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The Voice of Canada’s Investment Funds Industry

Stage 2 - Delivery

Stage 2 of the POS Project was completed on June 13, 2013 with the publication of final amendments to the Fund Facts form.

This stage included the implementation of a process to deliver the Fund Facts, satisfying securities requirements to provide an investor with a prospectus within two days of buying a mutual fund.

The amendments are being phased in over 12 months.



Documents

2012
Submission to CSA on Stage 2 Point of Sale Dislcosure for Mutual Funds (August 31 2012)