Tag: CRS Compliance

Bulletin | Poetic Perspectives Edition | April 2024

In this bulletin: Verse and Versatility – CIRO’s Ambitious Three-Year Strategic Plan Compliance in Stanzas: Breaking Down FSRA’s 2024-27 Annual Business Plan Crafting Connections: Phase 3 of CIRO’s Rule Consolidation Project In Brief: Will the Money Pour in from...

BLG’s 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...