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There are “divergent views” on many aspects of a proposed standardized risk classification methodology

The requirement for pre-sale delivery of disclosure documents to mutual fund investors takes effect on May 30, 2016

The CSA is also sending out investor education tweets during Financial Literacy Month

  • By: IE Staff
  • November 4, 2014 December 19, 2017
  • 12:40

Confirmation of receipt made easier for clients

The Ontario Securities Commission's IAP and FAIR Canada say that it's been a bad year for investor protection in Ontario

Disclosure document will be delivered to mutual fund investors within two days of their purchase

IAP says proposal lines up with disclosures that will be required under phase two of the Client Relationship Model reforms

Draft rules require firms to provide a mandatory Key Information Document

The CSA is finally moving to impose disclosure when mutual funds are sold, regardless of fund type or sales channel

The aim is to help investors make more informed decisions by them key information about a mutual fund