Company: Mutual Fund Dealers Association

799 results found

A new paper argues that prospects for reform at the provincial level shouldn't prevent IIROC and MFDA from merging

The former rep has been permanently banned and ordered to pay more than $1.6 million

The rules would explicitly require firms to resolve material conflicts of interest in the best interest of their clients

Business team with thumbs up

SRO wants to ensure fund reps' skills and industry knowledge remain up to date

The heads of the MFDA and IIROC squared off on the future of SROs

  • By: Katie Keir
  • September 26, 2019 October 17, 2019
  • 15:49

Clients were advised to concentrate their holdings in precious metals sector funds

Areas where future regulatory policy is expected include cybersecurity and protecting seniors

The self-regulatory organization says its proposal is being “purposely misinterpreted”

The firm will pay a $250,000 fine and $50,000 in costs

Regulators stop short of going ahead with OBSI recommendations