SlideShare a Scribd company logo
 
	
  	
  
Kaldor v Lee Ann
How to prove copying	
  
	
  
www.4-5.co.uk
Background	
  Facts	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
•  C’s	
  claim	
  did	
  not	
  succeed	
  despite	
  the	
  very	
  close	
  
similari5es	
  and	
  despite	
  the	
  fact	
  that	
  C’s	
  design	
  had	
  
enabled	
  D	
  to	
  get	
  the	
  Marks	
  &	
  Spencer	
  order.	
  
www.4-5.co.uk
Legal	
  Framework	
  
•  Sec5on	
  16	
  of	
  the	
  Copyright	
  Designs	
  and	
  Patents	
  Act	
  1988	
  –	
  C	
  
must	
  establish	
  that	
  	
  
i)	
  the	
  alleged	
  infringing	
  ar5cle	
  was	
  copied,	
  directly	
  or	
  
indirectly,	
  from	
  the	
  copyright	
  work	
  and	
  	
  
ii)the	
  act	
  of	
  copying	
  was	
  done	
  in	
  rela5on	
  to	
  the	
  work	
  as	
  a	
  
whole	
  or	
  any	
  substan5al	
  part	
  of	
  it.	
  
•  Stoddard	
  Interna+onal	
  plc	
  v	
  William	
  Lomas	
  Carpets	
  Ltd	
  
[2001]	
  FSR	
  44	
  –	
  	
  
•  Direct	
  evidence	
  of	
  copying	
  is	
  rare	
  –	
  designers	
  rarely	
  have	
  
“spies	
  at	
  their	
  side.”	
  	
  
•  Copying	
  is	
  proven	
  by	
  dint	
  of	
  an	
  inference	
  drawn	
  from	
  
objec5ve	
  similari5es	
  between	
  designs.	
  
•  Onus	
  then	
  shiTs	
  to	
  D	
  to	
  sa5sfactorily	
  explain	
  the	
  similari5es.	
  
www.4-5.co.uk
 
	
  
	
  
	
  
Not	
  a	
  ‘Mountain	
  to	
  climb’	
  following	
  Kaldor	
  
	
  
	
  
www.4-5.co.uk
Principles	
  emerging	
  out	
  of	
  Kaldor	
  
	
  
•  Lesser	
  burden	
  on	
  D.	
  
•  More	
  rigorous	
  eviden5al	
  burden	
  on	
  C.	
  
•  C’s	
  evidence	
  of	
  copying	
  was	
  not	
  compelling	
  enough	
  to	
  
give	
  Hacon	
  J	
  ‘reason	
  to	
  disbelieve’	
  coherent	
  evidence	
  
given	
  by	
  D’s	
  principal	
  witness,	
  its	
  designer.	
  
•  Importance	
  of	
  ini5al	
  design	
  brief.	
  
•  Designers	
  to	
  maintain	
  a	
  proper	
  audit	
  trail.	
  	
  
	
  
	
  
www.4-5.co.uk
www.4-­‐5.co.uk	
  
Significance	
  of	
  Decision	
  
	
  
	
  
	
  
Significance	
  of	
  Judgment	
  in	
  Kaldor	
  v	
  Lee	
  Ann:	
  
	
  
-­‐	
  Clarifies	
  that	
  mere	
  ‘objec5ve	
  similari5es’	
  are	
  insufficient	
  to	
  
establish	
  copying.	
  
-­‐	
  Establishes	
  a	
  ‘sliding	
  scale’	
  in	
  respect	
  of	
  proving	
  an	
  allega5on	
  of	
  
copying.	
  
-­‐	
  Emphasises	
  importance	
  of	
  maintaining	
  coherent	
  evidence	
  of	
  the	
  
design	
  process	
  if	
  there	
  is	
  a	
  possibility	
  that	
  design	
  might	
  be	
  copied.	
  
Provides	
  a	
  useful	
  summary	
  of	
  the	
  law	
  rela5ng	
  to	
  copying.	
  
4-­‐5	
  Gray’s	
  Inn	
  Square	
  
London	
  
WC1R	
  5AH	
  
	
  
+44(0)20	
  	
  7404	
  	
  5252	
  
	
  
clerks@4-­‐5.co.uk	
  
www.4-­‐5.co.uk	
  
	
  
	
  
Presentation by
Alexander Rozycki
______________
Barrister

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Law of luxury goods series: Kaldor v Lee Ann: is this a copy?

  • 1.       Kaldor v Lee Ann How to prove copying     www.4-5.co.uk
  • 2. Background  Facts                   •  C’s  claim  did  not  succeed  despite  the  very  close   similari5es  and  despite  the  fact  that  C’s  design  had   enabled  D  to  get  the  Marks  &  Spencer  order.   www.4-5.co.uk
  • 3. Legal  Framework   •  Sec5on  16  of  the  Copyright  Designs  and  Patents  Act  1988  –  C   must  establish  that     i)  the  alleged  infringing  ar5cle  was  copied,  directly  or   indirectly,  from  the  copyright  work  and     ii)the  act  of  copying  was  done  in  rela5on  to  the  work  as  a   whole  or  any  substan5al  part  of  it.   •  Stoddard  Interna+onal  plc  v  William  Lomas  Carpets  Ltd   [2001]  FSR  44  –     •  Direct  evidence  of  copying  is  rare  –  designers  rarely  have   “spies  at  their  side.”     •  Copying  is  proven  by  dint  of  an  inference  drawn  from   objec5ve  similari5es  between  designs.   •  Onus  then  shiTs  to  D  to  sa5sfactorily  explain  the  similari5es.   www.4-5.co.uk
  • 4.         Not  a  ‘Mountain  to  climb’  following  Kaldor       www.4-5.co.uk
  • 5. Principles  emerging  out  of  Kaldor     •  Lesser  burden  on  D.   •  More  rigorous  eviden5al  burden  on  C.   •  C’s  evidence  of  copying  was  not  compelling  enough  to   give  Hacon  J  ‘reason  to  disbelieve’  coherent  evidence   given  by  D’s  principal  witness,  its  designer.   •  Importance  of  ini5al  design  brief.   •  Designers  to  maintain  a  proper  audit  trail.         www.4-5.co.uk
  • 6. www.4-­‐5.co.uk   Significance  of  Decision         Significance  of  Judgment  in  Kaldor  v  Lee  Ann:     -­‐  Clarifies  that  mere  ‘objec5ve  similari5es’  are  insufficient  to   establish  copying.   -­‐  Establishes  a  ‘sliding  scale’  in  respect  of  proving  an  allega5on  of   copying.   -­‐  Emphasises  importance  of  maintaining  coherent  evidence  of  the   design  process  if  there  is  a  possibility  that  design  might  be  copied.   Provides  a  useful  summary  of  the  law  rela5ng  to  copying.  
  • 7. 4-­‐5  Gray’s  Inn  Square   London   WC1R  5AH     +44(0)20    7404    5252     clerks@4-­‐5.co.uk   www.4-­‐5.co.uk       Presentation by Alexander Rozycki ______________ Barrister