Companion guide issued to assist dealers in using the reports effectively
New checklist suggests plain language wording that will ensure compliance with CRM2 rules
Company partners with Doxim to produce clearer, more engaging client reporting
Almost three-quarters of survey participants say the costs and effort needed to be compliant with CRM2 are significant
Pre-trade disclosure of charges does not apply seg fund trades
FAIR Canada pleased that investors won’t have to wait to get new reports focusing on investment costs and performance
Deadline for new reports on investment cost and portfolio performance remains July 15, 2016
Report highlights shortcomings with relationship disclosure documents
Investor advocacy group says the IIAC has not made a case for any further delay in adopting the new reporting requirements
IIROC says its requirements to report fees and performance are generally consistent with the CSA’s CRM2 amendments