The three-year, staged implementation of the second phase of the CRM2 will be complete by 2017. However, many of the most important changes lie ahead, including providing new reports for clients on the cost and performance of their investments — in dollars and cents.

Listen to experts Adrian Walrath, assistant director, policy, the Investment Industry Association of Canada, and Susan Silma, a principal with consulting firm CRM2 Navigator and formerly with the Ontario Securities Commission, on the key challenges and tasks that lie ahead for firms that must comply with CRM2.