The Mutual Fund Dealers Association of Canada (MFDA) yesterday announced a new policy and amendments to its rules to harmonize requirements for its members with client reporting requirements adopted by the CSA last year

As we discussed earlier this year, the amendments were first proposed in June. While some of the amendments are already in effect, the remainder will come into effect on July 15, 2015, and July 15, 2016.

For more information, see MFDA Bulletin #0623 – P.