Separate fund facts documents must be filed for each fund class or series
Simplified documents must be online and available to clients
Rebranded Portfolio Management Association of Canada calls on governments to synchronize their efforts
Changeover date moved to Jan. 1, 2012
Solid majority of fund investors confident that their finances will allow them to live the life they plan in retirement
Fund companies will be required to produce document effective Jan. 1
Advisors must be able to clearly define their value proposition
Maybe what’s really important is the cost of funds vs investors’ actual returns
International equity limits revised; new synthetic Canadian money market category added
MERs expected to drop for most series by end of 2010