Archive: Apr 2015

Release: IFB ready to offer its perspective to the Expert Committee reviewing regulation of financial planning in Ontario

27th Apr 2015

IFB Staff

Release: IFB ready to offer its perspective to the Expert Committee reviewing regulation of financial planning in Ontario

TORONTO – Today Ontario’s Minister of Finance, Charles Sousa, moved on to the next step in the Ministry’s review of financial planning, by announcing the members of an expert committee to examine the need for tailored regulation of financial planners. “The expert committee members bring a wealth of knowledge and experience which will be needed to consider the complex issues and varied perspectives of consumers, investors, advisors, and the financial services industry in general”, said Nancy Allan, Executive Director of IFB. IFB will be monitoring the work of the expert committee, and is ready to offer our viewpoint to their deliberations. “From the outset, IFB has been supportive of a process built on collaborative discussion with all industry stakeholders”, said […]

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MFDA publishes guidance on CRM2

15th Apr 2015

IFB Staff

MFDA publishes guidance on CRM2

The MFDA has published a Bulletin to address questions from mutual fund dealers on implementing the client reporting requirements under CRM2.  The Bulletin contains a series of “Questions and Answers” to help firms with the disclosure, performance reporting and account statement information required under CRM2. For more information and to read the Bulletin click here, or go to the MFDA website: www.mfda.ca.

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