THREE-DIMENSIONAL MARK OF A PARTICULAR BOTTLE SHAPE: THE EU COURT RULES ON DISTINCTIVENESS

05/12/2018

In 2015, a German company applied for the registration of a three-dimensional trademark for the particular shape of a bottle. The application was rejected, as was the subsequent appeal before the EUIPO Board of Appeal. The EU General Court, subsequently hearing the case, overturned the decision, asserting the distinctive character of the trademark in question.

 

In 2015 the German company Wajos GmbH applied for registration of a trademark for a particular shape of bottle, characterized by different sizes between the top and bottom of the same. The EUIPO Board of Appeal found that the shape was similar to that of a common amphora, which was already widespread on the food market, and stated that it was impossible for an average consumer to distinguish the products of Wajos from those of other companies. Furthermore, the Board considered that such a shape would meet functional requirements, since the enlargement of the upper part would allow the bottle to be placed on a support which would otherwise be difficult. According to EUIPO, for goods for which the trademark has been applied for, the relevant public would be the general consumer of food products, with a medium level of attention; such a circumstance would prevent consumers from identifying the shape of the bottle as particularly distinctive and indicative of the origin of the product. Therefore, as the trademark does not have distinctive character, it would not be eligible for registration under Article 7(1)(b) of EU Regulation 2017/1001.

In the motion against the decision of the EUIPO Commission, the company Wajos first contested a similar identification of the target audience, arguing instead that this was made up of a small circle of consumers, lovers of fine, quality food products and available from selected retailers. Such a clientele must therefore be considered more than wise and certainly able to appreciate the particularity of that specific bottle compared to other bottles on the market.

Regarding the distinctive character of the brand, Wajos supported its presence by emphasizing the non-purely functional character of the bottle configuration, clearly distinguishing it from the other forms of packaging on the market, to which the relevant public is accustomed.The European General Court firstly held that distinctive character must be assessed, on the one hand, in relation to the goods and services for which registration is sought and, on the other, in relation to the perception of the relevant public. With respect to the relevant public, the Court also identified the relevant consumer as an average consumer, on average attentive, since the list of products for which registration has been requested includes, to a large extent, consumer products in the food sector.

However, the EGC held that the average consumer was perfectly capable of perceiving and appreciating the shape of the packaging of the goods as an indication of their commercial origin, provided that the characteristics of that shape were such as to attract his attention. To that end, it is necessary to analyze the overall impression created by the shape. Where a trade mark is made up of a combination of elements – the Court maintains – the combination may have distinctive character even if the individual elements, taken individually, do not.

The Court therefore held that the combination of the elements of the Wajos bottle creates a shape that can be memorized by the relevant public, being significantly different from the other bottles on the food market. Moreover, contrary to what the EUIPO Board of Appeal has stated, the shape of the bottle in question differs from classic amphoras in that the latter are not made of glass. Finally, the enlargement of the upper part of the bottle, regardless of technical and functional reasons, can bring an aesthetic value to the trademark applied for. The European Judges therefore annulled the decision of the Board of Appeal of EUIPO, considering that while it is true that the average consumer generally does not pay attention to the shape of food products and does not associate their shape with the indication of commercial origin, in the present case the exceptional nature of the product’s packaging is, on the contrary, capable of indicating the commercial origin of the products.


THREE-DIMENSIONAL MARK OF A PARTICULAR BOTTLE SHAPE: THE EU COURT RULES ON DISTINCTIVENESS

05/12/2018

In 2015, a German company applied for the registration of a three-dimensional trademark for the particular shape of a bottle. The application was rejected, as was the subsequent appeal before the EUIPO Board of Appeal. The EU General Court, subsequently hearing the case, overturned the decision, asserting the distinctive character of the trademark in question.

 

In 2015 the German company Wajos GmbH applied for registration of a trademark for a particular shape of bottle, characterized by different sizes between the top and bottom of the same. The EUIPO Board of Appeal found that the shape was similar to that of a common amphora, which was already widespread on the food market, and stated that it was impossible for an average consumer to distinguish the products of Wajos from those of other companies. Furthermore, the Board considered that such a shape would meet functional requirements, since the enlargement of the upper part would allow the bottle to be placed on a support which would otherwise be difficult. According to EUIPO, for goods for which the trademark has been applied for, the relevant public would be the general consumer of food products, with a medium level of attention; such a circumstance would prevent consumers from identifying the shape of the bottle as particularly distinctive and indicative of the origin of the product. Therefore, as the trademark does not have distinctive character, it would not be eligible for registration under Article 7(1)(b) of EU Regulation 2017/1001.

In the motion against the decision of the EUIPO Commission, the company Wajos first contested a similar identification of the target audience, arguing instead that this was made up of a small circle of consumers, lovers of fine, quality food products and available from selected retailers. Such a clientele must therefore be considered more than wise and certainly able to appreciate the particularity of that specific bottle compared to other bottles on the market.

Regarding the distinctive character of the brand, Wajos supported its presence by emphasizing the non-purely functional character of the bottle configuration, clearly distinguishing it from the other forms of packaging on the market, to which the relevant public is accustomed.The European General Court firstly held that distinctive character must be assessed, on the one hand, in relation to the goods and services for which registration is sought and, on the other, in relation to the perception of the relevant public. With respect to the relevant public, the Court also identified the relevant consumer as an average consumer, on average attentive, since the list of products for which registration has been requested includes, to a large extent, consumer products in the food sector.

However, the EGC held that the average consumer was perfectly capable of perceiving and appreciating the shape of the packaging of the goods as an indication of their commercial origin, provided that the characteristics of that shape were such as to attract his attention. To that end, it is necessary to analyze the overall impression created by the shape. Where a trade mark is made up of a combination of elements – the Court maintains – the combination may have distinctive character even if the individual elements, taken individually, do not.

The Court therefore held that the combination of the elements of the Wajos bottle creates a shape that can be memorized by the relevant public, being significantly different from the other bottles on the food market. Moreover, contrary to what the EUIPO Board of Appeal has stated, the shape of the bottle in question differs from classic amphoras in that the latter are not made of glass. Finally, the enlargement of the upper part of the bottle, regardless of technical and functional reasons, can bring an aesthetic value to the trademark applied for. The European Judges therefore annulled the decision of the Board of Appeal of EUIPO, considering that while it is true that the average consumer generally does not pay attention to the shape of food products and does not associate their shape with the indication of commercial origin, in the present case the exceptional nature of the product’s packaging is, on the contrary, capable of indicating the commercial origin of the products.


THREE-DIMENSIONAL MARK OF A PARTICULAR BOTTLE SHAPE: THE EU COURT RULES ON DISTINCTIVENESS

05/12/2018

In 2015, a German company applied for the registration of a three-dimensional trademark for the particular shape of a bottle. The application was rejected, as was the subsequent appeal before the EUIPO Board of Appeal. The EU General Court, subsequently hearing the case, overturned the decision, asserting the distinctive character of the trademark in question.

 

In 2015 the German company Wajos GmbH applied for registration of a trademark for a particular shape of bottle, characterized by different sizes between the top and bottom of the same. The EUIPO Board of Appeal found that the shape was similar to that of a common amphora, which was already widespread on the food market, and stated that it was impossible for an average consumer to distinguish the products of Wajos from those of other companies. Furthermore, the Board considered that such a shape would meet functional requirements, since the enlargement of the upper part would allow the bottle to be placed on a support which would otherwise be difficult. According to EUIPO, for goods for which the trademark has been applied for, the relevant public would be the general consumer of food products, with a medium level of attention; such a circumstance would prevent consumers from identifying the shape of the bottle as particularly distinctive and indicative of the origin of the product. Therefore, as the trademark does not have distinctive character, it would not be eligible for registration under Article 7(1)(b) of EU Regulation 2017/1001.

In the motion against the decision of the EUIPO Commission, the company Wajos first contested a similar identification of the target audience, arguing instead that this was made up of a small circle of consumers, lovers of fine, quality food products and available from selected retailers. Such a clientele must therefore be considered more than wise and certainly able to appreciate the particularity of that specific bottle compared to other bottles on the market.

Regarding the distinctive character of the brand, Wajos supported its presence by emphasizing the non-purely functional character of the bottle configuration, clearly distinguishing it from the other forms of packaging on the market, to which the relevant public is accustomed.The European General Court firstly held that distinctive character must be assessed, on the one hand, in relation to the goods and services for which registration is sought and, on the other, in relation to the perception of the relevant public. With respect to the relevant public, the Court also identified the relevant consumer as an average consumer, on average attentive, since the list of products for which registration has been requested includes, to a large extent, consumer products in the food sector.

However, the EGC held that the average consumer was perfectly capable of perceiving and appreciating the shape of the packaging of the goods as an indication of their commercial origin, provided that the characteristics of that shape were such as to attract his attention. To that end, it is necessary to analyze the overall impression created by the shape. Where a trade mark is made up of a combination of elements – the Court maintains – the combination may have distinctive character even if the individual elements, taken individually, do not.

The Court therefore held that the combination of the elements of the Wajos bottle creates a shape that can be memorized by the relevant public, being significantly different from the other bottles on the food market. Moreover, contrary to what the EUIPO Board of Appeal has stated, the shape of the bottle in question differs from classic amphoras in that the latter are not made of glass. Finally, the enlargement of the upper part of the bottle, regardless of technical and functional reasons, can bring an aesthetic value to the trademark applied for. The European Judges therefore annulled the decision of the Board of Appeal of EUIPO, considering that while it is true that the average consumer generally does not pay attention to the shape of food products and does not associate their shape with the indication of commercial origin, in the present case the exceptional nature of the product’s packaging is, on the contrary, capable of indicating the commercial origin of the products.


L’AUTORITÀ BANCARIA EUROPEA (“EBA”) RENDE NOTE LE PROPRIE RACCOMANDAZIONI SULL’UTILIZZO DEI SERVIZI DI CLOUD OUTSOURCING DA PARTE DI ISTITUTI FINANZIARI

10/08/2017

Il documento di consultazione rientra nel progetto di definizione di un chiaro e prudente quadro regolatore in materia di outsourcing applicabile agli enti creditizi europei. In particolare, l’EBA si propone di adottare delle raccomandazioni che diano piena attuazione alle linee guida CEBS (“Committee of European Banking Supervisors”) sull’outsourcing del 14 dicembre 2006 (consultabili al seguente link https://www.eba.europa.eu/documents/10180/104404/GL02OutsourcingGuidelines.pdf.pdf).

 

Questi i principali contenuti delle Raccomandazioni EBA:

  • Sicurezza dei dati: gli istituti finanziari, prima di procedere al cloud outsourcing, sono chiamati a compiere una completa valutazione dei possibili rischi, a garanzia della tutela della riservatezza delle informazioni trattate;
  • Localizzazione e trattamento dati: gli istituti finanziari dovrebbero rendere edotte delle attività di outsourcing le autorità governative del Paese in cui il servizio deve essere svolto, proponendo – se opportuno – una revisione della legislazione in materia privacy. Particolare attenzione deve essere prestata laddove il servizio di outsourcing riguardi Paesi extracomunitari;
  • Audit: gli istituti finanziari dovrebbero introdurre sistemi che garantiscano il loro accesso – e quello delle singole autorità governative – nei locali in cui si svolge l’attività di cloud outsourcing, con possibilità di analizzare e verificare i sistemi e gli strumenti utilizzati per l’esercizio di tali attività;
  • Catene di fornitori: nelle ipotesi di subappalto delle attività di outsourcing, anche il soggetto subappaltatore è tenuto a rispettare le cautele e le raccomandazioni sopra descritte;
  • Strategie di uscita: gli istituti finanziari devono prevedere dei piani di emergenza e di uscita completi e ben strutturati e fare in modo che i fornitori di servizi di cloud outsourcing effettuino un ordinato trasferimento del servizio, così da assicurare la continuità del servizio.


ALDI WINS A FIGHT AGAINST WINEMAKERS ALLOWING TO SELL BRANDED CHAMPAGNE SORBETS

09/01/2018

Aldi Süd, the giant discount supermarket chain from Germany, was allowed to carry on selling branded Champagne sorbets, notwithstanding EU protection of the name.

 

The Comité Inteprofessionnel du Vin de Champagne (“CIPV”), a French association of champagne producers, brought proceedings before the German courts against the German discount supermarket Aldi Süd to prohibit it from selling a sorbet under the name ‘Champagner Sorbet’. That sorbet, which Aldi Süd started selling at the end of 2012, contains 12% champagne. Taking the view that the distribution of that product under that name constituted an infringement of the PDO ‘Champagne’, the association of champagne producers, brought proceedings based on Article 118m of Regulation No 1234/2007 and Article 103 of Regulation No 1308/2013, prohibiting Aldi from using that name on the frozen goods market. According to the CIPV, the distribution of the sorbet under that name infringes the protected designation of origin (hereafter, PDO) ‘Champagne’. The German Federal Court of Justice has requested a preliminary ruling to the European Court of Justice for an interpretation of EU rules on the protection of PDOs.

Having analysed relevant provisions, the European Court of Justice upheld that Aldi could continue calling its product ‘Champagner Sorbet’ as it does not unfairly take advantage of the reputation that Champagne producers gain from using the iconic name. According to the Court, in the present case the use of the name ‘Champagner Sorbet’ to refer to a sorbet containing champagne is liable to extend to that product the reputation of the PDO ‘Champagne’, which conveys an image of quality and prestige, and therefore to take advantage of that reputation. However, such use of the name ‘Champagner Sorbet’ does not take undue advantage and, therefore, does not exploit the reputation of the PDO ‘Champagne’ if the product concerned has, as one of its essential characteristics, a taste that is primarily attributable to champagne.

It follows that the use of a PDO as part of the name under which is sold a foodstuff that does not correspond to the product specifications for that PDO but contains an ingredient which does correspond to those specifications cannot be regarded as an unfair use and, therefore, as a use against which PDOs are protected under Article 118m(2)(a)(ii) of Regulation No 1234/2007 and Article 103(2)(a)(ii) of Regulation No 1308/2013. As a consequence, it is for the national courts to determine, on the case to case basis, whether such use is intended to take unfair advantage of the reputation of a PDO.

Further, the European Court noted that if the sorbet in question did not have, as an essential characteristic, a taste which is primarily attributable to champagne, it would equally be possible to conclude that the name ‘Champagner Sorbet’ on the inner or outer packaging of the product constituted a false or misleading indication and was therefore unlawful. A PDO is protected not only against false or misleading indications which are liable to create a false impression as to the origin of the product concerned, but also against false or misleading indications relating to the nature or essential qualities of the product. Where the PDO ‘Champagne’ is used directly, by being incorporated in the name of the product in question, to openly claim a gustatory quality connected with it, that does not amount to misuse, imitation or evocation within the meaning of EU rules on the protection of PDOs.