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
Comment period closes for proposed CSA risk classification methodology for mutual funds
Firm can deliver 100% of POS documents either electronically or in print
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