Mutual Funds Point-of-Sale Regime
Investment Products & Wealth Management Group Seminar
November 26, 2010
Fasken Martineau
Stock Exchange Tower
800 Victoria Square, 37th Floor
Montreal, QC, Canada
Event participants:
John Kruk,
Pierre-Yves Châtillon
The Portfolio Management Association of Canada (formerly called Investment Counsel Association of Canada) and Fasken Martineau's Investment Products & Wealth Management Group invite you to a seminar on the new point-of-sale disclosure regime published by the Canadian Securities Administrators on October 6, 2010 and coming into full effect on April 8, 2011. John Kruk of Fasken Martineau, Venkat Kannan of Mackenzie Financial Corporation and Bob Bouchard of the Manitoba Securities Commission will cover the following topics:
- Overview of the new regime
- Fund Facts and incidental prospectus changes
- Transition rules and expectations
- Key timing and implementation issues
- Future phases of the regime
Agenda:
- 12:00 pm - 12:30 pm Registration & Lunch
- 12:30 pm - 2:00 pm Presentation & Q&A
* This activity is recognized by the Quebec Bar as the mandatory continuing legal education policy.
For more information:
Marc Jutras
514 397 5192