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CI makes portfolio management changes

The AMF will follow up on the results of the review and may require firms to make changes to their “Fund Facts” documents

Empire Life expands digital applications to seg funds

The new requirements for Fund Facts and the newly announced ETF Facts would come into effect in March and will be required as of September

Although increasing compliance and regulation are perceived as burdens to many advisors and their firms, the business case for more efficient disclosure is compelling

How to help clients avoid confusion

CI makes portfolio management changes

Mackenzie and Quadrus will not have to deliver the document to clients if they’re in a program that automatically switches them to a lower-fee series

IFIC campaign encourages investors to open their statements

The research will cover activity from 2016 through 2019 and is expected to be completed by 2021

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

Advisors must understand what “delivery” means — including the exceptions — to ensure they’re prepared to meet the new requirements

Some insurance products and ETFs are in regulators’ sights

CI makes portfolio management changes

Advisors who sell mutual funds face new risk and cost disclosure rules. Learn what you need to know to build client trust — and what to avoid. Register and earn CE credits.