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The Voice of Canada’s Investment Funds Industry

Policy and Advocacy

Policy and Advocacy

 

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 policymakers 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

IFIC Submission - Finance Canada - Qualified Investments (February 12, 2016)
(February 12, 2016)

CRM2 Spotlight: Considerations for Dealers

This bulletin outlines direction provided by the Canadian Securities Administrators (CSA) and the Mutual Fund Dealers Association (MFDA ) to assist dealers in meeting various requirements of CRM2. It focuses on three areas: the application of CRM2 to investments that are not securities, such as segregated fund contracts, annuities and GICs; transfer payments from affiliates; and referral fees.

(January 8, 2016)

Advisor Insights: Advice Creates Strong Value for Canadians

This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.

(November 6, 2015)

IFIC Pollara Investor Survey (October 2015)
(October 16, 2015)

CFIQ Submission (French only) – Quebec Ministry of Finance – Distribution of Financial Products and Services under Act 188 (September 25, 2015)
(October 9, 2015)

IFIC Submission - Consultations on a Voluntary Supplement to the Canada Pension Plan - September 8, 2015
(September 8, 2015)

Submission – Proposed Amendments to Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations (September 4, 2015)
(September 4, 2015)

Advisor Insights – CRM2 Myths and Facts

This fact sheet focuses on frequent factual errors observed in media coverage about the timing and content of CRM2 reporting requirements. It has been prepared to provide advisors with accurate information about key aspects of CRM2. The same information has been provided to journalists in an effort to improve the accuracy of media coverage.

(July 22, 2015)

Voluntary Guidelines for Fund Managers Regarding Fund Volatility Risk Classification - July 2015
(July 17, 2015)

Backgrounder: CRM2 Myths and Facts
(July 6, 2015)

Investment Funds Industry Coalition Letter – India Department of Revenue – Application of Minimum Alternate Tax (June 22, 2015)

Joint letter from 15 investment funds industry associations worldwide urging that India's minimum alternate tax not apply to foreign institutional investors

(June 30, 2015)

Investment Funds Industry Coalition Letter – FSB and IOSCO – Second Proposed Framework for Designating G-SIFIs (June 26, 2015)

Joint Letter from 23 investment funds industry associations worldwide commenting on the second proposed framework from FSB and IOSCO for designating non-bank non-insurer entitites as global systemically important financial institutions

(June 26, 2015)

2015 Update - Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios - A Canada - U.S. Perspective

May 2015 Update to the 2012 study by Investor Economics and Strategic Insight

(June 9, 2015)

IFIC Submission – Financial Services Commission of Ontario – 2015-16 Statement of Priorities (June 8, 2015)
(June 8, 2015)

IFIC Submission - Ontario Ministry of Finance - FSCO Mandate Review (June 5, 2015)
(June 5, 2015)

IFIC Submission – Ontario Securities Commission – 2015-16 Statement of Priorities (June 1, 2015)
(June 1, 2015)

Achieving a Consistent Investor-Focussed Approach

J De Laurentiis speech to The Strategy Institute (April 22, 2015)

(April 22, 2015)

Mapping Fees into the Model Report on Charges and Compensation (April 16, 2015)

This document maps FundSERV Standards Files with lines on IFIC’s Model Report on Charges and Compensation so that all dealers can consistently record their costs in their charges and compensation reports.

(April 16, 2015)

IFIC Submission – U.S. Senate Finance Committee – Reforming the U.S. Tax Code (April 15, 2015)

IFIC comments on Passive Foreign Investment Corporations rules and territorial taxation

(April 15, 2015)

Guide to Using IFIC’s CRM2 Model Reports (April 14, 2015)

This guide will help dealers effectively adopt the model reports developed by the industry to meet the 2016 requirements of CRM2. Links to the model reports appear below.

(April 14, 2015)