Regulatory Alerts2026-06-25
CSA Notice Regarding Coordinated Blanket Order 31-935 Exemption from Client Reporting Requirements
The Canadian Securities Administrators issued Coordinated Blanket Order 31-935 to exempt registered advisers from specific retail client reporting obligations for certain institutional accredited investors and overflow accounts. This relief allows advisers to provide tailored institutional client reporting instead of standard regulatory reports, provided they notify affected clients of the change and inform the CSA of their reliance on the order. The exemption became effective on June 25, 2026, and will expire upon the introduction of covering legislation or on December 25, 2027, in Ontario.
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