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Keyword: Segregated funds

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Doing well last year meant preserving capital and minimizing losses

Entrance to Financial Services Regulatory Authority of Ontario

FSRA also reiterated that it wants clients to be protected from seg fund deferred sales charges, regardless of when the funds were purchased

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Quebec regulator proposes $5,000 penalty if insurers charge DSCs for seg funds

  • By: IE Staff
  • December 16, 2022 December 16, 2022
  • 12:24

Proposal would eliminate regulatory arbitrage between seg funds and mutual funds

financial worker analyzing business data and working with tablet computer

Positive industry trends were the most prominent factors

a man interrupts a cascade of falling dominoes

The move follows a regulatory warning earlier this year to stop DSC sales of seg funds

words ESG on a wood block and Future environmental conservation and sustainable ESG modernization development by using the technology of renewable resources to reduce pollution and carbon emission.

TD launched a carbon credit ETF, while Equitable Life has 12 new seg funds

Businessman hand showing financial report on table

Consultation on improving, harmonizing fund disclosure remains open until July 27

Businessman with yellow insurance umbrella looking over city

Some advisors have moved from DSCs to seg funds with chargebacks

angry client meeting

CSA, CCIR propose new cost reporting requirements for investment and seg funds