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The Voice of Canada’s Investment Funds Industry

IFIC Operations Day

November 20, 2013

IFIC Operations Day


IFIC’s annual Operations Day will be held on Wednesday November 20, 2013 at the King Edward Hotel in Toronto. Industry leaders will discuss trends, issues, and practical measures that will help you and your team meet the regulatory challenges that are on the horizon.

Topics of discussion will include:

  • CRM2: The cost disclosure and performance reporting requirement changes being phased in over the next two and a half years
  • Point of Sale: Stage 2 goes into effect on June 13, 2014
  • FATCA: New account procedures go into effect July 1, 2014
  • FundSERV: Updates, new developments and priorities
  • IFIC Operations Working Group: Hear updates on current issues the group is working on and participate in guiding its future agenda.


(November 20, 2013)

FundSERV Update
(November 20, 2013)

Operations Working Group Panel
(November 20, 2013)

Point of Sale - Operations Issues
(November 20, 2013)

CRM Panel : Overview of Operational Issues
(November 20, 2013)