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The Voice of Canada’s Investment Funds Industry

Policy

Policy

As the voice of Canada’s investment funds industry, IFIC’s principal role is to advocate on behalf of its members and their investors. We review and analyze public policy issues, including federal and provincial legislation and regulatory and self-regulatory initiatives and develop and communicate approaches that advance our mission – to foster a strong, stable investment sector where investors can realize their financial goals.

IFIC files many submissions to policy makers and other stakeholders. We also commission reports from independent third-party think tanks and analysts on topical issues, source and share independently- produced research from around the world and provide public commentary. Our Policy and Advocacy pages provide access to all of the documents we have available on a subject by subject basis.

Featured Documents

Video: Safeguarding Access to Financial Advice for Canada’s Middle Class
(June 26, 2017)

IFIC President Calls for Choice and Access to Advice for Canadians
(June 15, 2017)

Text: Safeguarding Access to Financial Advice for Canada's Middle Class (June 15, 2017)
(June 15, 2017)

IFIC Submission – CSA Consultation Paper 81-408 – Consultation on the Option of Banning Embedded Commissions (June 9, 2017)

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(June 9, 2017)

Voluntary Guidelines for Fund Managers Regarding Fund Volatility Risk Classification – June 2017
(June 6, 2017)

Media Backgrounder: Financial Advice – Who Needs It and Why.
(June 6, 2017)

IFIC Submission – Department of Finance – International Competitiveness (May 9, 2017)
(May 9, 2017)

IFIC Submission – MFDA – Proposed Continuing Education Requirements (April 27, 2017)
(April 27, 2017)

IFIC Submission – TSX – Insider Trading Marker Summary Report (April 19, 2017)
(April 19, 2017)

IFIC Stresses Importance of Robust, Consistent Suitability Process
(February 3, 2017)

IFIC Submission — IIROC — Proposed Guidance on Order Execution Only Services and Activities (February 3, 2017)
(February 3, 2017)

Your Guide to Investment Funds – Winter 2017

Understand your investments and secure your future.

(January 30, 2017)

IFIC Submission – MFDA – Misleading Business Titles (Rule 1.2.5) (January 25, 2017)
(January 26, 2017)

IFIC CEO Responds to Release of CSA Consultation Paper on Embedded Commissions
(January 10, 2017)

CSA/SRO Compensation Surveys Fail to Justify Ban on Embedded Fees
(January 5, 2017)

IFIC Submission - CSA Proposed Amendments to NI 81-102 - Alternative Funds (December 22, 2016)
(December 22, 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.

(December 15, 2016)

IFIC Submission – CSA Proposed Amendments to NI 31-103 (October 5, 2016)
(October 6, 2016)

IFSE Submission – MFDA and BCSC – ETF Proficiency (September 28, 2016)

IFSE Submission to MFDA and BCSC on ETF Proficiency - September 28, 2016

(September 28, 2016)

IFIC Submission – MFDA and BCSC – ETF Proficiency (September 28, 2016)
(September 28, 2016)