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The Voice of Canada’s Investment Funds Industry

IFIC Operations Day

November 18, 2015

IFIC Operations Day

IFIC’s Annual Operations Day will be held on Wednesday, November 18, 2015 at the Toronto Board of Trade. Industry leaders will discuss trends, issues and practical measures that will help you and your team implement current industry and regulatory initiatives and prepare for the regulatory challenges that are on the horizon.

Cybersecurity: An Operations Perspective
Cyber-attacks take place daily around the world. How vulnerable is your firm? Gain practical tips from experts within and outside our industry on what operations professionals need to know.

T+2 Settlement Updates
Plans are underway to move Canada’s capital markets to a T+2 settlement cycle, to align with the U.S. implementation date of Q3 2017. Learn what you need to do to be ready.

Data management and analysis opportunities
The funds industry collects vast amounts of data. In this session, industry experts will discuss how they separate actionable data from the noise and opportunities that exist for industry collaboration.

FundSERV update
Hear about the latest developments in electronic business services, product enhancements and priorities for the upcoming year.

Operations Working Group Update
Working Group members will provide updates on issues that the group is currently tackling and seek input on its upcoming priorities.

Taxation Update
Hear the latest on tax matters and tax reporting rules, such as the OECD’s Common Reporting Standard (CRS) to be implemented in 2017, the status of FATCA implementation, and more.

CRM2 Update
The 2015 implementation date is just around the corner, and the 2016 requirements are rapidly approaching. Industry experts will outline current implementation issues and share tools and insights that will help firms prepare advisors and investors.

View agenda

Registration fees:

  • IFIC Members: $399
  • Non-Members: $549


FundSERV Update
(November 19, 2015)

Regulatory Panel - T+2 - Will you be ready?
(November 19, 2015)

Regulatory Panel - CRM2 Communication Tools
(November 19, 2015)

Operations Working Group Update
(November 19, 2015)