Many complex and hard-to-value securities, such as structured products, are now available to funds
The proposed rule erects a barrier between the Canadian mutual fund industry and its Canadian clients, especially snowbirds
Proposed changes, including changes to risk disclosure, will be published for comment in the spring or summer
Sentry Investments honoured as best equity fund group
Amendments will ease access to market for ETFs, allow mutual funds to short sell up to 20% of NAV
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
Fundata’s FundGradeA+ Rating ranks the “best of the best” over the past year
Association helping firms prepare for Client Relationship Model, Fund Facts delivery
IOSCO publishes final report regarding the suspension of redemptions by collective investment schemes