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IFIC Releases Guide to Help Dealers Prepare New CRM2 Client Reports
Sources News Release
http://www.sources.com/Releases/NR2744.htm
Publisher: The Investment Funds Institute of Canada (IFIC)
Date Written: 23/06/2016
Year Published: 2016
Resource Type: Article
Toronto, ON - June 23, 2016 - The Investment Funds Institute of Canada (IFIC) today released a guide for mutual fund dealers. Preparing CRM2 Reports for Your Clients (https://www.ific.ca/wp-content/uploads/2016/06/Preparing-CRM2-Reports-for-Your-
Abstract: Toronto, ON - June 23, 2016 - The Investment Funds Institute of Canada (IFIC) today released a guide for mutual fund dealers. Preparing CRM2 Reports for Your Clients (https://www.ific.ca/wp-content/uploads/2016/06/Preparing-CRM2-Reports-for-Your-Clients-A-Guide-for-Dealers.pdf/14300/) will help the funds industry deliver on the final phase of the new disclosure framework known as CRM2.
The final phase comes into effect July 15, 2016. Dealers have one year - until July 14, 2017 - to issue the ...
To read the full release go to http://www.sources.com/Releases/NR2744.htm
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