BULLETIN #0869-C

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Steven Chen

Manager, Compliance

416-943-7459

schen@mfda.ca

BULLETIN #0869-C

July 26, 2021

Performance Reporting Targeted Review

In 2020 the MFDA commenced a targeted review focused on performance data reported to clients by Members. This initiative was part of our continued efforts to use data and analytics to focus on risk areas and issues that are impactful to clients. The attached report provides a summary of the analysis and work performed during the review, our key findings and recommendations.


Performance Reporting Targeted Review

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