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Client Fees – Updated FAQ and Client Fee Dashboard Reminder

May 23, 2024

Category: Top news

We would like to inform you that changes have been made to the Client Fee FAQ to clarify the following:

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Fund Risk Rating Change – Franklin Templeton

May 23, 2024

Category: Compliance

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Reminder - Reactivation of Client Fee Dashboard and Survey Reminder

May 16, 2024

Category: Top news

In preparation for the collection of 2024 Client Fees on June 30, please be advised that the Client Fee Dashboard has been reactivated.

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Update of Imaging Administrative Procedure

May 16, 2024

Category: Best practices

Given the large number of documents we receive on a daily basis and in order to optimize their indexing to make your work easier, we would like to share with you a revamped version of our imaging procedure.

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Statutory Holiday – Monday, May 20, 2024

May 16, 2024

Category: Office closure

Please note that Monday, May 20, 2024, is a statutory holiday in several provinces of Canada, which means that markets and Fundserv will be closed and that no trading or settlement will take place on that day.

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Physical Security

May 16, 2024

Category: Cybersecurity

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Reactivation of Client Fee Dashboard and Survey Reminder

May 9, 2024

Category: Top news

In preparation for the collection of 2024 Client Fees on June 30, please be advised that the Client Fee Dashboard has been reactivated.

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Fund Risk Rating Changes – Fidelity Investments Canada ULC

May 9, 2024

Category: Compliance

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New U.S. Currency Trading Administrative Procedure

May 9, 2024

Category: Best practices

In an effort to facilitate trading involving U.S. currency, we have gathered all the necessary steps in a comprehensive and easy-to-read procedure.

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Social Engineering - Part Two

May 9, 2024

Category: Cybersecurity

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