Regulatory Alerts2021-10-07
Amendments to Policy Statement to Regulation 81-101 respecting Mutual Fund Prospectus Disclosure
Canadian securities regulators amended the Policy Statement to Regulation 81-101 to align mutual fund disclosure requirements with the transition from annual information forms to simplified prospectuses. The changes include repealing sections related to annual information forms, updating French terminology to reflect new form designations, and clarifying rules for delivering non-educational material with fund documents. Additionally, the amendments provide transitional exemptions for persons granted relief prior to January 6, 2022, and update guidance on the format and content of simplified prospectuses and fund facts documents.
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