CRM2-style disclosure could be coming for a range of insurance products
Other countries have been more aggressive about investor protection
The third annual CRM2 guide reviews a range of complex issues that have emerged for advisors and their firms
There are some hidden shoals in the CRm2 regime. regulators offer advice on how to navigate them
Erez Blumberger of AUM Law Professional Corp. talks about educating clients on CRM2 reports
Client conversations are going to change. Get in front of the process by being prepared
New rules usually bring penalties. Protect yourself
The research will cover activity from 2016 through 2019 and is expected to be completed by 2021
Don’t miss out. Registration closing soon.
FAIR Canada has released videos while IFIC has put out an infographic aimed at explaining the enhanced disclosure coming into effect on Friday as part of CRM2