Case Law[2024] ZAKZDHC 13South Africa
African National Congress v Umkhonto Wesizwe Party and Another (D153/2024) [2024] ZAKZDHC 13; [2024] 3 All SA 137 (KZD) (22 April 2024)
Judgment
begin wrapper
begin container
begin header
begin slogan-floater
end slogan-floater
- About SAFLII
About SAFLII
- Databases
Databases
- Search
Search
- Terms of Use
Terms of Use
- RSS Feeds
RSS Feeds
end header
begin main
begin center
# South Africa: Kwazulu-Natal High Court, Durban
South Africa: Kwazulu-Natal High Court, Durban
You are here:
SAFLII
>>
Databases
>>
South Africa: Kwazulu-Natal High Court, Durban
>>
2024
>>
[2024] ZAKZDHC 13
|
Noteup
|
LawCite
sino index
## African National Congress v Umkhonto Wesizwe Party and Another (D153/2024) [2024] ZAKZDHC 13; [2024] 3 All SA 137 (KZD) (22 April 2024)
African National Congress v Umkhonto Wesizwe Party and Another (D153/2024) [2024] ZAKZDHC 13; [2024] 3 All SA 137 (KZD) (22 April 2024)
Download original files
PDF format
RTF format
make_database: source=/home/saflii//raw/ZAKZDHC/Data/2024_13.html
sino date 22 April 2024
FLYNOTES:
INTELLECTUAL – Trade mark –
Political
parties
–
Alleged
infringement of name uMkhonto weSizwe and logo – No
confusion that will confront voter in voting booth when
viewing
symbols of ANC and MKP – Not established that marks resemble
each other so closely that deception or confusion
among voters is
likely to arise – Failure of explanation for launching
urgent application when election issues involved
– ANC
previously proceeded in Electoral Court and matter falls within
sphere of electoral matters and political rights
– ANC chose
wrong forum to assert its rights – Application dismissed –
Trade Marks Act 194 of 1993
,
ss 34(1)(a)
and (c).
IN THE HIGH COURT OF
SOUTH AFRICA
KWAZULU-NATAL LOCAL
DIVISION, DURBAN
Case Number: D153/2024
In
the matter between:
AFRICAN
NATIONAL
CONGRESS
APPLICANT
and
UMKHONTO
WESIZWE PARTY
FIRST RESPONDENT
ELECTORAL
COMMISSION OF SOUTH AFRICA
SECOND RESPONDENT
JUDGMENT
CHETTY
J
# Introduction
Introduction
[1]
This
is an urgent application brought by the applicant, the African
National Congress (‘the ANC’) against the first
respondent, the uMkhonto weSizwe Party (‘the MKP’)
[1]
in which the ANC seeks a final interdict on the grounds that the MKP
infringed its trade mark, registered pursuant to the provisions
of
the Trade Marks Act 194 of 1993 (‘the
Trade Marks Act&rsquo
;).
The grounds of infringement relied upon by the ANC are located in
section 34(1)
(a)
and
(c)
of
the
Trade Marks Act. It
is alleged that the MKP has, without
authorisation from the ANC as the proprietor of the registered trade
mark no 2014/22089, used
the identical mark or a mark so similar as
to likely cause confusion or deception in the mind of the average
South African voter
to the extent that she or he will not be able to
distinguish between the ANC and the MKP at the ballot box, especially
in light
of the imminent national elections on 29 May 2024.
[2]
In addition, the ANC contends that the MKP has,
through the use of the name uMkhonto weSizwe and of its registered
mark, accompanied
by oral misrepresentations by MKP leaders, engaged
in conduct amounting to passing off under common law. The contention
is that
millions of voters will know that the name uMkhonto weSizwe
and its logo are synonymous with the history of the ANC, and in so
doing, they are likely to cast a vote for the MKP while believing
that they are in fact voting for the ANC. The unauthorised use
of the
mark and name is likely, so it is contended, to deceive the public
into believing that there is some connection between
the two opposing
parties.
[3]
In the event that the ANC prevails in its
injunctive relief, it seeks an order for certain consequential relief
that the MKP remove
the infringing mark and desist from using the
name uMkhonto weSizwe from all materials in its possession, including
websites, social
media accounts, banners, t-shirts, promotional and
advertising material, and any other printed matter. Where the
infringing mark
is incapable of being removed from such material, the
ANC seeks that such material be delivered-up to it for destruction.
[4]
The application is strenuously opposed by the MKP,
which raises a number of preliminary issues, including the
jurisdiction of this
court to entertain the application; that the
matter is
res judicata
and
that it is
lis pendens
.
In regard to the infringement of the ANC’s registered trade
mark, it denies that the ANC is the proprietor of the mark -
it
attacks the validity of the underlying motive behind the deed of
assignment in terms of which the ANC acquired proprietary rights
to
the disputed mark. In disputing the allegation that its conduct
constitutes an infringement for the purposes of
section 34(1)
(a)
and
(c)
of
the
Trade Marks Act, it
contends that the name and the mark were
never the property of the ANC, and on the contrary, as symbols of
resistance against the
oppression of
the
apartheid
state,
the
name
uMkhonto
weSizwe
belongs
to
all those involved in
the liberation of our country, not just to the ANC.
[5]
As regards the unauthorised use of the mark, which
has since 23 September 2023 been assigned to the ANC, the MKP
contends that its
use of the name and mark is lawful and sanctioned
by the Independent Electoral Commission (‘the IEC’). The
thread which
runs throughout the arguments raised by the MKP is that
this court is the incorrect forum for this dispute to be determined.
That
apart, co-counsel for the MKP submitted that what is essentially
‘dressed-up’ as a trade mark infringement, is a battle
between two opposing political parties.
[6]
A reproduction of the registered mark no
2014/22089 appears below (left), alongside the mark currently being
used by the MKP (right).
[7]
I have
briefly summarised the essential areas of disputes, as identified by
the parties, which require the determination of this
court. It is
perhaps appropriate to indicate at the outset what, in my view, this
matter is
not
about.
Much debate took place between the respective counsel as to which of
the two parties could rightfully claim the name uMkhonto
weSizwe, and
for that matter, the mark depicting the warrior with a shield and
raised spear, as its own. Alternatively, it was
contended that the
name and mark belonged not to the ANC but instead to the nation, in
the sense of these items being
res
nullius
.
[2]
The
ANC makes the point that if this was indeed the position, the MKP
ought to have applied to expunge the existing trade mark.
[8]
Both
parties relied on a wealth of historical literature, video footage,
websites, and an assortment of posters, and pamphlets spanning
almost
60 years, covering the existence of what was referred to as the
‘military wing of the ANC’, or in other quarters
as the
‘People’s Army’. There is a dispute on the papers
whether uMkhonto weSizwe was a unit of the ANC from
inception, or
whether it was born from the wider ‘Congress movement’ of
the 1960s.
[3]
[9]
It is
trite that motion proceedings are concerned with the resolution of
legal disputes based on facts which are common cause.
[4]
This court is not the forum to settle a dispute where there are
competing historical accounts of events which took place almost
60
years ago, as to who may rightfully lay claim to the name uMkhonto
weSizwe, excluding for the moment the debate on the proprietorship
of
the registered trade name. That is an exercise best left to scholars,
historians and politicians. Courts should confine themselves
to
determining questions of law. Accordingly, the decision I render in
this matter will have no bearing on the outcome of the historical
debate on the genesis of the uMkhonto weSizwe and its custodians.
[10]
Before
dealing with the specific allegations levelled against the MKP and
the assertion that it intends to trade off the history
of the ANC as
a liberation movement and of its ‘fight against white racist
domination and imperialist exploitation’,
[5]
it was
contended by the ANC that one must, of necessity, compare their
history to that of the MKP. The answer, it was submitted,
is that the
MKP has no history to fall back on and has therefore devised a
stratagem to falsely capitalise on the history of the
ANC. Further,
to overcome this political void as a party with no track record or
history, it has sought to misappropriate the history
of the ANC for
itself through the use of its well- known logo (the registered mark)
and through the name of uMkhonto weSizwe. The
ANC regards this as a
carefully orchestrated attempt to win over voters who would, but for
the deception caused through the use
of the logo and name of the MKP,
vote for the ANC. The MKP, however, points out that there is no
evidence of such deception or
likelihood of voters being deceived. It
must be borne in mind that an applicant for final relief needs to
show an ‘act of
interference’ meaning an ‘injury
actually committed or reasonably apprehended’.
[6]
[11]
In
advancing the argument that the MKP is seeking to ride on the
coattails of the history of the ANC as a liberation movement, when
it
(the MKP) in contrast, has none to offer, reliance was placed on
National
Brands Ltd v Cape Cookies CC and another
[7]
where
the following was said:
‘
[40]
National Brands submitted that Cape Cookies would be likely to take
unfair advantage of “the power of attraction, the
prestige and
repute” of the SALTICRAX mark. It submitted with some force
that this had been built up over a considerable
period and with a
considerable investment of money. Cape Cookies chose to go into
direct competition with it. The use of the similar
mark will enable
Cape Cookies to “ride on the coat tails” of National
Brands as regards the
well-established
SALTICRAX
mark
without
itself
having
to
expend
time
and
money
to
achieve
an equally competitive position. It was submitted that this was why
Cape Cookies chose a mark similar to SALTICRAX as opposed
to a
different mark under which it could have traded without that
advantage. Cape Cookies was challenged to produce its instructions
to
the advertising agency so as to negate this inference but refused to
do so on the grounds that they were confidential.
[41]
In my view, National Brands went beyond simply parroting the
provisions of the section. The trademark SALTICRAX was registered
in
1951. It was the only mark containing “crax” until 2009,
when Cape Cookies registered the disputed VITACRAX mark.
National
Brands spent more than R11 million in advertising SALTICRAX over a
15-year period and achieved strong market penetration
over many
years. The products marketed under the SNACKCRAX mark are virtually
the same as SALTICRAX biscuits. The significance
of this is that Cape
Cookies does not have to embark upon any marketing campaign of its
own (and there is no evidence that it has
thus far done so) to
achieve market penetration, despite the fact that it will be trading
in the same stores with a similar product
and in the same consumer
niche market.’
Counsel
for the ANC submitted that similarly to
Cape
Cookies
,
if the MKP were allowed to retain its present name and utilise the
logo of the warrior brandishing the spear, the MKP ‘would
reasonably probably, or be likely to, take unfair advantage of the
distinctive character or repute’
[8]
of the
ANC and its reputation or brand
.
[12]
An
equally important facet of the litigation before this court is the
litigation initiated by the ANC in the Electoral Court on
10 January
2024, in which it sought to set aside the decision of the IEC and its
Chief Electoral Officer (‘CEO’) to
register the MKP as a
political party on 7 September 2023.
[9]
The
background to that litigation has important undertones for the order
I make in this matter. The ANC in those proceedings asserted
that the
‘registration of a political party lies at the very foundation
of our constitutional democracy’. In contrast,
in the
proceedings before me, the relief that the ANC seeks will effectively
negate those same constitutionally protected rights
under section 19
of the Constitution
[10]
of the
MKP. It is cold comfort in reply to contend that the options
available to the MKP, in the event of an order being granted
against
it, would be to apply (given the closeness to the date of the
elections on 29 May 2024, less than a month and a half away)
in terms
of section 16A of the Electoral Commission Act 51 of 1996 (‘the
Electoral Commission Act&rsquo
;) to change its name, abbreviated
name, or distinguishing mark or symbol. This is a theoretical
possibility, but a near practical
impossibility.
# Background
Background
[13]
The relevant chronology is the following:
(a)
On 1 June 2023, the MKP applied to register as a
political party with the IEC.
(b)
On 9
June 2023 a notice as prescribed in terms of
section 16(1)
(a)
of
the
Electoral Commission Act is
published in the
Government
Gazette
.
[11]
It
bears noting that the notice states that uMkhonto weSizwe applied for
registration as a political party on 1 June 2023; that
it would be
known through the abbreviation as ‘MK’, and that it would
use two distinguishing symbols which bear reference
to an African
warrior with a spear in both depictions. On 30 June 2023, a further
notice is published in the
Government
Gazette
in
which the MKP elected to use only one of the depictions previously
gazetted as the symbol by which its party would be distinguished
from
others.
[12]
(c)
The MKP’s application was initially rejected
by the Deputy CEO (‘DCEO’) of the IEC. It was permitted
to supplement
its application, as opposed to being asked to withdraw
it.
(d)
Section 15(4B)
of the
Electoral Commission Act
provides
for any person to object to an application within 14 days of
the date of publication. No objections were received.
(e)
On 7 September 2023, the General Manager of
Electoral Matters at the IEC recommended to the DCEO that uMkhonto
weSizwe be registered
as a political party.
Of particular importance
in the context of this application, is the memorandum recommending
registration which reads as follows:
‘
RE
: Application for registration as a Political Party: uMkhonto Wesizwe
(MK)
Attached please find the
application for registration of the political party mentioned above,
with supporting documentation. Scrutiny
of the application revealed
that:
·
The application was fully completed and submitted
in the prescribed format;
·
The party’s name, abbreviation and symbols
are unique to the extent where it should not be confused with any
other party;
·
Neither the party’s name; abbreviation,
symbol; deed of foundation or constitution contain anything that
should incite violence
or hatred or would cause serious offence to
any section of the population on the grounds of race, gender, sex,
ethnic origin, colour,
sexual orientation, age, disability, religion,
conscience, relief, culture or language;
·
The application complies with all requirements of
the Electoral Commission Act, 1996 (Act 51 of 1996) and the
Regulations for the
Registration of Political Parties;
·
The 14 days period has already elapsed.
It is accordingly
recommended that the uMkhonto Wesizwe (MK) be registered.’
(f)
Following
the successful registration of the MKP as a political party in terms
of
section 15
of the
Electoral Commission Act, the
ANC lodged an
appeal against the decision of the IEC on 20 September 2023,
primarily on the grounds that the MKP had infringed
its trade mark
(the warrior with the spear) and its name (uMkhonto weSizwe) being a
reference to the ‘People’s Army,
an inextricable
component of the ANC‘s liberation movement’. The appeal
was supported by Legacy Projects, a non-profit
organisation, which
was also at the time the registered proprietor of the mark of the
African warrior with a shield and spear,
registered under no
2014/22089 in Class 41, under the category of services for
‘education, entertainment, cultural activities,
including
legacy projects’. Further support for the appeal came from the
uMkhonto we Sizwe Liberation War Veterans, an entity
supposedly
[13]
representing
military veterans from the liberation movement.
(g)
The appeal against the decision of the DCEO was
dismissed by the IEC on 24 November 2023, after a consideration of
the ‘facts,
the Commissions Act together with the Regulations
for Political Parties’. As the ANC lodged its appeal outside of
the 14-
day period in terms of
section 15(4)
of the
Electoral
Commission Act and
is not ‘an applicant’ who was
aggrieved by the decision of the Chief Electoral Office, the appeal
was dismissed for
want of compliance with
section 15(4B).
No appeal
or review was lodged against this decision to the Electoral Court.
[14]
Against this backdrop, the ANC then launched a
challenge against the registration of the MKP in the Electoral Court
on 10 January
2024 and in this court on the same date. Both
applications were launched as urgent applications.
# Urgency
Urgency
[15]
It is proper to first deal with the issue of
urgency, as this was one of the preliminary challenges on which the
MKP seeks to have
the application dismissed. The ANC, in explaining
the reasons for urgently approaching this court to protect its
reputation in
the name uMkhonto we Sizwe and its logo, attributes
this to continued false utterances made by former President Zuma and
a Mr Khumalo,
a leader of the MKP, in which alleged claims were made
of a closeness or a link between the ANC and the MKP. The ANC refers
to
meetings addressed by Mr Zuma on 26 and 30 December 2023 where
similar claims were made.
[16]
It is apparent from the MKP’s answering
affidavit that on 16 December 2023 Mr Zuma pledged his support and
his intention to
vote for the MKP. The MKP contends that it was this
event that formed the catalyst for the application in this court and
the Electoral
Court. The submission is that no action had been taken
by the ANC from the time when the MKP first gave notice of its
intention
to register as a political party in June 2023. These
intentions were publicised in the
Government
Gazette
, the official manner of
publication prescribed in the
Electoral Commission Act, and
the
manner in which official acts are brought to the attention of the
general public.
[17]
Instead of the ANC scouring the
Government
Gazette
for matters of national
interest, the issue of the registration of new political parties,
their names, and their distinguishing
symbols went unnoticed. No
objection was lodged, as the ANC would have been permitted to, in
terms of
section 15(4B)
of the
Electoral Commission Act. The
founding
affidavit of the ANC is conspicuously thin on the issue of urgency,
and, in particular, what steps it took when it first
learnt of the
formal existence of the MKP. In fact, it does not traverse this
ground at all. One has to gather this information
from its founding
papers in the Electoral Court application. The authorities are
explicit that Uniform
rule 6(12)
(b)
requires an applicant to specifically
make out a case for urgency in the founding affidavit. It is not for
the court to search for
facts elsewhere. Notwithstanding this, the
MKP has placed the full set of the papers from the Electoral Court
before this court
and made reference to them at the hearing. No
objection was taken, nor do I think that any could have been
sustained.
[18]
According to the ANC, it was ‘soon after 4
August 2023’ when it learnt that the IEC had rejected the
initial application
of the MKP for registration and that the latter
was required to submit a new application. Despite this information
coming to its
attention, and having knowledge that at the very least,
a rival political party was using the name of uMkhonto weSizwe, the
ANC
took no immediate action to protect its reputation and goodwill,
one of the pillars on which this present application is predicated.
No attempt was made to contact the IEC to enquire into the matter or
to request any of the prescribed forms that would have been
lodged
with the IEC pursuant to
section 15
of the
Electoral Commission Act,
in
which the proposed name, abbreviation, and distinguishing symbol
to be used, would be reflected. Even by 4 August 2023, through
the
exercise of a moderate level of diligence, the ANC could have
ascertained the content of the
Government
Gazette
of 9 June 2023 in which notice
was first publicly given of the distinguishing mark of the MKP and
its name. This did not occur.
By the ANC’s own account in its
papers before the Electoral Court, on 11 September 2023 it came
across a letter from the
IEC confirming the registration of the MKP
as a registered political party. It gathered this information via
social media. It is
under these circumstances that the ANC states it
came to know of the MKP’s registration.
[19]
On 20 September 2023, the ANC lodged an appeal
with the IEC against the decision of the DCEO to register the MKP.
The contents of
the appeal are revealing and leave no doubt that all
of the essential ingredients existed at that time (assuming that it
did not
on 4 August 2023 or earlier) for an application for
injunctive relief to be brought against the MKP. I quote from the
submissions
made by Mr FA Mbalula, the Secretary-General of the ANC
(who is also the deponent to the founding affidavit in the present
application,
as well as in the matter before the Electoral Court) for
the sake of completeness:
‘
(1)
uMkhonto
weSizwe (MK) - the People’s Army - was launched on 16 December
1961. The Manifesto of uMkhonto weSizwe states unambiguously
that:
“Umkhonto we Sizwe fully supports the national liberation
movement, and our members jointly and individually, place
themselves
under the overall political guidance of that movement”. A copy
of the Manifesto, as it appears on the ANC website,
is attached as
Annexure C.
In the popular discourse
uMkhonto weSizwe was, and is, known as the “armed wing of the
African National Congress (ANC)”.
Accordingly, it is a matter
of undisputed historical record that there exists an inextricable
link between uMkhonto weSizwe and
the ANC. Therefore, any political
party registered under this name, and the symbol that is inextricably
linked to it, will by necessary
implication “deceive or confuse
voters” as contemplated in section 16(1)(b) of the Act.
(2)
The distinguishing mark or symbol of uMkhonto
weSizwe (Party), as it appears in Annexure B, has been registered in
terms of
section 29(2)
of the
Trade Marks Act, 1993
with the effect
from 20 August 2014 for a period of ten (10) years by the MK Legacy
Project, a non-profit organisation devoted
to the preservation of the
heritage of the liberation movement, including uMkhonto weSizwe - the
People’s Army. The Certificate
of Registration is attached as
Annexure D.
As such, the registration
of uMkhonto weSizwe as a political party, using the symbol and the
name that is inextricably associated
with, would be in violation of
these intellectual property rights.
We attach hereto as
Annexure E a letter from the MK Legacy Project expressing the
objection to this flagrant misuse of these intellectual
property
rights. Furthermore, they point out that the MK Legacy Project is in
the process of ceding this trade mark to the ANC.
(3)
uMkhonto weSizwe was formally disbanded as the
People’s Army on 16 December 1993. Veterans of uMkhonto weSizwe
have subsequently
formed associations and organisations to preserve
the legacy of MK and to represent the interests MK veterans of the
liberation
war.
These include the
uMkhonto weSizwe Military Veterans Association (MKMVA), the MK
Council (MKC), and most recently, following the
disbanding and merger
of the former two structures, the uMkhonto weSizwe Liberation War
Veterans (MKLWV). All of these organisations
and associations have
been closely associated with, and supportive of, the ANC.
It is therefore a source
of profound concern and distress to many MK veterans that the name
and symbols of the People’s Army
in which they served are being
misused for political expediency. We attach hereto as Annexure F a
letter from the MKLWV expressing
their objection to the egregious
misuse of the name and their support for this application.
Accordingly, for the
reasons set out above, the ANC appeals to the Electoral Commission in
terms of
section 16(2)
and (3) of the
Electoral Commission Act to
set
aside the decision of the Chief Electoral Officer to register
uMkhonto weSizwe (Party) as a political party.’
[20]
As set
out earlier, the ANC’s appeal to the IEC was dismissed on 24
November 2023. If the ANC was aggrieved by the decision,
it had a
remedy to resort to the Electoral Court to review ‘any decision
of the Commission relating to an electoral matter’,
and it
could have done so on an urgent basis and the matter could have been
disposed of expeditiously.
[14]
The
ANC does not set out in its founding affidavit what steps it took
between the dismissal of the appeal on 24 November 2023 to
10 January
2024, when it launched this application.
[21]
When considering its explanation in the Electoral
Court for the identical time span, in requesting condonation, it
stated that after
receiving the IEC’s decision on 24 November
2023, it discussed the matter internally within its decision-making
structures
and decided to pursue legal proceedings. It seems to me,
however, and I accept that the point was not argued by either
counsel,
that there would have been no conceivable reason why Mr
Mbalula, as the Secretary-General, could not have acted more swiftly
and
with greater promptitude after the decision on 24 November 2023,
and why it was necessary for him to first discuss the matter
internally
with other decision-making structures.
[22]
I say this because the delegation of authority
relied on by him for bringing the present application was granted by
the National
Executive Committee (‘the NEC’) of the ANC
almost a year earlier, on 28 January 2023. That being the case, there
would
have been no reason for him to discuss the matter with any of
the structures before pursuing legal proceedings. The delegation
expressly recognised that the NEC only meets
periodically,
and
for
that
reason,
it
gave
the
Secretary-General
the
power
to
take ‘all steps necessary for the due fulfilment of the aims
and objectives of the ANC’. It is reasonable to assume
that one
such step would have been to protect the reputation and brand of the
ANC, particularly from rival political affiliations.
The delegation
plainly gave authority to Mr Mbalula to institute and defend legal
proceedings.
[23]
In light of the above, I am not persuaded that any
delay attributed to waiting to discuss the matter with other
decision-making
structures is a sound and proper explanation for
delay, especially when the ANC fails to state the exact dates when it
met with
its decision-making structures, or why it delayed in
timeously instructing lawyers to act on its behalf.
[24]
In the founding affidavit, Mr Mbalula recognises
the urgent need to protect the unauthorised use of the ANC’s
intellectual
property and that in light of the looming elections,
time is of the essence. He further asserts that the application is
urgent
to halt deliberate acts on the part of the MKP which are
causing voter confusion, and which will erode free and fair elections
in May 2024. The delay in launching this application runs counter to
his assertions.
[25]
These assertions directly implicate rights under
section 19 of the Constitution. They are, however, contrary to the
argument by
the ANC’s counsel that this matter is only
concerned with the protection of the ANC’s intellectual
property rights.
That is too simplistic a view of the matter, and
perhaps the reason why the MKP contends that the application is one
which is disguised
as falling under the ambit of trade mark and
intellectual property, when in truth it falls squarely within the
heartland of political
rights and election law. I will consider this
aspect in more detail when dealing with the jurisdictional power of
this court to
hear the application.
[26]
Apart from the MKP having to fend off a challenge
on similar issues in the Electoral Court, it was obliged on short
notice to prepare
a substantive response to the application, in which
reference was made to several online publications and articles by
historians.
Faced with the time frames set by the ANC, the MKP was
obliged to comply, lest it run the risk of an order being granted
against
it by default.
[27]
To the
extent that this application falls to be considered under the rubric
of trade mark infringement, RW Alberts, writing in
De
Jure
[15]
notes
that ‘a trade mark proprietor should take steps to enjoin
infringing use as soon as possible after a third party commences
[using the registered mark]’. The contention of the MKP is that
the ANC was aware of the application for its registration
in June
2023 and did nothing until it launched this application almost seven
months later. Can one assume, given the lack of speed
on the part of
the ANC, that there was no reputational risk to its brand for all
this time until the utterances and announcement
by Mr Zuma in the
latter half of December 2023? If so, this undermines the ANC
contentions, first as to urgency, and second as
to the risk and the
absence of any alternative to the injunctive relief it seeks. As
Harms DP noted in
Turbek
Trading CC v A & D Spitz Ltd,
[16]
a
delay in bringing injunctive proceedings may result in the court
exercising its discretion to refuse an interim or even a final
interdict. Assuming that the ANC only came to acquire knowledge of
this fact on 4 August 2023 (or even on 20 September 2023 when
it
appealed against the decision of the IEC), the launching of an
application almost four to five months later, without any specific
trigger evident from the founding papers, the explanation proffered
by the MKP is, in the circumstances, entirely plausible. This
relates
to the decision and announcement by Mr Zuma on 16 December 2023 that
he intended to vote for the MKP as opposed to the
ANC.
In
that event, the explanation for urgency is entirely self-created, and
the application should be dismissed on this basis alone.
[28]
If
the matter falls within the realm of the protection of a political
party’s right to free and fair elections in terms of
section 19
of the Constitution, as opposed to the narrow window of trade mark
infringement, then the obligation on the party seeking
to protect its
rights, is to act without delay. This is apparent from the decision
of the Constitutional Court in
AParty
and another v Minister of Home Affairs and another; Moloko and others
v Minister of Home Affairs and another,
[17]
where
it was pointed out that ‘i
t
is not desirable that issues of such considerable importance and
complexity’, such as those concerning the right to free
political activity, to be ‘determined in haste’. Ngcobo J
put it thus:
‘
[65]
. . . Approaching courts at the eleventh hour puts extreme pressure
on all involved, including respondents and the courts,
as these cases
amply demonstrate. It results in courts having to deal with difficult
issues of considerable importance under compressed
time limits. . .
[66]
Matters concerning elections should ordinarily be brought at the
earliest available opportunity because of their potential
impact on
the elections. If they are brought too close to the elections, this
might result in the postponement of the elections.
This is not
desirable in a democratic society. There may well be circumstances
where bringing a challenge earlier is not possible,
having regard to
the nature of the dispute. These circumstances would be very rare.
Where the challenge could and should have been
brought earlier, a
litigant must put out facts, covering the entire period of delay,
explaining why the challenge could not have
been brought earlier.
Failure to do so may well result in the refusal of the relief.’
[29]
The
explanation tendered by the ANC for launching the urgent application
falters at every level when held up against the standard
set out by
the Constitutional Court in
AParty
.
On the facts before me, I can reach no other conclusion than that the
urgency was self-created, alternatively that, until mid-December
2023, the ANC did not perceive the MKP as an ‘infringer’,
even though it appropriated a name synonymous with the history
of the
ANC and adopted a logo identical or strikingly similar to that of
uMkhonto
weSizwe, nor did it seek to contest the decision of the IEC by way of
an appeal or review
.
It took no steps to safeguard its reputation and brand,
[18]
when it was abundantly clear that the MKP had registered as a
political party, intending to contest the elections at national,
provincial, and local levels. It initially elected to pursue the
matter through the mechanisms contained in the
Electoral Commission
Act, only
to seemingly abandon that forum after the dismissal of its
appeal on 24 November 2023.
[30]
Non-compliance with
the rules and with the time periods are not simply there for the
asking. This is particularly so, in a case
such as this, where the
outcome of the matter has widespread implications affecting
potentially scores of people, whose political
freedoms, protected
under section 19 of the Constitution, may be undermined, having
regard to the extent of the relief sought by
the ANC. For these
reasons, in the exercise of my discretion, I would not entertain the
application due to the lack of urgency.
Jurisdiction
[31]
The
MKP also challenges the jurisdiction of this court to entertain the
application, contending that this matter rightfully belongs
before
the Electoral Court. The ANC, however, contends that the matter has
been brought in the correct forum, as
section
34(3)
of the
Trade Marks Act is
clear with regard to jurisdiction
that only a high court can grant relief for trade mark
infringement
.
[19]
A
court is defined in
section 2
of the
Trade Marks Act as
follows:
‘
means
the Transvaal Provincial Division of the Supreme Court of South
Africa, but in relation to any claim or counter-claim for
removal,
amendment or variation of, or other relief affecting any entry in,
the register arising from or forming part of proceedings
instituted
in any other division of the said Supreme Court having jurisdiction
in relation to the proceedings, includes that division
in respect of
such claim or counter-claim.’
In
PPI
Makelaars and another v Professional Provident Society of South
Africa
,
[20]
the
SCA
confirmed
what
was
held
in
Professional
Provident
Society
of
South
Africa
v
P.P.I. Makelaars and another
[21]
that:
‘
Any
division or local division of the Supreme Court of South Africa has
jurisdiction to hear an infringement action subject, of
course, to
one or more of the traditional grounds of jurisdiction being
present.’
[32]
The
Electoral Court and the Electoral Commission are both created in
terms of the
Electoral Commission Act. Neither
the Electoral Court
nor the Electoral Commission is listed as a high court division in
section 6
, read with
section 53
(b),
of
the
Superior Courts Act 10 of 2013
. However, in terms of
section 18
of the
Electoral Commission Act, the
Electoral Court has ‘the
status of the Supreme Court’. Although it has the status of the
Supreme Court, its jurisdiction
extends only to electoral matters. In
Kham
,
[22]
the
Constitutional Court held as follows:
‘
Is
there anything in the context that would warrant a more restrictive
interpretation of the section and hence of the Electoral
Court’s
jurisdiction? I think not.
The
clear purpose was to
establish
a court that would be able to deal with all electoral matters.
It
was constituted with the same status as the High Court and with a
judge of the Supreme Court of Appeal as its chairperson. It
is to
resolve electoral disputes as a matter of urgency. There is not the
slightest indication that the intention was to limit
the range of
disputes that would fall within the ambit of the Electoral Court’s
jurisdiction, so that some electoral issues
would fall within its
jurisdiction and others not. Instead, the breadth of language used
suggests that the statutory purpose was
to create a specialist court
that would deal with all electoral matters. And our jurisprudence
holds that when a specialist court
is created the apparent purpose of
creating a single forum for resolving disputes of a particular type
is not to be stultified
by a resort to undue literalism and too
careful a parsing of statutory language.’ (My underlining for
emphasis, footnotes
omitted.)
[33]
In terms of
section 96
of the
Electoral Act
73 of 1998
, ‘[t]he Electoral Court has final jurisdiction in
respect of
all
electoral
disputes and complaints about infringements of the Code, and no
decision or order of the Electoral Court is subject to
appeal or
review’. This section only grants jurisdiction in respect of
electoral disputes and matters arising out of the
Electoral Code of
Conduct (which is contained in Schedule 2 to the
Electoral Act).
Paragraph
9(1)
(c)
of
the Code prohibits the plagiarising of ‘symbols, colours or
acronyms of other registered parties’, which is essentially
the
complaint of the ANC in this court.
[34]
As I understood the
case of the ANC, in terms of the averments set out in its founding
affidavit, it seeks to prevent voter confusion
following the
registration of MKP as a registered political party in terms of
section 15
of the
Electoral Commission Act. Mr
Mbalula, in his
founding affidavit, says the following:
’
21
There
is overwhelming public interest in ensuring that when voters approach
the voting booth, they are not confused as to the party
which they
are placing their trust in. It is a matter of clear public interest
that any voter confusion, caused by the unauthorised
use of the ANC’s
Intellectual property, is clarified before the elections take place.
It is therefore to the benefit of all
parties that the matter be
clarified before the general elections as the next general elections
will only be held in 5 years.
22
Given that we are in an electoral environment, time is of the
essence. Each day between now and election day is important
for any
party to be able to campaign effectively. Deliberate acts to cause
voter confusion erode free and fair elections…..’
[35]
Gcaba
[23]
affirms
that
questions
of jurisdiction are to be determined on the basis of the issues
identified in the pleadings and, in application proceedings,
affidavits represent both the pleadings and the evidence.
[24]
T
he
Constitutional Court said the following:
[25]
‘
Jurisdiction
is determined on the basis of the pleadings, as Langa CJ held in
Chirwa
,
and not the substantive merits of the case . . . In the event of the
court's jurisdiction being challenged at the outset (
in
limine
),
the applicant's pleadings are the determining factor. They contain
the legal basis of the claim under which the applicant has
chosen to
invoke the court's competence. While the pleadings - including, in
motion proceedings, not only the formal terminology
of the notice of
motion, but also the contents of the supporting affidavits - must be
interpreted to establish what the legal basis
of the applicant's
claim is, it is not for the court to say that the facts asserted by
the applicant would also sustain another
claim, cognisable only in
another court. If, however, the pleadings, properly interpreted,
establish that the applicant is asserting
a claim under the LRA, one
that is to be determined exclusively by the Labour Court, the High
Court would lack jurisdiction.’
(Footnote omitted.)
See
also
Makhanya
v University of Zululand
[26]
where
the jurisdiction of ‘specialist courts’ was considered.
[36]
Applying the interpretive exercise in the
preceding paragraphs to the present case, the ANC’s description
of the purpose of
their application and the disputes that have arisen
leaves no uncertainty, in my view, that it pertains to elections and
political
rights. In terms of
section 20(1)
(a)
of the
Electoral Commission Act, the
Electoral Court may review ‘
any
decision of the Commission relating to
an electoral matter’.
[37]
Does
the infringement of the ANC’s registered trade mark and the
name uMkhonto weSizwe, read in the context of the letter
of appeal
lodged by Mr Mbalula on 20 September 2023 against the decision of the
IEC, constitute a trade mark dispute or an ‘electoral
matter’
as contemplated in
section 20
of the
Electoral Commission Act?
Section
20(2)
(a)
empowers
the Electoral Court to ‘hear and determine an appeal against
any
decision
of the Commission’ where it ‘relates to the
interpretation of
any
law’.
[27]
The
language of the section is, in my view, deliberately couched in the
widest terms to avoid a duplicity of actions essentially
concerning
elections, giving rise to the possibility of conflicting decisions in
different
fora
where
urgency and certainty are overriding factors in the holding of
elections, which is a cornerstone of our democracy. It prevents
placing form over substance and puts an immediate brake on forum
shopping.
[38]
As
stated earlier, the Constitutional Court in
Kham
has
expressed its views that the Electoral Court must be seized with ‘all
electoral matters’. In interpreting the ambit
of the
jurisdiction of the Electoral Court, it would be useful to do so in a
manner that promotes the rights in section 19 of the
Constitution
rather than doing so through the narrow prism of the
Trade Marks Act.
Section
1
(d)
of
the Constitution commits the country to ‘universal adult
suffrage, a national common voters roll, regular elections and
a
multi-party system of democratic government, to ensure
accountability, responsiveness, and openness’. These founding
values
occupy ‘a special place’ in our Constitution.
[28]
Our
historical context and the battle for the franchise have yielded an
interpretational principle that ‘legislation dealing
with the
franchise must be interpreted in favour of enfranchisement rather
than disenfranchisement’.
[29]
[39]
In challenging the decision of the IEC to
register the MKP, Mr Mbalula on behalf of the ANC in his letter dated
20 September 2023,
made specific reference to the infringement of the
registered trade mark held by Legacy Projects. He added that the
‘registration
of uMkhonto weSizwe as a political party, using
the symbol and the name that is inextricably associated with, would
be in violation
of these intellectual property rights’.
[40]
The grounds of appeal relied on in the
letter of 20 September 2023 are identical to the basis on which the
present application is
brought in this court. In my view, having
elected to challenge the registration of the MKP in terms of the
mechanisms provided
for in the
Electoral Commission Act, and
having
lost such appeal on the basis that it failed to comply with
section
15(4B)
of that Act, it was not open to the ANC to change lanes and
institute another application in a different forum, essentially
seeking
the same relief predicated on the same grounds advanced
before the IEC. Having come unstuck, the ANC’s remedy was to
pursue
a review of the IEC’s decision to the Electoral Court.
This remedy is specifically provided for in
section 20
of the
Electoral Commission Act. Instead
, the ANC elected to abandon the
remedy available to it in favour of an application before this court.
[41]
The
MKP considers this change to be indicative of forum shopping and the
clearest indication that injunctive relief should be refused,
as the
ANC has not succeeded in demonstrating a clear right nor the absence
of a suitable alternate remedy. Put differently, the
decision of the
IEC to
authorise
the use of the name and logo stipulated by the MKP, conferred on the
MKP rights under
section 19
of the Bill of Rights. Specifically, the
CEO of the IEC has, in terms of
section 16(1)
(b)
of
the
Electoral Commission Act, satisfied
himself that the mark and
name proposed by the MKP will not ‘deceive or confuse
voters’.
[30]
That
decision by a public functionary, acting in terms of a statutory
power, remains valid and binding until set aside by a competent
court. It is in this context that the ANC’s assertion of a
clear right entitling it to injunctive relief is placed in doubt.
[42]
Moreover,
there is merit in the objection to the jurisdiction of this court
entertaining a dispute which originates out of the processes
in terms
of the
Electoral Commission Act, which
specifically mandates the
Electoral Court to deal with all electoral matters, in the widest
sense.
[31]
Even
assuming that the high court had ‘concurrent jurisdiction’
to consider the trade mark dispute as fashioned by the
ANC, once the
ANC elected to appeal the decision of the IEC on 20 September 2023,
the dye had been cast.
[43]
The
decision to dismiss the ANC’s appeal on 24 November 2023, was a
decision made by the IEC in the exercise of its powers
under the
Electoral Commission Act. Accordingly
, to borrow from
Kham,
[32]
the
matter would have ‘crystallised sufficiently for it to be
pursued before the Electoral Court’. The ANC was duty
bound to
pursue its case only through the Electoral Court and no other forum,
especially as the gravamen of its complaint fell
within the heartland
of
guaranteed
political rights, impacting on the rights and freedoms afforded to
citizens to make political choices, to form a political
party, to
campaign, and to recruit members – all of which would fall
within the ambit of ‘electoral matter’ as
contemplated in
section 20(1)
of the
Electoral Commission Act.
[45
]
The
relief which the ANC seeks under the rubric of trade mark
infringement, when considered in its context, falls par excellence
into the sphere of ‘electoral matter’ and political
rights through the wider prism of the Constitution. The ANC seeks
ultimately that the MKP should change its name and logo, and relies
on the
Trade Marks Act as
a vehicle for this relief. Its contention
is that only the high court could grant such injunctive relief. The
relief it seeks directly
impacts on the political rights on the MKP
and its members and potential voters. The political rights in
section
19
are interlinked and give effect to our founding values in
section
1
(d)
.
They are also linked to other rights, such as the rights of
association
[33]
and
dignity,
[34]
and
importantly, ‘the right to vote, and the exercise of it, is a
crucial working part of our democracy’.
[35]
As I
have already stated, the contention by the ANC is based on a
restrictive interpretation of
section 34(3)
of the
Trade Marks Act
and
takes no account of the context in which enforcement is sought.
[46]
For
all of the reasons set out above, I agree with the MKP that the ANC’s
right of recourse was an appeal or review to the
Electoral Court to
challenge the dismissal of its appeal lodged on 20 September 2023.
The ANC chose the wrong forum to assert it
rights. This court has no
jurisdiction.
[36]
# Locus standi
Locus standi
[47]
The
MKP takes issue with the
locus
standi
of
the ANC to institute these proceedings, in which it relies on an
assignment contract entered into with Legacy Projects on 23
September
2023 in respect of the proprietorship in South Africa of the mark of
an African warrior with a spear and shield. It is
identical to the
mark adopted by the People’s Army and now, similar to the
distinguishing mark of the MKP, as a political
party. The MKP attacks
the agreement on the grounds that is invalid, void for illegality and
unenforceable upon various grounds,
and that as at the time when this
application was launched (10 January 2024), the assignment of
proprietary interests had not yet
been registered. It would appear
from the averments in the replying affidavit that an application was
made to the Registrar of
Trade Marks, under cover of a letter dated
15 January 2024, with the Form TM6 accompanying the application.
[37]
[48]
It was
contended that the ANC, for the ulterior political purpose of undoing
the IEC’s registration of the MKP, devised a
scheme and entered
into the assignment agreement to deprive the MKP of exercising its
rights in terms of section 19 of the Constitution.
The MKP relies on
Barkhuizen
[38]
where
it was remarked that courts can ‘decline to enforce contractual
terms that are in conflict with the constitutional values
even though
the parties may have consented to them’. However, as I
understand the Constitutional Court in
Beadica,
[39]
good
faith and fairness were not elevated to a substantive basis to
invalidate a contract. In any event, I am not persuaded that
the
assignment agreement is
contra
bonos mores
or
otherwise invalid and unenforceable. There is nothing before me on
the papers that permits such a conclusion to be drawn. The
timing of
the assignment may raise eyebrows, but none of these concerns can be
said to amount to a ground that deprives the ANC
of its entitlement
to act in furtherance of the agreement.
[40]
[49]
Objectively,
when this application was launched, the ANC had not yet registered
the assignment with the Registrar.
[41]
This, according to counsel for the ANC, is not an impediment, as
according to the authors of
South
African Law of Trade Marks,
[42]
section
40(2)
of the
Trade Marks Act requires
that the assignment be reduced
to writing and that an application be made to the registrar within 12
months of the effective date.
As I understand the section, and
despite the ANC’s reliance on the fact of registration as the
authority for a registered
proprietor to exercise exclusive rights in
the use of a trade mark, the failure or omission to cause
registration does not deprive
the proprietor from taking steps to
enforce the mark. The only consequence for a registration outside the
12-month period is a
penalty imposed by the Registrar. It is
therefore not correct to suggest, as counsel for the MKP does, that
only registration confers
title to institute infringement
proceedings.
[50]
The
authorities hold that a proprietor must either have used a mark to
the extent that it has acquired a reputation or he must have
originated, acquired or adopted the trade mark, proposing to use it
in the future.
[43]
Despite the
ANC’s version that the name uMkhonto weSizwe or MK remained
synonymous with the organisation even after its disbandment
in 1993,
an entity named Legacy Projects applied for and was granted
registration of the mark of the African warrior with the spear
and
shield. Some argument was advanced that the ANC, if it had goodwill
in respect of the mark, had effectively ceased to retain
such
goodwill and reputation upon the registration thereof by Legacy
Projects on 20 August 2014. Whatever contentions may be advanced
by
the ANC, effectively from 20 August 2014, Legacy Projects acquired
the exclusive rights to the mark for a period of 10 years.
Our courts
have held that the term ‘proprietor’, as used in the
context of the
Trade Marks Act, does
not imply a common law right of
ownership of property – one can only become the proprietor of
the goodwill of a business
in relation to the mark used.
[44]
[51]
Where
the contract of assignment does present a problem, and where it
becomes relevant to the issue of
locus
standi
,
is the
date
on
which the ANC, at best, could have acquired a proprietary interest or
title to claim exclusive use of the mark under the
Trade Marks Act.
The
founding affidavit states that the ANC entered into an assignment
agreement with Legacy Projects. The agreement was signed on 23
September 2023. In light of the authorities, prior to that date, the
ANC would have had no grounds under the
Trade Marks Act to
enforce
its title against an infringer. However, as an objective fact, on 7
September 2023, the IEC had already registered the
MKP as a political
party, and pursuant to
sections 15
and
16
of the
Electoral Commission
Act had
satisfied itself that the proposed name, abbreviated name,
and distinguishing mark or symbol mentioned in the prescribed
application
form did not resemble that of any other registered party
to the extent that they may deceive or confuse voters. This
registration
process and the decisions made by the CEO pursuant to
sections 15
and
16
of the
Electoral Commission Act give
expression to
the political rights protected in section 19 of the Constitution. The
decision made by the CEO constitutes an administrative
decision and,
as acknowledged by the ANC, exists in fact and remains binding until
set aside. In
Camps
Bay Ratepayers’ Association and another v Harrison and the
Municipality of Cape Town,
[45]
the
Constitutional Court, in referring with approval to
Oudekraal
Estates (Pty) Ltd v City of Cape Town
[46]
said
that:
‘
[A]dministrative
decisions are often built on the supposition that previous decisions
were validly taken and, unless that previous
decision is challenged
and set aside by a competent court, its substantive validity is
accepted as a fact. Whether or not it was
indeed valid is of no
consequence.’
[52]
The
decision to register the MKP was challenged by the ANC, albeit on
different grounds, and was dismissed by the Electoral Court.
[47]
The
ANC, however, contends that this is of no relevance as there is no
administrative decision that the MKP owns the intellectual
property
that resides with the ANC (at least from 23 September 2023), nor
could the IEC’s decision in terms of
section 15(1)
of the
Electoral Commission Act translate
into such a decision. In
dismissing the challenge against the registration of the MKP, the
Electoral Court has now confirmed the
lawfulness of the IEC’s
decision. In my view, it matters not that the IEC did not adjudicate
over the intellectual property
claim of the ANC. The ANC, as stated
earlier, pertinently raised these issues before the IEC in its letter
of 20 September 2023,
explicitly referring to them in the context of
the protection of intellectual property rights and the
Trade Marks
Act. The
appeal was dismissed. The ANC had the opportunity to invoke
the expeditious mechanisms in the
Electoral Commission Act to
review
or appeal against the decision. It elected not to. It is not open to
the ANC to undo the
section 15
authorisation (in its widest form,
including authorisation to use the name and the mark applied for by
the MKP) in this forum.
[53]
The
ANC is faced with a further problem arising from the deed of
assignment with Legacy Projects. According to
South
African Law of Trade Marks
[48]
‘
Although
an assignment can have no force or effect until it is reduced to
writing and signed our courts have recognised that a written
assignment may be worded so as to have retrospective effect.’
No such wording appears
from the assignment entered into between the ANC and Legacy Projects.
Even if the assignment had contained
such a provision, it cannot
prejudice the rights of third parties:
‘
While
such an assignment [of a trade mark] may be retrospective between the
parties, it is submitted that, having regard to the
clear wording of
the section,
it
cannot operate
retrospectively
so as to prejudice or affect the vested rights of third parties
.’
[49]
(My emphasis.)
[54]
Accordingly, any proprietary interest that the ANC
had in the warrior mark could only have been perfected by assignment
on 23 September
2023. By that date, the MKP was registered as a
political party and had acquired a vested interest in certain
political rights
(including the right to campaign under a particular
name (uMkhonto weSizwe); to use an abbreviation (MK); and to use the
mark of
a warrior bearing a spear and shield). These rights, as I
have alluded to earlier, were authorised by the IEC in pursuance of,
and in giving effect to, the provisions in section 19 of the
Constitution. They cannot merely be wished away or invoked to the
prejudice of the MKP. If the ANC wished to challenge the granting of
those rights, it could have done so by approaching the Electoral
Court to review the decision of the IEC. In my view, the rights
vesting in the MKP, remain in place. They have not been set aside
by
a competent court and this, in my view, constitutes a complete answer
to the case of the ANC as it denudes it of its cause of
action. On
this ground alone, the application should be dismissed.
[56]
The
points in limine raised by the MKP have been upheld and are
dispositive of the application. I have already dealt with the aspect
of the delay in bringing this as an urgent application.
Where
an application is not urgent, the appropriate order is ‘to
strike the application from the roll.
This
enables the applicant to set the matter down again, on proper notice
and compliance’.
[50]
However, for reasons that are self-evident, having regard to the
context of this matter, and despite my findings on the lack of
urgency and that of jurisdiction, it is incumbent on me to deal with
all of the preliminary issues and to pronounce on the merits.
Ordinarily, as I have concluded that the court lacked jurisdiction,
this would be the end of the application. In this case, if
the matter
were to proceed to an appeal court without me expressing a view on
the merits, it would effectively require an appeal
court (if the
appeal were successful) to sit as a court of first instance on the
merits.
[51]
Time
would not permit the matter being remitted for a hearing on the
merits.
It
is therefore necessary for this court to determine the
lis
between
the parties in the event of the matter being taken on appeal.
For
similar reasons, even where a matter is considered moot, the legal
importance of the matter,
as
well the future conduct of the parties may require a court to
pronounce on the merits. There is no prejudice to either party
as the
merits were fully canvassed in argument.
The
overriding public interest in the matter is also accepted by both
parties for the matter to be considered in its entirety.
[52]
# The merits - trade mark
infringement
The merits - trade mark
infringement
[55]
Bearing in mind the disputed history as to the
origins of the name uMkhonto weSizwe and the logo of the African
warrior, I turn
to consider the merits of the application based on a
trade mark infringement allegedly perpetrated by the MKP. The basis
for the
relief sought to address the infringement is
section 34(1)
of
the
Trade Marks Act, which
reads as follows:
‘
34.
Infringement
of registered trade mark.—(1) The rights acquired by
registration of a trade mark shall be infringed by—
(a)
the unauthorized use in the course of trade in
relation to goods or services in respect of which the trade mark is
registered, of
an identical mark or of a mark so nearly resembling it
as to be likely to deceive or cause confusion;
(b)
the unauthorized use of a mark which is identical
or similar to the trade mark registered, in the course of trade in
relation to
goods or services which are so similar to the goods or
services in respect of which the trade mark is registered, that in
such
use there exists the likelihood of deception or confusion;
(c)
the unauthorized use in the course of trade in
relation to any goods or services of a mark which is identical or
similar to a trade
mark registered, if such trade mark is well known
in the Republic and the use of the said mark would be likely to take
unfair advantage
of, or be detrimental to, the distinctive character
or the repute of the registered trade mark, notwithstanding the
absence of
confusion or deception: Provided that the provisions of
this paragraph shall not apply to a trade mark referred to in
section
70
(2).’
# Infringement under
section 34(1)(a)
Infringement under
section 34(1)(a)
[56]
In
order to succeed under
section 34(1)
(a),
the
ANC must show: (a) the use of a registered trade mark or of a
confusing similar mark; (b) that it has been used in the course
of
trade; and (c) that the use is unauthorised. The Supreme Court of
Appeal in
Verimark
(Pty) Ltd v BMW AG
[53]
described
a trade mark as a ‘badge of origin’.
[57]
In
Bata
Ltd v Face Fashions CC
[54]
the
Supreme Court of Appeal noted that
‘
The
only
question
that
has
to
be
decided
in
respect
of
the
alleged
infringements
under
s
34(1)
(a)
is
whether the appellant has established that a substantial number of
persons will probably be deceived into believing or confused
as to
whether there is a material connection in the course of trade between
the respondents' clothing and the appellant's trade
mark (see
Plascon-Evans
at
640G-I).’
[58]
The
principles for determining whether an infringement has taken place
were set out succinctly by Corbett JA in
Plascon-Evans.
[55]
It was
stated that not only should the marks be compared side by side, but
consideration must be given to whether the average customer
in the
marketplace would probably be deceived or confused by their
similarity. The court then held the following, which is often
quoted
as setting the standard for assessing whether an infringement has
taken place:
‘
In
an infringement action the
onus
is
on the plaintiff to show the probability or likelihood of deception
or confusion. It is not incumbent upon the plaintiff to show
that
every person interested or concerned (usually as customer) in the
class of goods for which his trade mark has been registered
would
probably be deceived or confused. It is sufficient if the
probabilities establish that a substantial number of such persons
will be deceived or confused. The concept of deception or confusion
is not limited to inducing in the minds of interested persons
the
erroneous belief or impression that the goods in relation to which
the defendant's mark is used are the goods of the proprietor
of the
registered mark, ie the plaintiff, or that there is a material
connection between the defendant's goods and the proprietor
of the
registered mark; it is enough for the plaintiff to show that a
substantial number of persons will probably be confused as
to the
origin of the goods or the existence or non-existence of such a
connection. The determination of these questions involves
essentially
a comparison between the mark used by the defendant and the
registered mark and, having regard to the similarities
and
differences in the two marks, an assessment of the impact which the
defendant's mark would make upon the average type of customer
who
would be likely to purchase the kind of goods to which the marks are
applied. This notional customer must be conceived of as
a person of
average intelligence, having proper eyesight and buying with ordinary
caution. The comparison must be made with reference
to the sense,
sound and appearance of the marks. The marks must be viewed as they
would be encountered in the market place and
against the background
of relevant surrounding circumstances. The marks must not only be
considered side by side, but also separately.
It must be borne in
mind that the ordinary purchaser may encounter goods, bearing the
defendant's mark, with an imperfect recollection
of the registered
mark and due allowance must be made for this. If each of the marks
contains a main or dominant feature or idea
the likely impact made by
this on the mind of the customer must be taken into account. As it
has been put, marks are remembered
rather by general impressions or
by some significant or striking feature than by a photographic
recollection of the whole. And
finally consideration must be given to
the manner in which the marks are likely to be employed as, for
example, the use of name
marks in conjunction with a generic
description of the goods.’
[56]
[59]
Applying the above test to the facts of the
matter, to succeed in a claim under
section 34(1)
(a)
the ANC, as the ‘registered
proprietor’ of the mark, must establish that the MKP has used
the mark in relation to the
same goods (or services) for which the
proprietor’s trade mark is registered, which is either
identical to or so nearly resembles
the proprietor’s registered
trade mark as to likely deceive or cause confusion. It is important
to bear in mind that when
comparing the registered mark to that of
the MKP, the latter has a bold green background. Counsel for the ANC
suggested that this
makes no difference, as the registered mark is
not restricted to any colour. I beg to differ as the marks reflected
above are what
the voter will be confronted with. The section
requires of the ANC to show that the MKP have used a confusingly
similar mark in
relation to the identical goods, to those for which
the proprietor has obtained registration.
[60]
Apart
from the distinctive green background, on observation, the registered
mark of the ANC and that used by the MKP are similar,
although a
careful eye will notice a difference at the height in which the spear
is held by the warrior. In the case of
the
registered
mark,
the
spear
is
held
above
the
head,
whereas
it
is
held
at
the
midriff in the infringing mark. That this difference might not be
apparent at first glance is recognised in the trade mark field
as the
doctrine of imperfect recollection.
[57]
The
average, or ordinary purchaser is recognised as being someone who is
‘neither the very careful nor the very careless buyer,
but an
average purchaser, who has a general idea in his mind's eye of what
he means to get but not an exact and accurate representation
of
it’.
[58]
The
confusion must be one that arises at first glance. In
Yuppiechef
Holdings v (Pty) Ltd v Yuppie Gadget Holdings (Pty) Ltd
[59]
it was
held that: ‘What is required is a value judgment on the
question of the likelihood of deception or confusion based
on a
global appreciation of the two marks and the overall impression that
they leave in the context of the underlying purpose of
a trademark,
which is that it is a badge of origin. The value judgment is largely
a matter of first impression and there should
not be undue peering at
the two marks to find similarities and differences.’
[61]
It is
not disputed that the mark is registered in class 41, which provides
for ‘education; providing of training; entertainment;
sporting
and cultural activities’.
[60]
It was
not entirely clear to me how the use of the mark in political
activities will fall into class 41.
In
its heads of argument and before me, counsel for the ANC explained
that the logo or mark is registered in respect of the ‘class
heading’ used by the World Intellectual Property Organisation
(WIPO) to describe the services that fall within that class.
This
means that it covers all services covered by the class.
[61]
Class 41 includes within its scope the ‘arranging and
conducting of conferences, congresses and symposiums’, and that
the word ‘congress’ is according to the Oxford Dictionary
‘a formal meeting or series of meetings for discussion
between
delegates, especially those from a political party, trade union, or
from within a particular sphere of activity’.
On that basis, it
was contended that the word ‘congress’ is invariably
associated with politics and that class 41 also
includes the use of
‘political debate training and coaching’ and political
speech writing.
The
test is whether, at first glance, the marks appear identical or if
not identical, as Harms JA proposed in
PPI
Makelaars and another v Professional Provident Society of South
Africa,
[62]
that
the use is in relation to the same class of services, is used in the
course of trade, and is unauthorised.
[62]
I agree with counsel for the MKP that the ANC’s
case shifts fundamentally from what appears in its founding affidavit
and
has drifted significantly from the use pertaining to education,
training and cultural activities, and stretches now to the class
to
include politics by virtue of the use of the word ‘congresses’.
During the course of the hearing, counsel for the
ANC referred me to
the Nice Classification dealing with class 41 and associated uses. My
perusal of the document indicates that
while it includes ‘arranging
of conferences and congresses’, it does
not
include ‘writing and publication
of publicity texts’ or of ‘radio and television
broadcasting’. The MKP
contends that it uses its logo for the
purpose of ‘electoral politics’. This cannot be equated
to “congresses”.
[63]
I am
not persuaded by the ANC’s argument that ‘electoral
politics’ falls within the scope of class 41 and includes
arranging and conducting of conferences and congresses, political
debate training and coaching, and political speech writing. As
a
fall-back position, the ANC seeks to rely on video footage of the MKP
using the mark at political rallies. It submits that the
services for
which the MKP uses its mark are identical to the services for which
the ANC’s trade mark is registered. I disagree.
It could easily
be described as campaigning, including radio and television
broadcasting, which are uses falling outside of the
class.
[63]
Moreover,
one must not lose sight of the fact that the rights secured as a
result of being registered as a political party include
the right to
campaign for a political party or cause, which is protected under
section 19
of the Bill of Rights.
[64]
Turning to whether, for purposes of
section
34(1)
(a)
of
the
Trade Marks Act, the
parties’ respective marks are so
similar as to likely lead to deception or confusion, this enquiry
must be seen in the context
of stated purpose of the application in
the founding affidavit. Mr Mbalula states that there is
‘
.
. . overwhelming public interest in ensuring that when voters
approach the
voting
booth
,
they are not confused as to the party which they are placing their
trust in. It is a matter of clear public interest that any
voter
confusion, caused by the unauthorised use of the ANC’s
intellectual property, is clarified before the elections take
place.’
(My underlining.)
In the course of the
hearing, counsel for the ANC attempted to extend that ambit of the
case to include campaigning. This is not
the case that the MKP has
come to meet, and they should not be ambushed by such an approach.
[65]
The enquiry is whether a voter, of reasonable
intelligence, is likely to be deceived or confused by the use of the
registered mark
with that of the MKP. Prior to the hearing, I
directed an enquiry to the parties to provide a graphic illustration
of the mark
(in colour) of the party registration authorised by the
CEO of the IEC in terms of
section 15(2)
(a)
-
(c)
of the
Electoral Commission Act. These
are marks appearing on the ballot sheet alongside the name of the
political party. The response provided was the following:
[66]
Applying
the test in
Plascon-Evans
,
and endorsed in
PPI
Makelaars,
one
must conduct a comparison between the two marks, side by side, having
regard to their similarities and differences, and to assess
what
impact the MKP’s mark would make on the average South African
voter. The ‘main or dominant features of the marks
in question
as well as the general impression and any striking features were all
factors to be considered in deciding whether there
was a likelihood
of confusion or deception’.
[64]
In my
view, even if the ANC choose to use their registered mark of the
African warrior on the ballot sheet, despite the similarity
of the
image of the warrior, the distinctive green background used by the
MKP would be sufficient for a voter to distinguish between
the two
marks and not be deceived. Ultimately, this is an assessment to be
made by the IEC.
[67]
The context in which the average voter will be
confronted by these symbols must also be considered. They will be
confronted with
a choice of various political parties to choose from,
each with their distinctive symbol. We know from the process of
registration
in terms of
section 15
of the
Electoral Commission Act
that
the IEC has already affirmed that the symbol to be used by the
MKP will not deceive or confuse voters. The registered mark of the
ANC will not feature on the ballot sheet presented to the voter on 29
May 2024. What will be presented to the voter, on behalf
of the ANC
and the MKP, is a choice between one of the two symbols shown in
paragraph [65].
[68]
Our history also tells us that despite our
relatively short democracy, the South African public is finely
attuned to the political
rhetoric by various parties, particularly in
light of the long struggle in this country to achieve the freedoms
protected in
section 19
of the Bill of Rights. The position of the
average voter should not be compared to that of a consumer who may be
misled when deciding
whether to purchase a particular brand of coffee
or teabags at the local supermarket, or a pair of athletic shoes at a
sports store.
There can be no confusion, in my view, that will
confront a voter in the sanctity of the voting booth, when confronted
with the
symbols of the ANC and the MKP. The choice made, will
hopefully be informed by their aspirations for a future in which the
promise
of the Constitution will be realised.
[69]
Accordingly, I conclude that it has not been
established that the marks resemble each other so closely that
deception or confusion
among voters is likely to arise. The
registered mark of the ANC will not, according to the information
presented to the court and
depicted above, feature on the ballot
sheet in the forthcoming elections. Even if it were, for reasons I
have already referred
to, there is enough to distinguish it in the
eyes of the average voter so as not to cause deception or confusion.
The ANC’s
contentions based on
section 34(1)
(a)
of the
Trade Marks Act must
therefore
fail.
#
# Infringement under
section 34(1)(c)and common law passing off
Infringement under
section 34(1)
(c)
and common law passing off
[70]
Turning to the cause of action under
section
34(1)
(c)
of
the
Trade Marks Act, the
case of the ANC, as I understand it is that
the MKP (through the use of its mark of the African warrior against a
green background)
will take unfair advantage of the ANC’s mark
in a manner detrimental to it, as well as to the character and
reputation garnered
through the mark. The third ground is based on
the common law delict of passing off, in which the ANC contends that
by using the
name of uMkhonto weSizwe and the logo, it believes that
it is likely that members of the public will be led to believe that
there
is some connection between the ANC and MKP, when this is not
the case.
[71]
It has
been held
[65]
that
section 34
(1)
(c)
was
intended
‘
to
provide protection against the dilution of a registered trade mark by
the unauthorised use of an identical or similar mark in
relation to
any goods or services, notwithstanding the absence of confusion or
deception. A plaintiff who relies upon an infringement
in terms of
s
34(1)
(c)
needs
to establish:
(a)
the defendant's use of a mark identical or similar
to the plaintiff's registered mark;
(b)
that the use –
(1)
is unauthorised; and
(2)
is in the course of trade; and
(3)
would be likely to take unfair advantage of, or be
detrimental to, the distinctive character or the repute of the
plaintiff's registered
mark; and
(c)
that the plaintiff's registered mark is well known
in the Republic.’
[72]
Unlawful
competition
is
applicable
to
political
parties.
In
African
National
Congress
v Congress of the People and others
,
[66]
the
court said the following: ‘Counsel
were,
rightly
in
my
view,
agreed
that
the
law
of
unlawful
competition
applies
to
political parties; a political party may not employ unlawful means to
attract votes.’
[73]
I have
already concluded above that although the registered mark of the ANC
is similar to the symbol used by the MKP (the African
warrior with
the spear), the marks are sufficiently distinguishable by the use of
the green background, and can be set apart by
a voter on first
impression without undue peering, by reason of the distinctive green
background used by the MKP.
[67]
In my
view, the use of the mark by the MKP will not likely lead to a
conclusion by a voter that there is a link between the MKP
and the
ANC. Again, the enquiry must be seen in the context of the campaign
by the MKP, as set out in its answering affidavit,
that is seeks to
offer voters an alternative to the ANC. If it is to succeed to any
extent, it would have to show how different
(as opposed to how
similar) it is to the ANC. Any link of closeness, in my view, would
be self- defeating for the MKP. I therefore
cannot agree that voters
will, upon seeing the logo of the MKP, be led to believe that it is
in fact a party associated or part
of the ANC. This is a bald
assertion by the ANC, without anything being placed before me to
substantiate the statement.
[74]
While there is agreement between the parties that
the symbol of the African warrior with the spear and shield has
garnered a reputation
over time as being synonymous with the struggle
for the liberation in our country, as I have stated at the outset, it
is not possible
to resolve the dispute as to whether one particular
political organisation may claim to be the guardian of the symbol or
the name
uMkhonto weSizwe.
[75]
The
case advanced by the ANC under the common law delictual remedy of
passing off concerns the use of the name, uMkhonto weSizwe,
the logo,
and extraneous factors including statements by leaders of the MKP,
including Mr Zuma, at public rallies. The MKP invokes
in its defence
and in furtherance of its contention that the name uMkhonto weSizwe
or its logo did not belong solely to the ANC,
the statement by former
President Mandela
[68]
that
‘[t]he name of this new organisation was Umkhonto we Sizwe (The
Spear of the Nation) – or MK for short. The symbol
of the spear
was chosen because with this simple weapon Africans had resisted the
incursion of whites for centuries’.
[76]
Counsel
for the MKP contended that the symbol of the African warrior could
not be claimed by any one entity in Africa, in the same
way that a
clenched fist, although recognisable universally as a symbol of black
power, cannot be arrogated by any one group.
[69]
For
reasons that I have already set out, where two political rivals are
competing for votes in a national election, it is unlikely
for it to
be in the interests of the MKP to associate itself with the ANC. On
the contrary, and as submitted in the course of argument,
any
reflection to the electorate of a closeness or a link with the ANC
would be self-defeating for the MKP.
[77]
If I
am wrong as to whether the mark used by the MKP is likely to take
unfair advantage of, or be detrimental to, the distinctive
character
or repute of the ANC’s registered mark, the issue remains
whether the use is unauthorised – which is disputed
by the MKP.
It relies on the authority granted by the CEO of the IEC to use the
particular distinguishing mark, as had been applied
for. The issuance
of a certificate of registration in terms of
section 15(5)
of the
Electoral Commission Act perfects
the registration process. As stated
earlier, the MKP became vested with rights, enforceable in pursuance
of the guarantee of political
rights safeguarded in
section 19
of the
Bill of Rights. This includes the right to contest elections in which
the ANC
may
be
a
rival
political
party.
It
bears
noting
what
Schutz
JA
said
in
Payen
Components SA Ltd v Bovic CC and others,
[70]
in the
context of unlawful competition,
that:
‘
Unlawful
competition should not be added as a ragbag and often forlorn final
alternative to every trade mark, copyright, design
or passing off
action. In most such cases it is one of the established categories or
nothing.’
The
court also stated that:
[71]
‘
The
broad and flexible principles relating to this branch of the law have
been stated in this Division in
Schultz
v Butt
1986
(3) SA 667
(A) at 678F-679E and
Taylor
and Horne
(
Pty
)
Ltd
v Dentall
(
Pty
)
Ltd
1991
(1) SA 412
(A). It is unnecessary for me to restate them. But I would
repeat that in judging questions of unlawfulness, not only in this
field,
questions of policy may play an important part, and that in
the field of unlawful competition an important one is the need for
free competition.’
[78]
The
Trade Marks Act refers
to ‘permitted use’ in
section 38
,
but only to the extent where use is authorised by the proprietor. The
MKP argues that its use of the mark, even if not permitted
in terms
of
section 38
of the
Trade Marks Act, is
notwithstanding, not
‘unauthorised’ and not unlawful, as the decision of the
CEO of the IEC, acting in terms of statute,
remains valid and binding
until set aside. On this basis, I am unable to conclude that the use
of the mark is capable of being
interpreted as an ‘infringement’
for the purpose of
section 34
of the
Trade Marks Act. Schutz
JA in
Blue
Lion
[72]
issued
the following caution where parties asserted claims of unfair
competition:
‘…
the
illegitimacy of using some general notion of unlawful competition to
create an ersatz passing off with requirements (in the
alternative)
less exacting than those required by the common law. Some of the
restraints that the common law places on the passing-off
action (the
one relevant to this case is the need to prove the likelihood of
deception and confusion) are important in preventing
the creation of
impermissible monopolies.’
# Conclusion
Conclusion
[79]
In the
result, on the merits, I am not satisfied that the ANC has made out a
case for the injunctive or consequential relief sought.
It failed to
establish a clear right for final relief, either to the name or to
the use of its registered mark. As set out earlier,
the ANC had an
alternate remedy of approaching the Electoral Court to undo the
registration of the MKP on the grounds it advanced
in this court. It
could have achieved substantial redress in that court. For reasons
other than contending that only a high court
could grant it relief
under the
Trade Marks Act, the
reasons for abandoning its remedy
though the Electoral Court are not known. In light of the conclusions
I have reached on the issues
of lack of urgency, absence of
jurisdiction, and non-suiting the ANC in this court, as well a
finding on the merits of the matter,
the application falls to be
dismissed.
[73]
# Costs
Costs
[80]
This
is not a case where the principles in
Biowatch
Trust v Registrar, Genetic Resources, and others
[74]
should
apply. There was no challenge to the constitutionality of a law or of
State conduct present in this matter. The ANC chose
to bring this
matter in the incorrect forum on the basis that its cause of action
was rooted in the provisions of the
Trade Marks Act. Even
if this
application could be described as involving constitutional issues,
the Constitutional Court in
Lawyers
for Human Rights v Minister in the Presidency and others
[75]
warned
that the
Biowatch
rule
‘does not mean risk-free constitutional litigation’.
[81]
Counsel for the MKP submitted that the ANC be
sanctioned with a punitive costs order for launching a misconceived,
urgent application.
The MKP has been substantially successful in this
court. The MKP was obliged to respond at short notice to a
multi-faceted application,
which, as I have found, lacked urgency,
and was brought in the wrong forum.
Ultimately,
the ANC was seeking to protect its own political rights, despite its
reliance on intellectual property rights. The MKP
was exercising its
rights granted to it by the IEC, a statutory body. The exercise of
those rights remains lawful. While the application
might be misguided
I do not find that it was frivolous or reckless. In the exercise of
my discretion, I find that this is not a
case justifying a punitive
costs order. I am satisfied that costs on a party and party scale
suffice.
# Order
Order
[80]
In the result, I make the following order :
1.
The application is dismissed with costs.
MR CHETTY J
Appearances
For
the Applicants:
G
Marriott (with him T Ramogale and M Nene)
Instructed
by:
MA
Mbonane Cooper
Tel:
082
302 8606
Cel:
082
824 0616/ 064 082 7723 & 081 448 9376
Email:
Marriott@counsel.co.za/
Ramogale@group621.co.za
mxolisi@nenelaw.co.za
Email:
ivan@kclaw.africa
and
nadeem@kclaw.africa
For
the Respondents:
D
Mpofu SC (with him M Sikhakhane SC, I Shai and P May)
Instructed
by:
Zungu
Incorporated Attorneys
Cel:
083
260 1433/ 063 690 7503 & 082 495 9403
Email:
mpofudpa@pabasa.co.za
/
muzis@law.co.za
/
advocateshai@gmail.com
Date
of hearing:
27
March 2024
Date
of Judgment:
22
April 2024
[1]
Both
the ANC and the MKP are political parties registered with the
Independent Electoral Commission within the meaning of
s 15
of the
Electoral Commission Act 51 of 1996
as at the time of hearing.
[2]
This
is perhaps an incorrect characterisation of the concept, as
something is
res
nullius
when
the owner (with full knowledge of his or her rights) abandons his or
her property with the intention that it should become
a
res
nullius
.
Abandonment can be either express or implied, which is gathered from
the surrounding circumstances. No finding is made on abandonment
despite the mark being registered by a third party in 2014, and
which proprietary interest was only ‘reinstated’
in
September 2023.
[3]
According
to the ANC and on the basis of the ANC’s statement to the
Truth and Reconciliation Commission in August 1996,
former President
Mandela in June 1961, in the wake of the Sharpville Massacre, is
reported to have said that the event marked
the ‘closing of a
chapter on this question of a non-violent policy’. The ANC,
with reference to the aforementioned
statement to the Truth and
Reconciliation Commission, states that in December 1961, after
consultations between the ANC and the
SACP, President Nelson Mandela
and Mr Joe Slovo were tasked with the establishment of Umkhonto we
Sizwe. According to the O’Malley
Archives, described as an
extensive collection of interviews conducted between 1985 and 2005,
with many key personalities who
influenced Africa's political
history, the first explicit link between the ANC and Umkhonto we
Sizwe was made at an agency conference
held in Lobatse, then
Bechuanaland, where it was referred to as ‘the military wing
of the struggle’. The MKP, on
the other hand, contends that
the ANC has never enjoyed exclusive ownership or proprietorship of
Umkhonto we Sizwe, relying on
President Mandela’s description
of it being formed by ‘the Congresses’, being a
reference to the ANC, the Coloured
People's Congress, the Congress
of Democrats, and the South African Indian Congress. The MKP relies
on the following books: T
Simpson
Umkhonto
we Sizwe: The ANC’s Armed Struggle
(2016),
and F Meli
A
History of the ANC: South Africa Belongs to Us
(1988)
for this contrary view as to the genesis of Umkhonto we Sizwe.
[4]
National
Director of Public Prosecutions v Zuma
[2009]
ZASCA 1
;
2009 (2) SA 277
(SCA);
[2009] 2
All SA 243 (SCA);
2009
(4) BCLR 393
(SCA) para 26.
[5]
Reliance
is placed on the words of the former President of the ANC, Oliver
Tambo, at a speech on 15 December 1971 on the 10th
anniversary
of the formation of Umkhonto we Sizwe where he said ‘The
African National Congress of South Africa has remained
faithful to
the cause of Freedom. It leads the national struggle for the
emancipation of all oppressed and exploited black people.
It stands
for a new order in South Africa where racism shall be a thing of the
past and human dignity and equality shall
prevail
in the life of our country. But before that new order shall be born,
many lives will be lost. We are ready to meet the
challenge. The ANC
and its military wing Umkhonto we Sizwe and all revolutionary
opponents of the political system represent
the unbreakable will and
determination of the African people of South Africa to spare no
effort or life in order to attain our
goal – the total
liberation of South Africa from white racist domination and
imperialist exploitation. To achieve such
a noble goal; to fight for
the realisation of such a lofty ideal no sacrifice could be too
great.’ (
https://www.anc1912.org.za/statement-
by-oliver-tambo-to-the-people-of-south-africa-on-the-tenth-anniversary-of-umkhonto-we-sizwe-16-
december-1971/
,
accessed
16 April 2024.)
[6]
Setlogelo
v Setlogelo
1914
AD 221
at 227. More generally, see C B Prest
The
Law and Practice of Interdicts
(1996)
at 42 et seq.
[7]
National
Brands Ltd v Cape Cookies CC and another
[2023]
ZASCA 93; 2024 (2) SA 296 (SCA);
[2023] 3 All SA 363
(SCA).
[8]
Ibid
para 42.
[9]
See
African
National Congress v Electoral Commission of South Africa and others
[2024]
ZAEC 3.
[10]
Section
19 of the Constitution provides as follows: ‘19.
Political
rights.—(1)
Every
citizen is free to make political choices, which includes the right—
(a)
to form a political party;
(b)
to participate in the activities of, or recruit
members for, a political party; and
(c)
to campaign for a political party or cause.
(2)
Every citizen has the right to free, fair and regular elections
for
any legislative body established in terms of the Constitution.
(3)
Every adult citizen has the right—
(d)
to vote in elections for any legislative body
established in terms of the Constitution, and to do so in secret;
and
(e)
to stand for public office and, if elected, to
hold office.’
[11]
Government
Gazette
48770,
9 June 2023.
[12]
Government
Gazette
48858,
30 June 2023.
[13]
I say
this because of the existence of the more well-known uMkhonto we
Sizwe Military Veterans' Association (MKMVA) and the lesser
known MK
National Council, both of which were disbanded in 2021 according to
an article in
The
Mail & Guardian
on
8 June 2021 titled ‘ANC disbands the MK Military Veterans
Association’
[14]
Section
20(1)
of the
Electoral Commission Act.
[15]
R W
Alberts ‘The timeous enforcement of trade mark rights’
(2015) 48
De
Jure
172
at 172.
[16]
In
Turbek
Trading CC v A & D Spitz Ltd and another
[2009]
ZASCA 158
;
[2010] 2 All SA 284
(SCA) para 15 the following is
stated:
‘
The
factual basis of the defence was, briefly put, that Spitz had known
since 1 October 2001 of Turbek’s trade mark applications
and
its use of the mark “KG” on footwear but only took steps
to enforce its alleged common-law rights when it instituted
the
present proceedings during July 2007. This delay, according to the
submission, amounted to acquiescence which disentitled
Spitz from
attacking the registrations or obtaining an interdict. Counsel
relied on a statement by Patel J that our law recognises
a defence
of acquiescence distinct from estoppel and that the doctrine can be
applied to halt cases where necessary to attain
just and equitable
results (
Botha
v White
2004
(3) SA 184
(T) at paragraphs 24 and 31). That Patel J had failed to
take account of binding authority that contradicted his bald
statement
and that he had misread authority on which he sought to
rely was pointed out by Thring J
in
New
Media Publishing (Pty) Ltd v Eating Out Webb Services CC
[2005] ZAWCHC 20
;
2005
(5) SA 388
(C) at 406I-407J. During argument it became clear that
counsel was unable to contend more than that delay may in a suitable
case
be evidence of an intention to waive, evidence of a
misrepresentation that might found estoppel, or evidence of consent
for purposes
of the
volenti
non fit injuria
principle
.
In
other words, counsel was unable to substantiate his submission that
acquiescence is a substantive defence in our law. Delay,
in the
context of trade mark law, may provide evidence of a loss of
goodwill or distinctiveness but that was not Turbek’s
case on
the papers. All this does not mean that delay may not have
procedural consequences; for instance, it may be a factor
to take
into account in exercising a court’s discretion to refuse to
issue a declaration of rights or an interim interdict
or, maybe,
even a final interdict, leaving the claimant to pursue other
remedies such as damages.’
[17]
AParty
and another v Minister of Home Affairs and another; Moloko and
others v Minister of Home Affairs and another
[2009]
ZACC 4
;
2009 (3) SA 649
(CC) para 57 (‘
AParty
’
).
[18]
The
infringement of a trade mark does imply some urgency. In
Car
Find (Pty) Ltd v Car Trader (Pty) Ltd and others
[2016]
ZAGPJHC 28 para 2 the following was held:
‘
Before
dealing with the issue I pause to consider the urgency of the
application. The applicant launched the application by way
of
urgency. The respondents contend that such urgency as there may
exist is self-created. It is true that, as pointed out by
counsel
for the respondents, the applicant was aware of the respondents’
use of its trade mark some three months prior
to the launching of
the application and further that only 2 days were allowed for the
filing of an answering affidavit. On the
other hand, the
infringement of a trade mark is at stake, which by its nature
implies some urgency, as “The life of a trade
mark depends on
the promptitude with which it is vindicated…” (Kerr on
Injunctions
363,
quoted in
Tullen
Industries Ltd v A de Souza Costa (Pty) Ltd
1976
(4) SA 220
(W) 220B).’
[19]
Section
34(3)
reads as follows:
‘
(3)
Where
a trade mark registered in terms of this Act has been infringed,
any
High Court
having
jurisdiction may grant the proprietor the following relief, namely—
(a)
an interdict;
(b)
an order for removal of the infringing mark from
all material and, where the infringing mark is inseparable or
incapable of being
removed from the material, an order that all such
material be delivered up to the proprietor;
(c)
damages, including those arising from acts
performed after advertisement of the acceptance of an application
for registration
which, if performed after registration, would
amount to infringement of the rights acquired by registration;
(d)
in lieu of damages, at the option of the
proprietor, a reasonable royalty which would have been payable by a
licensee for the
use of the trade mark concerned, including any use
which took place after advertisement of the acceptance of an
application for
registration and which, if taking place after
registration, would amount to infringement of the rights acquired by
registration.’
(My underlining.)
[20]
PPI
Makelaars and another v Professional Provident Society of South
Africa
1998
(1) SA 595
(SCA).
[21]
Professional
Provident Society of South Africa v P.P.I. Makelaars and another
[1996]
2 All SA 206
(W) at 210.
[22]
Kham
and others v Electoral Commission of South Africa and another
[2015]
ZACC 37
;
2016 (2) SA 338
(CC);
2016 (2) BCLR 157
(CC) para 40
(‘
Kham
’
).
[23]
Gcaba
v Minister for Safety and Security and others
[2009]
ZACC 26
;
2010 (1) SA 238
(CC) para 75 (‘
Gcaba
’
).
[24]
See
also
Theron
and another NNO v Loubser NO and others
[2013]
ZASCA 195
;
2014 (3) SA 323
(SCA) para 26;
Transnet
Ltd v Rubenstein
[2005] ZASCA 60
;
2006 (1) SA 591
(SCA) para 28;
and
Hart v Pinetown Drive-in Cinema (Pty) Ltd
1972 (1) SA 464
(D) at 469C-E.
[25]
Gcaba
para
75.
[26]
Makhanya
v University of Zululand
[2009]
ZASCA 69
;
2010 (1) SA 62
(SCA) para 25 provides as
follows:
‘
But
the state might also create special courts to resolve disputes of a
particular kind. Generally those will be disputes concerning
the
infringement of rights that are created by the particular statute
that creates the special court (though that will not always
be so).
When a statute confers judicial power upon a special court it will
do so in one of two ways. It will do so either by
(a)
conferring
power on the special court and simultaneously
(b)
excluding
the ordinary power of the High Court in such cases (it does that
when “exclusive jurisdiction” is conferred
on the
special court). Or it will do so by conferring power on the special
court without excluding the ordinary power of the
High Court (by
conferring on the special court jurisdiction to be exercised
concurrently with the original power of the High
Courts). In the
latter case the claim might be brought before either court.’
See also
Lewarne v
Fochem International (Pty) Ltd
[2019] ZASCA 114
; (2019) 40 ILJ
2473 (SCA) para 7 where the following was stated:
‘
When
a court’s jurisdiction is challenged, the court should base
its conclusion on the applicant’s pleadings, as they
contain
the legal basis of the claim under which the applicant had chosen to
invoke the court’s competence.
[27]
In
Kham
para
39 the following was stated:
‘
The
point that strikes one immediately about s 20(1) is that the
jurisdiction it confers on the Electoral Court is extremely broad.
It is a power to review “any decision” by the IEC. Many
years ago Innes CJ pointed out that-
“
any
is, upon the face of it, a word of wide and unqualified generality.
It may be restricted by the subject-matter or the context,
but
prima
facie
it
is unlimited.”
The use of the word
“any” to describe the decisions of the IEC that are
subject to the review powers of the Electoral
Court must be taken to
mean each and every decision, unless there is something in the
context that justifies a more restrictive
meaning.’
[28]
New
Nation Movement NPC and others v President of the Republic of South
Africa and others
[2020]
ZACC 11
;
2020 (6) SA 257
(CC) para 73, read in the context of paras
70-72.
[29]
Ibid
para 107, citing Sachs J in
August
and another v Electoral Commission and others
[1999]
ZACC 3
;
1999 (3) SA 1
(CC) para 17. See also
Ramakatsa
and others v Magashule and others
[2012]
ZACC 31
;
2013 (2) BCLR 202
(CC) para 70 regarding the need for a
generous and purposive interpretation to give rights-holders ‘the
full protection
afforded by the guaranteed right’.
[30]
The
IEC did not file an affidavit in opposition to the relief claimed or
to explain its role in the matter. To that extent, the
court is
unaware of the factors considered by the DCEO in granting the MKP
permission to use the mark applied for. One may infer
that the
process followed by the DCEO was not dissimilar to that of the
registrar when applying
section 10(14)
of the
Trade Marks Act. See
42
Lawsa
3
ed para 173:
‘
In
Cowbell
AG v ICS Holdings Ltd
,
the Supreme Court of Appeal described its test for purposes of
section 17(1) of the Trade Marks Act of 1963 (1963 Act) as follows:
“The decision involves a value judgment and “[t]he
ultimate test is, after all, as I have already indicated, whether
on
a comparison of the two marks it can properly be said that there is
a reasonable likelihood of confusion if both are to be
used together
in a normal and fair manner, in the ordinary course of business”.
As the words “likely to deceive or
cause confusion”
occur in both section 10(12) and (14) the nature of the onus upon
the applicant is in both cases the same,
although under section
10(14) there is a further test to be applied, namely “are the
respective goods or services the same
or similar”.’
(Footnotes omitted.)
[31]
See
Kham
para
41 where the Constitutional Court expounded on the wide reach
available to the Electoral Court: ‘In ordinary language,
it is
a power to reconsider and, if necessary, replace the decision of the
IEC. It is not a narrow appeal power, bound to a record,
where the
court decides merely whether on that record the decision was right
or wrong. Nor is it the even narrower review power,
where the
process through which the decision was taken is scrutinised, but the
merits of the decision are not considered. Instead
it is the widest
possible type of review where the decision in question is subjected
to reconsideration, if necessary on new
or additional facts, and the
body exercising review power is free to substitute its own decision
for the decision under review.’
It added at para 48 that where
a decision is made by the IEC, either directly or through its
principal administrative officer,
it is subject to review by the
Electoral Court under s 20(1)
(a)
of
the Commission Act, and that in exercising its powers ‘the
Electoral Court was entitled to have regard to matters not
known to
the IEC at the time they made their decisions and to replace those
decisions with its own’.
[32]
Kham
para
44.
[33]
Section
18 of the Constitution.
[34]
Section
10 of the Constitution.
[35]
Richter
v Minister of Home Affairs and others
[2009]
ZACC 3
;
2009 (3) SA 615
(CC) para 53.
[36]
I am
mindful of the caution expressed in
Commissioner,
South African Revenue Service v Rappa Resources (Pty) Ltd
[2023]
ZASCA 28
;
2023 (4) SA 488
(SCA) para 26 of courts continuing to
pronounce on a matter, including the issuing of orders, where they
have no jurisdiction.
For reasons set out later in this judgment, I
proceed to determine the preliminary points raised, as well as the
merits.
[37]
As at
the time of hearing this application, no confirmation of the
registration of the assignment has been provided which confirms
that
the assignment has indeed been registered by the Companies and
Intellectual Property Commission.
[38]
Barkhuizen
v Napier
[2007]
ZACC 5
;
2007 (5) SA 323
(CC) para 30.
[39]
Beadica
231 CC and others v Trustees, Oregon Trust and Others
[2020]
ZACC 13
;
2020
(5) SA 247
(CC) para 57.
[40]
The
relevant time frame is that the assignment was signed on behalf of
the ANC on 23 September 2023. The MKP had, on 7 September
2023, been
registered as a political party with the IEC, including authority
for the use of the party’s name, abbreviation,
and symbol.
Even at the time of the ANC’s appeal against this decision, on
20 September 2023, it was still not the registered
proprietor of the
‘disputed’ mark.
[41]
See C
Visser ‘The writing requirement for the assignment of
copyright: Constitutive or probative?’ (2005) 17
SA
Merc LJ
360
at 363 where the following was stated:
‘
Section
39(7) of the Trade Marks Act states that “[n]o assignment of a
registered trade mark or trade mark which is the
subject of an
application for registration shall be of any force or effect unless
it is in writing and signed by or on behalf
of the assignor”.
Although at first blush the wording of the relevant part of this
provision echoes that of the relevant
part of the wording of s 22(3)
of the Copyright Act, the Copyright Act imposes a lesser sanction on
non-compliance with the writing
requirement than the Trade Marks
Act- under the Copyright Act, such an assignment merely has “no
effect”, whereas,
under the Trade Marks Act, it has no “force
or effect”.’
[42]
G C
Webster and N S Page
South
African Law of Trade Marks
(November
2023 – SI 26) para 11.17.
[43]
Tie
Rack plc v Tie Rack Stores (Pty) Ltd and another
1989
(4) SA 427
(T) at 446G-I.
[44]
Victoria's
Secret Inc v Edgars Stores Ltd
[1994] ZASCA 43
;
1994
(3) SA 739
(A);
[1994] 4 All SA 307
(AD) at 744D-E it was held that
the word ‘proprietor’ is not used in section 20(1) ‘in
relation to a common-law
right of property. Nor does it import
ownership of the “mark” as such’. It appears to be
used in the sense
of "one who has the exclusive right or title
to the use . . . of a thing" (at 744F-G). In terms of section
20(1), ‘one
can claim to be the proprietor of a trade mark if
one has appropriated a mark for use in relation to goods or services
for the
purpose stated, and so used it (at 744I-J. The word
‘appropriate’ in this context comprehends ‘originate’,
‘acquire’ and ‘adopt’ (at 744I-J).
[45]
Camps
Bay Ratepayers’ and Residents’ Association and another v
Harrison and another
[2010]
ZACC 19
;
2011 (4) SA 42
(CC) para 62.
[46]
Oudekraal
Estates (Pty) Ltd v City of Cape Town and others
2004
(6) SA 222
(SCA) para 31. See also
MEC
for Health, Eastern Cape, and another v Kirland Investments (Pty)
Ltd t/a Eye & Laser Institute
[2013]
ZASCA 58
;
2014 (3) SA 219
(SCA) para 20.
[47]
African
National Congress v Electoral Commission of South Africa and Others
[2024]
ZAEC 3.
[48]
G C
Webster and N S Page
South
African Law of Trade Marks
(November
2023 – SI 26) para 11.16.
[49]
Ibid.
[50]
Commissioner,
South African Revenue Service v Hawker Air Services (Pty) Ltd;
Commissioner, South African Revenue Service v Hawker
Aviation
Partnership and others
[2006]
ZASCA 51
;
2006 (4) SA 292
(SCA);
[2006] 2 All SA 565
(SCA) para 9
(footnotes omitted).
[51]
Spilhaus
Property Holdings (Pty) Ltd and others v Mobile Telephone Networks
(Pty) Ltd and another
[2019] ZACC 16
;
2019 (4)
SA 406
(CC) para 44.
[52]
See
Capitec
Bank Holdings Ltd and another v Coral Lagoon Investments 194 (Pty)
Ltd and others
[2021]
ZASCA 99
;
2022 (1) SA 100
(SCA) para 19, albeit that
s 16(2)
(a)
(i)
of the
Superior Courts Act confers
a discretion on a court of appeal
to hear an appeal notwithstanding mootness as opposed to the high
court which has no jurisdiction
to entertain the merits of a matter
once the subject matter of the litigation has ceased to exist before
judgment. See
Solidariteit
Helpende Hand NPC and Others v Minister of Cooperative Governance
and Traditional Affairs
[2023]
ZASCA 35
para 18;
Theron
and another NNO v Loubser NO and others
[2013]
ZASCA 195; 2014 (3) SA 323 (SCA).
[53]
Verimark
(Pty) Ltd v BMW AGBMW AG; Verimark (Pty) Ltd v BMW AGBMW AG v
Verimark (Pty) Ltd
[2007] ZASCA 53
;
2007
(6) SA 263
(SCA) para 5.
[54]
Bata
Ltd v Face Fashions CC and another
2001
(1) SA 844
(SCA) para 8.
[55]
Plascon-Evans
Paints Ltd v Van Riebeeck Paints (Pty) Ltd
[1984] ZASCA 51
;
1984
(3) SA 623
(A) at 641A-E (‘
Plascon-
Evans
’
).
[56]
Ibid
at 640G–641E.
[57]
Sea
Harvest Corporation (Pty) Ltd v Irvin & Johnson Ltd and Another
[2011]
ZAWCHC 35
; 2011 BIP 386 (WCC) para 30.
[58]
Blue
Lion Manufacturing (Pty) Ltd v National Brands Ltd
2001
(3) SA 884
(SCA) para 3 (‘
Blue
Lion
’
).
[59]
Yuppiechef
Holdings (Pty) Ltd v Yuppie Gadgets Holdings (Pty) Ltd
[2016]
ZASCA 118
; 2016 BIP 269 (SCA) para 26 (‘
Yuppiechef
’
).
See also
Puma
AG Rudolf Dassler Sport v Global Warming (Pty) Ltd
[2009]
ZASCA 89
;
2010 (2) SA 600
(SCA) para 8.
[60]
Nice
Classification
11
ed (2021).
[61]
Leonard
Dingler (Pty) Ltd v Afroberg Tobacco Manufacturing (Pty) Ltd and
others
[2019]
ZAGPPHC 176; 2019 BIP 137 (GP) para 11.
[62]
PPI
Makelaars And Another v Professional Provident Society of South
Africa
1998
(1) SA 595
(SCA) at 602G-H (‘
PPI
Makelaars
’
).
[63]
Y
uppiechef
para
14, which deals with the limits of an infringement under
section
34(1)
(a)
,
says the following:
‘
That
highlights both the scope and the limits of the protection provided
by registration of the mark. It is prohibited use to
use an
identical, deceptive or confusingly similar mark in relation to
goods falling within those classes.
But
the use of the same mark on other goods or services, falling outside
the class of
goods
or services covered by the registration, does not amount to an
infringement under this section.’
(My
underlining.)
[64]
Bata
Ltd v Face Fashions CC and another
2001
(1) SA 844
(SCA) para 9.
[65]
Ibid
para 13.
[66]
African
National Congress v Congress of the People and others
2009
(3) SA 72
(T) para 9
[67]
The
following is stated in 42
Lawsa
3
ed para 235:
‘
In
terms of section 34 of the Trade Marks Act, the comparison is
limited to the plaintiff’s registered trade mark and the
mark
used by the defendant. The fact that the defendant’s goods are
distinguished from those of the proprietor of the mark
by matter
extraneous to the mark is irrelevant for purposes of infringement.
The likelihood of deception or confusion must be
decided in relation
to the trade mark itself and not in relation to the label of which
it forms a part. In
Adidas
Sportschuhfabriken Adi Dassler KG v Harry Walt & Co Ltd
Botha
J stated: “I agree also with the submission of counsel for the
plaintiff that his enquiry is confined to the marks
themselves and
that no regard should be had to other features of the getup or other
indications of origin of the goods as actually
marketed by the
plaintiff and the defendant respectively.” In
Verimark
(
Pty
)
Ltd
v BMW AG
,
the appellant had used a picture of the front of a BMW car on its
DIAMOND GUARD car polish, with the BMW logo trade mark visible.
The
Supreme Court of Appeal looked at the entire get-up of the product
for the purposes of determining that Verimark was not
using the BMW
logo as a trade mark, not for the purposes of determining likelihood
of confusion. In dealing with the respondent’s
reliance on the
afore-mentioned
dictum
in
the
Adidas
case
the court commented as follows: “This
dictum
is,
in context, correct although it has from time to time been used to
blur the distinction between added matter extrinsic to
a defendant’s
mark and added matter that is intrinsic thereto. In any event, the
dictum
dealt
with the issue of determining identity or the likelihood of
confusion or deception and not with the determination of the
public’s perception of what the defendant’s mark is.”’
(Footnotes omitted.)
[68]
N R
Mandela
Long
Walk to Freedom
(1994)
at 262.
[69]
It
has been written that the first likely appearance of a clenched fist
as a symbolic gesture was in
France
during the 1848 revolution that resulted in the abdication of King
Louis-Philippe, the last reigning French monarch. Others
point out
that one of the
earliest
known instances in the US of a protester brandishing a raised fist
occurred in 1913 during the Paterson strike in New
Jersey. Those
opposing
Nazis’
atrocities
and
the
spread
of
fascism
across
Europe
eventually
adopted
the
fist
as
a
symbol
against bigotry and persecution, growing into a symbol that is
firmly embedded in anti-racist protests. J Stout
‘
History
of
the
raised
fist,
a
global
symbol
of
fighting
oppression’,
July
2020,
https://www.nationalgeographic.com/history/article/history-of-raised-fist-global-symbol-fighting-
oppression
(accessed
19 April 2024).
[70]
Payen
Components SA Ltd v Bovic CC and others
[1995] ZASCA 57
;
1995
(4) SA 441
(A),
[1995] 2 All SA 600
(A) at 453G-H.
[71]
Ibid
at 453B-C.
[72]
Blue
Lion
para
1.
[73]
As
stated earlier, despite my conclusions on lack of urgency, absence
of jurisdiction and locus standi, I considered it proper
to
determine the remaining preliminary points raised, as well as the
merits.
I
did so having considered what was said by the Constitutional Court
in
President
of the Republic of South Africa v Democratic and Others
2020
(1) SA 428
(CC) at para 35, cautioning that ‘courts should be
loath to fulfil an advisory role, particularly for the benefit of
those
who have dependable advice abundantly available to them and in
circumstances where no actual purpose would be served by that
decision, now”. This matter is distinguishable.
[74]
Biowatch
Trust
v
Registrar,
Genetic
Resources,
and
others
[2009]
ZACC
14;
2009
(6)
SA
232
(CC); 2009 (10) BCLR 1014 (CC).
[75]
Lawyers
for Human Rights v Minister in the Presidency and others
[2016]
ZACC 45
;
2017 (1) SA 645
(CC);
2017 (4) BCLR 445
(CC) para 18.
sino noindex
make_database footer start
Similar Cases
African National Congress v Umkhonto Wesizwe Party and Another (D153/2024) [2024] ZAKZDHC 50 (8 August 2024)
[2024] ZAKZDHC 50High Court of South Africa (KwaZulu-Natal Division, Durban)100% similar
Khoza and Others v National Executive Committee, African National Congress Women's League and Others (D9489/2023) [2024] ZAKZDHC 5 (6 February 2024)
[2024] ZAKZDHC 5High Court of South Africa (KwaZulu-Natal Division, Durban)98% similar
W.S v N. V (D376/2020 ; D1062/2021) [2025] ZAKZDHC 35 (6 June 2025)
[2025] ZAKZDHC 35High Court of South Africa (KwaZulu-Natal Division, Durban)98% similar
Cebekhulu v Minister of Correctional Services (D12441/2016) [2023] ZAKZDHC 73 (24 February 2023)
[2023] ZAKZDHC 73High Court of South Africa (KwaZulu-Natal Division, Durban)98% similar
Ngubane v Shandu and Another (1553/2025) [2025] ZAKZDHC 62 (30 September 2025)
[2025] ZAKZDHC 62High Court of South Africa (KwaZulu-Natal Division, Durban)98% similar