Enhancements help advisors efficiently manage preferential pricing among extended family members
Some firms with smaller seg fund families - especially RBC, Sun Life and Co-operators - outperformed in 2017
New disclosure for seg funds to be aligned with mutual funds’ rules?
The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations
The proposals would bring seg fund disclosure more closely in line with the information clients receive about mutual funds, but with some key differences
The new additions include four new global funds and a family of five global index portfolios
The fee reductions in Series 75/100 take effect immediately
The CCIR will also look at issues such as risk classification methodology, oversight of sales, needs-based selling practices, updating of client records and know-your-product due diligence requirements
The digital application features an expedited five-step process that replaces the traditionally paper-heavy process
Fees are reduced by 20 basis points on seven balanced funds