Apr 24, 2024 | BLG Resource Corner
Our colleagues at BLG have provided a variety of insights we thought might interest our readers, including a discussion of the type of conflicts fund managers should consider from the recent IRC sweep, and the consultation on the qualified investment rules for...
Dec 21, 2023 | BLG Resource Corner
Our colleagues at BLG LLP have written a number of thought-provoking articles our readers may be interested in, including the following: M&A trends for Canadian asset managers: BLG’s observations and insights looking ahead to 2024 Coming January 2024: Employer...
Sep 27, 2022 | Regulatory Compliance
In August, the Canada Revenue Agency (CRA) released proposed legislation (that was first introduced in 2018) that if enacted will expand annual trust reporting requirements beginning with the 2022 taxation year (for trusts that have a December 31 year end). Under the...
Jan 31, 2022 | BLG Resource Corner
Our colleagues at BLG have written a number of articles we thought might interest our readers, including the following: CFA Institute & Canadian Securities Administrators Release ESG Investment Disclosure Standards T3 Trust Reporting Rules – CRA Update for 2021...
Jan 29, 2021 | FAQs, Investment Funds, Regulatory Compliance
Answer: The FATCA and CRS provisions of the Income Tax Act (Canada) (the “ITA”) and the guidance issued by the Canada Revenue Agency (CRA) in connection with those provisions addresses the application of the FATCA and CRS due diligence and reporting requirements in...
