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The Voice of Canada’s Investment Funds Industry

IFIC Operations Day

November 16, 2017

IFIC Operations Day

IFIC Operations Day returns to the Toronto Board of Trade on Thursday, November 16, 2017. This event is not to be missed and will provide you and your colleagues with practical measures and insights on implementing current industry and regulatory initiatives, as well as preparing for the regulatory challenges ahead. Seasoned industry leaders will share their vital perspectives on trends and issues that the industry faces both today and tomorrow.

Join us for relevant discussions on:

Learn about the ways that the industry is addressing implementation challenges with the introduction of e-signatures, and listen to discussions on the adoption and acceptance of e-signatures. Key players will also provide updates on how firms are addressing regulatory issues.

Taxation Update:
The OECD Common Reporting Standard went into effect on July 1, 2017. This session will provide an outline of the operational considerations for OECD CRS reporting, updates on the progress of FATCA filling and other important operational tax issues.

Dealer Operations Panel:
Gain new insights from dealers as they share the crucial operational challenges that they face and how asset managers and industry affiliates can address these issues.

Join us for updates from Fundserv on their new developments, priorities and key initiatives.

Media coverage has focused on how fintech will revolutionalize the asset management industry. Hear from an industry expert on the implementation status of significant fintech areas such as blockchain, robo-advice and AI.

Operations Working Group Update:
Working group members will share updates on recently-concluded initiatives and current issues that the group is working on, including householding and default distribution options. Event attendees will have the chance to give input and shape the group’s future agenda.

IFIC Members $399
Non-Members $549