CSA responds to feedback from stakeholders in consultation paper due next week
Fund names not consistent with investment objectives or investment strategies, regulator says
Proposed changes, including changes to risk disclosure, will be published for comment in the spring or summer
The new Fund Facts document is a major step forward; it should be tested and reviewed before further changes are made
Clients like the uniform presentation of information on the forms between fund companies
Association helping firms prepare for Client Relationship Model, Fund Facts delivery
Securities regulators have struggled mightily to improved point-of-sale disclosure for mutual funds
Process will be extended to MRKPs, financial statements
Some new online repositories are helping mutual fund companies and financial advisors deal with disclosure