Demonstrating accountability and competencies are key to rebuilding investor confidence
Six new individuals elected to board; Harris named chairwoman
New deadline gives firms time to make systems changes
Proposals form the second part of the Client Relationship Model
Events hosted by IIROC and IIAC will feature panel discussions, round tables and industry representatives
FSCO to examine how life agents make client recommendations
The CRM will help ensure a consistent standard of conduct in the investing process and enhance respect for advisors and firms
Implementation of the just approved CRM will take several years
Some of the new requirements take effect immediately, while others will be phased in over the next two years
Association helping firms prepare for Client Relationship Model, Fund Facts delivery