Probably all James Bond fans know this line from Miss Moneypenny.
While she may never quite win James’ heart, her name has now earned a
place in German trade mark case law. In a recent
decision,
the German Supreme Court (I ZR 219/24) had to decide whether the name
‘Miss Moneypenny’, or simply ‘Moneypenny’, qualifies for protection as a
title of a work under German trade mark law.
Background The
plaintiff owns the rights to the James Bond films. For readers less
familiar with the franchise, the judges summarised James Bond’s history
as follows:
25 James Bond films have been
released since 1962. The first films were based on novels by Ian
Fleming. James Bond is a secret agent working for the British secret
service MI6. The character “M” is the head of MI6 and James Bond’s
superior. The character “Moneypenny” or “Miss Moneypenn” is M’s
secretary.
After the reboot of the James Bond films with Casino Royale in 2006, Moneypenny did not appear in the first two films. In Skyfall
(2012), she reappeared as a younger Eve Moneypenny, initially as a
field agent working alongside James Bond. After a failed rescue attempt
in which James Bond is shot, she accepts a position in M’s anteroom.
The
defendants are the company Moneypenny Verwaltungs GmbH (“MVG”) and its
sole shareholder and managing director. The shareholder owns German
trade marks for “MONEYPENNY” in classes 9, 35, 38, 41 and 42, as well as
the domain names my-money-penny.de, my-moneypenny.com and moneypenny-werden.com. The defendants used “MONEYPENNY” primarily for secretarial and administrative support services for companies.
The plaintiff was not too happy
about the defendant's use of “MONEYPENNY” and asserted claims based on
unfair competition law as well as infringement of rights to an
unregistered trade mark and to a title of a work. The action was
unsuccessful before both the District Court and the Higher Regional
Court of Hamburg. The plaintiff then filed an appeal limited to the
claims based on a title of a work.
The German Supreme Court’s decision The judges dismissed the appeal.
According to Sec. 5(3)
German Trade Mark Act,
titles of works are the names or special designations of printed
publications, cinematic works, music works, stage works or other
comparable works. The establishment of protection for a title of work
requires use as a title in commerce within Germany.
1. ‘Miss Moneypenny’ as a work a. The concept of a “work” The
term “work” does not correspond to the concept of a work under
copyright law. It encompasses all intangible results of creative effort
that, according to the relevant public, can be named and are objects of
legal and commercial transactions.
The Court held that fictional
characters in novels, plays or films may qualify as works if their
appearance and characters are sufficiently manifested.
In
addition, a fictional character must exhibit a certain degree of
independence and independent recognition vis-à-vis the work in which it
appears. Only such independence allows for marketability, which is a
prerequisite for the character to qualify as a marketable object in
legal and commercial transactions.
Indications of such
independence may include a distinctive visual design or particularly
pronounced character traits, abilities and typical behaviours that
individualise the character and its personality. In a series, for
example, the regularly recurring and characteristic appearance of a
character may indicate such independence.
b. Lack of sufficient independence
The appeal court found that Miss Moneypenny lacked sufficient independence.
aa. Copyright protection
The
plaintiff argued that Miss Moneypenny enjoys protection as a title of a
work because the character itself is protected by copyright. The judges
rejected this argument.
According to the decision, copyright
protection of a fictional character requires that the author endowed the
character with an unmistakable personality through a combination of
pronounced character traits and distinctive physical features.
A
mere description of a character’s physical appearance will generally
not suffice. However, a detailed depiction of character traits may
compensate for a less detailed physical description. In principle,
copyright protection requires a combination of pronounced character
traits and distinctive physical features.
Based on the findings
of the Higher Regional Court, the judges held that Miss Moneypenny does
not enjoy copyright protection because she lacks a sufficiently specific
visual characterisation.
bb. “Perfect secretary” stereotype
The
plaintiff’s argument that Miss Moneypenny embodies the perfect
secretary and epitomises professionalism merely confirmed, in the
Court’s view, that she lacks a sufficiently individualised character
with a distinctive personality.
cc. Survey evidence
The
plaintiff also submitted a survey showing that Miss Moneypenny was
perceived as being closely associated with the James Bond films.
According to the judges, the survey demonstrated precisely the opposite
of what was required: the character was not perceived as independent,
but solely as part of the James Bond universe.
dd. Licensing and derivative works
Licences
for publications under the title “The Moneypenny Diaries” and for the
use of “Moneypenny” for bags, suitcases and accessories were deemed
irrelevant. These circumstances lay outside the “basic work” in which
the character appears, namely the James Bond films.
The
independence of a character must be established within the basic work
itself, not through external circumstances. It is immaterial whether the
character is described in more detail online, in advertising, or in
merchandising. All characteristics of the fictional character must stem
from the basic work and result in its independence from that work.
2. Use as a title of a work Independently
of rejecting Miss Moneypenny as a work in her own right, the judges
also expressed serious doubts as to whether her name was used as a title
of a work at all.
The mere fact that the character is named
“Miss Moneypenny” in the films was not sufficient. This is merely the
name of a fictional character, not the title of a work.
The use
of “The Moneypenny Diaries” as a title for publications was also
insufficient, as that title designates the publications themselves
rather than the fictional character.
Comment The
German Supreme Court continues its strict line on titles of works,
insisting that protection requires more than fame or audience
recognition. What matters is whether the fictional character has
achieved sufficient independence from the underlying work within that
work itself. External factors - merchandising, derivative publications,
surveys or licensing practices - are largely irrelevant.
From a practical perspective, the ruling highlights three important points:
- Side
characters face an uphill battle. While protagonists may more easily
develop the necessary individuality and marketability, secondary
characters — even iconic ones — often remain legally ‘attached’ to the
main work.
- Copyright and title protection remain conceptually
distinct. The Court emphasised that copyright standards cannot simply be
transplanted into title-of-work protection. Even where copyright
protection might be arguable, this does not automatically lead to
protection as a title of work. Also, the protection of a character's
appearance through copyright has limits, as illustrated by the German
Supreme Court’s decision on Astrid Lindgren’s character Pippi
Longstocking (IPKat here).
- Enforcement
gaps remain. Even if Miss Moneypenny had qualified as a protected
title, enforcement would not have been straightforward. Titles of works
are generally protected only against direct confusion between works.
Using ‘Moneypenny’ for secretarial services is far removed from
identifying a cinematic or literary work.
Trade
mark protection is also a challenging endeavour because even if you
apply for all goods and services, you are certainly not going to use the
mark for all of them, which will make enforcing the mark difficult
after the end of the five year grace period in the EU.