New rules usually bring penalties. Protect yourself
The research will cover activity from 2016 through 2019 and is expected to be completed by 2021
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FAIR Canada has released videos while IFIC has put out an infographic aimed at explaining the enhanced disclosure coming into effect on Friday as part of CRM2
Advisors must inform clients of the fees they pay as a new survey finds that most Canadians don’t know their fees will be revealed in statements thanks to CRM2
Proposals include stronger protection for client assets, clarity for EMD activities and relief from certain CRM2 requirements
Information for dealers focuses on annual investor reports
Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later
Document provides guidance on the new reports that dealers must start providing to clients
Possible reform of mutual fund fees