Other Documents
2018
2017
Enhanced Financial Reporting to the CRA – for the Common Reporting Standard and Financial Account Tax Compliance Act December
Information to increase your understanding of the CRS and FATCA
"It's your money. Find out more." – A Toolkit for Dealers and Advisors (November 2017)
This toolkit was created to help advisors engage with clients about the new information investors will receive about the performance of their investments and the fees they paid to their dealer under the initiative known as “CRM2”. The materials in this toolkit were created to encourage investors to open their statements and read the new information.
Enhanced Financial Reporting to the CRA – for the Common Reporting Standard and Financial Account Tax Compliance Act December
Information to increase your understanding of the CRS and FATCA
"It's your money. Find out more." – A Toolkit for Dealers and Advisors (November 2017)
This toolkit was created to help advisors engage with clients about the new information investors will receive about the performance of their investments and the fees they paid to their dealer under the initiative known as “CRM2”. The materials in this toolkit were created to encourage investors to open their statements and read the new information.
