Change from MFDA to CIRO on Websites, Social Media and Client Documents

As announced on April 27, 2023 and in other communications, members of the New Self-Regulatory Organization of Canada approved the new name of this organization to Canadian Investment Regulatory Organization (“CIRO”) following the amalgamation of the Investment Industry Regulatory Organization of Canada (“IIROC”) and the Mutual Fund Dealers Association (“MFDA”) on January 1, 2023.

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As a result of this change, we remind you that Investia and its Representatives have until December 31, 2024, to replace all references to the MFDA with CIRO references on all their websites, social media and client documents/materials.

Action required
If you still have any MFDA references on your websites, social media and/or other client documents or materials (letterhead, letter templates, etc.), we ask that you please make the necessary updates as soon as possible and by December 31.

If your site, social media or client document/material has already been approved by Investia and the change from MFDA to CIRO is the only required change: simply proceed with the change without head office approval.
If, however, your site, social media or client document/material has never been approved by Investia, please follow the usual process by sending a request for review and approval to sales_communications@investia.ca prior to using the site, social media or document/material.

We thank you for your usual cooperation.

Should you have any questions or require additional information, please do not hesitate to contact your Compliance Officer.

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Change from MFDA to CIRO on Websites, Social Media and Client Documents

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