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Derivatives investments for pension plans: FSCO Guidance Note for comment

Canada - November 6 2014 In response to perceived concerns about the lack of understanding of the risks associated with investments in derivatives, the Financial Services…

Anthony Devir, Anna Zalewski

Proposed changes to the pension investment rules

Canada - September 19 2014 The Minister of State (Finance) Kevin Sorenson today proposed new regulations which will amend the Pension Benefits Standards Regulations, 1985 (the…

OSFI issues guidance on when a limited partnership meets definition of “pooled fund” or “mutual fund”

Canada - May 27 2014 The Office of the Superintendent of Financial Institutions has posted guidance (the Guideline) on the question of whether a fund established as a…

Practical issues in pension fund investing – execution of subscription agreements

Canada - April 4 2014 There is a famous phrase which is particularly apt in the area of pension fund investing - "the devil is in the details". This is the first in a…

Amendment to the 10% rule for Ontario-registered plans now in force

Canada - March 11 2014 We had reported a few weeks ago that the Ontario Government had posted for public consultation a proposed exemption to the 10% rule. The 10% rule…