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Trade-mark Truisms
Best Practices for Acquiring and
Managing Trade-marks in Canada

        Lorraine M. Fleck
          May 31, 2010
“The early bird gets the worm”
 Generally, the person who uses a
  trade-mark first in Canada has rights
  in the mark.
 Trade-mark       applications     are
  generally considered on a “first
  come, first served” basis by the
  Canadian Trade-marks Office.
“Use or lose it”
 Trade-mark rights in Canada are
  acquired and maintained by use.
 Use     claims    for     trade-mark
  registration applications must be
  accurate to have a valid registration.
“An ounce of prevention is worth
       a pound of cure”
 It is recommended to order
  searches and obtain a legal opinion
  to assess a trade-mark’s availability
  before trade-mark use and filing an
  application.
“An ounce of prevention is worth
       a pound of cure”
 Domain name and social media
  account registrations are also key to
  protecting any rights and reducing
  costs.
“An ounce of prevention is worth
       a pound of cure”
 Franchise agreements, as well as
  operations manuals, should address
  trade-marks use on the Internet and
  in social media.
“You don’t know what you’ve got
          ‘til its gone”
 “Policing” your trade-marks can
  help       to     maintain     their
  distinctiveness and may also help to
  prevent customer confusion and
  lost revenue.
“You don’t know what you’ve got
          ‘til its gone”
 Documenting trade-mark use is
  critical in the event you need to
  assert or defend your rights in your
  trade-marks.
 Such documentation can also be
  useful for obtaining financing or
  selling your business.
“You don’t know what you’ve got
          ‘til its gone”
 Avoid “naked” licensing – ensure
  your business has direct or indirect
  control over the quality or character
  of the goods/services offered under
  your company’s trade-marks to
  ensure that trade-mark use is
  attributed to your business.
“You don’t know what you’ve got
          ‘til its gone”
 Inaccurate use claims in trade-mark
  applications can void the application
  – resulting in a piece of paper as
  opposed to assertable rights.
Thank you


  Lorraine M. Fleck, Hoffer Adler LLP
Barrister & Solicitor | Trade-mark Agent
        lfleck@hofferadler.com

            These slides do not constitute legal advice.

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Trade-mark Truisms: Best Practices for Acquiring and Managing Trade-marks in Canada

  • 1. Trade-mark Truisms Best Practices for Acquiring and Managing Trade-marks in Canada Lorraine M. Fleck May 31, 2010
  • 2. “The early bird gets the worm”  Generally, the person who uses a trade-mark first in Canada has rights in the mark.  Trade-mark applications are generally considered on a “first come, first served” basis by the Canadian Trade-marks Office.
  • 3. “Use or lose it”  Trade-mark rights in Canada are acquired and maintained by use.  Use claims for trade-mark registration applications must be accurate to have a valid registration.
  • 4. “An ounce of prevention is worth a pound of cure”  It is recommended to order searches and obtain a legal opinion to assess a trade-mark’s availability before trade-mark use and filing an application.
  • 5. “An ounce of prevention is worth a pound of cure”  Domain name and social media account registrations are also key to protecting any rights and reducing costs.
  • 6. “An ounce of prevention is worth a pound of cure”  Franchise agreements, as well as operations manuals, should address trade-marks use on the Internet and in social media.
  • 7. “You don’t know what you’ve got ‘til its gone”  “Policing” your trade-marks can help to maintain their distinctiveness and may also help to prevent customer confusion and lost revenue.
  • 8. “You don’t know what you’ve got ‘til its gone”  Documenting trade-mark use is critical in the event you need to assert or defend your rights in your trade-marks.  Such documentation can also be useful for obtaining financing or selling your business.
  • 9. “You don’t know what you’ve got ‘til its gone”  Avoid “naked” licensing – ensure your business has direct or indirect control over the quality or character of the goods/services offered under your company’s trade-marks to ensure that trade-mark use is attributed to your business.
  • 10. “You don’t know what you’ve got ‘til its gone”  Inaccurate use claims in trade-mark applications can void the application – resulting in a piece of paper as opposed to assertable rights.
  • 11. Thank you Lorraine M. Fleck, Hoffer Adler LLP Barrister & Solicitor | Trade-mark Agent lfleck@hofferadler.com These slides do not constitute legal advice.