Posted in Read More »- CRM2 comes into effect July 2016 with a requirement for full disclosure of fees. Under the second phase of the client relationship model, you will be required to justify what you do for your clients to earn your fees.
Posted in Read More »- The level of transparency that will come with CRM II will be the beginning of new fee conversations. It will allow clients and advisors to discuss the fees investors pay, how much they pay and the chance for advisors to remind their clients of value they receive.
Posted in Read More »- In our blog titled CRM-2: What you need to know, we discussed a number of the changes that are being introduced as part of Client Relationship Model – Phase II (CRM-2) to increase transparency when your clients are buying, selling or just holding mutual funds. These changes – particularly one being launched in July 2016, […]
Posted in Read More »- Prospecting – which is necessary for building your business – became more challenging in July 2014, as Canada’s Anti-Spam Legislation (“CASL”) came into effect.
Posted in Read More »- Client Relationship Model – Phase II (CRM-2) is well underway. Although there are still two more phases of CRM-2 to be rolled out in July 2015 and 2016, a number of changes in how you do business have already been introduced. Here are some of the major changes that have been launched and changes you […]
Posted in Read More »- The Government of Canada created CASL to protect Canadians from the malicious spam that, at best, clutters up our emails. At worst, however, these emails may be sent in an effort to mislead the recipient for commercial or other gains.