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Total Cost Reporting – What You Need to Know
Submitted by Rica Zara on October 21, 2022 - 4:40pm
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Total Cost Reporting – What You Need to Know
Total Cost Reporting is on the way for both investment and segregated funds 

The securities and insurance regulators are proposing new Total Cost Reporting rules. Sometimes referred to as CRM-3, these proposals aim to improve the cost disclosure that your clients receive and harmonize requirements between mutual funds and segregated funds.

We know that our members have questions about Total Cost Reporting. We’ve addressed several frequently asked questions in our latest Advocacy Bulletin.
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Please Note: You must log into your Advocis account to read the full bulletin 
 
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