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Keyword: Suitability

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rules and regulations

Canada remained the last G20 country without conduct standards for OTC derivatives markets

digital euro

European regulators say financial institutions should make "extra efforts" to ensure investors are aware of how inflation affects real returns

Taxpayer's desk and excise documents to import and export industrial goods for the purpose of maximizing profits for large business organizations. (Taxpayer's desk and excise documents to import and export industrial goods for the purpose of maximizin

Registration, record-keeping and supervisory deficiencies were most common in firms' exams

Investor misunderstood difference between advisory and discretionary accounts, court found

Blackboard rating

Regulators found firms are failing to identify and manage conflicts in clients' best interests

Report on industry conflicts to be published soon with CSA, CIRO

Judge looks at papers

BCSC orders eight-year ban, alongside $60,000 penalty

new rules

Rules aim to expand availability of risky, illiquid investment funds

Review to look at results of efforts to add sustainability factors to suitability, product governance requirements

Home for sale with red and white real estate sign during the fall season. Fall season with leaves on ground. Front porch and windows in background. Residential neighborhood. Moving house, relocation concept. Realtor putting up signs.

Brokerage, owner admitted to various contraventions of mortgage rules