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New Checklist from IFIC Helps Dealers with 2015 CRM2 Requirements
Sources News Release
http://www.sources.com/Releases/NR2432.htm
Publisher: The Investment Funds Institute of Canada (IFIC)
Date Written: 01/04/2015
Year Published: 2015
Resource Type: Article
Toronto - April 1, 2015 - The Investment Funds Institute of Canada (IFIC) has released a new document aimed at helping dealers prepare for Client Relationship Model Phase 2 (CRM2) rules coming into effect in 2015. Prepared by IFIC with input from
Abstract: Toronto - April 1, 2015 - The Investment Funds Institute of Canada (IFIC) has released a new document aimed at helping dealers prepare for Client Relationship Model Phase 2 (CRM2) rules coming into effect in 2015. Prepared by IFIC with input from the Mutual Fund Dealers Association, Dealer Checklist: CRM2 2015 Requirements (https://www.ific.ca/wp-content/uploads/2015/03/Dealer-Checklist-CRM2-2015-Requirements.pdf/10240/) includes insights and practical information to support dealers as they ...
To read the full release go to http://www.sources.com/Releases/NR2432.htm
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