CFA Institute Discovery Order Trimmed in Suit Over ‘CPFA’ Mark

Investment professionals association CFA Institute must produce documents going back only five years, instead of the 10 requested, in its suit against a retirement plan professionals organization over the use of acronyms, after the Western District of Virginia found the initial discovery request may be burdensome.

The American Society of Pension Professionals & Actuaries request that was trimmed sought CFAI agreements and documents relating to trademark enforcement efforts. Requests seeking evidence of any judicial, administrative, or legal proceedings against any third parties will go back 10 years.

The U.S. District Court for the Western District of Virginia also limited all ...