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Home In Depth Special Reports Build point of sale into your practice

Prepping for point of sale disclosure

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Build point of sale into your practice

Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors can use the Fund Facts document to meet their obligations under CRM2.

  • By: Rebecca Cowdery
  • July 14, 2015 November 9, 2019
  • 15:25
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Rebecca Cowdery
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