Quality and Historical Marks of National Interest: Comparison
Please note this is a comparison between Version 5 by Rita Xu and Version 4 by Giuliana Vinci.

Trademarks are distinctive signs designed to promote and enhance the products/services of companies. In Italy have been created historical brands to promote their strategic importance and enhance the temporal continuity of the marks.

  • quality trademarks
  • standardization
  • historical trademarks

1. Introduction

Trademarks represent all those signs which are suitable to distinguish the goods or services of a company from those of other enterprises [1]. They could be considered as a tool for guaranteeing and recognizing the quality of a company and allowing consumers to differentiate the products/services from others on the market [2]. Brands play a vital role for the consumers, representing the possibility of creating a bond of relationship and trust, through repeated consumption, between the consumer and the company that owns the brand [3]. Indeed, this link between the consumer and brand can influence the company performance holding the brand [1][3][4], and in this regard, the concept of “brand equity” was born, that is, the added value that a particular brand gives to the products/services of a company [5]. Therefore, the representation of goods/services through brands acts as a differential element that helps the consumer’s decision-making based on personal experiences. Therefore, all those brands that present and confer high brand equity can allow for better profit margins, consequently improving communication with the consumer and therefore playing a significant role in the consumer’s choices and increasing the credibility of the company associated with that brand [6]. Furthermore, brands with high brand equity can present improved future profits, induce customers to pay higher prices, and increase brand visibility in the market. Therefore, brands are strategically important because they allow companies to communicate their value to the consumer and become a benchmark within their industry. It is possible to distinguish between quality marks (QMs) and historical marks (HMs) in this context. The former is used to certify the value of raw materials and production and processing methods of certain products [7]. The importance of QMs refers to the protection of the consumer, who is more aware of the product’s characteristics, and the producer, who sees his work recognized through an official certification. In contrast, the latter is used to recognize the protection of products or services made by a productive national enterprise of excellence historically linked to a specific territory [8]. In this way, products acquire added value compared to conventional ones, entering a different market niche characterized by quality and higher prices. The strategic importance of HMs concerns being a lever for a Country’s competitiveness and internationalization.

2. Trademarks in Europe

Regulation (EU) 2424/2015 [9] and Directive (EU) 2436/2015 [10] constitute the “Trademark Package”. These are the two parts of reference legislation aimed at harmonizing the Member States’ trademark laws with each other, but also to make the national laws and that part of European regulation that directly controls the “European Union trademark”, that is, the industrial property title issued by the European Intellectual Property Office (EUIPO) that is in effect in all Member States. In Europe, the number of trademarks registered in 2021 was approximately 15 million [11]. Figure 1 shows the trademarks registered in the EU divided according to the Nice Classification [12][13], which divides them into product and service marks.

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Figure 1.

Number of produce and service brands in Europe in 2021

[12]

.

The most widely registered product brands are in the agri-food sector (11.5 million), scientific instruments (2.5 million), paper and cardboard (1.7 million), clothing (1.6 million), pharmaceuticals (1.4 million) and cosmetics (1.1 million)

[12]

.

2.1. Quality Marks in the EU

QMs, compared to individual and collective marks, whose differences are expressed in Table 1, are different not only in terms of function but also in some more formal aspects. EU quality policy aims to protect the names of specific products in promoting their unique characteristics related to geographical origin and traditional skills. Therefore, QMs are tools for recognizing the added value of a specific product in terms of its origin and-or production methods, generally linked to a local tradition or territoriality [14][15]. In the EU, QMs have been defined in the first instance by Directive 2006/123/EC [16] as those marks whose function is to certify whether the product/service on which the brand is affixed has specific quality characteristics and/or follows certain ethical, environmental, etc. standards. Therefore, this brand indicates that the good or service has achieved specific quality standards set by the certifying body.

Table 1.

Differences between individual, collective and certification marks.

The reference sector(s) should be indicated. The ATECO classification should be added to the sectors if available. If the trademark is deposited at the UIBM, according to the categories relating to Trademarks.

Filing of the trademark c/o UIBM

If the trademark has been filed with UIBM, the number and date of the registration certificate are shown. If the proceedings are still in progress, the date the application was filed is reported.

Member companies (optional)

It may indicate the number of undertakings belonging to a specific date.

 

Individual Brand

Collective Brand

Certification Brand

It has the function of distinguishing the production or marketing of products and services by bringing them back to one entrepreneur rather than another.

It indicates that the protected goods or services come from members of an association and can only be used by the latter.

It is an indication that the goods or services meet specific characteristics (e.g., qualities) defined in the regulations of use.

A natural person or a company can register it. It will also be that person or company to use the trademark and have exclusive rights.

Only associations of manufacturers, producers, service providers or traders, and legal persons under public law (if they have an organization like that of associations) may file a collective mark application.

The holder of a certification mark may not manage an activity involving the supply of goods and services of the certified type

It cannot describe a product’s characteristics or indicate its geographical origin because it is information about the product that a single company cannot monopolize.

The application must include the rules of use.

Natural persons may also apply for a certification mark.

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-

The application must include the rules of use.

A quality mark must be a sign capable of being represented in the EU trademark register, as well as indicated in a clear way and its application must concern the products and services certified by the trademark owner [17][18].

3. Trademarks in Italy

Italy ranks among the top three European Countries with the highest number of registered trademarks [11]. The product trademarks most frequently represented are those relating to clothing, scientific instruments, and foodstuffs.

3.1. Quality Trademarks in Italy

To obtain the registration of a collective trademark, whether European or Italian, it is necessary to file a regulation, which standardizes the conditions of membership in the association, the conditions of use of the trademark and certain limitations on the trademark users, such as the location of the trademark, the size, the advertising methods, and more [19]. In Italy, the certification mark, in which QMs fall, is regulated in Art. 11 bis Codice Proprietà Industriale (CDI), introduced by Legislative Decree 15/2019 [20], in which the owner of the mark, or the certifying entity, decides whether the products/services of a company can use the mark. To harmonize the QMs registration procedure in Italy, in addition to the application for registration of the trademark, a form must also be submitted describing, in detail, the characteristics of this brand [21][22] (Table 2).

Table 2.

Quality Marks Characteristic Sheet

[21][22]

Mandatory Information

Description

Character

A general trademark, i.e., covers all services in each province (and may also cover products), or a sectoral trademark, i.e., one or more service sectors (e.g., real estate).

Extension

This section refers to the geographical scope of the brand, which can be national or territorial (e.g., on a provincial basis).

Contents

The aim is to clarify whether the label is intended to guarantee quality in a general sense or to concern specific aspects (e.g., adherence to a code of conduct, safety, environment, social responsibility, etc.). Several characteristics can coexist in the same brand.

Purpose

The specific purposes of the trademark must be indicated.

Management

It is necessary to indicate the subject managing the mark, specifying whether it uses an external verifier, and whether or not it is an accredited certification body according to European Regulation 765/2008

Website

The link to the website of the managing entity is given

Referring Services

In Italy, there are 81 quality brands; mainly, these trademarks refer to the application by products/services of quality standards (64%). In addition to the concept of quality, these brands are applied to respect and safeguard the environment (48%), promote local products (41%), adhere to conduct codes (19%), safeguard safety and human health (16%) and others (11%) [23]. Often, these brands are characterized by the possibility of dealing with several aspects at once (Figure 2).

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Figure 2.

Number of brands according to the mandatory characteristics to be reported in the submission form for registration of quality marks

[23]

.

Of these brands, 17% are applied nationally, while the remainder are applied on a territorial level with specific reference to a specific territory or province.

3.2. Historical Trademarks in Italy

In 2019, Italy adopted Legislative Decree N. 30/2019 (also called “Decreto Crescita”) [19] to strengthen the protection of Italian brands, promoting the quality and historicity of their productions by establishing the concept of the historical mark. It has been provided that the owners or exclusive licensees of respective trademarks registered for at least fifty years or for which it is possible to demonstrate the continuous use for at least fifty years, used for the commercialization of products/services made in a productive national enterprise, can obtain the registration of the trademark in the register of historical trademarks of national interest. The Decreto Crescita is to support Italian industry by limiting the delocalization of production abroad and thus promote “Made in Italy”, protecting the economic and social fabric that revolves around Italian companies and to fight “Italian Sounding”. The protection of Made in Italy is closely linked to the territoriality and the Italian character of particular productions, therefore, to safeguard employment levels and the continuation of production on the national territory, the need has arisen to establish a register for the protection of historical brands. Historical trademark guarantees merely the entrepreneurial origin of the goods and services for which it is registered and used. The ability of a company to survive for many years in an increasingly complex and constantly evolving market is often indicative of solid structure, production capacity and know-how. Therefore, the owners of trademarks with these characteristics will register their rights on the new register of historical trademarks of national interest. As a result of the in 2020, the “Historical Trademark of National Interest” logo (which consists of an image of Italy with the words “Marchio Storico” written around it) was established, which the companies listed in the register can use for commercial and promotional purposes [19]. Currently, the registered Historical Trademarks are equal to 267.

  1. Conclusions

4. Conclusions

The difference between QMs and HMs has been analyzed, highlighting the main aspects that characterize these two brands as a regulation function and the specifications that distinguish them from the most common trademarks. In particular, a case study focusing on the historical trademarks in Italy was proposed to promote the strategic importance of marks, thus enhancing them as a driver of competitiveness and internationalization.

 

 

 

 

 

 

 

 

 

 

 

 

References

  1. Regulation (EU) 2017/1001 of the European Parliament and of the Council of June 14 2017 on the European Union trademark (Text with EEA Relevance). . European Parliament . Retrieved 2022-4-26
  2. EUIPO. European Union Intellectual Property Office. Trademarks Definition. 2021. . EUIPO. European Union Intellectual Property Office. Retrieved 2022-4-26
  3. Wiedmann, K.P.; Hennigs, N.; Schmidt, S.; Wuestefeld, T.; The importance of brand heritage as a key performance drive in marketing management. J. Brand Manag 2011, 19, 182-194, https://doi.org/10.1057/bm.2011.36 .
  4. George, M.; Heritage branding helps in global markets. Mark. News 2004, 4, 20.
  5. Keller, K.L.; Conceptualizing, measuring, and managing customer-based brand equity. J. Mark. 1996, 57, 1-22.
  6. Keller, K.; Understanding Brands, Branding and Brand Equity. Int. Mark. 2003, 5, 7-20.
  7. Griffiths, A.; Trademarks and quality assurance. Methods and Perspectives in Intellectual Property; Edward Elgar publishing: Cheltenham, UK 2013, 1, 129-150.
  8. 8. Balboni, C. Italy Jurisdiction Report: Historical Trademarks of National Interest. World IP Rev. 2020. Available online: https://www.worldipreview.com/contributed-article/italy-jurisdiction-report-historical-trademarks-of-national-interest
  9. Regulation (EU) 2015/2424 of the European Parliament and of the Council of December 16 2015 Amending Council Regulation (EC) No 207/2009 on the Community Trademark and Commission Regulation (EC) No 2868/95 Implementing Council Regulation (EC) No 40/94 on the Community trademark and Repealing Commission Regulation (EC) No 2869/95 on the Fees Payable to the Office for Harmonization in the Internal Market (Trademarks and Designs). . European Parliament. Retrieved 2022-4-26
  10. Directive (EU) 2015/2436 of the European Parliament and of the Council of December 16, 2015, to Approximate the Laws of the Member States Relating to Trademarks. . European Parliament . Retrieved 2022-4-26
  11. WIPO. World Intellectual Property Indicators, Report; Geneva: World Intellectual Property Organization: Geneva, Switzerland, 2021; ISBN 978-92-805-3329-3. . World Intellectual Property Indicators. Retrieved 2022-4-26
  12. TMview—European Union Intellectual Property Network 2021. https://www.tmdn.org/tmview/#/tmview
  13. WIPO. Nice Agreement Concerning the International Classification of Goods and Services for the Purposes of the Registration of Marks; World Intellectual Property Organization: Geneva, Switzerland, 2021. . WIPO. Retrieved 2022-4-26
  14. EUIPO. European Union Intellectual Property Office. Certification Marks. 2021. . European Union Intellectual Property Office. Retrieved 2022-4-26
  15. Kehinde, S.; Basit, A.; rademark and product innovation: The interactive role of quality certification and firm-level attributes. Innov. Dev. 2021, 1, 1-41, https://doi.org/10.1080/2157930X.2021.1911049.
  16. Directive 2006/123/EC of The European Parliament and of The Council of December 12, 2006, on Services in the Internal Market . European Parliament . Retrieved 2022-4-26
  17. Griffiths, A.; Quality in European Trademark Law. Tech. Intell. Prop 2013, 11, 621.
  18. Commission Implementing Regulation (EU) 2018/626 of March 05 2018 Laying down Detailed Rules for Implementing Certain Provisions of Regulation (EU) 2017/1001 of the European Parliament and of the Council on the European Union Trademark and Repealing Implementing Regulation (EU) 2017/1431 . European Parliament . Retrieved 2022-4-26
  19. Decree-Law May 19, 2020, No. 34. Urgent Measures Concerning Health, Support for Work and the Economy, and Social Policies Related to the Epidemiological Emergency from COVID-19. . Italian Government. Retrieved 2022-4-26
  20. Legislative Decree February 20, 2019, No. 15. Implementation of Directive (EU) 2015/2436 of the European Parliament and of the Council of December 16, 2015, to approximate the Laws of the Member States Relating to Trademarks as well as for the Adaptation of National Legislation to the Provisions of Regulation (EU) 2015/2424 of the European Parliament and of the Council of December 16, 2015, Amending the Community Trademark Regulation . Italian Government. Retrieved 2022-4-26
  21. Regulation (EC) No 765/2008 of the European Parliament and of the Council of July 09, 2008, Setting Out the requirements for Accreditation and Market Surveillance Relating to the Marketing of Products and Repealing Regulation (EEC) No 339/93 (Text with EEA Relevance). . European Parliament. Retrieved 2022-4-26
  22. Regulation (EC) No 1893/2006 of the European Parliament and of the Council of December 20, 2006, Establishing the Statistical Classification of Economic Activities NACE Revision 2 and Amending Council Regulation (EEC) No 3037/90 as well as Certain EC Regulations on Specific Statistical Domains Text with EEA Relevance . European Parliament. Retrieved 2022-4-26
  23. MISE (Ministero dello sviluppo economico). List of Quality Marks. 2021 . MISE. Retrieved 2022-4-26
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