Advisors teaching things to clients

The Canadian Securities Administrators have released a sample Fund Facts document to help investors understand their mutual funds.

The interactive mock-up is available here. It helps investors easily identify a fund’s principal investments, past performance, risk rating and cost to investors.

Fund Facts documents are written in plain language that highlights key information about a mutual fund. Dealers are required to deliver the Fund Facts document to mutual fund investors within two days of purchase.

Read:

CRM II requirements for 2014

CRM will improve client decisions: IIAC

IIROC republishes 2015-2016 CRM2 amendments

Originally published on Advisor.ca

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