Performance Reporting & Cost Disclosure
The investment funds industry supports recent regulatory initiatives that provide investors with important information before and after they purchase their investments.
Now that CRM2 is fully implemented, investors know, in dollar amounts, all of the costs associated with their accounts. On the performance side, they see how well their investments have performed in dollar terms and their percentage rate of return over several time periods.
CRM2 is expected to strengthen investors’ understanding of their investments and their confidence to make sound decisions.
IFIC is encouraging its members, and the industry generally, to adopt consistent investor-friendly language in their all their materials. IFIC has created an inventory of plain language materials that can be shared broadly to help advisors inform their clients.
We continue to work closely with our members and regulators on all aspects of implementation.
Documents
2018
Advisor Insights: Global Regulatory Developments in Investor Protection (May 2018)
This issue of Advisor Insights focuses on regulatory developments in 16 countries and is based on a research report that was updated in May 2018. It summarizes report findings in a number of areas, including expanded disclosure, targeted reforms, best interest standard and embedded commissions and includes key points for advisors to discuss with clients.
Your Guide To Investment Funds (Winter 2018)
Understand your investments and secure your future
Advisor Insights Modest Investors – Easy Access and the Freedom to Choose are Keys to Successsful Long-term Investing (January 2018)
This issue of Advisor Insights contains data on the household assets of Canadian investors and provides insights on the difference that access to advice can make in their long-term savings.
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.
Advisor Insights: Answering Your Clients’ Questions about the Performance of their Investments (November 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.
Advisor Insights: Answering Your Clients’ Questions about Services and Fees (November 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.
Advisor Insights: An Opportunity to Strengthen Your Relationships with Clients (November 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.
Your Guide to Investment Funds – Winter 2017
Understand your investments and secure your future.
2016
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.
This issue of Advisor Insights focuses on regulatory developments in 16 countries and is based on a research report that was updated in May 2018. It summarizes report findings in a number of areas, including expanded disclosure, targeted reforms, best interest standard and embedded commissions and includes key points for advisors to discuss with clients.
Understand your investments and secure your future
This issue of Advisor Insights contains data on the household assets of Canadian investors and provides insights on the difference that access to advice can make in their long-term savings.
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.
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.
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.
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.
Understand your investments and secure your future.
2016
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.
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.
