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Investment fund charges should be included in fee summaries: report

Investment fund charges should be included in fee summaries: report
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Ontario Securities Commission , Behavioural Insights Team , Client Relationship Model , Insights Team , ஆஂடேரியொ பத்திரங்கள் தரகு , நடத்தை நுண்ணறிவு அணி , வாடிக்கையாளர் உறவு மாதிரி , நுண்ணறிவு அணி ,

A historic period of regulatory reform | Investment Executive


An unprecedented period of CSA policy development and rule implementation is coming to a close.
Collectively, the implementation of the client-focused reforms (CFRs), the ban on the payment of upfront sales commissions including deferred sales charges, and the ban on trailing commission payments to order execution only dealers will permanently reshape the advisor-client relationship and how retail mutual funds are distributed in Canada.
The industry is now working to implement these changes over the next 15 months.
The consultations that led to the adoption of these rules began three and a half years ago. This may seem like a long time, until one considers the significance of the regulatory issues on the table: whether there should be an overarching best interest standard for dealers, whether all embedded commissions should be banned and how best to manage conflicts of interest. ....

Client Relationship Model , வாடிக்கையாளர் உறவு மாதிரி ,