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Results: 1-10 of 40

CSA Releases Oversight Review Report of the MFDA
  • McMillan LLP
  • Canada
  • October 13 2017

On September 15, 2017, the Canadian Securities Administrators (“CSA”) published the Oversight Review Report of the Mutual Fund Dealers Association of


Budget 2017: "Switch" Fund Reorganization Rules Introduced
  • McMillan LLP
  • Canada
  • March 28 2017

In Budget 2017, the federal Government proposed new rules that will permit mutual fund corporations constituted as “switch” funds to be reorganized


Budget 2016 - New Rules Governing the Taxation of “Switch Fund” Shares
  • McMillan LLP
  • Canada
  • March 31 2016

In Budget 2016, the new federal Government announced its intention to end a tax deferral opportunity that has historically permitted investors in a


CSA Proposes Amended Risk Disclosure for Mutual Funds and ETFs
  • McMillan LLP
  • Canada
  • December 23 2015

On December 10, 2015, the Canadian Securities Administrators ("CSA") published proposed amendments (the "Current Proposed Amendments") to risk


Phase 2 of the modernization of investment fund product regulation project mutual funds
  • McMillan LLP
  • Canada
  • May 24 2013

On March 27, 2013, the Canadian Securities Administrators (CSA) published for comment proposed changes to the regulatory regime governing investment


Canadian Securities Administrators propose new requirements for closed-end funds and alternative fund framework
  • McMillan LLP
  • Canada
  • April 12 2013

The Canadian Securities Administrators (CSA) published for comment proposed changes to the regulatory regime governing investment funds on March 27


Finance announces changes to HST rules for funds
  • McMillan LLP
  • Canada
  • July 5 2010

As discussed in our prior client advisory Significant Proposed HST Changes for Funds and Their Managers, on May 19, 2010, the Department of Finance ("Finance") released a backgrounder (the "May Release") describing proposed rules (the "Proposed Rules") for determining the ultimate HST liability of investment plans (including registered pension plans, mutual fund trusts, mutual fund corporations, and unit trusts) and segregated funds of insurers (collectively "Funds"


Significant proposed HST changes for funds and their managers client advisory
  • McMillan LLP
  • Canada
  • June 22 2010

purposeOn May 19, 2010, the Department of Finance ("Finance") released proposed rules for determining the ultimate HST liabilities of funds (among other types of "listed financial institutions" ("LFIs"


Disclosure in mutual and segregated funds
  • McMillan LLP
  • Canada
  • January 6 2010

The Joint Forum of Financial Market Regulators is a representative committee of financial regulators from across the country, including representatives of pension supervisory authorities, insurance regulators and securities administrators


Proposed changes to mutual fund and segregated fund sales
  • McMillan LLP
  • Canada
  • October 20 2009

The Joint Forum of Financial Market Regulators is a representative committee of financial regulators from across the country, including representatives of pension supervisory authorities, insurance regulators and securities administrators