Tag: Segregated Funds

Bulletin | Ice Cream Edition | July 2024

In this bulletin: OSC’s Annual Summary Report for Dealers, Advisers and Investment Fund Managers: A Layered Regulatory Sundae CSA’s Cool Recap of the Year in Review CIRO’s Serving up Proposals for Proficiency ASC’s 2024 Annual Report Scoop In Brief: The Assorted...

Important Reminder: Total Cost Reporting

Many registrants received a reminder earlier this month from the securities regulatory authorities that the enhanced cost disclosure reporting requirements for investment funds (and new cost and performance reporting guidance for segregated funds) will be in force on...

Bulletin | Biking Edition | June 2024

In this bulletin: A Balancing Act: New Time-Limited Expansion of Permitted EMD Activities FSRA’s Gearing up for Change: Consultation on Total Cost Reporting for Segregated Funds In Brief: 2023 Annual Report of OSC’s Investor Advisory Panel: Staying Safe  ▪  Watching...