FAIR Canada pleased that investors won’t have to wait to get new reports focusing on investment costs and performance
Deadline for new reports on investment cost and portfolio performance remains July 15, 2016
Report highlights shortcomings with relationship disclosure documents
Investor advocacy group says the IIAC has not made a case for any further delay in adopting the new reporting requirements
IIROC says its requirements to report fees and performance are generally consistent with the CSA’s CRM2 amendments
The industry association says its proposed modifications are in the best interests of investors
Reforms finalized for fund dealers
The OSC’s Investor Advisor Panel opposes the IIAC’s request for an extension on the implementation of new cost and performance reports
The amendments aim to improve transparency about the costs of investing and the performance of client portfolios
Will new disclosure rules prompt an investor migration?