Mutual Funds Point-of-Sale Regime

Investment Products & Wealth Management Group Seminar
November 26, 2010
Fasken Martineau
550-2900 Burrard St
Vancouver, BC, Canada

Event participants:

John Kruk, Lata Casciano

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
  • Key timing and implementation issues
  • Future phases of the regime

Agenda:

  • 9:00 am - 9:30 am | Registration & Continental Breakfast
  • 9:30 am - 11:00 am | Presentation and Q&A (by Video)

RSVP:

Please register by November 23, 2010. 

* This seminar has been approved by the Law Society of British Columbia's Continuing Professional Development Program
 

For more information:

Justin Mui
604 631 3296