Tag: management expense ratios

Bulletin | BBQ Season Edition | May 2024

May 30, 2024 | Featured

In this bulletin: OSC Releases Hot Strategic Plan for 2024-2030 Experimenting with Flavours and Exemptions – Supporting Early-Stage Ontario Businesses Charred and Charted – Did CRM2 Work? In Brief: Grilling of Disclosure – Is it Clear and Conspicuous Enough?  ▪ ...

Did CRM2 Work?

May 30, 2024 | Investment Funds, Regulatory Compliance

On April 25, 2024, the Canadian Securities Administrators (CSA) published two research reports that examined how the implementation of the Client Relationship Model Phase 2 (CRM2) amendments to National Instrument 31-103 Registration Requirements, Exemptions and...