Regulatory Alerts2025-03-03
Added · Updated
Policy Statement to Regulation 81-101 Respecting Mutual Fund Prospectus Disclosure
The Canadian Securities Administrators outline requirements for mutual fund disclosure documents, specifically the simplified prospectus and the four-page 'fund facts' document, which must be written in plain language and presented in an accessible format. The policy mandates that fund facts documents generally adhere to a Flesch-Kincaid grade level of 6.0 or less and be posted on the issuer's designated website until replaced. It further details procedures for filing and delivering documents via SEDAR+, handling amendments through slip sheets or amended and restated versions, and managing personal information forms.
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