Tag: suitability statement

Updates to CSA Staff Notice on ESG Guidance for Funds

Mar 28, 2024 | Investment Funds, Regulatory Compliance

The CSA published additional guidance on ESG investment fund disclosure practices on March 7, 2024. CSA Staff Notice 81-334 (Revised) ESG-Related Investment Fund Disclosure (Staff Notice) replaces and augments the guidance published in January 2022. The 2024 guidance...

Tag: suitability statement

https://aumlaw.com/wp-content/uploads/2020/03/00268628.pdf

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