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Fund total cost reporting - Coming to investor statements by 2025?

Canada - June 29 2022 After a several years’ hiatus to focus on the client-focused reforms, among other regulatory priorities, the Canadian Securities Administrators (CSA)…

Donna Spagnolo, Michael Taylor

The CSA’s changes to mandatory registrant regulatory filings are now effective

Canada - June 10 2022 Amendments to National Instrument 33-109 Registration Information became effective on June 6, 2022. The amendments change the way registered and…

Adam Ragusa, Matthew P. Williams

Reduced regulatory burden for investment funds and managers - progress for 2022

Canada - February 25 2022 Recent rule amendments made by the Canadian Securities Administrators to various investment fund-related instruments represent a step in the right…

Roma Lotay, Whitney Wakeling

Preparing for the new CFR titles and misleading communication requirements

Canada - May 6 2021 The Canadian Securities Administrators (CSA) likely did not have Juliet’s famous words in mind when they enacted section 13.18 of National Instrument…

Matthew P. Williams

Amendments to the Ontario Capital Markets Modernization Taskforce proposals

Canada - April 14 2021 On March 24, 2021, the Ontario government released the 2021 provincial budget (the Budget), in which it announced it would proceed with certain…

Jennifer Jiang, Paul A.D. Mingay, Philippe Tardif, Jacqueline Ting