From the Regulators Fund Facts and Point of Sale Disclosure
Find out about practical approaches to using Fund Facts, including assessing risk, and learn about the extension of the new rules to other types of investment funds.
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In this Special Feature
Some insurance products and ETFs are in regulators’ sights
From the Regulators - May 10, 2016 at 12:45
Advisors must understand what “delivery” means — including the exceptions — to ensure they’re prepared to meet the new requirements
From the Regulators - May 11, 2016 at 10:00
Although new delivery requirements for Fund Facts kick in this month, looming reforms to a key component of the disclosure document remain a work in progress
From the Regulators - May 12, 2016 at 10:00 Stay tuned
This feature will become available on October 24th