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Trademark Infringement

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Submitted By annickabisse
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Annick ABISSE
Professor Barry S. Morinaka
BUS 206-X4609
14th April 2013
Trademark Infringement
On March 27, 2013, the University of Pennsylvania filed a claim against Wharton Business Foundation with a trademark infringement suit for the unauthorized use of the word “Wharton” by the Wharton Business Foundation. The Wharton Business School built in 1881 is a well renowned school and US oldest collegiate business school. The complaint revealed that “Wharton Business Foundation operates a website with the Wharton name and offers services including business education and business consultation through its Wharton Business Foundation University” (1)
The University of Pennsylvania declared to have suffered and to continue to undergo irreparable damage certainly due to the confusion the use of the word “Wharton” might have created in the minds of the public. The University of Pennsylvania also considers that Wharton Business Foundation might have created “false impression in the minds of consumers that WBF is affiliated with, endorsed or sponsored by the University, particularly the Wharton School.” (2) According to the claim, the Wharton Business Foundation also used a domain name with bears the word “Wharton” all this to only increase the level of confusion and bring much harm to the Wharton Business School. One aspect which needs not to be overlook is the reputational advantage of carrying the name of US oldest and one the most prestigious Business Schools as it has “garnered worldwide recognition for leadership and innovation in every major business discipline”. Wharton Business Foundation (WBF) by operating in a similar sector with that of the Wharton Business School in offering similar business education and business consultation services also takes advantage of the excellent reputation of the Wharton Business School.
The University of Harvard’s website explained that "in deciding whether consumers are likely to be confused, the courts will typically look to a number of factors, including: (1) the strength of the mark; (2) the proximity of the goods; (3) the similarity of the marks; (4) evidence of actual confusion; (5) the similarity of marketing channels used; (6) the degree of caution exercised by the typical purchaser; (7) the defendant's intent". (3) In the Trustees of the University of Pennsylvania v. Wharton Business Foundation case: * The Wharton trademark is strong as explained above, * There is a close similarity between the two names (Wharton Business School and Wharton Business Foundation) * There could be a similarity of marketing channels used such as the use of websites with similarity in the domain names * Confusion in relating to those two entities can be proven
Even though the case has been introduced recently and not been decided yet, from the above facts, Wharton Business Foundation should be held liable for trademark infringement in unauthorized use of the word “Wharton” which is a registered trademark of the University of Pennsylvania.

Cited work
(1) Wharton School says L.A. company misusing its name. Retrieved April 14, 2013, from http://www.latimes.com/business/money/la-fi-mo-wharton-business-school-name-20130328,0,6174182.story
(2) University of Pennsylvania Sues Wharton Business Foundation Over Use of “Wharton”.
Retrieved April 14, 2013 from http://www.trademarksandbrands.com/2013/04/04/university-of-pennsylvania-sues-wharton-business-foundation-over-use-of-wharton/
(3) Overview of Trademark Law. Retrieved April 14, 2013 from http://cyber.law.harvard.edu/metaschool/fisher/domain/tm.htm

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