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The Voice of Canada’s Investment Funds Industry

CRM Tools and Tips

These materials will help advisors build their knowledge and talk to their clients about the changes arising from CRM2. Many of these items were developed through wide collaboration with industry members and consultation with other stakeholders.

The list includes issues of IFIC’s advisor-focussed information bulletin, Advisor Insights. The material in Advisor Insights uses plain language to make it easier for your clients to understand their new reports and to ask meaningful questions.



Documents

2017
Media Backgrounder: CRM2 Myths and Facts – 2017 Edition

Your Guide to Investment Funds – Winter 2017

Understand your investments and secure your future.


2016
"It's your money. Find out more." – A Toolkit for Dealers and Advisors

The Investment Funds Institute of Canada has created this toolkit to help advisors engage with clients about the new information investors will receive about the performance of their investments and the fees they paid to their dealer under the initiative known as “CRM2”. The materials in this toolkit were created to encourage investors to open their statements and read the new information.


Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments

This is part of a special three-part series of Advisor Insights. The series focuses on helping advisors have better conversations with their clients about their investments as the final stages of CRM2 are implemented. The other two bulletins in the series are: Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients and Advisor Insights: Answering Your Clients’ Questions about Services and Fees.


Advisor Insights: Answering Your Clients’ Questions about Services and Fees

This is part of a special three-part series of Advisor Insights. The series focuses on helping advisors have better conversations with their clients about their investments as the final stages of CRM2 are implemented. The other two bulletins in the series are: Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients and Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments.


Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients

This is part of a special three-part series of Advisor Insights that focuses on helping advisors have better conversations with their clients about their investments as the final stages of CRM2 are implemented. The other two bulletins in the series are: Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments and Advisor Insights: Answering Your Clients’ Questions about Services and Fees.


Infographic: Value for Your Mutual Fund Fees

This infographic highlights the services that retail investors receive for the fees that they pay through their purchase of mutual funds.


Preparing CRM2 Reports for Your Clients: A Guide for Dealers

This guide provides details of key requirements for the two new reports required in the final phase of CRM2, along with practical tips on how to ensure your reports achieve regulatory goals while strengthening the investor-advisor relationship.


Continuing Education Module on CRM2 Requirements

This online course, available free of charge, is offered by IFSE Institute (the educational arm of IFIC) to teach financial advisors about disclosure requirements and advisor obligations under CRM2. The course is designed for investment dealers, mutual fund dealers, exempt market dealers and their representatives.


Implementing the Final Phase of CRM2

Presentation by Michael Stanley (President & CEO, Quadrus Investment Services Ltd. and Chair of IFIC’s CRM2 Communications Task Force) to The Strategy Institute