Page 36 - IB December 2023

TRADE MARK CAUTIONARY NOTICE
IN
MICRONESIA
TRADE MARK CAUTIONARY NOTICE IN MICRONESIA
CFA INSTITUTE, a Virginian corporation, of 915 East High Street, Charlottesville, Virginia 22902,
CFA INSTITUTE, a Virginian corporation, of 915 East High Street, Charlottesville, Virginia 22902, United States of America,
does hereby provide notice that it claims proprietorship of the trade mark
United States of America, does hereby provide notice that it claims proprietorship of the trade mark

in relation to:
in relation to:
Downloadable publications, in the nature of newsletters, magazines, books, digest books, and monographs and downloadable
Downloadable publications, in the nature of newsletters, magazines, books, digest books, and
video and audio content, all in the fields of investment management and financial analysis; Downloadable publications, in
monographs and downloadable video and audio content, all in the fields of investment
the nature of newsletters, magazines, books, digest books, and monographs and downloadable video and audio content,
management and financial analysis; Downloadable publications, in the nature of newsletters,
all in the field of reporting on how investment products consider environmental, social and governance (ESG), and diversity,
equity and inclusion (DEI) issues in their objectives and strategies.
magazines, books, digest books, and monographs and downloadable video and audio content,
all in the field of reporting on how investment products consider environmental, social and
Printed publications, namely, newsletters, brochures, books, digest books, and monographs in the fields of investment
management and financial analysis and in support of the interests of investment professionals and financial analysts.
governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and
strategies.
Association services, namely, the promotion of professional standards and practices and providing career information in the
fields of investment management and financial analysis; promoting the interests of investment professionals and financial
analysts; Providing business information regarding how investment products consider environmental, social and governance
Printed publications, namely, newsletters, brochures, books, digest books, and monographs in
(ESG), and diversity, equity and inclusion (DEI) issues in their objectives and strategy, all via a global computer network;
the fields of investment management and financial analysis and in support of the interests of
Association services, namely, the promotion of professional standards and practices and providing career information
investment professionals and financial analysts.
relating to the development, use and maintenance of sustainability and diversity, equity and inclusion (DEI) reporting
standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices and techniques for
Association services, namely, the promotion of professional standards and practices and
a financial services organization to report its sustainable and diversity, equity and inclusion (DEI) development, or its ability
to meet environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance
providing career information in the fields of investment management and financial analysis;
related thereto; Business services, namely, providing information relating to the use of sustainability and diversity, equity
promoting the interests of investment professionals and financial analysts; Providing business
and inclusion (DEI) reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues and the best
information regarding how investment products consider environmental, social and
practices and techniques for a financial services organization to report its sustainable and diversity, equity and inclusion
governance (ESG), and diversity, equity and inclusion (DEI) issues in their objectives and
(DEI) development, or its ability to meet environmental, social and governance (ESG), and diversity, equity and inclusion
(DEI) needs, and its performance related thereto.
strategy, all via a global computer network; Association services, namely, the promotion of
Providing information in connection with financial analysis impact measurement services, and environmental, social and
professional standards and practices and providing career information relating to the
governance (ESG) ratings and advisory, namely, compiling and analyzing statistics, data and other sources of information for
development, use and maintenance of sustainability and diversity, equity and inclusion (DEI)
financial purposes; providing information in connection with financial services, namely, tax planning; providing information
reporting standards, sustainability and diversity, equity and inclusion (DEI) reporting issues
in connection with financial services, namely, environmental, social and governance (ESG) investment planning; providing
and the best practices and techniques for a financial services organization to report its
information in connection with financial management in the field of environmental, social and governance (ESG) investing.
sustainable and diversity, equity and inclusion (DEI) development, or its ability to meet
Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops,
environmental, social and governance (ESG), and diversity, equity and inclusion (DEI) needs,
seminars and conferences in the fields of investment management and financial analysis and distributing course materials in
and its performance related thereto; Business services, namely, providing information relating
connection therewith; Providing online non-downloadable publications in the nature of newsletters, magazines, books, digest
books, and monographs in the field of investment management and financial analysis; providing online non-downloadable
to the use of sustainability and diversity, equity and inclusion (DEI) reporting standards,
visual and audio recordings featuring topics in investment management and financial analysis; Educational services,
sustainability and diversity, equity and inclusion (DEI) reporting issues and the best practices
namely, arranging, conducting, and providing courses of instruction, examinations, workshops, seminars and conferences
and techniques for a financial services organization to report its sustainable and diversity,
to investment industry professionals demonstrating how to embrace and realize diversity, equity, and inclusion (DEI), and
equity and inclusion (DEI) development, or its ability to meet environmental, social and
distributing course materials in connection therewith; Educational services, namely, arranging, conducting, and providing
courses of instruction, examinations, workshops, seminars and conferences in the field of reporting on the sustainable
governance (ESG), and diversity, equity and inclusion (DEI) needs, and its performance related
development of a financial services organization, or its ability to meet environmental, social and governance (ESG) goals,
thereto.
and its performance related thereto; providing online non-downloadable publications in the nature of journals, articles, and
podcasts in the field of reporting on the sustainable development of a financial services organization, or its ability to meet
Providing information in connection with financial analysis impact measurement services, and
environmental, social and governance (ESG) needs, and its performance related thereto; arranging professional workshops
environmental, social and governance (ESG) ratings and advisory, namely, compiling and
and training courses; training services in the field of reporting on sustainable development and sustainability performance of
a financial services organization; Business training in the field of workplace diversity, equity, and inclusion (DEI).
analyzing statistics, data and other sources of information for financial purposes; providing
information in connection with financial services, namely, tax planning; providing information
CFA INSTITUTE cautions that any use of the trade mark or any confusingly similar trade mark in relation to any of these goods
and services or similar goods and services, would be seen as infringement of their rights and that they will take such action
in connection with financial services, namely, environmental, social and governance (ESG)
deemed necessary to protect those rights.
CFA INSTITUTE can be contacted care of their address for service:
AJ Park, Level 22, Aon Centre, 1 Willis Street, Wellington 6011, New Zealand, mail@ajpark.com
cautionary notice for cfa institute stylised & logo.docx
36 Islands Business, December 2023