Company: Mutual Fund Dealers Association

799 results found

Panel orders fines totalling $865,000

Two former regulators join board of directors

The Calgary-based advisor misappropriated money from a vulnerable, unsophisticated investor who was also his sister-in-law

The self-regulatory organization has published a summary of submissions received in response to its discussion paper

The program offers mutual fund dealers assessments of their cybersecurity practices and advice on improving their defences

HollisWealth, acquired by Investia in 2017, implemented a remote branch supervision structure without first receiving MFDA approval

  • November 2, 2018 November 13, 2019
  • 17:15

The revised guidelines adopt a principles-based approach to meting out disciplinary penalties

Ontario advisor referred clients to invest in syndicated mortgages off book

MFDA publishes investor bulletin on mutual fund fees

A female advisor misappropriated more than $31,000 from her father, who was a client