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Implementing CRM 2: Practical tips for advisors

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Home In Depth Special Reports Navigating CRM 2 Implementing CRM 2: Practical tips for advisors

Navigating CRM 2

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Implementing CRM 2: Practical tips for advisors

Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, gives practical tips on how to meet the complex new requirements of CRM 2. She discusses responsibilities for firms, the complex paperwork, and balancing compliance with service. Cowdery spoke to Paula Virany, multimedia editor and video producer with Investment Executive, at the TMX Broadcast Centre in Toronto.

  • By: Rebecca Cowdery, Paula Virany
  • July 15, 2013 December 19, 2017
  • 05:30
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Rebecca CowderyPaula Virany

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CRM 2 reforms now in effect

CRM 2: Competing products, different rules?

First phase of CRM 2 takes effect July 15

CRM 2: Breaking down the new regulations

Analysis: Is CRM the beginning of bigger reforms?

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