The Investment Industry Association of Canada is planning a cross-country roadshow early in the new year to meet with its members and spell out its priorities for the year ahead.

A team of IIAC senior staff will be visiting six cities across the country for a series of meetings to brief members on its priorities for 2012.

The first meeting is slated for Halifax on Jan. 5, followed by Winnipeg on Jan. 9, Calgary on Jan. 11, Vancouver on Jan. 12, and Montreal on Jan. 17. The road show ends in Toronto on Jan. 18. The sessions are free, but firms must register to attend.

The one-hour presentations will focus on four key topics:

  • the introduction of the Client Relationship Model, which is close to being finalized by the Investment Industry Regulatory Association of Canada;
  • changes in point-of-sale disclosure for investment funds;
  • U.S. tax reporting and withholding requirements for financial institutions, which will need to be implemented in 2013; and
  • the IIAC’s efforts to promote retirement savings through RRSPs, including RRSP/RRIF anti-avoidance proposals.