Navigating total cost reporting with case scenarios and expert insights
Register for our webinar on Total Cost Reporting (TCR)
Join us on October 1 at 12:00 p.m. for our “Navigating Total Cost Reporting with Case Scenarios and Expert Insights” webinar. TCR, also known as CRM3, is a new regulatory initiative aimed at enhancing transparency around investment fund costs. Beginning in 2027, client statements will disclose embedded fees associated with mutual funds, exchange-traded funds, and segregated funds.
In the first half of the session, our expert panelists will take you through real-world client scenarios, to deepen your understanding of the new information that will be presented in the annual cost report.
The second half of the webinar will feature an interactive Q&A session with our panelists. Please submit your questions through the registration platform.
Our speakers for the panel are:
Claudio Cipolla, MBA, Director, Practice Management, National Bank Financial
Jon Diebel, Client Executive, CIBC Mellon (moderator)
Ronald C. Landry, MBA, CPA, CGA, Vice President, Head of Segment Solutions and Canadian ETF Services, CIBC Mellon
Ravi Ramaswamy, Senior Vice-President, Global Shareholder Services, Franklin Templeton
