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Aug. 13, 2007 The Financial Services OmbudsNetwork - A Framework for Collaboration - (August 10, 2007)
June 15, 2007 Proposed Framework 81-406 Point of Sale Disclosure for Mutual Funds and Segregated Funds published for comment

News Release

Backgrounder

Proposed Framework 81-406

Appendix 1 - Fund Facts for mutual funds

Appendix 2 - Fund Facts for segregated funds

Appendix 3 - Key Facts for segregated funds

Appendix 4 - Investor research and other sources

Appendix 5 - Research Strategy Group Fund Facts Document Research Report

 

June 27, 2006 Spring Newsletter 2006
 
April 12, 2005 Guidelines for Capital Accumulation Plans

Letter of Endorsement
Electronic Brochure
Guidelines
 

Jan. 28, 2005 Principles and Practices for the Sale of Products and Services in the Financial Sector

News Release
Cover Letter
Backgrounder
Principles and Practices for the Sale of Products and Services in the Financial Sector
A Consumer's Guide to Financial Transactions

 

August 9, 2004 Summer Newsletter 2004

 

May 28, 2004 Guidelines for Capital Accumulation Plans

News Release
Guidelines

Summary of Comments & Responses

 

July 31, 2003 Disclosure System for Segregated Funds and Mutual Funds Consultation Ends

News Release

 

April 25, 2003 Proposed Guidelines for Capital Accumulation Plans

News Release
Backgrounder

Consultation Paper

 

March 6, 2003 Joint Forum Requests Comments on Principles and Practices for the Sale of Products and Services in the Financial Sector

Cover Letter
Backgrounder

Principles and Practices for the Sale of Products and Services in the Financial Sector

A Consumer's Guide to Financial Transactions
Industry Examples

 

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Last Updates April 17, 2007
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