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The Voice of Canada’s Investment Funds Industry

IFIC Operations Day

November 13, 2014

IFIC Operations Day

IFIC’s annual Operations Day will be held on Thursday November 13, 2014 at the Toronto Board of Trade. Industry leaders will discuss trends, issues, and practical measures that will help you and your team improve operational efficiency and meet the regulatory challenges that are on the horizon.

Topics of discussion will include:

  • CRM2: The first set of implementation dates has passed. Next up are the July 15, 2015 implementation items and cost disclosure and performance reports.
  • FATCA: New account procedures went into effect July 1, 2014. Now the industry prepares for the 1st round of reporting.
  • 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


CRM2 Panel
(November 13, 2014)

(November 13, 2014)

Unclaimed Property Panel
(November 13, 2014)

Operations Working Group Update
(November 13, 2014)