Types of infringement of a right to trade marks with reputation in Polish and EU jurisprudence

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This article aims at examining the extent to which the Polish and European Union adjudication bodies apply the EUCJ guidelines regarding determination of each type of the right to a trade mark with reputation (TMwR) infringement. The author analyses and interprets legal provisions of EUTMR and argumentations of variety decisions of European Union and Polish adjudication bodies concerning the problem of an infringement of a right to a TMwR. A close analysis of the latest judicial decisions concerning the TMwR protection indicates that, in principle, detailed guidelines regarding the occurrence of each form of the TMwR infringement are already in place. However, there are still some deviations from these guidelines, most notably in the Polish jurisdiction, since adjudicating bodies tend to see parasitism in the probability of association of juxtaposing trade marks alone. Thus, it happens that a three-step test on the likelihood of transferring trade mark with reputation associations onto goods/services designated with a third party mark (as described below) is omitted. This is especially significant where a later sign is used for goods/service that are not similar to those that are signed by the TMwR. Furthermore, an enhanced evidentiary standard applied in the Intel case seems to be frequently absent in the practice of law application. Changes in the economic behaviour of the average consumer or a serious likelihood that such a change will occur are hardly ever taken into account in the assessment of the activity detrimental to the distinctive character or the repute of a TMwR. Although many years have passed since key preliminary rulings were issued by the EUCJ, which shaped the principles of examining the evidence that pointed to the possibility of an infringement of a right to a TMwR, some negligence and shortcomings in the application of the law in this respect have not been entirely eliminated. Hopefully, the years to come will witness a greater awareness of the binding provisions and principles of their application among adjudication bodies and interested parties alike.

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Monographs on key aspects of trade mark law are a rare breed. The arrival of Ilanah Fhima and Dev Gangjee's full-length study of the confusion test in European trade mark law is therefore a moment of joy for all trade mark experts, promising detailed, penetrating analysis by recognised experts in the field. Moreover, the confusion test presents one of the thorniest and most complex issues in European trade mark law. Having started with such high expectations, does the book actually deliver? There are eight chapters in total, starting with an introduction titled ‘The Likelihood of Confusion’. It is wise not to launch into a detailed analysis of the components of the confusion test without spending some time and effort analysing the central concept. Clarity is essential, since ‘confusion’ arises in two slightly different contexts. 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As Ilanah Fhima intimates in her acknowledgments, the publisher must have been concerned by the sheer volume of material. But there is tangible value for the reader in being taken through a succession of real examples in a structured way in coming to understand and appreciate the approaches developed by the courts. The minefield of confusing similarity between the sign and the mark is defused and the overall jurisprudential picture becomes a lot clearer. To give just a couple of indications, in relation to aural and phonetic similarity the journey through the examples clarifies the strength of emphasis on common beginnings, how that is balanced or influenced by the presence of other factors pointing towards similarity or dissimilarity, and the impact of device marks or descriptive elements. 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With the benefit of multiple examples to support the analysis, the reader discerns a backbone structure and the sometimes small or marginal differences in judicial approaches become more visibly distinct. Much as I admire this treatment, it comes with limitations. Chapters 2 to 4 of this monograph have a tendency to fall into the trap of becoming overly descriptive. There is a lot of very valuable material on offer, but the reader gets the impression that more could have been done with it, in terms of fuller contextualisation and critical analysis. Chapters 5 to 7 are superior in this regard, but still pass up the opportunity for further elucidation. More extensive treatment might have extended the length of the book by another 100 pages or more (possibly not to the publisher's delight) but would have added significant value. As it is, a bright picture is drawn, but the potential for more light and shade through in-depth analysis has not been fully realized. The chapters contain frequent references to US trade mark law, but these are mere stubs. Full-scale comparative analysis is eschewed. Differences between European and US trade mark law are not elucidated in a way that would enable readers to derive maximum benefit from comparative analysis and perspectives. Compounded by the absence of context, explanation and in-depth criticism, these descriptively dense chapters are at times hard to read. They require concerted effort to make sure the reader gets all the details right and can properly follow the analytical narrative. Overall, the monograph is markedly Anglo-Saxon in orientation and content, despite its title promising an analysis of the confusion test in European trade mark law. It is entirely logical that the abundant caselaw of the CJEU and General Court should comprise the authors’ main focus, augmented by relevant decisions of the EUIPO (formerly OHIM). Whilst that is a facially credible approach, it overlooks the quite significant contribution of the national courts in the Member States. Domestic judges deal with the vast majority of cases without needing referrals to the EU courts. Admittedly, referrals are made on the controversial and difficult points, but at least the application of the key principles emerging from the case law of the EU Courts is worth examining from the broader perspective of Member States’ domestic jurisprudence. With only one or two exceptions, this book ignores references other than those from UK courts, with the result that UK case law is afforded greater prominence than seems justified. There are interesting and valuable cases adjudicated in all the Member States: surely not all UK decisions, especially these at Appointed Person level, are to be taken as gospel. Chapter 8 is a nice present in this regard. 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AI summaries and top papers from 250M+ research sources.