|
Last Chance to Register for: Advocis’ Symposium 2023! Don't miss your chance to be part of Symposium 2023. Secure your spot today and join us on Monday, November 6th at the Westin Harbour Castle in Toronto. This year's event is accredited for 4.5 CE credits. Symposium will showcase a series of sessions focusing on key topics such as the MFDA/IIROC merger, Total Cost Disclosure for mutual funds and segregated funds, and Advisor Compliance. |
|
Admission: As a benefit of Advocis membership, members are entitled to attend this event at a discounted rate, use your Advocis membership ID as the promotional code to unlock these tickets. • Advocis Members: $399+HST • Non-Members: $549+HST • Tables of 8: $2,500+HST |
|
|
Panel: The Full Monty: Total Cost Disclosure |
|
Many years after implementing enhanced disclosure under CRM2, the Canadian Securities Administrators and the Canadian Council of Insurance Regulators have joined forces and are proposing total cost reporting disclosure for investment funds and segregated funds – known as CRM3. What are the behavioural principles involved in communicating total cost disclosures in relation to the value of advice and building trust with clients? The information overload and aversion to fees can be incredibly confusing to clients. How can advisors and firms design communications to get it right? We’ll also delve into day-to-day tactics that advisors can take to support their clients. This panel will explore how total cost reporting can be best achieved while also ensuring that the new regulatory requirements focus on the client experience. |
|
|
|
Questions? |
If you have any questions or concerns regarding this event, please reach out to regulatoryaffairs@advocis.ca. |
|
Thank You To Our Symposium 2023 Sponsors: |
PLATINUM SPONSOR |
|
GOLD SPONSORS |
|
MEDIA SPONSOR: |
|
|
|
|
