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All about Trusted Contact Persons and Temporary Holds - Victoria Times Colonist - Vimarsana News

All about Trusted Contact Persons and Temporary Holds - Victoria Times Colonist

Financial advisors now have additional tools to protect clients from scams: Trusted Contact Person and Temporary Holds.

Firms should prepare to address technicalities in client-focused reform changes: securities lawyer - Vimarsana News

Firms should prepare to address technicalities in client-focused reform changes: securities lawyer

Rules will evolve as regulators give extra guidance and lawyers become familiar with industry norm

Advisors prepare for enhanced suitability - Vimarsana News

Advisors prepare for enhanced suitability

The requirement to put clients’ interests first “reinforces the importance of suitability”

Source: advisor.ca
IIROC Publishes 2022 Priorities - Vimarsana News

IIROC Publishes 2022 Priorities

<p><span>The Investment Industry Organization of&nbsp;</span><span class="xn-location">Canada</span><span>&nbsp;(IIROC) today published its&nbsp;</span><a target="_blank" rel="nofollow" href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=3178991-1&amp;h=986863379&amp;u=http%3A%2F%2Fwww.iiroc.ca%2Fdocuments%2F2021%2F5b59337b-2dd6-462b-9820-c94d9f001cd2_en.pdf&amp;a=fiscal+year+2022+Priorities">fiscal year 2022 Priorities</a><span>. The Priorities focus around four ke...