Performance Reporting & Cost Disclosure
Helpful information for every stage of your financial journey
(January 30, 2019)Understand your investments and secure your future
(January 31, 2018)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.
(November 27, 2017)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.
(November 27, 2017)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.
(November 27, 2017)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.
(November 27, 2017)Understand your investments and secure your future.
(January 30, 2017)
