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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

Comment period closes for proposed CSA risk classification methodology for mutual funds

Firm can deliver 100% of POS documents either electronically or in print

  • By: IE Staff
  • January 13, 2014 December 14, 2017
  • 10:25

Inconsistent measurements of risk in Fund Facts documents would make comparisons between mutual funds more difficult

The CSA has encouraged dealers to file applications to allow the early use of Fund Facts disclosure

The introduction of the Fund Facts documents presents a great opportunity for the industry to make some wholesale changes to the disclosure landscape

Regulators have uncovered problems in how fund firms rate risk

Technology company is looking for advisors to test its new Fund Facts POS program launching in October

Fund companies must use Fund Facts document instead of a simplified prospectus but point-of-sale disclosure is still on hold