
c. Requirement of Notice
The owner of the registered mark shall not be entitled to recover profits or damages
unless the acts have been committed with knowledge that such imitation is likely to
cause confusion, or to cause mistake, or to deceive.
d. Penalties
Independent of the civil and administrative sanctions imposed by law, a criminal penalty
of imprisonment from two (2) years to five (5) years and a fine ranging from Fifty
thousand pesos (P50,000) to Two hundred thousand pesos (P200,000), shall be
imposed on any person who is found guilty of committing any of the acts mentioned in
Section 155, Section 168 and Subsection 169.1. (Arts. 188 and 189, Revised Penal
Code). [Sec. 170, RA 8293
10. Madrid System for the International Registration of Marks
The Madrid and the Protocol system offers the possibility to record a trademark in more
than 70 countries at once
The Madrid System is a centrally administered system (by the Internal Bureau of the
World intellectual Property Organizations, WIPO) for obtaining a bundle of trademark
registration in separate jurisdiction, creating in a effect a basis for an “international
registration” of marks
Meaning of Madrid Protocol
An International treaty that allows a trademark owner to seek registration
in any of the countries
Purpose
the Madrid Protocol is a cost effective and efficient means for trademark
owners, both individuals and businesses, to protect their marks in a variety
of contracting parties by filing one trademark application with the IB of the
WIPO.
Madrid protocol is a trademark “filing” treaty, not a trademark “granting”
treaty.
WIPO has made possible a free search on-line of all the trademarks recorded at wipo
under “Madrid Express”
Within 18 months- after the lapse of 18 months, the mark under international
registration, is deemed protected within the territory of the designated country.
For a period of five years from the date of it registration, the international registration
remains dependent on the Basic Mark.
If the Basic Mark ceases to have effect, the international registration will no longer be
protected.
Commonly called “Central Attack
Any international registration may be renewed for a period of ten years from the expiry
of the preceding period.
Unofficial notice of expiry
6 months before expiry of 10 year period
Nice Classification
Goods or services may not be considered as being similar or dissimilar to each other on
the ground that, in any registration or publication by the Office, they appear in different
classes of the ***Nice Classification. [Sec. 44.2, RA 8293]
Notes:
▪ We are member state
▪ We are not allowed to use trademarks and tradename registered in NICE
▪ Use it as a basis to prevent from being used
▪ Once you filed with bureau of trademarks of IPOPHL. It will submit to the WIPO
for it to determine the colors etc. etc.
▪ Mandatory for them to check whether there is similarity in a member state
▪ Every 5 years, updated every 5 years.
▪ But that does not mean that your mark is not protected