Keyword: Investment funds

324 results found

Most fund investors start-out with less than $25,000 when they first seek advice

  • By: IE Staff
  • October 12, 2011 October 12, 2011
  • 17:40

Advisors get free access to complete universe of the new mutual fund disclosure documents

Existing protections should not be removed until the new document has been improved to ensure investors have the information they need

The new investment fund product advisory committee will inform the OSC’s development of policy and its operational work

Separate fund facts documents must be filed for each fund class or series

Simplified documents must be online and available to clients

Rebranded Portfolio Management Association of Canada calls on governments to synchronize their efforts

Changeover date moved to Jan. 1, 2012

Solid majority of fund investors confident that their finances will allow them to live the life they plan in retirement

  • By: IE Staff
  • October 6, 2010 October 6, 2010
  • 14:39

Fund companies will be required to produce document effective Jan. 1