Rule changes will help mutual fund investors more easily obtain the key information they need
Delegates from over 30 countries gather in Montreal
Locking in gains made along the way to maturity may appeal to clients sitting on a heap of cash
Room for improvement in several areas
Rules would require investors receive clear, concise summary of key fund information
Financial advisors provide clients with guidance on all their life issues
Legislation will make it easier for mutual fund companies to forward distribution statements to investors on time
Proposed document would highlight a fund’s performance, risk and cost
Hamon Investment Management will be the sub-advisor of the Talvest China Plus Fund and the Talvest Asian Fund
Investment funds required to have independent review committees