MFDA publishes guidance on CRM2

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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:

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