Style Guide for ACCPAC International, Inc. Rules and Guidelines for the Use of Trademarks, Service Marks and Trade Names

Transcription

1 Style Guide for ACCPAC International, Inc. Rules and Guidelines for the Use of Trademarks, Service Marks and Trade Names I. Introduction May 7, 2004 (Revised) These guidelines are designed to protect the valuable trademark, service mark and trade name rights owned by and specific to ACCPAC International, Inc. and/or its affiliate companies (collectively ACCPAC ). These guidelines will answer most questions regarding the use of the ACCPAC marks and trade names. When in doubt, however, please contact the ACCPAC Legal department for clarification. A trademark is a word, phrase, symbol or device or a combination of these, adopted and used by a company to identify its products (e.g., retail software) and to distinguish them from the products of others. A service mark is a type of trademark used to identify services (e.g., allowing users online access to financial information) rather than tangible products. A trade name is the name of a company under which business is conducted. Some words or phrases may be used in more than one category. ACCPAC uses and protects a variety of marks and trade names around the world to promote the company, its products and services. The ACCPAC marks and trade names provide assurance to customers that they are purchasing genuine products and services from a known source that will measure up to the high quality control standards of ACCPAC. The proper use of the ACCPAC marks and trade names is critical to the continued success of its commercial efforts. ACCPAC has devoted significant resources to promoting its products, services and corporate identity. By adhering to these guidelines for proper use of marks and trade names, ACCPAC employees, resellers, distributors, solution providers and other colleagues will ensure that customers continue to recognize the quality and value of ACCPAC products and services. ACCPAC at all times reserves the right to review and approve or reject any use of its marks or trade names and to object to unfair use or misuse of its logo and other marks or other violations of applicable law. Failure to abide by the following guidelines will compel ACCPAC to take appropriate action to protect its rights in the ACCPAC marks and trade names under federal and state law and/or the laws of other jurisdictions. If you become aware of any unauthorized use of an ACCPAC mark or trade name, please contact the ACCPAC Legal department immediately. Page 1 of 12 Revised May 7, 2004

2 II. Definitions As used in these guidelines, the terms below are defined as follows: Trademark: Any word, phrase, symbol, logo or other device (or any combination thereof) used by ACCPAC to identify and distinguish its products (e.g., ACCPAC Discovery Series software). Service Mark: Any word, phrase, symbol, logo or other device (or any combination thereof) used by ACCPAC to identify and distinguish its services (e.g., SimplyCARE SM update and upgrade service). Trade Name: Any name used by ACCPAC to identify and distinguish the business entity (e.g., ACCPAC International, Inc.). III. Use of ACCPAC Trade Names and Subsidiary Names A. Company Name Correct usage of the company name in materials is important to maintaining corporate identity. In any material, the first reference to the company should always state the complete company name, exactly as follows: ACCPAC International, Inc. The next reference to the company may either state the complete company name as above, or appear as: ACCPAC Note: There is not a registered trademark symbol,, after ACCPAC, when referring to the business entity rather than the products. The following summarizes correct and incorrect usage of the company name. Correct: ACCPAC International, Inc. ACCPAC (permitted after first use of full company name) ACCPAC Africa (Pty) Ltd. ACCPAC Australia Pacific, Inc. Page 2 of 12 Revised May 7, 2004

3 ACCPAC Canada Inc. (note: no comma) ACCPAC Europe Ltd. (note: no comma) ACCPAC India Pvt Ltd (note: no periods) ACCPAC Mexico, S.A. de C.V. ACCPAC Middle East, FZ-LLC ACCPAC Netherlands BV ACCPAC Software International Pte Ltd (for Singapore) (note: no commas or periods) ACCPAC UK Limited Incorrect: ACCPAC INTERNATIONAL, INC. (as of 7/1/99) ACCPAC International Accpac International, Inc. AccPac International, Inc. ACCPac International, Inc. ACCPAC International, Inc. ACCPAC CANADA INC. ACCPAC Canada, Inc. ACCPAC Software International, Pte Ltd ACCPAC Software International, Pte. Ltd. ACCPAC Int l AI IV. Use of ACCPAC Marks Any party using the ACCPAC marks or trade names must comply with these guidelines, as well as state and federal laws of the United States and, to the extent applicable, laws of other jurisdictions. Page 3 of 12 Revised May 7, 2004

4 A. Use of TM, SM and Symbols Use as a superscript following a mark only if that mark is registered. If an application for registration of a mark is pending, or if ACCPAC claims rights in a mark but has decided not to register it, use the superscript TM (for all trademarks) and SM (only for service marks). Use these symbols with the first or most prominent use of a mark on each page of a print or electronic publication. B. Proper Use of ACCPAC Marks Trademark rights are jeopardized if marks are not used properly. Accordingly, in all print and electronic publications (e.g., press releases, advertisements, marketing materials) and product packaging, please follow these guidelines. 1) Use marks as adjectives, followed immediately by an appropriate noun. If you use the same trademark repeatedly in a piece the trademark should appear with its noun descriptor at least 50 percent of the time. Correct: Simply Accounting software ACCPAC application 2) Do not use marks as nouns. Incorrect: To employ Simply Accounting, press the key You can customize data views with DataDriller. Correct: To employ the Simply Accounting software, press the key You can customize data views with DataDriller technology. 3) Do not use marks in the possessive or plural form. Incorrect: ACCPAC s efficiency is outstanding. Five FAXserve s were sent out yesterday. Correct: ACCPAC financial services are highly efficient. Page 4 of 12 Revised May 7, 2004

5 Five FAXserve messaging products were sent out yesterday. 4) NEVER combine an ACCPAC trademark, service mark or product name with your trademark, service mark or product name. 5) Do not shorten or abbreviate ACCPAC trademarks. 6) Whenever possible, make a mark typographically distinctive: use it in bold or italic type, with an initial capital letter or all capital letters to distinguish it from the generic noun it describes and from other copy in the text. C. Internet In addition to the guidelines outlined here, the following guidelines apply when using ACCPAC marks or trade names on the Internet. 1) Designate each ACCPAC mark appropriately the first time it appears on a particular Web page. 2) Absent express written authorization from ACCPAC, no party may use ACCPAC, Simply, any ACCPAC trademark, any ACCPAC product name, or any confusingly similar marks or names as a portion of its domain name. D. Premiums Premiums include jackets, mugs, pens, T-shirts, hats, book covers and other promotional items. Always consult the ACCPAC Legal department for approval before using ACCPAC marks or trade names in connection with any premium. ACCPAC must deem such usage appropriate and grant its prior written approval. V. Use of the ACCPAC Logos and Product Logos To use a logo, download an authentic logo from or contact the ACCPAC Marketing department for camera-ready artwork. The corporate logo appears in all capitals, as follows: The ACCPAC logo should only appear in PMS 3015C blue, black or reversed out (knocked-out white). The registration mark after the ACCPAC is part of this logo. Page 5 of 12 Revised May 7, 2004

6 The ACCPAC Online logo is a two-color logo and should only appear in PMS 3015 blue and black as specified. The registration mark and the symbol are part of this logo. A. Spacing A minimum amount of empty space must surround the logo to separate it from any other object, including type, photographs, borders and edges. The required border of empty space around the logo is ½(x) wide, where x equals the height of the logo. B. Approved Duplicates Only approved duplicates of the ACCPAC logo or product logos, directly obtained from ACCPAC International, Inc., may be used. ACCPAC will not approve the use of substitute materials or approximations of designs or materials that do not meet strict quality standards. C. Improper Use of Logos 1) Absent express written permission from ACCPAC, no party may use any ACCPAC logo in any manner implying that the party or any goods or services it offers are sponsored or endorsed by or otherwise affiliated with ACCPAC. 2) Absent express written permission from ACCPAC, no party may display any ACCPAC logo in any manner suggesting either that the party s product or service is an ACCPAC product or service or that ACCPAC constitutes part of the name of the party s product or service. 3) Absent express written permission from ACCPAC, no party may display any ACCPAC logo in its packaging or promotional materials in more prominent fashion than the party s own logo or other marks. VI. ACCPAC Product/Service Names and Taglines A. Separate rules apply for ACCPAC when used in a product name. The first use must include the or after the specific product name (e.g., ACCPAC Advantage Series or ACCPAC etransact ). Please see the list in Section VIII for specific products and trademarks. Subsequent uses may appear as ACCPAC Advantage Series, dropping the trademark designation. B. Taglines Use the ACCPAC taglines in the same manner you would use any other ACCPAC mark. Follow the guidelines outlined herein. Page 6 of 12 Revised May 7, 2004

7 VII. Other Issues A. Credit Lines All uses of ACCPAC marks must be accompanied by a credit line at the end of the document that lists all marks used within that document. This statement should appear in a type size of at least six points. The standard format to use is: and are registered trademarks or trademarks of ACCPAC International, Inc. in the United States and/or other countries. All other marks are trademarks or registered trademarks of their respective companies. For example, a document that contains the ACCPAC logo and the marks ACCPAC and ACCPAC Advantage Series should have the following credit line: ACCPAC, the ACCPAC logo and ACCPAC Advantage Series are registered trademarks or trademarks of ACCPAC International, Inc. in the United States and/or other countries. All other marks are trademarks or registered trademarks of their respective companies. B. Training Seminars and Other Events During an event to promote or provide training for ACCPAC products or services, and whenever referencing ACCPAC or its products or services during a public event, no party may imply that ACCPAC is conducting, sponsoring or associated in any way with the seminar, training or event without specific prior written authorization from ACCPAC. In addition, the sponsor s name must appear prominently and be identified as the sponsor of the event. Unless otherwise agreed in writing, the following disclaimer must appear in all materials and advertisements related to such an event: This [event/course/seminar/etc.] is presented by [sponsoring organization] and is not in any way affiliated with or endorsed by ACCPAC International, Inc. C. Compatibility Claims If accurate, parties may promote their products as designed for ACCPAC [product name] or compatible with ACCPAC [product name]. No party may represent or imply that ACCPAC has tested or evaluated its product or that ACCPAC endorses, produces or supports its product, however, without express written permission from ACCPAC. Members of the Channel programs (e.g., the Solution Partner Program) should refer to themselves either using their title (e.g., Solution Providers) or as members of the specific program (e.g., members of the ACCPAC Solution Provider Program). Page 7 of 12 Revised May 7, 2004

8 D. Certification Claims Absent express written authorization from ACCPAC, no party may claim to be authorized, certified or approved by ACCPAC or make any representation implying that it is ACCPAC authorized, certified approved or similarly recognized. These guidelines do not constitute such written authorization. Likewise, even when selling a product that was designed to integrate with ACCPAC products, no party may represent or imply that ACCPAC has tested or evaluated the product or that it endorses, produces or supports the product in any way without express written permission from ACCPAC. Parties selling such products or providing services such as training, user groups or consulting may contact the ACCPAC legal department to request further information. VIII. Current ACCPAC Trademarks ACCPAC owns trademark rights in all its product and service offerings, some of which are included in the following list. This list is provided for informational purposes only and may not contain all ACCPAC trademarks. Any questions concerning this list, the use of the trademarks, or whether a name that does not appear on this list is in fact a trademark of ACCPAC, should be referred to ACCPAC s Intellectual Property Manager at For use of these product names, see Section VI of this document. ACCPAC ACCPAC (logo) ACCPAC Advantage Series ACCPAC Advantage Series Enterprise Edition ACCPAC Advantage Series Corporate Edition ACCPAC Advantage Series Small Business Edition ACCPAC Advantage Series Discovery Edition ACCPAC BAS ACCPAC Business Analysis Suite ACCPAC Business Health System ACCPAC BHS ACCPAC BHT ACCPAC Business Health Test Page 8 of 12 Revised May 7, 2004

9 ACCPAC Comprehensive Financial Optimizer ACCPAC CRM ACCPACcrm.com ACCPAC CRM SalesTeam ACCPAC DataDriller ACCPAC Director Series ACCPAC Discovery Series ACCPAC eadvantage Suite ACCPAC e-business enabled ACCPAC efile for Payroll ACCPAC EFT Direct ACCPAC EFT Direct Payables ACCPAC EFT Direct Payroll ACCPAC EFT Direct Receivables ACCPAC epos ACCPAC etransact ACCPAC Exchange ACCPAC Exchange Services ACCPAC Executive Series ACCPAC FAXserve ACCPAC HR Series ACCPAC iconnect ACCPAC iconnect Payroll ACCPAC iconnect Purchase Orders ACCPAC iconnect Receivables ACCPAC iconnect Sales Orders Page 9 of 12 Revised May 7, 2004

10 ACCPAC iconnect Server ACCPAC Insight ACCPAC International, Inc. ACCPAC KPI ACCPAC LIVE! ACCPAC Messenger Series ACCPAC Messenger Suite ACCPAC MOBILEserve ACCPAC Online ACCPAC Options ACCPAC Partnership ACCPAC PLUS ACCPAC Pro Series ACCPAC Pro Series Manufacturing ACCPAC Process Server ACCPAC Query ACCPAC University ACCPAC VisionPoint ACCPAC VOICEserve ACCPAC Warehouse Management System ACCPAC Wireless ACCPAC WMS BitCom BitFax BitFax PRO BitPhone Page 10 of 12 Revised May 7, 2004

11 BitShare BitVoice BitWare BitWare PRO BPI BPI Accounting Contact Master e for Every Business EFT Direct e.volve Internet Business Consultant ProAlert Simple Comptable(mc) Simple Comptable (logo) (mc) Simply Accounting Simply Accounting (old logo) Simply Accounting 2003 (new logo) Simply Accounting 2004 (new logo) Simply Accounting 2004 Simply Accounting 2004 Basic Simply Accounting 2004 PRO Simply Accounting 2004 Contact Master Simply Accounting 2004 EFT Direct Simply Accounting CRM Simply Accounting Online Simply Accounting Payroll 2004 Page 11 of 12 Revised May 7, 2004

12 Simply BitFax Simply BitWare SimplyCARE Simply CRM Simply Messenger Simply Messenger PRO Simply Music SimplyNet Simply Online Simply Talk Simply Tax Simply Webstore SupportPlus TechnoPedia WebAlert WebStreet WebTrader Don t Just Manage The Bottom Line... Improve It! e.volve your business The Simplicity You Want The Security You Need. An Advantage for Every Business F. Status Updates The status of a particular mark may change over time (e.g., from unregistered to registered). Whether or not the mark is registered, ACCPAC is the owner of the mark. However, the symbols used in connection with the mark are determined by its registration status. If there is any doubt as to the appropriate symbol to use in connection with a particular mark, please contact the ACCPAC Legal department or check the ACCPAC web site, Page 12 of 12 Revised May 7, 2004