Log in or register
Share on LinkedInShare on LinkedIn

ARTICLE · 08 JULY 2013

Fund Facts Delivery Requirements Finalized

Stikeman Elliott LLP
Explore more from Stikeman Elliott LLP

The Canadian Securities Administrators recently announced the implementation of the second stage of their point of sale disclosure project for mutual funds.

CanadaCorporate/Commercial Law
The Securities Group
The Securities Group
Author LinkedIn connections

The Canadian Securities Administrators recently announced the implementation of the second stage of their point of sale disclosure project for mutual funds. Stage 2 of the project consists of amendments to NI 81-101 Mutual Fund Prospectus Disclosure and related instruments and forms.

The amendments, which are intended to allow for the delivery of Fund Facts to satisfy the requirements to deliver a prospectus within two days of buying a mutual fund, were previously published for comment in August 2011 and June 2012. The released changes take into account feedback received in the latest round of consultations. While no changes were made to the delivery requirements related to Fund Facts, various changes were made to the form.

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

Related Articles

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

Related Comparative Guides

See more popular content from

Article

The PULSE Report: Governance Of Ontario’s Electric Utilities And Implementation Of Required Changes

Ontario's PULSE report and Bill 140 propose sweeping governance reforms for municipally owned electricity distribution utilities and their holding companies, mandating independent boards and new capital planning requirements by 2027. These changes aim to attract institutional investment for $120 billion in infrastructure expansion, but will require utilities to restructure shareholder agreements, recruit new directors, and implement complex governance arrangements within an extremely compressed timeline.
CanadaCorporate/Commercial Law
Aird & Berlis LLP
Aird & Berlis LLP
Article

Charity And NPO Insights: Key Committee Recommendations For The 2026 Federal Budget

In September 2026, the House of Commons Standing Committee on Finance (the Committee) released its recommendations for the 2026 Federal Budget. While these recommendations do not form part of the Budget itself, they provide insight into current political policy priorities and proposals that may be reflected in future legislative and fiscal initiatives. In this article, we highlight several recommendations of particular relevance to charities and not-for-profit organizations, with a specific focus on the proposed social sector fund.
CanadaCorporate/Commercial Law
Cassels
Cassels
Article

October 2026 Amendments To Chambers Practice In British Columbia: What To Know

The amendments were developed with the input of stakeholders, including members of the judiciary, the legal profession, government ministries and the public, in response to ongoing concerns regarding chambers delays, scheduling inefficiencies, inaccurate time estimates, and matters that are set down for hearing but ultimately do not proceed as scheduled
CanadaCorporate/Commercial Law
Singleton Urquhart Reynolds Vogel LLP
Singleton Urquhart Reynolds Vogel LLP