2011 11 14 les licensing course
TRANSCRIPT
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Intellectual Property Overview
Obtaining protection and scope of protection:
Protecting your company’s intangible assets
Wouter Pors
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Subject of protection - overview
InnovationTechnology developed by the company
Incorporated in products or services
Corporate identityCompany or division as such
Product and service look and feelProduct or service as such
Many different looks and feels?
Is the message still clear?
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Protecting innovation
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Subject of protection
PurposeProtecting developments
Others will not block you from use
Licensing portfolio
Cross-licensing
MeansPatents - obtained by application and grant
Copyright - ensues from act of creation
Know how - dependent on confidentiality
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Scope of protection
PatentsProtection of the invention, not just the actual useIdea behind the invention, but legal certainty for third partiesExpires after 20 years
CopyrightLimited to the actual product or format and Others that make the same overall impressionAssessed on case by case basis; national law still variesExpires 70 years after death of the maker
Know howScope hard to determineReal problem lies in proof of copying
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The company, the services
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Subject of protection
Innovation
Corporate identityIdentifying your company
Marketing your company
Creating goodwill (value)
Separate from competition
Product and service look and feel
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Subject of protection
Innovation
Corporate identity
Product and service look and feelIdentifying your company’s products and services
Marketing your company’s products and services
Creating goodwill (value)
Separate from competition
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Means of protection
Innovation
Corporate identityIndication of origin - collectively, granted by law
Trade name - through use in the course of trade
Trade mark - application and registration
Copyright - ensues from act of creation
Product and service look and feel
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Means of protection
Innovation
Corporate identity
Product and service look and feelIndication of origin - collectively, granted by law
Trade mark - application and registration
Design right - application and registration
- unregistered design rights
Copyright - ensues from act of creation
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Distinguishing yourself
Company, products, services
•Trade name•Trade mark•Design right•Copyright•Trade dress•Format
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Trade mark
Any distinctive sign identifying you and your products and services for your public
•Name•Logo•Colour•Sound
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Trade marks
Monopoly on distinctive sign for products or services
Harmonised European law
Acquired by registration (first come)
Choice between National and European Community
International: bundle of national rights
Must have distinctiveness (not descriptive)
Words, logo’s, shapes, colours, sounds
Perpetual, if renewed regularly
Works against confusingly similar younger signs
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Many uses for trade mark rights
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Many uses for trade mark rights
ECJ 20-09-2007, C-371/06, Benetton v. G-Star: a shape that gives value to a trademark cannot acquire distinctiveness through extensive use
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Baby-dry is distinctive
Not valid are signs which may serve in normal usage from a consumer's point of view to designate, either directly or by reference to one of their essential characteristics, goods or services such as those in respect of which registration is sought. Furthermore, a mark composed of signs or indications satisfying that definition should not be refused registration unless it comprises no other signs or indications and, in addition, the purely descriptive signs or indications of which it is composed are not presented or configured in a manner that distinguishes the resultant whole from the usual way of designating the goods or services concerned or their essential characteristics. (ECJ 20 September 2001, C 383/99 P)
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But Postkantoor is not!
A mark consisting of a word composed of elements, each of which is descriptive of characteristics of the goods or services in respect of which registration is sought, is itself descriptive of the characteristics of those goods or services for the purposes of that provision, unless there is a perceptible difference between the word and the mere sum of its parts: that assumes either that because of the unusual nature of the combination in relation to the goods or services the word creates an impression which is sufficiently far removed from that produced by the mere combination of meanings lent by the elements of which it is composed, with the result that the word is more than the sum of its parts, or that the word has become part of everyday language and has acquired its own meaning, with the result that it is now independent of its components. In the latter case, it is necessary to ascertain whether a word which has acquired its own meaning is not itself descriptive for the purposes of the same provision. (ECJ 12 February 2004, C-363/99)
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Design
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Design
Monopoly on shape of product or pattern on productHarmonised European lawAcquired by registration (first come)Choice between National and European CommunityMust be novelMaximum protection 25 yearsWorks against confusingly similar designsUnregistered design right
Protection for 3 yearsLess certaintyFall-back where no copyright can be invoked
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Design
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Design
Scope of protectionMultiple design registration to protect all features
Limitations on design rights: pitfallsRegistering new version of product only protects the changes
Technical features are not protected (trademark case before the ECJ: Philips v. Remington)
Must fit exception for parts
Way out: copyrightOn the design as a whole
On specific elements of the design
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Copyright
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Copyright
Monopoly on “a work”: text, design, lay-out, format
National law, partly European and world-wide harmonisationCopyrights for non-artistic works not accepted everywhere
Same goes for technical works
Automatic creation by making “a work” (proof of priority needed!)
Must be original and bearing the mark of it’s maker
World-wide protection if recognised (creative level)
Protection 70 years after death of the maker
Very broad possibilities
Works against copies and look-alikes
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Court of Justice: copyright protected work
16-7-2009, C-5/08, InfopaqDatacapture process
Reproduction of press articles by means of an automated process in which these articles are scanned and converted into a numerical file, which can then be processed electronically
Electronic collection of newspaper clippings
Fragments of 11 words from an article are reproduced
Elements which are the expression of the intellectual creation of the author of the work, may be just 11 words
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Application of copyright
Traditional: text, music, theatre, film
New application
Trade dress
Software, designs, objects for everyday use
TV programme formats
Business method formats
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Copyright: trade dress
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Design vs copyright
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Patents vs copyright: technology
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Patents vs copyright: technology
Exception for technology as such
Dutch Supreme Court 24-2-2006 TechnipKinetic scheme of chemical equations as part of computer simulation program for petrochemical industry
Selection relates to objective scientific data and laws of nature, scientific or technical purpose
Original and expression of intellectual creation of the maker
Selection base on scientific or technical knowledge of the maker, insights and experience
Court of Appeal: protection
Scope of exception is limited
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Patents vs copyright (business methods)
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Patents vs copyright
US: anything under the sun made by man is patentableBut: in re Bilski, 30 October 2008
Europe: only technical inventions, no business methods
Copyright: once again the solution to provide equality of investment protection between US and Europe?
However: does not protect the purely technical solution, “look and feel” have to be added
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Copyright: format protection
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Copyright: format protection
Well established: TV-programmesDutch Supreme Court: Una voce particolare
New: business methodsDistrict Court The Hague 27 April 2005 Referendumwijzer
What is the strategy?Situation unclear
Case law still developing
Completely accepted in business in media sector
Might fill the gap for investors
Prepare in case this confirmed in the courts
File evidence of the creation of the format and its priority
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Copyright: format protection business methods
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Develop a strategy
What exactly are your assets?What are their distinctive features?Which rights should you invoke to protect those?What actions need to be taken for protection?What is your market and where will it go?Don’t take a national approach, rights may vary!Which competing rights are surrounding your assets?What can you afford to invest?How can you postpone investments?
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Exploiting your protection
Building a licensing strategy
What about transfer pricing and taxation of royalties?
Which legal entity should be the right owner and where should it be?
Allocate the investments to the right owner!
Beware of competition law issues
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Defending your investment
Are you prepared to litigate?
Pro-active, aggressive or defensive approach?
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Participation of licensees
License agreements
Involving licensees in your business strategy
Non-circumvention
Sub-licensing authority
Active monitoring of infringements
Common approach towards infringements
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Wouter PorsBird & Bird The HagueVan Alkemadelaan 700
PO Box 303112500 GH The Hague
T: +31 (0)70 353 8825 F: +31 (0)70 353 8882 M: +31 (0)653 293 896