Regulatory Alerts2021-10-21
Draft Amendments to Policy Statement to Regulation 81-101 respecting Mutual Fund Prospectus Disclosure
Canadian securities regulators issued draft amendments to Policy Statement 81-101 to update mutual fund prospectus disclosure requirements. The changes repeal specific sections of the policy and replace Appendix A with a standardized sample Fund Facts document template. This template mandates clear presentation of fund risks, performance history, investment objectives, and detailed fee structures including sales charges and trailing commissions.
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