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Jun 30, 2015

Be Prepared Big Change Is Coming

by Ken Kivenko
After years of investor advocacy, securities regulators and the investment industry have finally recognized the need to provide Canadians with more clear and objective information about their investments. As a result, the new Client Relationship Model phase 2 (“CRM2”) rules are being phased in that will provide information that should help investors better understand their investments, and extract more out of their relationship with their salesperson. It 's very important that...
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