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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

Investment Fund IFRS Toolkit (July 2018)

Amended the document to delete references to various accounting standards which are no longer applicable

(July 6, 2018)

IFIC Comment Letter - MFDA - Proposed MFDA Rules 1.2 and 1.2.6 and Proposed MFDA Policy No. 9 (Continuing Education Requirements) (June 19, 2018)
(June 20, 2018)

IFIC Submission – Ontario Ministry of Finance – Financial Planning Regulation (April 16, 2018)
(April 19, 2018)

Your Guide To Investment Funds (Winter 2018)

Understand your investments and secure your future

(January 31, 2018)

IFIC Submission – Finance Canada – Federal Pre-budget – 2018 (January 31, 2018)
(January 31, 2018)

IFIC Submission – Federal Government – Amendment of RDSP Rules (January 5, 2018)
(January 5, 2018)

Enhanced Financial Reporting to the CRA – for the Common Reporting Standard and Financial Account Tax Compliance Act December

Information to increase your understanding of the CRS and FATCA

(December 21, 2017)

"It's your money. Find out more." – A Toolkit for Dealers and Advisors (November 2017)

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)

Investment Fund IFRS Toolkit (November 2017)
(November 20, 2017)

IFIC Submission – Competition Bureau – Technology-led Innovation and Emerging Services in the Canadian Financial Services Sector (November 17, 2017)
(November 17, 2017)

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)

This is a large document that may load slowly - please be patient.

(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)