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Keyword: Segregated funds

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Proposal would eliminate regulatory arbitrage between seg funds and mutual funds

grand opening illustrated with a scissors, a red ribbon and confetti on a white background

Recent launches include Canadian segregated versions of two Wellington funds and a multi-strategy alternative fund

Executives are discussing the financial results of the Company for the marketing plan.

Positive industry trends, not regulatory arbitrage, supported sales last year

Plane lifting off from runway at dusk

Firms released new target date corporate bond funds, a multi-asset income ETF and balanced seg funds

Growing Graph

Also, annuity and seg fund premiums increased 21%

  • By: Staff
  • September 15, 2022 September 15, 2022
  • 13:39
Solution

The move follows a regulatory warning earlier this year to stop DSC sales of seg funds

  • By: Staff
  • September 8, 2022 September 13, 2022
  • 15:44

TD launched a carbon credit ETF, while Equitable Life has 12 new seg funds

Advisor meeting with clients

Consultation on improving, harmonizing fund disclosure remains open until July 27

clients

CSA, CCIR propose new cost reporting requirements for investment and seg funds

Financial graphs analysis

The firm ranked first in segregated fund sales in Canada last year

  • By: Staff
  • February 17, 2022 February 17, 2022
  • 11:59