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ARTICLE · 08 DECEMBER 2010

Implementation of Point of Sale Disclosure for Mutual Funds

McCarthy Tétrault
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On October 8, 2010, the Canadian Securities Administrators ("CSA") published the Implementation of Stage 1 of Point of Sale Disclosure for Mutual Funds.

CanadaFinance and Banking
Peter Luciano
Peter Luciano
Sean Sadler
Sean Sadler
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On October 8, 2010, the Canadian Securities Administrators ("CSA") published the Implementation of Stage 1 of Point of Sale Disclosure for Mutual Funds. This notice of amendments contains changes to National Instrument 81-101 Mutual Fund Prospectus Disclosure, Form 81-101F1 Contents of Simplified Prospectus, Form 81-101F2 Contents of Annual Information Form, and Companion Policy 81-101CP Mutual Fund Prospectus Disclosure. New Form 81-101F3 Contents of Fund Facts Document is part of the amended Instrument. The Instrument only applies to mutual funds subject to National Instrument 81-101 Mutual Fund Prospectus Disclosure.

1. Substance and purpose of the amendments to the Instrument

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